William Allan
2.1K posts

William Allan
@Z06William
Logistics Engineer. Investor. East Coast. Buy American. You know the ole saying… If you can’t beat em’…… I will.. MA/CT 🇺🇸






My predictions for tomorrow’s hyperscaler earnings: • $MSFT: “We are power and compute constrained” • $META: “We are power and compute constrained” • $GOOGL: “We are power and compute constrained” • $AMZN: “We are power and compute constrained”














FYI, this is why these reports matter... @keelinfra_ upgraded to Overweight $4.50 🎯🎯🎯 @Official_Cantor "$KEEL Gets GO Ahead From Town Council" 👀👀👀


Pretty crazy to think about $KEEL and their price per watt compared to other AI infrastructure peers. $KEEL is trading at roughly 70 cents per watt. Here is the comparison: $CRWV — $66B market cap. 2.9 GW contracted. Roughly $23 per watt. $NBIS — $40B market cap. 2.5 GW contracted. Roughly $16 per watt. $HUT — $9B market cap. ~1 GW capacity. Roughly $9 per watt. $IREN — $18B market cap. 4.5 GW pipeline. Roughly $4 per watt. $KEEL — $1.6B market cap. 2.2 GW pipeline. Roughly 70 cents per watt. Is $KEEL undervalued?














