Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
u/darkphenom67
2 theses · first seen May 28, 2026
| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|
| 1d | 2 | 2 | 1 | 50% | -1.3% | -1.3% |
| 3d | 2 | 2 | 1 | 50% | -7.8% | -7.8% |
| 1w | 2 | 2 | 1 | 50% | -4.6% | -4.6% |
| 1m | 2 | 2 | 1 | 50% | -9.0% | -9.0% |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Thesis history
$KEEL: Leopold-Backed Vera Rubin AI Infra Setup Where 3 Leases Could Unlock a Multi-Bagger Rerate
Keel is converting legacy mining assets into premium AI/HPC data center infrastructure with a 2.2 GW pipeline in scarce, high-value locations. Three lease signings expected this year (Panther Creek, Sharon, Moses Lake) at PJM-positioned, Vera Rubin-ready sites would catalyze rerate. Strong demand, cleared zoning, undervalued at $3.7B market cap with significant execution upside.
At post $6.15·Now $3.34-45.7% since postedas of Aug 24, 1:28 PM ET
1d-3.6%
3d-16.6%
1w-14.6%
1m-25.4%
3m—
6m—
1y—
$KEEL, speculative bitcoin miner to data center play backed by Leopold
KEEL is pivoting from bitcoin mining to AI/HPC data centers with secured power assets (2.2 GW pipeline) at strategic sites like Sharon and Panther Creek. The bull case hinges on landing major AI leases by end of 2026, which would re-rate the company as markets value power assets over mining; management execution could drive 2-10x returns.
At post $5.62·Now $3.34-40.6% since postedas of Aug 24, 1:28 PM ET
1d+1.1%
3d+1.1%
1w+5.5%
1m+7.3%
3m—
6m—
1y—