Keel Infrastructure Corp. (KEEL)
This Leopold Aschenbrenner stock just added $150 million in a day
Leopold Aschenbrenner, a former OpenAI researcher and one of the youngest billionaires, disclosed a Q2 2026 position in Keel Infrastructure (NASDAQ: KEEL), formerly known as Bitfarms, worth roughly $151 million at the time, on August 14.
KEEL Stock Jumps 56% in 6 Months: Here's What You Should Know
Keel's 56% six-month surge reflects its HPC/AI pivot, a 2.2-GW pipeline and progress at key data-center sites as tenant talks advance.
KEEL Q2 Earnings Call Highlights 2027 Power and Leasing Push
KEEL is pressing 2027 power availability to deepen lease talks at Moses Lake, Sharon and Panther Creek as permits and expansion plans advance.
Keel Infrastructure: Beware Delta-Of-Ruin Profile
Keel Infrastructure is rated Avoid/Hold due to a high-risk capital structure and regulatory headwinds threatening long-term viability. KEEL's strategy to withhold 2027 capacity aims to extract premium lease rates but exposes the company to liquidity burn and refinancing risks. Regulatory crackdowns on behind-the-meter load defection, especially FERC/PJM tariffs, could compress margins and disrupt the company's yield-on-cost assumptions.
Keel Infrastructure Corp. (KEEL) Q2 2026 Earnings Call Transcript
Keel Infrastructure Corp. (KEEL) Q2 2026 Earnings Call Transcript
KEEL Gears Up to Report Q2 Earnings: Here's What Investors Should Know
Keel Infrastructure's Q2 revenues are expected to plunge 55.1% y/y as its HPC and AI data-center pivot pressures mining sales and raises operating costs.
KEEL vs. P: Which AI Infrastructure Stock Provides an Upside?
Everpure and Keel Infrastructure are riding AI infrastructure demand through data platforms, AI/HPC data centers and capital-heavy strategic shifts.
Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages Transcript
Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages Transcript
Keel Infrastructure Corp (KEEL) Soars 5.4%: Is Further Upside Left in the Stock?
Keel Infrastructure Corp (KEEL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Will KEEL's Near-Term Lease Execution Demonstrate Its Worth?
Keel Infrastructure aims to secure three key leases by 2026, but its valuation hinges on turning powered capacity into signed deals amid high infrastructure costs.
Keel Infrastructure Soars 455% in a Year: Buy, Hold or Fold the Stock?
KEEL is pivoting from crypto to AI/HPC data centers, backed by big liquidity. Yet, forecasts weaken as rivals battle for power.
Keel Infrastructure: Riding The Wave Of AI Data Centers, Still At Attractive Prices
Keel Infrastructure (KEEL) is transitioning from bitcoin mining to AI data center hosting, targeting a 2.2 GW pipeline by 2027. KEEL's conservative growth targets and focus on Nvidia-compatible infrastructure position it as an attractive, less overvalued peer in the sector. Despite Q1 2026 net losses of $145 million and negative adjusted EBITDA, I maintain a buy rating for KEEL, favoring moderate accumulation on pullbacks.
