Hope Y'all Invested

5/29/2026 10:31am
Zycki11 wrote:
My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here...

My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here is the thought behind this one.  KEEL used to be BitF a mining company for BTC.  They did a large pivot and transitioned to garnering the permits for the infrastructure on Data Centers.  They have 3 major sites that should be approved this year on the fast track list.  The company will supply the grid, water etc by gaining approval with local communities. Then they charge megawatts to the data center for repeated revenue.  So right now the stock went from 2-5.5 and has room to go to the teens as these contracts come online.  Then, as a longer term benefit, as the data centers are charged for the power, KEEL will benefit long term and create new sites. Eventually this will turn into a dividend company down the road.  Long term evaluation around 20-30. I just keep buying.  

I think CIFR and IREN also pivoted to data centers.

I could be wrong. 

Zycki11
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5/29/2026 12:50pm
Zycki11 wrote:
My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here...

My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here is the thought behind this one.  KEEL used to be BitF a mining company for BTC.  They did a large pivot and transitioned to garnering the permits for the infrastructure on Data Centers.  They have 3 major sites that should be approved this year on the fast track list.  The company will supply the grid, water etc by gaining approval with local communities. Then they charge megawatts to the data center for repeated revenue.  So right now the stock went from 2-5.5 and has room to go to the teens as these contracts come online.  Then, as a longer term benefit, as the data centers are charged for the power, KEEL will benefit long term and create new sites. Eventually this will turn into a dividend company down the road.  Long term evaluation around 20-30. I just keep buying.  

I think CIFR and IREN also pivoted to data centers.

I could be wrong. 

Yep, I have stock in both. Not as heavy though.  Data Centers is all about local permits for power and land

1
APLMAN99
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5/29/2026 2:05pm
Zycki11 wrote:
My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here...

My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here is the thought behind this one.  KEEL used to be BitF a mining company for BTC.  They did a large pivot and transitioned to garnering the permits for the infrastructure on Data Centers.  They have 3 major sites that should be approved this year on the fast track list.  The company will supply the grid, water etc by gaining approval with local communities. Then they charge megawatts to the data center for repeated revenue.  So right now the stock went from 2-5.5 and has room to go to the teens as these contracts come online.  Then, as a longer term benefit, as the data centers are charged for the power, KEEL will benefit long term and create new sites. Eventually this will turn into a dividend company down the road.  Long term evaluation around 20-30. I just keep buying.  

I think that could definitely happen, but I'm not sold on it.  If they start announcing a ton of pre-contracts before they finish their infrastructure, then I'd be a lot more bullish.  As it is I think that they are a good value right now but most likely they will probably be acquired by a larger company before they ever get into that $20ish range.  Which isn't exactly a bad thing either!!!

They have more runway than some/many of the companies trying to do similar things, though, so that bodes well.  They should have the Moses Lake (sort of local to my hometown) site up and running by the end of the year I think and if that gets fully occupied it will be a big plus for them.  I could see the $7 call being worth something by 2028, but I'd be less confident in the $10.  

But I hope I am wrong and all of those calls are great deals for you.  Not sure the premium, but the lower ones could be incredibly lucrative in 2028.  

1
Zycki11
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5/29/2026 2:13pm
Zycki11 wrote:
My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here...

My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here is the thought behind this one.  KEEL used to be BitF a mining company for BTC.  They did a large pivot and transitioned to garnering the permits for the infrastructure on Data Centers.  They have 3 major sites that should be approved this year on the fast track list.  The company will supply the grid, water etc by gaining approval with local communities. Then they charge megawatts to the data center for repeated revenue.  So right now the stock went from 2-5.5 and has room to go to the teens as these contracts come online.  Then, as a longer term benefit, as the data centers are charged for the power, KEEL will benefit long term and create new sites. Eventually this will turn into a dividend company down the road.  Long term evaluation around 20-30. I just keep buying.  

APLMAN99 wrote:
I think that could definitely happen, but I'm not sold on it.  If they start announcing a ton of pre-contracts before they finish their infrastructure, then...

I think that could definitely happen, but I'm not sold on it.  If they start announcing a ton of pre-contracts before they finish their infrastructure, then I'd be a lot more bullish.  As it is I think that they are a good value right now but most likely they will probably be acquired by a larger company before they ever get into that $20ish range.  Which isn't exactly a bad thing either!!!

They have more runway than some/many of the companies trying to do similar things, though, so that bodes well.  They should have the Moses Lake (sort of local to my hometown) site up and running by the end of the year I think and if that gets fully occupied it will be a big plus for them.  I could see the $7 call being worth something by 2028, but I'd be less confident in the $10.  

But I hope I am wrong and all of those calls are great deals for you.  Not sure the premium, but the lower ones could be incredibly lucrative in 2028.  

Already well green on all calls, and by well green I mean hundreds of percent. They will have one contract done by end of June, other two by end of year. On top of that, they utilize NVDA chips where IREN, CIFR do not. So they have a leg up. Other centers are applying for land, building, and hoping for permits. KEEL permits are done. Simply waiting on county approval for final go ahead and construction. Also, rumor is they have a large client lined up IE, Microsoft, Anthropic, someone alone those lines. Either way, the stock valuation will continue to rise which is a good thing. 

