Andrei

Passioned about investigations, investments and stocks 📈

[Andrei @AndreiG19632737]

Data is the future. Palantir continues to expand their partnerships to leverage their position in the data market. They have been able to gain a large portion of commercial business , while simultaneously expanding their government business. $PLTR

[Andrei @AndreiG19632737]

@taehruki @from__future__ true, we can't. if we join, there's no more Balkans.

[Andrei @AndreiG19632737]

@stevenfiorillo $OUST $KTOS are the winners of the sector, the NBISIS'es of drones

[Andrei @AndreiG19632737]

@CaptainKeel @theallinpod @DinaPowellMcC Captain, you asked for our patience long time ago and we have been, we got diluted even after said no more dilution, fine, you promised us a deal before the end of Summer. We held our word and have been patient, and accepted dilution. You didn't...

[burnz @burnzzz0]

this is how i am approaching this week

prepare accordingly

[Andrei @AndreiG19632737]

🤷‍♂️

[Andrei @AndreiG19632737]

$APLD Insane Revenue Growth +532% YoY @WUSTL_Bear Congratulations for the incredible quarter! #APLD4LIFE

[The Earnings Correspondent @earnings_guy]

$APLD (Applied Digital) #earnings are out:

[Andrei @AndreiG19632737]

@Stocktwits No, don't!

[Andrei @AndreiG19632737]

Bullish on $KEEL because this is no longer just a mining story. It’s becoming a powered infrastructure play for AI/HPC. The key catalyst is signed leases on sites like Panther Creek, Sharon and Moses Lake. Execution risk is real, but the setup is strong.

[Andrei @AndreiG19632737]

@ValentinDragu22

[Andrei @AndreiG19632737]

$MU just saved the whole market. Thank you Micron 🙏

[The Earnings Correspondent @earnings_guy]

$MU (Micron Technology) #earnings are out:

[Andrei @AndreiG19632737]

@amitisinvesting should have put $KEEL in there as well Amit

[Andrei @AndreiG19632737]

@Mdubuc2026 Just shared your articles on the $KEEL investors community on reddit. We hope to see you join us and see your articles as contributions on r/KEEL_ as well ==> https://t.co/VG4B7Pn8ai

[Andrei @AndreiG19632737]

@CaptainKeel @keelinfra_ Riding your ship, Cap', with full fate!

[Andrei @AndreiG19632737]

$KEEL still very early on this one! Join the Reddit's Official Keel Investor Community for Daily Updates - https://t.co/myxCZyBpKP

[CK Capital @CKCapitalxx]

$KEEL has a realistic path to a 10x, and it is simpler than people think. It all comes down to leasing the power they already control.

Here is the math that gets you there.

KEEL controls a 2.2 gigawatt pipeline across Pennsylvania, Washington, and Quebec, with grid interconnections already in place.

That power is the entire asset. The whole business model is turning secured megawatts into signed leases that throw off long term recurring revenue.

Start with what a lease is actually worth. AI data center colocation runs roughly $150 to $200 per kilowatt per month. Take the three leases the CEO has committed to signing by year end. Panther Creek at 350MW, Sharon at 110MW, and Moses Lake at 18MW.

That is roughly 478MW of near term capacity. Leased out, that alone is somewhere in the range of $850 million to $1.1 billion in annual recurring revenue. On a company with a current market cap a fraction of that.

Now extend it to the full pipeline. 2.2 gigawatts fully leased at those same rates is north of $4 billion in annual recurring revenue. Data center operators with contracted hyperscaler revenue trade at 6 to 7 times sales.

Put a conservative multiple on $4 billion in recurring revenue and you land around a $30 billion company. From where this trades today, that is the 10x.

And here is why the path is simple, not complicated. KEEL does not need to invent anything.

They do not need a new product. They do not need to win a technology race. They already own the power. They already have the interconnections.

They just need to sign the leases, and the CEO has told the market the priority for this year is signing three of them.

Every lease that gets signed converts speculative power into contracted cash flow and re rates the entire pipeline behind it.

We saw $DGXX do exactly this with Cerebras. The first signed hyperscaler lease changes the whole story overnight.

Secured power. Grid connections in place. Three leases targeted this year. A 2.2 gigawatt pipeline behind it.

The path to a $30 billion company runs straight through those signatures. And they are coming.

[Andrei @AndreiG19632737]

@StephenZeiner I'm long and very bullish on $KEEL with a heavy position, but can we please leave the theories and wait for actual news ? Real investors believe in the company and wait for execution, don't spread hype over rumors.

[Andrei @AndreiG19632737]

@amitisinvesting I like it because of the 21M supply, but currently my money is where it moves, AI sector ofc. Still bullish on BTC on the long run, but not right now.

[Andrei @AndreiG19632737]

New Datacenter Play - Early Entry - 3 Sites ready for Lease. No Lease priced in yet! $KEEL

[Keel Infrastructure @keelinfra_]

Excited to see $KEEL in the top 5 trending on @Stocktwits

[Applied Digital @APLDdigital]

#NEWS: Applied Digital just crossed the gigawatt threshold. $APLD⚡

Applied Digital has signed a long-term lease with the same U.S. based high investment-grade hyperscaler behind Delta Forge 1 — pushing the company’s AI Factory portfolio beyond 1 GW of contracted capacity.

The 15-year agreement adds ~$7.5 billion in contracted base-term revenue and ~$18.2 billion if all options are exercised.

The agreement brings Applied Digital’s AI Factory portfolio to:
💥 $31B contracted lease revenue
💥 $73B including renewal options
💥 1.2 GW contracted capacity across four campuses

AI infrastructure at scale. Built for execution.

Read the full press release: https://t.co/BMOvlKXZpY

[Andrei @AndreiG19632737]

@RomaniaU93389

[Andrei @AndreiG19632737]

$ONDS System of Sytems!

[ThinkReal @thinkReal]

System of Systems $ONDS