$1,000 follows their calls into $1,000
Dak Nakamoto@daknakamotoThe $KEEL selloff is frustrating, but here’s why I’m still bullish. 🧵 Management guided to $100M in annual cash SG&A. Using $95K/MW/month in modeled NOI: ⚡ Moses Lake (18 MW): $20M/year ⚡ Sharon (110 MW): $126M/year That’s $146M in potential annual NOI from just TWO sites
Dak Nakamoto@daknakamotoElon just described why I’m bullish on $KEEL. The AI race is quickly becoming a power + infrastructure race. You can have billions in GPUs and still be dead in the water without energized sites, transformers, cooling and connectivity. The bottleneck is the opportunity. 👀
Elon Musk@elonmuskConsensus estimate is that ~15GW of AI compute produced in 2027 cannot be turned on in 2027. This is harder than just finding power, as you also need to build out all the transformers, wiring, liquid-cooling, (massive) chillers & complex networking.
