$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 $6.15·Now $5.25-14.6% since postedas of Jun 10, 4:10 PM ET
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$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 $5.62·Now $5.25-6.6% since postedas of Jun 10, 4:10 PM ET
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Long KEEL $5C exp Jan 15 · 100 contracts
Eugene's back in the game with a high conviction bet: KEEL
KEEL Jan 15 2027 $5 calls are a bullish bet on the data center lease deal closures expected by end of 2026 catalyzing a significant stock move higher.
At post $4.30·Now $5.25+22.1% since postedas of Jun 10, 4:10 PM ET
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Long 10000 shares of KEEL
Eugene's back in the game with a high conviction bet: KEEL
KEEL is pivoting from crypto to AI data center infrastructure with 2 GW of energy already secured and 3 lease deals expected by end of 2026. The combination of low market cap ($2.5B), strong cash position through 2028 limiting dilution, and comparables like NBIS/HUT that have already run up significantly suggest 2-3x returns by end of 2025 and potential 10x by end of 2028 once operational.
At post $4.30·Now $5.25+22.1% since postedas of Jun 10, 4:10 PM ET
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Long KEEL $4C exp May 15
14K FD | $KEEL Yolo | 4.00 Calls | 5/15 Expiration
Author holds 4.00 calls expiring 5/15 on KEEL (formerly BITF), already in-the-money ahead of Monday earnings. Expects strong upside run on earnings beat.
At post $4.12·Now $5.25+27.4% since postedas of Jun 10, 4:10 PM ET
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Long KEEL $5C exp Jun 1
$Keel Industries - Double Down DD
Keel (formerly Bitfarms) redomiciled to the US, trades at 70 cents per watt versus $4-23 per watt for peers, and holds 2.2 GW pipeline with 400 MW secured power. Management is advancing deals at flagship sites (Panther Creek, Sharon); when a tenant agreement is signed, the stock should re-rate significantly higher.
At post $3.29·Now $5.25+59.6% since postedas of Jun 10, 4:10 PM ET
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