u/NotFizzur3

KEEL took a real hit this week, down hard after riding some momentum from the Russell 3000 entry and AWS partnership buzz. I get why people are nervous with short interest hanging over it, but I am not ready to count it out just yet.

The bigger picture still has some meat on it. The company is sitting on a $2.2 billion AI power investment and a $458 million convertible bond, which tells me there is real capital behind the infrastructure play. Yes, the recent quarter was lean and skeptics are watching closely, but that does not erase what they are building. From a chart perspective, price is approaching a bullish fair value gap on the 1D, so if this holds and we get some follow-through, it could be a decent spot to see if the longer-term thesis still has legs. This is still mixed to me, but I am curious if we get a bounce here or if the selling pressure is just getting started. What is your read on the infrastructure story right now?

Huge push up. Of course it helps with the Iran strikes being canceled. Even before that though, it bounced off the 50 SMA and was at a few % gain. Happy we didn't drop to the SMA 200.

Do you think we'll see a sell off tomorrow with people who think it's gonna drop again, and this is just a dead cat bounce?

1. REPL - 85.68%

2. ASTC - 69.22%

3. SPCE - 37.09%

4. PD - 33.60%

5. DELL - 32.77%

Two space related stocks in that list. Just because SCPX IPO is coming up? A lot of speculation that is the case for SPCE, but probably not for ASTC. ASTC announced plans to mine minerals on the moon and yeeted in price.

Do we think these are going to continue to explode tomorrow? Personally, I expect a bit of a cool off.

$1.6bil deal with Dell. $3.4bil AI cloud deal. Acquired Awaken to boost marketing. Secured contracts with both NVDA and MSFT. the SMA 50 hit the SMA 200 and bounced right off. This news is all within the past week. IREN has already been pumping but it feels to me like it's just gonna keep chugging upward. They're really structuring themselves to acquire these massive deals and pivoting in a smart way, IMO. Anyone have any contradictory information that might indicate a pull back?