Stock Bull, 23,Data Enthusiast,
Joined December 2025
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Kaine retweeted
Ridiculous that I now have to consider how Horny a CEO is when investing in a company
This dude is a dumbass @DaveChappelle
Dave Chappelle: “Ever since that guy Charlie Kirk got murdered, and I shouldn’t say this publicly but…. I feel better.”
This isn’t even comedy. It’s just sick…
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Honestly as much as Ben has me pissed off he kinda makes me feel confident in him here and makes sense of what he’s doing…might buy more!!! 🚀 🚀 🚀 $KEEL
🔥This interview focuses on Keel Infrastructure’s ($KEEL) Q3 2026 financial results and 2027 strategy. Ben Gagnon (@CaptainKeel) highlighted several key points: Q3 progress—construction has broken ground at Moses Lake (with all permits secured; the site is expected to generate its first HPC-related revenue by 2027). In Pennsylvania, the permitting process continues to advance, with no applications rejected. Lease negotiations across multiple sites with various counterparties are well underway, with technical due diligence completed and several Letters of Intent (LOIs) already in hand.
Regarding the leasing timeline: The previous goal of signing three leases by year-end has been adjusted; the focus has shifted toward securing the "highest-quality, highest-return" deals, with significant progress anticipated by early 2027.
Market dynamics and supply/demand: Power is becoming increasingly scarce while demand has reached an all-time high, leaving customers with fewer viable options for 2027–2028. Keel foresaw this supply-demand imbalance two years ago and pivoted its entire strategy accordingly.
Design and execution: The company is maintaining flexibility for next-generation GPUs (such as the Vera Rubin architecture), fostering competition among multiple potential counterparties to avoid long-term exclusivity, and leveraging a strong cash position (approx. $780 million) to drive development without the need for external financing.
Other topics covered include the political and labor union landscape in Pennsylvania, GPU rental rate dynamics, capital allocation options, and investor feedback.
Closing sentiment: Despite significant market volatility, the company’s operational execution and the progress made at the negotiating table remain far more stable than the stock price. Management remains composed—this is precisely the moment they have been preparing for.
Core thesis for the outlook (my perspective):
Power is the true bottleneck of the AI era, and Keel holds a portfolio of scarce, permitted (or near-permitted) power-ready sites, backed by ample cash and active construction. While market sentiment is currently dampened by lease delays and share price volatility, the announcement of a first lease or further progress at Moses Lake could serve as a powerful catalyst. Execution is everything, and for now, it appears the company is advancing exactly according to plan.
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