TheGentleTraveler

On a mission to master markets and life. Trading stocks and crypto with the Suite Indicator, sharing the lessons, wins, and growth along the way.

[TheGentleTraveler @LeaderInvests]

Many sectors taking big hit of over -10% per individual tickers.

All the while $SPY - $QQQ closed barely red and the $SOXX closed green.

Tech is running the show...

Today even $CLSK - $KEEL closed green to it's peers⁉️

Nuclear moved into their created crater.
Space sector clearly forgot how to moon.
Crypto... Does that still exist?
Quantum got cooked.
Agentic AI, yeah 🤖

That's the reason you trim profits, especially after we've seen crazy runs higher.

Do what feels best for you!

[TheGentleTraveler @LeaderInvests]

@StonkChris Nice confirmation of the bull flag... Or you mean bear flag... xD

[TheGentleTraveler @LeaderInvests]

@financefy It's what I'm expecting, just like they announced they pivoted into AI / HPC and dropped from there only lower.

[TheGentleTraveler @LeaderInvests]

$CLSK - I agree announcement is local top maybe?

Works fine for me

[Zack @MindfulReturns]

🚨 $CLSK Sandersville 250 MW AI/HPC deal is DONE.

Accenture just posted 4 senior Data Center Construction roles in Sandersville, GA today (Senior PM, Construction Mgr, Design Mgr, Document Control).

CEO said “advanced negotiations” on May 11. 122 acres cleared. Zoning locked. SVP Finance hired.

Lease executed under NDA. Public announcement in the next 7–21 days.

This is the catalyst. Tick tock.

[TheGentleTraveler @LeaderInvests]

@WolseleyFund It won't. Let's find out how it moves. Buy the ranges and you can profit. Best to detach emotions lol

[TheGentleTraveler @LeaderInvests]

@farkasmarek Be cautious when the deal is announced. Most people get euphoric and call all kinds of prices, while most of the time price pulls back. Sell the news.

[TheGentleTraveler @LeaderInvests]

Don't think signing the 'lease' will make price double again in weeks.

Many of these names are currently getting priced in the 'probable' deals/ leases they'll be signing.

Just like $CIFR - $IREN had last year. That phase are $KEEL - $CLSK now going through.

Doesn't mean they won't see more upside. But $KEEL has already 3x'ed from it's lows earlier this year. Better to be cautious when a lease drops now. Especially nearing an important level from last year and indicators getting heated.

[CK Capital @CKCapitalxx]

$KEEL has more than doubled in the last month and they have not signed a single lease yet. That is what makes this setup so compelling.

The entire move so far is built on anticipation. The CEO met with over 160 investors and recently said they would have to pump the brakes on further investor calls.

The market read that exactly how you would expect. Something is coming.

And here is the part that matters most. On the Q1 call CEO Ben Gagnon said it directly. The 2026 priority is to sign three leases by year-end.

One at Panther Creek. One at Sharon. One at Moses Lake. He called a signed lease the single most important inflection point for the entire business.

Three leases. Three sites. All targeted before the end of this year.

Look at the capacity behind it. Panther Creek has 350 megawatts of secured gross capacity. Sharon has 110 megawatts. Moses Lake has 18 megawatts. 2.2 gigawatts of total pipeline with grid interconnections already in place.

And the balance sheet funds the whole thing. $533 million in liquidity, enough to carry them through lease execution out to 2028.

The stock doubled on anticipation alone. Now imagine what happens when the first of those three leases actually gets signed.

We have seen exactly how this plays out. $DGXX signed Cerebras and the entire narrative re-rated instantly.

A signed lease converts $KEEL from a speculative power play into a contracted revenue machine with long term cash flow. Management has already told us three of them are the goal this year.

The doubling was just the warm up. The leases are the catalyst. And when they sign there is no looking back.

[TheGentleTraveler @LeaderInvests]

@CXy2ERzK7316993 It will get there eventually!

[TheGentleTraveler @LeaderInvests]

@FDT9950 That's all good! It's performing very well lately!

[TheGentleTraveler @LeaderInvests]

@WolseleyFund I will local top somwhere between $19-$25 here. That range isn't easily reclaimed given prior price action in this section.

[TheGentleTraveler @LeaderInvests]

@WolseleyFund 99 when the deal is announced

[TheGentleTraveler @LeaderInvests]

@TheLongInvest After that $40 coming, someone is betting on a lot of options $40 Jan 2027 / 2028 for $OSCR

[TheGentleTraveler @LeaderInvests]

@WolseleyFund It's not at 91 and market is pricing in the narrative and a deal already.

[TheGentleTraveler @LeaderInvests]

@Ivan90645071 Chart / price history.

That will take lots of time before it does that.

[TheGentleTraveler @LeaderInvests]

@BabushHODL No, not yet

[TheGentleTraveler @LeaderInvests]

@Freedom_By_40 Juicy

[TheGentleTraveler @LeaderInvests]

@Tabbyh71 They’ll panic