Keel Infrastructure looks likely to announce a deal within the next few weeks, which makes it a speculative gamble. x.com 

Keel Infrastructure trades at a large discount to peers mainly because it lacks a hyperscaler deal, and a single contract could close that gap. It has grid connections in place, a 2.2 GW pipeline and a market cap near $3.8B. Sites are Panther Creek, PA at 350 MW with a path to 500+ MW long term; Sharon, PA at 110 MW; and an 18 MW Moses Lake, WA pilot. CEO Ben Gagnon committed to sign three leases by year-end, and the stock should join the Russell 3000 in June. Leopold added to his position. … Show more

KEEL is not a buy right now: today's tech weakness, plus profits that would only arrive in 2028, argue for waiting despite the company's interesting move. x.com 

Keel Infrastructure is the favorite bitcoin miner to own outright because of its pivot to AI and high-performance computing and the cash it has generated. It is pivoting away from mining but still trades with bitcoin. x.com  x.com 

Keel Infrastructure is re-rating as an AI infrastructure supplier, backed by scarce grid interconnections and a 2.2 GW power and data-center pipeline across Pennsylvania, Washington and Quebec. Its move to a US headquarters and Delaware incorporation sheds the crypto-miner label and could draw US index and institutional money. The CEO and COO keep buying shares with no insider selling, and the put/call ratio fell from a typical 0.24 to 0.13 in September as traders bet on calls. x.com 

Keel Infrastructure looks expensive at $3.57, about 20% above the top of a $2.35-$2.98 fair-value range. The company, which runs digital and energy infrastructure for HPC and AI workloads, trades at 13.4x EV/sales with forward EPS of -$0.24. These are valuation levels from reported earnings and revenue estimates, not fundamental work, and the stock would be outright expensive above $4.80. x.com 

Keel Infrastructure can run fast to 10+, its all-time high, once it clears 6.6, backed by a recent multi-billion-dollar deal to scale data centers. The weekly chart shows a curl with a high-volume push into recent highs. x.com 

Keel Infrastructure has multibagger potential because a single signed hyperscaler lease would reprice the whole company. Formerly Bitfarms, it is converting entirely to AI data centers, with a 2.2GW power pipeline that includes up to 1.3GW at its Pennsylvania site. Management is targeting three hyperscaler leases by year end. x.com 

Keel Infrastructure keeps offering reasons for having no lease deals, and its story of waiting to make more money later looks weak and potentially dishonest. Keel's CEO has said since early 2025 that it would sign leases closer to power deployment to avoid long-lead discounts, but there are plenty of deals to ink now, and CoreWeave and Nebius have take-or-pay contracts lined up for years. Keel can still sign deals, and maybe it will, but CoreWeave offers the visibility it lacks. x.com  x.com  … Show more

Alamos Gold, Amentum and Fiserv trade below fair value, with fair value spanning what each company earns today to what it is guided to earn next year. For the rest of the group, including Lululemon, Permian Resources and Sable Offshore, the pullback level marks where each starts looking cheap. x.com