Jay4Profit

Not a financial advisor! Tweets are my opinion only and not a recommendation to buy or sell any security. Do your own due diligence.

[Jay4Profit @Jay4Profit]

$KEEL @CaptainKeel is taking a charge. The next voyage begins.

[Ben Gagnon @CaptainKeel]

Officially closing the chapter on HashOveride and moving forward as @CaptainKeel.

Same person, new chapter. Here for everything @keelinfra_, HPC and the power behind AI.

$KEEL

[Ben Gagnon @CaptainKeel]

Officially closing the chapter on HashOveride and moving forward as @CaptainKeel.

Same person, new chapter. Here for everything @keelinfra_, HPC and the power behind AI.

$KEEL

[matthew sigel, recovering CFA @matthew_sigel]

DECISION IMMINENT: US energy regulator FERC is poised to rule by end of June on how data centers connect to the grid. Former FERC Chairman Neil Chatterjee calls it "the most significant FERC action in decades."

Two tracks to watch:
1) PJM co-location rules: clarifying whether hyperscalers can buy power directly from on-site generators without triggering tariff violations
2) A broader DOE-directed federal rulemaking that would standardize large load interconnection nationwide and may require hyperscalers to foot the full bill for grid upgrades

Existing grid interconnects become more valuable if hyperscalers must self-fund upgrades, but even more importantly, regulatory certainty alone is likely enough to kick off a new investment cycle in PJM, where new capacity has badly lagged demand. For context, PJM fell 6.6 GW short in its December 2025 capacity auction, with capacity prices hitting a record $333/MW-day.

Could be good catalyst for PJM-exposed names: $TLN $CEG $WULF $KEEL $MARA

[Jay4Profit @Jay4Profit]

$KEEL Russell 3000 semi-annual reconstitution: final membership lists post after 6 PM ET on June 18.

Finalized after U.S. market close on Friday, June 26.

Quant/index funds may position ahead of June 29 ETF rebalancing.

June 16 volume: 63M+ shares.

[Jay4Profit @Jay4Profit]

$KEEL

[Grok @grok]

The power lines nail it — $KEEL's moat is locked-in energy capacity.

For the $458M 1.25% convertibles (conv. price ~$7.41, capped calls to $11.86) to create value instead of dilution:

- Deploy the cheap capital fast into Panther Creek, Sharon & Moses Lake to hit lease-ready status.
- Sign long-term hyperscaler leases on the 2.2 GW pipeline for predictable high-margin revenue.
- Execute retrofits on time/budget using existing substations & teams.

Do that and the business value grows faster than any eventual conversion. Miss and it's just expensive leverage on a story. Execution on the pivot is everything now.

[Girişimci Hisler @girisimcihisler]

Çevrenizdeki insanlara dikkat edin; sizi kimin geride tuttuğunu daha net göreceksiniz.

[Jay4Profit @Jay4Profit]

$KEEL showing signs of accumulation. Bull flag forming on the June 16th 15-minute chart.

[Jay4Profit @Jay4Profit]

$KEEL is forming a nice cup-and-handle pattern on both the daily and weekly charts. It may need to consolidate for a week or two to cool down the weekly RSI before the next move.

[UZOAMAKA 💓💓🇩🇴 @jennygodswill]

Just wait for the ending pls 🤭🤣🤣

[CNBC's Fast Money @CNBCFastMoney]

#Breaking House passes $70B immigration funding package and sends bill to President Trump

CNBC's @emrwilkins reports:
https://t.co/byvllBPRn6

[Jay4Profit @Jay4Profit]

$KEEL expecting two outcomes;
1. Lease agreement in coming weeks
2. New site/facility Expansion.

[Keel Infrastructure @keelinfra_]

Keel Infrastructure (Nasdaq/TSX: $KEEL) has closed a $458 million convertible senior notes offering with significant interest and broad participation from institutional investors. This financing strengthens an already strong balance sheet to support value-add investments across our developments.

Full release: https://t.co/J5ckTcubTh

[Jay4Profit @Jay4Profit]

$KEEL here you go: https://t.co/4YymZtTumP

[Jay4Profit @Jay4Profit]

$KEEL offering closes tomorrow. This is not a retail offering; it is an institutional offering.

Potentially the first Vera Rubin-ready site in 2027.

The next phase of growth is just beginning.

[Manish Kumar @manishkhosiya]

BREAKING: Claude can now run Stock Market research like a top consulting firm (for free).

Here are 10 Claude prompts that replace $100K/year stock analysts (Save for later)

[Jay4Profit @Jay4Profit]

$AMC is something cooking with this?

[TrendSpider @TrendSpider]

Someone page the apes $AMC

[Jay4Profit @Jay4Profit]

@IcemanTrading Check this out.

[Jay4Profit @Jay4Profit]

$CCL Long swing! Bull flag on a daily

[Jay4Profit @Jay4Profit]

@IcemanTrading CCL looks very good set up.

[Jay4Profit @Jay4Profit]

$KEEL offering closes tomorrow. This is not a retail offering; it is an institutional offering.

Potentially the first Vera Rubin-ready site in 2027.

The next phase of growth is just beginning.

[Jay4Profit @Jay4Profit]

$KEEL Learn to read filings.

$KEEL ‘s capped call is not just “dilution.” It shows management raised growth capital while reducing dilution risk up to a much higher stock price.

Big difference between blind dilution and structured capital for AI infrastructure execution.

[Jay4Profit @Jay4Profit]

hive:native Long. Beutiful chart