u/Bren-the-hen

Hi all,

I think I’ll be adding more KEEL with a 5-year outlook.

The recent pullback in AI infrastructure looks healthy to me. Maybe I’m being bullish, but I struggle to see companies with land and power not securing meaningful contracts over time.
For me, the key is that KEEL continues to search for quality companies that have strong long-term growth potential, rather than chasing the first deal that comes along.
In the meantime, this is one of my monthly buys, whether it’s up or down