Kulet

🚨 $NVDA — IS THIS THE DIP BUYERS HAVE BEEN WAITING FOR? After a sharp sell-off, NVIDIA bounced back on Friday. But is this the beginning of a recovery, or just a temporary relief rally? AI spending, chip demand, valuations, and data center expansion remain key factors investors are watching. The big question: Is $NVDA offering a buying opportunity here, or is more downside still ahead? 👇 What's your take? Would you buy, hold, or wait? 💬 Discussion is always welcome! Your perspective could give other investors a valuable new insight. Don't hesitate to share your thoughts. If you found this post helpful, please LIKE, REPOST, and FOLLOW for more market insights and stock updates. Your support means a lot! #NVDA #NVIDIA #AIStocks #Semiconductors

🚨Warren Buffett has a message every investor should remember: Don't let short-term market fear distract you from long-term opportunities. Markets will rise and fall. But great businesses can keep growing. With AI stocks facing growing uncertainty, is this the time to think long-term? Follow me for the latest market insights. #WarrenBuffett #AIStocks

🚨 Asia's AI trade is taking a massive hit! South Korea's KOSPI plunged 8.8% intraday, triggering a 20-minute trading halt, before closing down 6.02%. 🔻 Samsung: -6.4% 🔻 SK Hynix: -10.4% 🔻 Japan's Nikkei: down around 6% Fears of tighter U.S. AI regulations and slower data center expansion are spreading across the global semiconductor supply chain. Is this the beginning of a major AI stock correction, or a buying opportunity? Follow me for the latest market-moving news. #AIStocks #Semiconductors

Many stocks have fallen recently, is it a good time to buy?

$KEEL WHAT THE HELL IS GOING ON?! I bought $KEEL at $2.31, and I've watched my investment sink ever since. Honestly, I'm beyond frustrated. The company talks about huge AI data center opportunities, major projects, and strong market demand. But where are the results shareholders have been waiting for? At this point, I have to question the leadership. Are management's promises realistic? Why are key lease agreements still not signed? And why should shareholders continue to wait without clearer answers? I'm not questioning the potential of the AI infrastructure market. I'm questioning whether KEEL's leadership can actually deliver on its vision. Shareholders deserve more than optimistic presentations. We deserve execution, transparency, and accountability. $KEEL HOLDERS, DO YOU STILL TRUST THIS MANAGEMENT TEAM?!

What the fuck is going on today?

$KEEL Q3 2026 Earnings – Why It Still Matters for InvestorsKeel reported Q3 results and hosted its call today. Here’s the investor-relevant takeaway: $780M unrestricted cash — no financing needed before signing leases Moses Lake construction started in September; first HPC revenue targeted for 2027. Multiple creditworthy tenants in active negotiations across all three near-term sites Sold entire BTC treasury ($192M proceeds) — now effectively zero Bitcoin price exposure Potential secured capacity expansion from 478 MW to ~1.93 GW (Panther Creek + Scrubgrass load studies on track for Q1 2027). The big missing piece remains the same: no leases signed yet. Management sounded confident, but execution is still the key catalyst.Looking ahead, the stock’s path will largely depend on whether Keel can convert these negotiations into signed leases at attractive returns. A successful lease announcement (especially at Moses Lake or the Pennsylvania sites) could be a meaningful re-rating catalyst, given the company’s large power pipeline and strong cash position. On the other hand, further delays in leasing or slower-than-expected construction progress could keep the stock range-bound or under pressure, as the market continues to wait for proof of execution in the AI/HPC. transition.Watching for lease announcements and Moses Lake progress into 2027. Follow me for more market information.

