Nitin | Rookie Investor

Software vs bitcoin treasury vs nuclear... where are you putting your money?

Sold $SPIR at today with just 3% profit on my small position. Was not feeling confident with the entry and felt like getting into some cash for next few weeks.

@Gubloinvestor $KEEL looking good for the next run up. 3 possible lease execution planned in 2026

Which is next AI sector to run? Data centets✅ Bandwidth✅ Photonic ✅ Memory ✅ Energy ✅ Tell me your thoughts…

Just found out @defianceinvest has a Daily Target 2X Long KEEL ETF - $KEEX. I will track it if i can get a good entry

@McnallieM @hashoveride 3 leases in next 7 months. @hashoveride is not going to let the momentum stop. Holding 40k shares since 2 years. Lfg

Don't play games with the captain... @hashoveride 🚢🚢🚢 $KEEL

I so want to deploy more cash into $MSTR or $ASST. waiting for my paycheck to hit. I hope that train doesnt leave the station

@Micro2Macr0 Just give me 1 more chance to load up on $ASST

Shut the fuck up!!! It's happening!!!! 🤑 🎉 $SATA $ASST

👀

@Filmdaddy77 @wizardkhalifard Update the post if chatgpt gives revised targets

@wizardkhalifard that’s what I said. Did you not read the post? 😆

Little reminder to my followers on my $KEEL calls using ChatGPT from the beginning of the year. Looking pretty accurate still. Can we hit $6 by end of Month? Let’s see how it plays out. Still looking for pullback next month but I need to update this to reflect the recent comments by Ben stating 3 contracts coming this year. That changes everything since when I made this with ChatGPT that was assuming no contracts till next year and of course before the rebranding.

$BITF owners were farmers. Does that mean $KEEL owners are now Killers !

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…

The humanoid robotics theme is an emerging trade I see right now and almost nobody is positioned for it correctly IMO. 🤖📈 Pay attention... most people only really know $TSLA. Optimus is real and Tesla is the demand creator that legitimizes the entire sector, but the second order trade is interesting too. Here's the chain... simplified drastically... Every humanoid robot needs eyes. Lidar and vision is the layer that lets a robot actually understand the world it is walking through. $OUST is the cleanest public lidar pure play, $MBLY is the vision and ADAS leader pivoting hard into robotics, $AMBA is the edge AI vision chip that processes everything in real time, and $AEVA, $ARBE, $CGNX round out the perception layer. Every humanoid needs precision motion. Harmonic drives, actuators, and motion control are the unsexy compounders most retail will skip right over. $VPG is the precision sensor and load cell pure play, $NOVT is motion control built specifically for robotics, $ALNT is precision motion components, and $RR is the optical sensor name that quietly shows up everywhere. Every humanoid needs a brain. The compute that runs on board has to be cheap, low power, and reliable. $LSCC is the low power FPGA that ends up inside countless edge devices, $INDI is the automotive and robotics semi nobody has on their radar yet, $AMBQ is the analog compute play, and $MRAM is the next gen memory built for exactly these workloads. Every humanoid needs a logistics use case. The first commercial deployments are not going to be in homes, they are going to be in warehouses. $SYM is the automated warehouse pure play, $ZBRA owns enterprise scanning and tracking, $SERV is sidewalk delivery robotics that doubles as data collection, and $KITT is the autonomous platform play. Every humanoid needs an industrial pedigree. The companies that already build robots for factories will be the ones supplying components and software to the humanoid OEMs. $ISRG is the surgical robotics gold standard, $KLIC is the precision assembly tooling, $HG is the heavy machinery name pivoting into robotics, and $BOT is the basket ETF if you want broad exposure in one click. And on the speculative high beta end... $ATOM is robotic software with real adoption, $XPEV has its own humanoid program coming, $AUR is autonomous trucking which is the same playbook applied to the road, and $NEO is the small cap optionality play. Pick the chokepoints. Own the picks and shovels... then wait. Will share more ideas to followers soon. NFA.

