Defiance Daily Target 2x Long KEEL ETF

Bad day for Neo Cloud/ Data Centers

$Coreweave(CRWV.US) $Nebius(NBIS.US) $IREN(IREN.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $CleanSpark(CLSK.US) $Keel Infrastructure(KEEL.US) $Riot Platforms(RIOT.US) $Whitefiber(WYFI.US) $Navitas Semiconductor(NVTS.US)

$Keel Infrastructure(KEEL.US) | Jones Trading 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗞𝗲𝗲𝗹 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲, PT $𝟳.𝟱𝟬

Analyst sees AI infrastructure demand and a potential AI/HPC off-taker contract supporting a stock re-rating.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: PowerSecure to Provide Backup Power Solution for Keel Infrastructure’s Washington Data Center - $Keel Infrastructure(KEEL.US) $Southern(SO.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗣𝗼𝘄𝗲𝗿𝗦𝗲𝗰𝘂𝗿𝗲 signs energy resiliency agreement with 𝗞𝗲𝗲𝗹 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲.

➤ Project supports Keel’s 𝗠𝗼𝘀𝗲𝘀 𝗟𝗮𝗸𝗲, 𝗪𝗮𝘀𝗵𝗶𝗻𝗴𝘁𝗼𝗻 data center campus.

➤ PowerSecure will design and deliver a customized 𝘀𝘁𝗮𝗻𝗱𝗯𝘆 𝗽𝗼𝘄𝗲𝗿 solution.

➤ Solution uses scalable 𝗣𝗼𝘄𝗲𝗿𝗦𝗲𝗰𝘂𝗿𝗲 𝗣𝗼𝘄𝗲𝗿𝗕𝗹𝗼𝗰𝗸𝘀® modular generation systems.

➤ Architecture combines onsite generation, controls, and electrical infrastructure.

➤ System supports 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗶𝘁𝘆 as the campus expands.

➤ Solution enables 𝗽𝗲𝗮𝗸 𝘀𝗵𝗮𝘃𝗶𝗻𝗴 during periods of high system load.

➤ Partnership addresses growing demand for resilient 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 power infrastructure.

➤ PowerSecure is a subsidiary of 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗖𝗼𝗺𝗽𝗮𝗻𝘆.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Data center growth is increasing demand for 𝗳𝗶𝗿𝗺, 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 power.

➤ Modular architecture allows backup capacity to scale alongside campus expansion.

➤ Peak shaving could reduce pressure on the 𝗹𝗼𝗰𝗮𝗹 𝗽𝗼𝘄𝗲𝗿 𝗴𝗿𝗶𝗱.

➤ Deal expands PowerSecure’s exposure to growing 𝗺𝗶𝘀𝘀𝗶𝗼𝗻-𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 infrastructure demand.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝗶𝗺 𝗦𝗺𝗶𝘁𝗵, President of PowerSecure:

"This project underscores PowerSecure's ability to deliver flexible, resilient energy solutions with speed and precision. By combining technical expertise with a highly collaborative approach, our team developed a tailored solution that meets Keel's immediate needs while positioning them for future growth."

𝗔𝗹𝗲𝘅 𝗕𝗿𝗮𝗺𝗺𝗲𝗿, Executive Vice President of Operations at Keel Infrastructure:

"Reliable power is the foundation of everything we build at Keel Infrastructure, and this solution gives our Moses Lake campus the resiliency and operational continuity our customers depend on at a time when firm power solutions are increasingly critical. PowerSecure's solution is also aligned with our approach to responsible development, allowing us to meet our customers' stringent availability requirements while minimizing the impact on our grid infrastructure and environment."

$Keel Infrastructure(KEEL.US) | Citizens 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 coverage on 𝐊𝐞𝐞𝐥 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 with a 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 rating and a 𝐏𝐓 𝐨𝐟 $𝟏𝟎

Analyst initiates on Keel as a vertically integrated crypto-to-AI pivot, highlighting its ~2.2GW global power pipeline as a path to long-term value.

It's now been 17 days since Leopold released his newest trades

So far, they've been crushing

Here's the performance since they came out

1. Sandisk $Sandisk(SNDK.US): +33%

2. Nebius Group $Nebius(NBIS.US) (released on May 27th): +6.8%

3. T1 Energy $T1 Energy(TE.US): +57%

4. Bloom Energy $Bloom Energy(BE.US): +8%

5. CorewWeave $Coreweave(CRWV.US): +2%

6. Core Scientific $Core Scientific, Inc.(CORZ.US): +17%

7. Iren $IREN(IREN.US): +20%

8. Applied Digital $ALPD: +9%

9. Riot Platforms $Riot Platforms(RIOT.US): +16%

10. CleanSpark $CleanSpark(CLSK.US): +24%

11. Solaris Energy $Solaris Energy Infrastructure(SEI.US): +2%

12. Bitdeer Tech $Bitdeer Tech(BTDR.US): +46%

13. Keel Infrastructure $Keel Infrastructure(KEEL.US): +43%

Pretty insane numbers.

Also added $Keel Infrastructure(KEEL.US)

V cheap vs potential imo

Sell into strong green

Buy on Blood red

😉