Listen up you smooth brained regards.
Everyone and their wifes boyfriend still thinks this ticker is Bitfarms ($BITF) plugging zero margin antminers into a paraguayan mud hut. Newsflash. They completely rebranded to Keel Infrastructure ($KEEL) a couple months ago. They moved the company to the US, dumped their south american bags, and are pivoting into a pure play AI data center power monopoly.
Look at CORZ or WULF. The exact second a former bitcoin miner pivots to hosting AI workloads the multiple goes from literal wendys dumpster to the stratosphere.
Here is the setup. They have 2.2 gigawatts in the pipeline with grid interconnections already locked in across PA and Washington. Do you have any idea how hard it is to get gigawatt level power right now. Big tech billionaires are literally trying to buy rusty nuclear plants just to plug in their chat bots and Keel already has the juice secured.
The balance sheet is also completely bulletproof. They just dropped earnings showing 520 million in liquidity with almost 360 million in pure cash and a fat stack of leftover Bitcoin they are dumping to fund the infrastructure. They have absolutely zero need to dilute our shares to build these sites out.
Management flat out said on the Q1 call they are targeting 3 massive leases signed by the end of this year for the 2027 power campuses. The absolute second those lease announcements hit the tape and a hyperscaler name like Microsoft or AWS is attached to it, this stock blasts past 15 overnight.
The market is pricing this like a dying hash rate play because wall street analysts literally do not know how to read sec filings.
Positions: 5000 shares at 4.56 and 48 contracts on 12c expiring 1/15/27. See you on the moon or behind the Wendy’s dumpster.