Gianmarco Silvestri

$KEEL First Deal announced (Late June): Price movement from $5 to $9 Second Deal announced (Early September): Price movement from $8 to $14 Thir Deal announced (Late December): Price movement from $12 to $18. Offering announced (Early January) Price movement from $16 to $11. Execution of all sites and NTP for Scrubgrass. (Mid 2027) Price movement from $11 to $17 Deal signed for Scrubgrass (Late 2027) Peice movement from $17 to $28 Don’t just watch from the sidelines. Hit follow and let’s stack together.I'll always keep the KEEL channel up to date.

🚨 @keelinfra_ Q1 2026 Results — The Transformation Is Real!!! 🚨 ⚡ Redomiciled to the US, rebranded to Keel Infrastructure — now a pure-play North American HPC/AI infrastructure development platform ⚡ $533M in total liquidity as of May 8 — $336M unrestricted cash + $197M unencumbered Bitcoin — fully funds development through lease execution at all three near-term sites ⚡ Three sites advancing simultaneously — Panther Creek, Sharon (PA zoning secured ✅), and Moses Lake — zoning approvals in place, land development and environmental permits progressing ⚡ 2.2 GW pipeline with established grid interconnections across Pennsylvania, Washington, and Québec ⚡ Latin American exit complete — Paso Pe sale closed April 21 — 100% North American portfolio with zero legacy distractions ⚡ Liquidity fully funds: Panther Creek + Sharon + Moses Lake through lease execution, start of construction at Moses Lake, and G&A through 2028 — no near-term capital raise needed ⚡ Q1 revenue: $37M — Adj. EBITDA: -$17M — pre-revenue development stage, all capital being deployed into pipeline CEO @hashoveride "With that work done, we now enter this new chapter with strong momentum and the clear strategic vision of advancing our sites through lease execution in 2026" Rebranded. Redomiciled. Fully funded. Three sites advancing. 2.2 GW pipeline. No LatAm. No distractions. $KEEL is a blank slate with a loaded pipeline — the next 12 months are all about lease execution Is $KEEL one lease away from a complete re-rating? 👇 $KEEL #AIInfrastructure #DataCenter #HPC

@SmartLivingSci Yes! 🙌 The upside potential for share of $KEEL if three lease deals are signed in 2026 is exponential, and the downside risk is largely minimal because the company has no debt and owns prized assets that are easily worth what the company is trading for today - if not more!

Ok, just went through the $KEEL slides, and few interesting things to be found 😶 First, a breakdown on each site progression and customer profile. Panther Creek is confirmed to be for Hyperscaler ($AMZN $GOOG $MSFT $META) and large Neoclouds ($NBIS $CRWV). Sharon is for Hyperscaler, large Neoclouds, and large enterprises ($JPM $CMCSA $FDX, or major pharmaceutical companies like $JNJ). Moses Lake is for emerging Neoclouds (Lambda Labs, RunPod, Vultr, Paperspace.), enterprises ($SBUX $BA, etc.), and goverment. Second, ALL OF THEM have a target lease execution of 2026! This is the first time that the managment has been this transparent on the progress and target. Can't help but be excited for the future of $KEEL!

This is not a bear post as I am a long time investor. For everyone suggesting that $Keel will have a substantial announcement, you’re ignoring the facts. 1. Ben stated that Moses Lake will not be operational until at least three months into 2027. 2. Ben stated without ALL of the permits and NTP status granted, potential customers will hang up the phone. This information was provided on @McnallieM Get your emotions under control and expect the following on May 11th… 1. Ben will state what we already know is in progress. 2. Ben will throw in colorful verbiage and repeat #1. 3. He will conclude that everything is on track and expects a deal to come easy once permits are in hand. 4. $Keel will show they have lost less than they did in Q4 of 2025, this is for the reasons stated in the interview on @McnallieM and therefore will continue the spin up on how things are great. The probability for the four points to happen on May 11th are far greater than a significant announcement about a deal. You’re not investors, your traders waiting for the numbers to go up. In which case, you should have been trading $RIOT for the past two months with an amazing trading range of $38-$54. You could have used the profit to buy additional shares of $KEEL since they still do not have a deal. That is called “opportunity cost” and if you’re being honest…you’ve lost a lot of potential profit. Ignore the click-bait about a deal. You need permits and NTP to lock up a deal. Listen to the interview with $Riot on @McnallieM and you’ll hear the difference. Mark this post for May 11th. Come at me if I am wrong.