@BitcoinAIGuy @mvcinvesting or $KEEL

@mvcinvesting Good time to rotate into IREN

New all-time high, and officially an 8-bagger for me. $NBIS changed my life.

Simplifying the memory trade... 🫡 The fastest AI chips in the world are useless if you can't feed them data fast enough, and there are several different types of memory doing that work. Each one is a different business with different economics and different winners. The squeeze starts at the top. Near memory is HBM, the high bandwidth stuff sitting right next to the GPU doing 1-20 terabytes per second. This is the actual bottleneck on every $NVDA system shipping today and $MU is the cleanest American pure play on it. Sk Hynix and Samsung control most of the market globally, but if you trade US listed names, Micron is the trade. Then comes main memory, which is the DDR5 doing long context inference at 100-500 GB per second. Micron again. Same playbook. Expansion memory is where it gets interesting and where most retail isn't paying attention. This is the CXL layer that lets servers pool memory across the rack, and it's a real growth market right now. $MRVL and $MCHP build the controllers that make it work, and $ALAB is the one that nobody had on their radar a year ago and now everyone wishes they did. $RMBS sits in the IP layer collecting royalties. Context memory is the SSD and NAND layer doing session memory at 20-200 GB per second. Micron plays here too... $WDC and $SNDK are the public American pure plays, and this is the layer that benefits most from agentic AI specifically because agents need persistent session memory at scale. And at the bottom you have the data lakes, which is petabyte scale storage for RAG, documents, and training files. $DELL, $NTAP, $HPE, and $IBM are the names selling the actual infrastructure here, with Western Digital underneath them on the drives. I also shared an important position update with Startup.io indicator suite users today too. Now zoom out... like I noted the other day, Jensen said agentic AI needs 1000X more compute. You can't 1000X the compute and leave the memory stack alone... I think all dips are for buying.

Join us at 4:30 PM ET today as Keel's CEO Ben Gagnon and CFO Jonathan Mir present at Needham's 21st Annual Technology, Media & Consumer Conference. Tune in to the live webcast here: event.summitcast.com/view/aZxVFEntd…

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!

For Canadians considering $STRC in a TFSA the dividend yield would be 9.775% after the 15% US Withholding Tax. @Wealthsimple NFA| DYOR

🚨 Canada’s jobs report just dropped April 2026: 18,000 jobs LOST. Unemployment: a 6 month high Full-time jobs lost: 46,700 Canada has now lost jobs in THREE out of the first FOUR months of 2026 111,000 FULL TIME jobs gone since January Youth unemployment: 14.3% Quebec alone lost 43,000 jobs Analysts predicted a GAIN of 15,000 They got a loss of 18,000 This is the same week Carney released his economic update calling Canada’s fiscal position “strong.” The same week he announced a sovereign debt fund The same week he flew to Armenia to rebuild the world order 111,000 full time jobs Four months! Gone WHAT. HAS. CARNEY. DONE?!

The way $KEEL is running, will there be a sell the news event on may 11?

@IncomeSharks @blknoiz06 I think $KEEL is similar

@blknoiz06 Absolutely. That's how I got $HOOD at $9 and $INTC at $20. Looking at sectors and stocks that NO ONE wanted at the time.

RT @/chumba If you have a small pool of capital and insist on making it in public markets IMO you should be trying to find things that nobody else is talking about. Weird pockets of the market. Or things that are deeply hated where you have a variant view with conviction. Niche securities that provide you with non recourse leverage. Over leveraged balance sheets where the equity value can change with small moves in enterprise value, and then figure out if the company survives, and buy non recourse leverage on that equity. Companies that have some ick associated with them where mass psychology has caused a mispricing. ---- the most money in markets is made in finding opportunities right before they become consensus longs, or in identifying the shift from non-consensus to consensus as it is happening and riding momentum