Jul. 20 at 7:07 PM
$KEEL $NBIS $AMZN
I believe
$KEEL would make a great partner for
$NBIS's new AI Compute Partnership Business Model.
$KEEL is already building an asset-light AI infrastructure business and hasn't sold its first deal yet. I could totally see
$KEEL and
$NBIS joining forces to serve clients, with
$KEEL also landing another deal with
$AMZN/AWS.
Upcoming (Unconfirmed) Earnings:
- AMZN – July 30
-
$NBIS – Aug. 5
-
$KEEL – Aug. 12
This just makes too much sense.
I love
$NBIS and
$KEEL in the Compute/Neocloud/GPU space.
According to Captain KEEL, multiple NDAs have been signed and 3 compute deals could land by 12/31/2026. If he delivers, I think
$KEEL can re-rate to
$15–
$20/share.
Compute is the new oil. GPUs and power are worth their weight in gold.
My approach: heavy
$NBIS, smaller
$KEEL position, then add to
$KEEL after its first deal.
$NBIS and especially
$KEEL still look seriously cheap atm.
Not financial advice. Just sharing my opinion and how I'm investing.