Continuing our $KEEL $BITF Pennsylvania approval research thread:
June 16 Carbon County Planning Commission meeting recording shows approval of the Carbon Node East (#Panthercreek) sewage facilities planning module as consistent with the Carbon County Comprehensive Plan (watch it yourself — skip to 22:45: https://t.co/UsSmu71ZI2)
Keel executives were in the room and left the moment the approval was announced.
#panthercreek #pjm $KEEL $BITF #datacenters #Pennsylvania #AI #investing
@McnallieM@StephenZeiner@matthew_sigel@JKeynesAlpha@EMJCapital@ericjackson@Filmdaddy77
Continuing our $KEEL $BITF Pennsylvania approval research thread:
What the timeline looks like now:
April 20: @scinvests correctly predicts Carbon County Planning Commission decision at April 21st meeting.
April 21: Carbon County Planning Commission issues conditional development plan rejection (watch it yourself - skip to 10:25: https://t.co/Ltukm9cCqE)
April 22: Nesquehoning Borough Council approves the data center zoning ordinance the very next day (source: https://t.co/c5DdG5wvlo)
Interestingly, THE SAME BOROUGH ENGINEER rendered both seemingly contradictory decisions on consecutive days. Two separate bodies. Two seemingly conflicting decisions. One consistent direction. Regulatory framework now in place.
Conditional rejection means the 211-page development plan needs technical revisions and resubmission. The project doesn't stop — it goes back to the drawing board on engineering details.
Ordinance approval means data centers are now a permitted use in Nesquehoning. $KEEL can't be blocked on zoning grounds anymore.
The regulatory foundation is set. The technical plan gets revised. The project moves forward.
#panthercreek #pjm #fintwit #KEEL #BITF #datacenters #Pennsylvania #AI #investing #PJM
@McnallieM@StephenZeiner@matthew_sigel@JKeynesAlpha@Filmdaddy77
Last night Sparkling Concepts flagged a data center catalyst in Carbon County PA — $KEEL $BITF.
Today's Planning Commission agenda confirmed it:
"Palmerton Borough Zoning Amendment — NEW. Data Centers and Data Center Accessory Uses."
Minutes/video expected tomorrow.
@McnallieM
Tonight model surfaced $NOC as new flag worth watching.
-7.0% | 2.1x volume | Deeply oversold
Beat Q1 EPS and revenue. Down 7% on FCF timing and B-21 capex — not a fundamental problem.
Selling exceeded what the fundamentals justify. That's the signal.
Watch at open tomorrow
It's happening.
Carbon County Planning Commission Board Meeting — April 21. Today.
$KEEL $BITF — $Panthercreek 350MW PJM vote.
We found this on a YouTube channel with 36 views. Now 45K people on Reddit know.
Watching.
#PantherCreek#KEEL#BITF
Carbon County PA votes tomorrow on #PantherCreek 350MW PJM project.
Found tabled motion at 28 mins in this YouTube video — 36 views. T5 Data Centers on Zoom.
$KEEL $BITF — not priced in.
https://t.co/WeqvVS5nFK
@McnallieM@JKeynesAlpha@StephenZeiner
Monday close. First live model results.
Positions entered Friday close and Monday open — model flagged dislocations across energy and streaming.
$LYB +1.60% ✓
$CF +2.69% ✓
$DOW +3.29% ✓
$PBF +1.59% ✓
$NFLX -2.17% ✗
4 wins. 1 loss. Average +1.40%.
Energy thesis 4 for 4.
Roth IRA. Jan 1 – Apr 18, 2026.
+34.84%.
S&P 500: +4.47%
NASDAQ: +5.46%
Russell 2000: +12.26%
DJIA: +3.35%
The same model we just deployed to find market dislocations is what drives this. Three positions open heading into Monday.
$NFLX $LYB $CF
Not financial advice.