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u/darkphenom67

2 theses · first seen May 28, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%-1.3%-1.3%
3d22150%-7.8%-7.8%
1w111100%+5.5%+5.5%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$KEELDDbullish
u/darkphenom67 · 7d ago1 prior · awaiting results

$KEEL: Leopold-Backed Vera Rubin AI Infra Setup Where 3 Leases Could Unlock a Multi-Bagger Rerate

Keel is converting legacy mining assets into premium AI/HPC data center infrastructure with a 2.2 GW pipeline in scarce, high-value locations. Three lease signings expected this year (Panther Creek, Sharon, Moses Lake) at PJM-positioned, Vera Rubin-ready sites would catalyze rerate. Strong demand, cleared zoning, undervalued at $3.7B market cap with significant execution upside.

At post $6.15Now $5.25-14.6% since postedas of Jun 10, 4:08 PM ET
1d-3.6%
3d-16.6%
1w—
1m—
3m—
6m—
1y—
original post →
$KEELDDbullish
u/darkphenom67 · 13d ago1 prior · awaiting results

$KEEL, speculative bitcoin miner to data center play backed by Leopold

KEEL is pivoting from bitcoin mining to AI/HPC data centers with secured power assets (2.2 GW pipeline) at strategic sites like Sharon and Panther Creek. The bull case hinges on landing major AI leases by end of 2026, which would re-rate the company as markets value power assets over mining; management execution could drive 2-10x returns.

At post $5.62Now $5.25-6.6% since postedas of Jun 10, 4:08 PM ET
1d+1.1%
3d+1.1%
1w+5.5%
1m—
3m—
6m—
1y—
original post →

End of results.