$IREN CEO on last earnings call - "One of the contracts we are negotiating at the moment is a multi-billion dollar contract where we would have to bring a software solution". Today, IREN acquires Mirantis for $625M.

KEEL前回の高値6.6まで だいたいこんな感じで戻るかな $KEEL

$Keel Infrastructure acquired the 336-acre site in 2025 to transform a retired waste coal plant into a $KEEL asset for modern compute. This historical industrial liability once burned culm banks to remediate environmentally damaged land in Pennsylvania coal country. Local officials now support this transition as the project replaces a defunct power facility with a productive tax-generating engine for Carbon County.

$KEEL on of the green one today and strong !

It’s all beginning to make sense $IREN

It’s simple for $KEEL Sign a lease for Moses Lake and it goes to ~$4 Sign a lease for Panther Creek and it goes to ~$8 Tenant Multiplier effect: - Neocloud : 1.5x - Hyperscaler : 2x Bonus: Any mention of Anthropic and we going 🚀

Listen to our CEO Ben Gagnon speak with @carolmassar and @timsteno on @Bloomberg about our evolution into an HPC/AI-focused energy infrastructure company, the completion of our U.S. redomiciliation and our rebrand as Keel Infrastructure. Full interview: brnw.ch/21x1CKz

$KEEL officially breaks the $2.20 resistance! ⚓️🔓 Today’s move isn't just about a few cents—it’s a major technical shift. We’ve been knocking on the $2.20 door for weeks, and breaking through it on volume signals that the market is finally pricing in the AI Infrastructure pivot.🚀 🏗️ Why $2.20 was the "Boss Level": Historical Pivot: $2.20 served as a heavy supply zone where sellers consistently stepped in. Institutional Validation: Breaking this level often triggers algorithmic "buy" signals. We are officially in a new "Value Area." 🎯 The Next Price Targets: 1️⃣ **PT 1: $3.00** – The psychological round-number target. Most analysts (like Cantor Fitzgerald) see this as the "fair value" for the current power assets. 2️⃣ **PT 2: $6.50** – The "Execution Target." This is where we go once construction begins at the Panther Creek AI site. 3️⃣ **PT 3: $10.00+** – The "Blue Sky" goal. This happens when the market values $KEEL's 2.2 GW pipeline like a true hyperscale data center provider. 🧱 New Support: We want to see $2.20 hold as the new floor. If we backtest and bounce, it’s off to the races. 🐎 The rebrand to Keel Infrastructure was the catalyst; the $2.20 break is the confirmation. The foundation is set. 🌊🏗️ $KEEL $IREN $CIFR $WULF $NBIS $NUAI $APLD $ORCL

A great look at the @Bitfarms_io - soon to be $KEEL Infrastructures portfolio!!! 👀👀👀 $BITF $KEEL - 5 sites, 3 in PJM ✅ - PUE targets of 1.15–1.35 ✅ - Hyperscaler grade ✅

Since World War II, the S&P 500 has hit a 10% drawdown 48 times. 36 of those corrections stopped there and reversed. 12 turned into full bear markets. That is a 75/25 split. Most investors do not see those odds. They see red, they see headlines, and they sell. What they do not see is that the average correction recovers in just four months once it turns. They also do not see that 42% of the market's best single days over the last two decades came during bear markets. Sell at the wrong moment and you do not just miss the bottom, you miss the days that do the most work. The bear markets that do materialise average around 9.6 months. The bull markets that follow average 2.7 years. The math has always favoured patience, Warren Buffett style investing.

The first £100,000 is the hardest because you are building everything from nothing. Your income is smaller, your investing capital is limited, and progress can feel slow. But this stage is where the real skill is built. You learn how to save, how to stay patient when results take time to appear, and how to think independently when markets move against you. Compounding is still weak at the beginning, so the numbers may look small, but the habits and mindset you develop during this phase are extremely valuable. Once you cross that first £100k, things begin to change. Your capital starts working alongside you, small percentage gains begin to matter, and you start to feel real momentum building. The early years test your commitment, but the investors who stay consistent through that phase are the ones who eventually experience the real power of compounding.

reply if u didn't panic sell

$BITF KEEL INFRASTRUCTURE Bitfarms Expands Leadership Team with Seasoned U.S. Industry Experts to Support HPC/AI Infrastructure Development stocktitan.net/news/BITF/bitf…

Long $BITF

$KEEL / $BITF: "...if we wanted to go out there and sign one of the leases which is in my inbox today, we could get $140 kilowatt per month. That’s what we could lock in today." (source: youtu.be/2b-ZGD8E74k?si…) That was November 2025. It's March 2026. Some comparable deals: