Situational Awareness LP just loaded up on $KEEL. Leopold Aschenbrenner’s fund… One of the loudest and most conviction driven voices behind the AI power bottleneck thesis, is building a serious position. Their entire framework is built around one idea: The AI race will not be limited by chips. It will be limited by POWER. Every hyperscaler wants more compute. Every data center needs more electricity. And strategic long term power access is becoming one of the most valuable assets on earth. That’s exactly where $KEEL sits and young Leopold knows it📈

This market has become a total ‘show me’ game. The public is so proof-needy that they won’t invest without significant proof. That’s exactly where the edge lives: finding small cap companies with genuine value, strong catalysts, and deals that are actually going to materialize. In my case, it’s an educated bet on whether $KEEL can turn secured MW into signed revenue. Do the deep work, get properly informed, and it’s damn near a guaranteed way to profit off the skeptics who need everything spoon-fed before they’ll take any risk. Happy GREEN week from the US market. 📈

Green week coming. Everything will heat up in to mid July. I tried to warn you that it was pre-ordained. Watch and enjoy.

Analysis Capital Execution = Success $KEEL has done the analysis, raised the capital, and is now closing in on execution. They get the formula. A C E = S

#MORE @McnallieM @cazenove_uk @hashoveride

I’m drinking the $KEEL Kool-aid

This may sound crazy, but I’ll leave it here… I believe $KEEL has a path to a $25B market cap someday. Maybe not this decade. But if the thesis plays out, I really do think the opportunity is that large. The funny part? I’ll likely be gone from the stock long before it gets there. Not because I stopped believing, but because at some point, the greatest return on investment isn’t found in a portfolio. It’s found around dinner tables, on family vacations, and in the memories you make with the people you love.

Kicking off my weekly AI Infra discussions let’s talk about how outer space HPC could play out for terrestrial power plays. Space data centers: Elon’s master plan to put AI compute in orbit with starship solar radiative cooling. Unlimited ‘free’ power from the sun, no grid drama, heat dumped into the vacuum of space. Could this kill earth based data center companies like $KEEL, or just expand the pie? Drop your takes below… Threat or tailwind🤔

Dug into the $KEEL news all day; here’s my final take as a long term holder: The closing of our $458M convertible senior notes was fantastic. ✅ Overall vibe for long term shareholders: This is a positive capital raise to fuel the infrastructure buildout we are betting on through 2032 . It gives them more cash flexibility for deals/equipment without hammering the share price immediately. Fits perfectly with my overall thesis on $KEEL

I wish we could only view stock prices once a week for 10 minutes. I feel like a cat chasing a laser pointer…📈📉📈📉

$KEEL never had to wait for all permits to clear before making agreements official. They chose to wait because management is value maxing! The sites keep appreciating daily. Smart long term move by @hashoveride

So obvious why $KEEL is taking its time turning these sites into signed contracts. The locations continue to appreciate in value by the day, and tons of offers are rolling in. Contract economics have only gotten better over the past 6 months. Hold out and milk the best possible deal📈

What will happen first?