If Leopold’s right (and I think that he is), then AI compute and power will be constrained in order to reach AGI.
I am 99.99% sure that we will see AGI by 2028. Who knows if this will lead to the end of humanity.
BUT it doesn’t mean we can’t profit on betting that we can, in fact, reach AGI.
This is why I bought 1000 shares of $KEEL at $5.12.
This makes up 25% of my portfolio, along with $SIVEF $DRAM $NOW.
My LD would have a heart attack, recover, and have another heart attack if he saw my brokerage.
@BullTradeFinder Jensen touting it is why I bought at $95.
Trump and Politicians and the CEO loading more was a huge plus.
Market is underpricing SaaS due to misconception of AI replacement for it as a whole.
Didn’t expect to see the great news on $KEEL after buying my position yesterday.
Sharon, PA data center in-progress and trending on @Stocktwits today.
I can see this being $6 by the end of the month and that’s an easy 20% to my position.
If they keep executing, this will be a parabolic run.
These are all undervalued right now, but the most attractive for me is $NOW and $PLTR.
$NOW because Daddy Jensen said all agentic ai will use this as an OS. And Zoolander CEO.
$PLTR because embedded in government and making moves in the private sectors.
Both software plays, undervalued, with growth.
As much as I dislike Palantir (especially after their manifesto), they are a massively influential company and it’s hard to ignore their growth over the next few years.
Also the “group” I can’t talk about that controls everything is part of Palantir.
$KEEL specifically, because of their Scubgrass, PA campus. This is a sleeper, 1.3 GW campus.
Once they lock in a lease (3 signed leases according to @hashoveride) on this campus and start applying the full 1.3GW, a re-rating is inevitable.
And they are retrofitting this campus for $NVDA Vera Rubin. Huge for 2027.
I see an exit in H2 2027 or H1 2028.
NFA
If Leopold’s right (and I think that he is), then AI compute and power will be constrained in order to reach AGI.
I am 99.99% sure that we will see AGI by 2028. Who knows if this will lead to the end of humanity.
BUT it doesn’t mean we can’t profit on betting that we can, in fact, reach AGI.
This is why I bought 1000 shares of $KEEL at $5.12.
This makes up 25% of my portfolio, along with $SIVEF $DRAM $NOW.
My LD would have a heart attack, recover, and have another heart attack if he saw my brokerage.
I grew up playing GTA 5 and for the better part of a decade.
It’s $TTWO crown jewel, and they know exactly how to market it.
Rockstar buying #FiveM was a quiet genius move. In GTA 5, community roleplay servers kept people playing for years. Player retention and Shark card revenue was their model.
Now they own the tech. For GTA 6, fans still build the wild custom worlds, but everything runs official. Rockstar adds a marketplace for premium mods, assets, and server perks — and takes their cut.
This is an anchor in my high beta portfolio. Market is mispricing and it’s a good entry right now.
NFA