Manuel Sandoval

@stocktalkweekly KEEL?

New position opened today at whop.com/stocktalk/stoc… in SMID cap datacenter energy infrastructure stock

@hashoveride We believe in you Ben!

Good morning Keel Mates! Just want to do a quick followup from our Q1 call Monday with the key takeaways: 1. Continued progress on permitting and zoning secured 2. Confident on getting 3 leases signed this year 3. Increasing investor interest with twice as many attendees on our Q1 call than normal and 63 investor meetings in the last 3 days. For those of you who missed it, links below: Q1 Webcast: ir.keelinfra.com/events/event-d… Q1 Power Analysis: youtube.com/watch?v=r_OOoF…

What are our thoughts on the Needham $KEEL presentation?

@MintzerMiguel Thanks for sharing. All for your findings are further strengthening my conviction. I truly believe we can be $10+ by eoy 😁

$KEEL Mining Permit No. 13890201. Panther Creek Permitting, LLC, 4 Dennison Rd, Nesquehoning, Carbon County. Correction of an anthracite coal refuse reprocessing operation to change the post mining land use from Unmanaged Natural Habitat to Industrial affecting 76.8 acres.April

@MintzerMiguel From what I've read, the $22 million is largely "write offs" they can no longer take advantage off due to paying off the debt

@__Manny_ It doesn't look like a paper loss. It looks like an early termination clause.

$KEEL "$22 million loss from the extinguishment of the Macquarie credit facility in Q1 2026" This is my first raised eyebrow. You can't take out a loan, cancel it after 6 mo, and leave 22M usd on the table.

@amitisinvesting @amitisinvesting I'd love to see you start talking about $KEEL (formerly Bitfarms.) They have a 2.2GW pipeline and are extremely undervalued right now. I also remember you making a successful trade on Bitfarms a few years ago.

$IREN $NVDA IREN PARTNERS WITH NVIDIA. Iren signed a $3.4B, 5-year AI Cloud contract with Nvidia entering into a 5GW strategic partnership. I am not a huge $IREN investor, but at $43, it felt like there was a bit to much hate on the name given they still are a neocloud with capacity for compute and the entire world is compute constrained. Today's deal isn't a massive hyperscaler deal, but it does feel more bullish than not. No one knows if the stock can easily maintain the $70s like it did on the initial after-hours pump, but the most important part of this announcement is Nvidia is granted the right to purchase 30M shares at...$70 a share. Effectively, Nvidia is saying we think $IREN is worth a minimum of $70. The interesting thing is that Nvidia is not yet *directly* investing, which is what they did with $CRWV and $NBIS. For whatever reason, Nvidia is waiting to make the investment but if they are willing to buy at $70, it's them telling the street that we believe this company is worth that much and the cloud contract we signed with them today signifies that. Not a major hyperscaler deal but seems pretty bullish long term and hopefully a much larger compute deal is on the way for the company.

@MintzerMiguel Any updates Mike? 😁

$KEEL Sharon Draft zoning ordinance. It is currently being discussed in Sharon's planning commission. cityofsharon.net/media/cityofsh…

@MintzerMiguel Is there anyway we can watch this?

$KEEL Sharon Sharon Planning Commission Meeting May 6, 2026 at 4:00 PM Mercer Node Development Plan – 80MW Substation, Review/Approval …od3-public.s3.us-east-2.amazonaws.com/meetings/22/ag…

@MintzerMiguel Thank you Mike for sharing this! 😁

$KEEL Relevant. Yesterday, PPL received approval for its Chapter 102 Individual NPDES Permit for Nesquehoning. Environmental groups had attempted to use this avenue to block power's access at Panther Creek on the grounds that it crossed wetlands. pa.gov/agencies/dep/d…

@stocktalkweekly KEEL. Seriously undervalued right now

If I gave you $1 million to buy a SMID cap stock (under $10 billion market cap), which stock would you buy, and why?

@MintzerMiguel Can you explain why the client is "backbone mining solution?" Is that KEEL? Why a different name?

$KEEL submitted on April 29, another request for permission NPDES, Chapter 102, this time for Panter Creek. pa.gov/agencies/dep/d…

@JonSaidThat @Timcast We would resort to fighting over resources. Society would likely turn to survival of the fittest for decades, if not, centuries

@JonSaidThat @Timcast There should be a 4th reason: D. You understand the ramifications of 10-49% of the world dying and dont want to live in that world. Imagine society going into chaos because so many important workers to our civilization suddenly disappear. Farmers truckers laborers etc.

Red and blue button moral dillema is now a hiring question If you pick red youre not getting hired

@amitisinvesting @amitisinvesting Im buying Meta the 28th with expectations I'll make a 10% return next day. Thanks Amit 😁

APRIL 29TH IS A BIG DAY. Microsoft, Google, Amazon, & Meta all have earnings...on the same day. The last time that happened? October 29th, 2020. So the question is...if you had to listen to only one earnings since all of them conflict, which one? For me, it's $META.

This is bullish for $KEEL. While this order is written in "National Defense," it is a green light the industry needs to bypass the regulatory and supply-chain gridlock that currently slows down AI datacenter construction.* *From Gemini

@HolySmokas Buy $KEEL

My $3.8M portfolio. What stocks would you add or sell?

Every public bathroom in the world should have disinfectant spray and paper towels on deck. Im tired of walking into a stall, feeling grossed out, and choosing to hold my piss or shit instead of relieving myself like I should be able to 🙄

@CAgovernor How bout an apology to Nick Shirley?

California is again leading the charge against large-scale identity theft and hospice fraud. Today, we're taking decisive action against 14 providers who tried using stolen identities to bill Medi-Cal for nonexistent hospice services.

@HolySmokas $KEEL

I give you $1,000,000 right now You have to invest it in 1 stock for next 5 years You cant sell for those 5 years.. what stock do you buy?