u/JustUhEnigma

Curious with the -10%+ drop today how many of you are adding to your position vs. just holding through it.

Engagement is pretty quiet most days despite this being the most active KEEL-related sub. I think a daily discussion thread would be a great addition.

It would be nice to have a dedicated place where everyone can discuss news, rumors, price action, questions, and anything else involving KEEL without needing to create a new post each time.

Just thought I'd throw the idea out there and see what everyone thinks.

Cold CBO campaign with broad targeting is barely delivering today.

Reach is sitting at ~85 with only a fraction of the daily budget spent. No exclusions beyond existing purchasers (now through the customer lifecycle strategy section), no obvious ad-level errors.

Anyone else noticing poor delivery today?

I think many are missing what KEEL’s US redomiciliation actually says about this team and the downstream implications.

No, this isn’t new news, but stay with me.

Moving a publicly traded company from Canada to the US, rebranding, and repositioning the entire business model around HPC/AI infrastructure is extremely challenging to pull off. Ben has said previously that only a handful of publicly traded companies have successfully achieved it.

To me, that matters when thinking about lease execution, and I don’t believe it’s being fully factored into the current “uncertainty” analysis.

If this team can navigate something as complex as a public-company redomiciliation, all the administrative and regulatory burden, while also shifting the business model, raising capital, and advancing key sites, then getting leases signed around scarce, already-secured, energized power feels like a cakewalk in comparison.

The market is waiting for the obvious proof point, signed leases.

I get that. Execution still matters. But the ability to execute is something they’ve already more than proven.

Trust Ben. Trust the team. Hold on tight.

Curious to see how many of you are still buying/adding now that we’re back above $6, versus waiting for a potential pullback to accumulate before any lease announcement.

Interested in how others are thinking about risk/reward at these levels.