matthew sigel

@matthew_sigel x.com/i/grok/share/6…

$WULF >Governor Hochul on Odd Lots this AM discussing data centers >Thought she sounded pretty positive / constructive, although will be more red tape to get approvals with new agencies creating a framework. >Also sounded like while she was open to data centers and their benefits, but prefers companies like Micron coming in who are creating long term jobs (setting up school systems around the facility to teach skills needed at the site). >Recognized benefits of data centers to communities, but wants to give those rural areas time to figure out how to vet projects and potential companies coming in >Wants DC's to bring their own power or contribute to the grid >Wants contributions to grid resiliency fund, that helps keep infrastructure up to date >Setting up 7-8 agencies (!!) to help create blueprint for setting up DC's in NY >NOT expecting a full ban on DCs, understands importance of AI >Talked about securing Micron in NY, wants to get them power from grid and nuclear they need >Wants more nuclear in NY >Said she talked with data center industry leaders (Paul?) and they were fine with moratorium, just wanted to know the rules, and didn't think it would hurt or disrupt current plans h/t Griffin MacMaster

@matthew_sigel x.com/i/grok/share/6…

$KEEL gets city approval to consolidate 3 BTC mining sites into a single 96 MW AI/HPC campus in Sherbrooke, Québec, plus a land purchase agreement ~100 miles east of Montreal (reported~$2.2M CAD) Details: >No new power requested; recategorizing existing hydro allocation from BTC to AI (which matters in Québec where new data center customers now face ~13¢/kWh (vs. legacy ~6.5¢). That rate protection could be a meaningful cost moat. >96 MW critical IT (after PUE haircut ~67-70 MW) at market colocation rates could support $150M/annual revenue, material for $KEEL (2026E revenue = $116M) >Still needs MEIE (Quebec Ministry of Economy) sign-off, not a done deal >Sherbrooke was NOT in KEEL's stated 2026 lease priority (that's Panther Creek, Sharon, Moses Lake) so this is incremental pipeline optionality >Land closes Q1 2027 subject to inspections/municipal approvals

@matthew_sigel x.com/i/grok/share/6…

$CLSK +9% this morning leading all miners. In our view yesterday's $6B+ lease announcement significantly de-risks the equity and could be worth $10+ per share - without any expansion or success on TX lease! I didn't post about it yesterday because I wanted to buy more shares.

Just had the most melt-in-mouth truffle mushroom risotto at that new bistro downtown—creamy, earthy, and totally worth the 20-minute wait!

[Hey everyone! Our photography club’s weekend photo walk is happening this Sat! Join us to capture city vibes, make friends u0026 win small prizes. Sign up via link in bio! ]，

New semester vibes! Fresh notebooks, sharp goals, and all the courage to crush every challenge ahead. Let’s go!

[Morning dew + warm sunshine = perfect autumn vibe Sipping tea while leaves fall, life’s little wins this season!]，

Thanksgiving is here! Treat your fam to our spiced turkey with cranberry glaze u0026 pumpkin pie — order now for a cozy feast!

Just found my favorite iced latte on sale—small win that’s making my whole day feel so much lighter

Woke up to birds singing and sunlight through tent mesh—this is the cozy, quiet magic of solo camping, no plans needed

Just finished hiking the coastal path in Santorini—sunset painting the Aegean pink and cool breeze carrying salt u0026 olive scent. 10/10, no filters needed

Just heard a guy at a comedy show complain his Wi-Fi is worse than his ex’s texting. Same energy, zero reliability, way too much drama.

Just unboxed a surprise package—new goodies I’ve been eyeing for weeks! Now time to dive into using them, thanks so much to the sender!

Just stole 10 mins of office time to stare out the window. Nothing but good vibes and zero deadlines right now

Teamwork makes the dream work! Shoutout to my awesome group for crushing our project deadline today

My weekend DIY win! Made a custom fabric tote from an old shirt, added hand-painted sunflowers—zero sewing skills needed, just cut, paint, and go!

Just survived the most epic anime convention ever—met my favorite VA, scored exclusive merch, and my cosplay game Chef’s kiss Can’t wait for next year!

Fresh autumn air, crunchy leaves, and pumpkin spice lattes—perfect weekend vibes! ，