Tomsellit

Just some guy who doesn't fit in boxes. Thematic investing

[Tomsellit @Tomsellit1]

$KEEL is Delaware incorporated. US operated. US grid. US communities US management

Completely sovereign! When the national security framework tightens and Stage 2 mandates are coming! Companies like
$IREN won’t be aligned

It’s happens fast

@keelinfra_

[Harmonic Trader @harmonictrader]



$SPCX we are now up 20 points from the 106.40 trigger. Just as a sidenote, I am not always an active poster, but when I do, it will be the clearest signals from my Harmonic Pattern Collection software. I recommend that you set your notifications for this feed and I strongly encourage everyone to take a free trial to get to know what #HarmonicPatterns are all about. 

[Tomsellit @Tomsellit1]

@harmonictrader Not much difference from ipo price. A couple of bucks.

[Tomsellit @Tomsellit1]

@harmonictrader Worst 2 week trial ever. Won’t be subscribing

[Tomsellit @Tomsellit1]

@chamath Because everything we do online needs storage or compute. Ai just compounded that.

[Tomsellit @Tomsellit1]

@zerohedge Just a data center hater account on doom patrol. Big crash coming. Bla bla

[Tomsellit @Tomsellit1]

@IBHenryJ It’s not an ipo

[Tomsellit @Tomsellit1]

@McnallieM @keelinfra_ Didn’t do anything last holiday why would it be any different

[Tomsellit @Tomsellit1]

@geoffwoo @TonyRobbins True. Biggest grifter in history.

[Tomsellit @Tomsellit1]

@chinoalemano @danroberts0101 @IREN_Ltd Ha. These are the guys that sold stock and never brought again. They will be selling. It’s over valued to them.

[Tomsellit @Tomsellit1]

@spacanpanman @chairtableman The chart set up says stocks. Check @harmonictrader stream for his framework on $baer https://t.co/1vMDN6Wvu8

[Harmonic Trader @harmonictrader]

Harmonic Pattern Podcast #530 with Scott Carney - Send the Semi Harmonic Patterns https://t.co/Qla8yghFIY

[Tomsellit @Tomsellit1]

@Filmdaddy77 $3.23 is the support

[Tomsellit @Tomsellit1]

@DustinHuntwn The rsi has been saying it for a month.

[Tomsellit @Tomsellit1]

@JoshWalkos They are just trying to pump their bags.

[Tomsellit @Tomsellit1]

Secured Grid connectivity to support high load demands drives the premium ⬆️🏆

$KEEL

[zerohedge @zerohedge]

The AI Race Will Be Won Or Lost On Power Infrastructure https://t.co/OKa4lkI75n

[Tomsellit @Tomsellit1]

@enrichtrades Buy the one everyone forgets to list. Keel

[Cointelegraph @Cointelegraph]

🇭🇰 NOW: JPMorgan Chase has cut off Hong Kong staff from accessing Anthropic's Claude models, following a similar move by Goldman Sachs, per FT.

[Tomsellit @Tomsellit1]

@McnallieM @matthew_sigel @cazenove_uk @power_analys1s Looks like it’s still priced like a BTC miner then. 👀

[Tomsellit @Tomsellit1]

The world's largest company just walked away from $3 billion because the infrastructure didn't meet sovereign security standards.

$3 billion in compute demand just became homeless

$KEEL all North America infrastructure

[zerohedge @zerohedge]

There go the chips

MSFT WALKED AWAY FROM A $3BN DEAL TO LEASE ORACLE CLOUD CAPACITY OVER SECURITY CONCERNS: INSIDER

[Tomsellit @Tomsellit1]

@gainzalgo @grok Now they have enough money to build all 3 campuses.

They then leverage future contracts without having to do another offering ever!

The contract becomes the collateral for the next project. Which generates another contract. Which funds the next project

$KEEL @keelinfra_

[Tomsellit @Tomsellit1]

Infrastructure companies with secured permits and self generation capability in friendly jurisdictions have a moat that chip orders cannot replicate!

CEO of Perplexity is saying GPUs are the wrong signal!

$KEEL 👀

[Podcast Alpha @PodcastAlphaX]

40% of US data center builds are blocked. GPUs are not the constraint - permits are.

@AravSrinivas on @twentyminutevc: the market is watching GPU order flow as the leading indicator for AI infrastructure. It is the wrong signal.

A data center is land, permits, turbines, cooling, and grid connections assembled over years. GPU procurement is the fast part. Power procurement is the slow part. Rubin-generation data centers do not reach full capacity until 2027 - and that lag is structural, not temporary.

Public resistance is blocking 40% of potential US builds. The sentiment runs through different stated concerns: water use, electricity prices, job displacement. The underlying direction is the same.

Infrastructure companies with secured permits and self-generation capability in friendly jurisdictions have a moat that chip orders cannot replicate.

Full infrastructure thesis: https://t.co/kZtEHxT02D

Source: 20VC with Harry Stebbings - https://t.co/OdkIzif6b4