ICYMI: 🇯🇵 Panasonic partnered with $JASMY to build a Web3 platform focused on personal data ownership and IoT integration.
The platform leverages JASMY's Personal Data Locker technology, giving users control over their data while enabling secure, decentralized storage and faster processing.
Founded by former Sony executives, JASMY is positioning itself at the intersection of AI, IoT, and data sovereignty.
While the market sleeps on #JASMY, one of Japan's biggest tech giants is actively building with it.
This is almost 2 months old but people needs some reminding time after time.
The fundamentals keep getting stronger. 🚀
$KEEL --- $KEEL has completely transformed from a crypto miner into a pure-play HPC & AI data center power infrastructure developer. The firm revealed its flagship Scrubgrass site is undergoing a 750-megawatt (MW) load study. If realized, this single site will surpass the combined capacity of its three core active developments, catapulting $KEEL into the top-tier AI infrastructure supplier league.
1. Valuation Anchor Shift: From BTC Correlation to AI Premium
As a miner, $KEEL ’s stock moved in lockstep with Bitcoin. Today, the market redefines it as an AI data center play. U.S. equities currently assign extreme valuation premiums to power and data center assets supporting AI compute.
2.Scarce “Firm Power” Assets: The Real AI Bottleneck
The AI sector’s biggest constraint is not GPUs—but power and grid access. Post-transformation, $KEEL ’s crown jewel is not servers, but its permitted, grid-connected high-capacity power reserves. This “land-with-power-in-place” edge commands massive rental premiums from tech giants like Microsoft, Amazon, and Google.
3.Asset-Light Developer Model: High Gross Margin Potential
CEO Ben Gagnon stated 2026’s top priority: sign leases for all three core sites by year-end. Securing 10–15 year fixed-price leases with major cloud/AI players will generate ultra-stable, high-margin cash flow—eliminating current losses entirely.
$JASMY #JASMY Update:
Can we breakout off here? Above 0.00565 that question will be answered and we will be on our way to 0.006 and perhaps beyond in no time. Its time to show some strength.
we need new buyers, like and retweet this so that it reaches new masses.
$KEEL --- $KEEL has completed a major strategic pivot from a cryptocurrency miner to an AI/HPC data‑center infrastructure service provider, capitalizing on the global AI compute shortage as a textbook AI pick‑and‑shovel play.
1.Core Scarcity Asset: 2.2 GW of Power Pipeline Capacity
Training and inference for large‑scale AI models such as GPT‑5 and Claude 3 consume massive amounts of electricity. Developed powered land with legal power allocation is extremely scarce across the market.
$KEEL ’s biggest competitive edge post‑transition lies in its 2.2 GW of secured power pipeline capacity.
Industry comparison: IREN, a leading peer with multi‑billion‑dollar AI contracts, holds ~5 GW; Cipher Mining (CIFR) holds 4.2 GW. As a rising player, KEEL’s 2.2 GW portfolio leaves massive room for valuation re‑rating.
2. Business‑Model Overhaul: From Cyclical Mining to Stable Recurring Income
Legacy mining business: Revenue depended entirely on Bitcoin price and mining difficulty, leading to extreme profit volatility.
New AI data‑center model: Instead of purchasing costly AI GPUs like NVIDIA H100/B200 directly, KEEL delivers pre‑built, powered, cooled, and fully permitted data‑center facilities leased to hyperscaler tech giants.
Tenants sign long‑term leases of 10–20 years, generating highly stable, high‑margin, predictable annual recurring revenue (ARR) for $KEEL.
3.Strong Catalyst Outlook: Three Major Lease Deals Expected in 2026
Management disclosed steady progress on three key projects: Panther Creek (350 MW) and Sharon (110 MW) in Pennsylvania, plus Moses Lake (18 MW) in Washington State. Formal lease agreements with major tech tenants are targeted before the end of 2026.
Execution of the first multi‑billion‑dollar long‑term hyperscaler lease will trigger an explosive re‑rating in $KEEL ’s valuation.
🚀 When the headline hits: $KEEL First Site Fully Ready for Nvidia Vera Ruben.
Imagine the spike. First in its market cap to deliver liquid-cooled, high-density AI infrastructure purpose-built for Rubin.
Hyperscalers will line up.
$KEEL to the moon when execution meets the AI boom! 💥
$KEEL per Share Price Estimates!!!
1st Table shows estimated prices for the first three deals, likely to be Sharon, Moses Lake and Sherbrooke.
Per share price: $15.99 to $31.99
2nd Table shows full electrification including expansion of 326 MW to reach the total 2.2 GW capacity.
Per share price: $157.09 to $314.18
$KEEL --- I see $KEEL as the next $SNDK, and I’m extremely bullish on its future—my near-term price target is $12.
$KEEL, formerly Bitfarms, has completed its brand refresh and U.S. redomiciliation, positioning itself as a North American digital and energy infrastructure company focused on developing data centers optimized for high-performance computing (HPC) and AI workloads.
It owns and develops data center and energy assets with a ~2.2 GW pipeline, primarily across Pennsylvania and Washington in the U.S., and Québec in Canada, offering long-term colocation and leasing services to AI/HPC tenants.
The company has been systematically exiting bitcoin mining to pivot toward the more stable, higher-growth AI infrastructure segment.
1. AI Infrastructure Pivot:
Shifting from volatile crypto mining to steady long-term leasing for HPC and AI clients. Power and land resources serve as an irreplaceable competitive moat.
2.Scale Expansion:
Boasts a 2.2 GW development pipeline alongside energized capacity, poised for rapid revenue growth once facilities go online in 2027.
3.Liquidity & Execution:
$533 million cash reserve backs project development till lease completion, effectively mitigating dilution risks.