Keel Infrastructure ($KEEL) Q3 2026 Earnings Call – Key TakeawaysKeel reported Q3 2026 results and hosted its conference call today. Here are the main points from management’s prepared remarks and the earnings release:Management Commentary CEO Ben Gagnon said power supply is getting scarcer while demand continues to climb. Keel’s 2027 and 2028 power is further advanced, more secure, and closer to delivery than it was last quarter. He noted high competitive tension at all three near-term sites, with multiple creditworthy parties at the negotiation table, and expressed confidence that the company will sign the right leases for each site — ones that deliver the most attractive returns for shareholders.CFO Jonathan Mir highlighted roughly $780 million in unrestricted cash liquidity and stated that the company has no current need for debt or equity financing before signing a lease. Capital deployed ahead of a lease becomes part of the equity contribution to a project’s financing, and the company continues to evaluate opportunities to recycle capital. The strategy is to advance at the speed customers require while signing leases and securing project financing on terms that deliver attractive returns.Operational Progress Moses Lake: Received all necessary permits and began construction in September 2026. Expected to be the first energized site generating HPC revenue in 2027. The company also engineered an optional solution to support next-generation Vera Rubin (formerly GB300) architecture based on customer demand. Sharon & Panther Creek: Continued permitting progress (three permits cleared, four environmental permits remaining, two of which are in draft stage). Revised site plans to fully comply with Pennsylvania’s new Executive Order, with no meaningful changes to project costs or timelines for tenants. Expansion Capacity: Load studies for expansion at Panther Creek (up to 500 MW) and Scrubgrass (up to 1.3 GW) remain on track for completion in Q1 2027. This represents a potential increase in secured data center capacity from 478 MW to approximately 1,928 MW. Financial Highlights (Continuing Operations) Revenue of $28 million, down from $68 million in Q3 2025, primarily due to the deliberate cessation of U.S. Bitcoin mining and a decline in average Bitcoin price. Operating loss of $8 million (including $13 million of non-cash depreciation). Loss from continuing operations of $62 million, or $0.10 per share, driven mainly by a $55 million non-cash unrealized loss on the fair value of capped calls related to the 2025 convertible notes. Adjusted EBITDA of negative $27 million. G&A expenses of $34 million (up from $17 million), reflecting increased hiring of senior subject-matter experts and higher stock-based compensation. Approximately $780 million in unrestricted cash liquidity as of November 4, 2026. Sold 2,520 Bitcoin during the quarter (entire 2,261 BTC treasury position plus 259 BTC mined), generating $192 million in proceeds. Bitcoin holdings are now nominal; remaining Quebec mining output will be sold on a daily basis going forward. Bottom Line Management remains constructive on leasing progress and project execution, with strong liquidity and Moses Lake now under construction. However, no leases have been signed yet — which remains the key catalyst the market is watching.

$KEEL reports Q3 earnings today (conference call at 8 AM ET). The market doesn’t really care about the loss numbers. What matters is: Did they sign any AI tenants at the priority sites? How much liquidity is left? Any delays on construction/permitting? Consensus: Revenue ~$19-21M, EPS around -$0.08. Mining is fully shut down — it’s all about whether the data centers actually land. What are you watching most? I’ll be breaking down the key takeaways right after the release — follow if you want the clean summary. #KEEL #AIStocks

US stocks saw their market capitalization surge by $1.2 trillion today! A major rebound followed the midterm elections, led by tech giants.

$AAPL Reaching a new high

Markets just did a wild reversal. After Democrats swept the House and Senate, stocks were crashing. Then they ripped back hard from the lows: • S&P 500: +2.18% • Nasdaq: +3.13% • Nikkei: +5.09% • KOSPI: +4.71% Why the bounce? Trump still has veto power. Democrats won majorities, but not enough to override his vetoes. They can slow his agenda, but they can’t force through everything they want. Markets are starting to price in a divided government, not a full policy reset. Follow me for more market information #Markets #Midterms #Stocks

It's time to clean up the trash.

🚨 $KEEL faces a crucial test tomorrow! The company's Q3 earnings report will be released on November 5th. Investors are eager to know about the status of its AI data center leasing, project progress, and cash reserves. Given the current upward momentum, it might surge even more tomorrow. Could this be a turning point? #KEEL #AIStocks

$KEEL is facing a tough day, but one red day doesn't change the long-term story. I’m still watching its AI infrastructure potential closely. The real question is what comes next. 👀 Follow me for the latest updates. #KEEL #AIInfrastructure

🚨 A warning sign for tech investors? Morgan Stanley's US tech momentum indicator is now 62% below its 12-month high — worse than during the dot-com bust. Is the AI trade losing steam, or is this just a major reset? History doesn't always repeat, but it often leaves clues. 👀 Follow me for the latest updates. #AIStocks #StockMarket

🚨 Trump, Elon Musk, and Tesla-SpaceX Merging? Trump has stated he will protect Musk if the Democrats target him after the midterm elections. Meanwhile, market predictions suggest a 75% probability of a Tesla-SpaceX merger by 2028. Would this reshape the future of both companies? Follow me for the latest market news. $TSLA $SPCX #Tesla #SpaceX