The Dev

Solo Dev who does it for the love of the game

[The Dev @CallsCrypt14204]

@ShoejLA @PaulleyTicks That’s not real bro

[The Dev @CallsCrypt14204]

@nliRpj3jmZBu3JN This isn’t even a bitcoin stock anymore do some research lmao zero ties to Bitcoin whatsoever

[The Dev @CallsCrypt14204]

One year from today we will look at $Keel under 5 dollars as a generational entry..

I don’t make the rules

[The Dev @CallsCrypt14204]

@fluffy__alpaca Bro wanted an entry

[The Dev @CallsCrypt14204]

@Polymarket Just placed a 50x short this is the top

[The Dev @CallsCrypt14204]

@DustinHuntwn Especially when you have a CFO like Jonathan Mir. The deals will get done

[The Dev @CallsCrypt14204]

@mars_labs Up that for $KEEL lmao. Grinds to 5 pre contract.

[The Dev @CallsCrypt14204]

We were all waiting for an altseason in crypto and it ended up being in Ai Stocks…..

[The Dev @CallsCrypt14204]

@JonnySmithph5y Pre rich

[The Dev @CallsCrypt14204]

My Thesis after 5 hours of research on $KEEL

Everyone still thinks $KEEL is a Bitcoin miner. It’s not.⬇️⬇️⬇️⬇️
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This is a full AI data center company now and the market hasn’t caught up yet.
Here’s what you’re actually buying:
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— CFO Jonathan Mir recently hired with direct hyperscaler relationships (Google, Microsoft, Meta level) he knows the business better than anyone in the space this gives KEEL leverage.
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— Turned away short term customers to hold out for investment grade tenants only. CEO Ben Gagnon basically said “We could sign a contract right now if we wanted to, but we want the big dogs”
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— Complete Bitcoin exit. Not 50/50. Done. This seems small but is a MASSIVE advantage compared to $CIFR and $WULF who are half in half out right now.
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— HQ moved to NYC. Walking distance to the biggest players in the game. AKA (When you are walking distance away from hyperscalers the deals get done.
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— Ruben architecture facilities — one generation ahead of competition (Building data centers for the next generation of Ai Computes) Levels above its competitors.
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— Scrubgrass is the largest GW facility ever built 1.3 GW of capability if done correctly would make it the most DOMINANT Data center in the entire world. Imagine the contract for that location.
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— Pennsylvania location commands a higher watt premium (Aka location is perfect and in demand meaning bigger and better deals)
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— Debt free with $500M+ cash. Clean cap structure = faster expansion ( While competition is paying revenue to interest every year $KEELS clean balance sheet allows rapid expansion without dilution)
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— 274 employees vs competitors running 123. 5x the execution capacity. (They are scaling fast)
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— 2.2 GW pipeline already secured in supply-constrained markets
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Valuation gap: $KEEL sits at $2B. Competitors are 10B+
The sector itself is expected to 3-4x in the next 4 years.
The market is pricing the old story. The asset base is screaming new one.

By the time the market figures this out we will already be competing with the biggest names in the space.

Not financial advice.
$KEEL 🧵

[The Dev @CallsCrypt14204]

@JohnSmithzava Ben said H1 2027 is the most likely timeframe. BUT he also stated that lease execution is the near term catalyst for them. Meaning they will have contracts before the sites even go live.

[The Dev @CallsCrypt14204]

Also I wasn’t going to post this. My position is around 2000 shares I would love to double or triple that at lower prices. But I just can’t keep this information to myself.

[The Dev @CallsCrypt14204]

@MacDonOffi7339 The clock is ticking… One signed contract and this goes from a speculative Ai company ->> Dominant Ai Infra play.

[The Dev @CallsCrypt14204]

@biggrizzly2521 @violetamg10078 This is Ai you are so gullible

[The Dev @CallsCrypt14204]

@MeralysJar64630 @violetamg10078 It’s Ai grow a brain

[The Dev @CallsCrypt14204]

@gloria_pizzurno @violetamg10078 No way you think this is real and not ai holy stupid