H

I try to buy stock in businesses that are so wonderful, an idiot can run them. Sooner or later, one will.

** NFA **

[H @GetWITTit97]

@MintzerMiguel Interesting article - thanks for sharing. I am curious to know how a waste coal-fired power plant is classified. Any thoughts? @StephenZeiner

[H @GetWITTit97]

@daknakamoto Great high resolution images - do you subscribe to a satellite imaging software? Please let me know!

[H @GetWITTit97]

@MintzerMiguel @StephenZeiner @jad_naj Via public records showing some connection between site owners and the financial firm. Ben commented within the presentation, displaying different off-takers for the compute.

[H @GetWITTit97]

@MintzerMiguel & @StephenZeiner & @jad_naj
Moses Lake DMR (Discharge Monitoring Report)
$KEEL - NTP Status is closer than people think, or better yet, completed! Cross-referencing sources, my guess is the customer is Verition. Come Monday, let's see! 📈
Any opinions for Monday?

[H @GetWITTit97]

@SahiilJadhav @Garetharf The logic is not reasonable as some of the senior executives have received RSUs recently.

[H @GetWITTit97]

@Garetharf @SahiilJadhav Incorrect. There hasn't been any insider trading activity. Please provide the supporting documentation.

[H @GetWITTit97]

@SportsFanLFG STOP GAMBLING - do your own due diligence.

[H @GetWITTit97]

@DustinHuntwn It's irrelevant - passive index.

[H @GetWITTit97]

@justakeelguy Lol don't forget about the capital structure!

[H @GetWITTit97]

@SportsFanLFG Lol it's all about the future deals!😂

[H @GetWITTit97]

@SheilaGudgin @firedog8423 That's a purely ridiculous comment... Understand the life cycle of a project, and you'd realize they are at a minimum 5 yrs away from this idea.

[H @GetWITTit97]

@MintzerMiguel No, the logic is incorrect as per everyone's commentary below. Panther Creek will be build to spec as outlined by the hyperscaler. Hopefully that helps!

[H @GetWITTit97]

@Ellis8772678531 That's the tape not a dark pool. Massive difference, FYI.

[H @GetWITTit97]

@DustinHuntwn Can you please provide the source you're referencing? These contracts are usually finalized after NTP and built in accordance with a specific hyperscaler's needs in mind.

[H @GetWITTit97]

@domcorpp @justakeelguy Absolutely not - $KEEL is seeing multiple expansions from the conversion of BTC mining into HPC. No PE firm is paying a premium for the conversion, as of yet.

[H @GetWITTit97]

@BlackPantherCap Yes please, I would appreciate it man! 🤙

[H @GetWITTit97]

@justakeelguy Age has nothing to do with pivoting from BTC mining into HPC/AI. The only thing that matters is experience!
Saying "great hire by the board" is a misrepresentation of the company as he went from CMO to CEO.

[H @GetWITTit97]

@BlankMYS Great post; however, how are you generating the tenant multiplier effect? For clarification, how do you view the difference between tier I and tier II hyperscalers? In my personal opinion, signing Moses Lake, $KEEL will increase more than $4 USD.

[H @GetWITTit97]

@InvestNorthwise I have plenty of investment banking experience. Let me know if you require any contributions to the modelling/ valuation techniques.