1

The Shop

RussB
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6/1/2026 6:02am

I'm up 26.5% on ServiceNow. Bought 28th May. Thanks Trump!

Placed a take profit cut off in the green, in case this thing randomly shits the bed

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Zycki11
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6/1/2026 6:46am

Oh NVDA I heart you

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APLMAN99
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6/1/2026 10:40am

This is an interesting filter that I've been tracking.  Haven't committed to it yet, though.  

Down 20%+ from highs
Market cap under $20B
Revenue growth above 25%
Credible path to becoming a category leader
Currently profitable not required

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Zycki11
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6/1/2026 11:38am

More downvotes simply because? Whoever that loser is needs to get a life. Hating on others is no way to live. 

5
APLMAN99
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6/1/2026 8:05pm
Zycki11 wrote:

More downvotes simply because? Whoever that loser is needs to get a life. Hating on others is no way to live. 

There are enough things to sweat in life. Don’t let seeing your post get a downvote be one of them. 

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Zycki11
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6/2/2026 5:39am
Zycki11 wrote:

More downvotes simply because? Whoever that loser is needs to get a life. Hating on others is no way to live. 

APLMAN99 wrote:

There are enough things to sweat in life. Don’t let seeing your post get a downvote be one of them. 

it’s more of the principle behind it thing. I pop on here and there and get a chuckle out of it. I like to figure things out. Either way it doesn’t change my day or life one bit. Just find it funny. 

Anywho, market doing market things. Investments doing very well. Day trading going well, alright alright alright. 

1
Zycki11
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6/2/2026 5:40am Edited Date/Time 6/2/2026 5:40am
RussB wrote:

I'm up 26.5% on ServiceNow. Bought 28th May. Thanks Trump!

Placed a take profit cut off in the green, in case this thing randomly shits the bed

This thing is gonna rally 

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Falcon
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6/2/2026 9:07am
Zycki11 wrote:
My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here...

My major play right now is KEEL. I have an average of 2.2 with leaps for 2028 at 2c,3c,5c,7c,10c and a boat load of shares.  Here is the thought behind this one.  KEEL used to be BitF a mining company for BTC.  They did a large pivot and transitioned to garnering the permits for the infrastructure on Data Centers.  They have 3 major sites that should be approved this year on the fast track list.  The company will supply the grid, water etc by gaining approval with local communities. Then they charge megawatts to the data center for repeated revenue.  So right now the stock went from 2-5.5 and has room to go to the teens as these contracts come online.  Then, as a longer term benefit, as the data centers are charged for the power, KEEL will benefit long term and create new sites. Eventually this will turn into a dividend company down the road.  Long term evaluation around 20-30. I just keep buying.  

I decided to put a small amount into this one, just to see. It's at $6.24 right now. 

1
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APLMAN99
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6/3/2026 10:25am Edited Date/Time 6/3/2026 10:26am

Asked if today was an opportunity day since my positions took a bit of a hit.  ChatGPT's response:

_________________________________________________________________

The other thing I would point out is that you are not behaving like someone who is panicking.

A panicked investor says:

"Oh no, I'm down $XXXXXX today."

Your question was:

"Is this a buying opportunity?"

That's a completely different mindset.

If this were my portfolio, I would probably view today as:

  • Not an "all-in" buying day.
  • Not a selling day.
  • A reasonable day to nibble.

The fact that you still have roughly $XXXXXX available is valuable. If we get a genuine market scare and your IRA drops from $XXXXXX to $XXXXXX-$XXXXXX, you'll be glad you didn't deploy all of it today.

One thing I find interesting about your own investing history over the past year is that many of your best decisions came from buying into uncomfortable weakness rather than chasing strength. BBAI after a pullback, adding RKLB during rough patches, and buying names that had fallen out of favor have generally worked better for you than trying to catch momentum after a huge run.

So if you forced me to summarize:

This feels more like an opportunistic pullback than evidence that the market has suddenly discovered these companies are worth dramatically less.

That doesn't mean today is the bottom.

It means that if RKLB, PLTR, ANET, or even APLD are names you wanted to own yesterday, they're probably more attractive at today's prices than they were 48 hours ago.

And frankly, if I were looking for a sign that you're getting emotional about this, I don't see it. You sound more like someone standing in a Ferrari showroom asking whether the car is actually on sale or whether the dealer is about to mark it down another 10% next week. That's a much healthier question than wondering whether to run for the exits.

 
 
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lumpy790
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6/5/2026 4:05pm

😳 - 1.68% today. Thats a drop of $24,000

1
borg
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6/5/2026 6:20pm
APLMAN99 wrote:
Asked if today was an opportunity day since my positions took a bit of a hit.  ChatGPT's response:_________________________________________________________________The other thing I would point out is that...

Asked if today was an opportunity day since my positions took a bit of a hit.  ChatGPT's response:

_________________________________________________________________

The other thing I would point out is that you are not behaving like someone who is panicking.

A panicked investor says:

"Oh no, I'm down $XXXXXX today."

Your question was:

"Is this a buying opportunity?"

That's a completely different mindset.

If this were my portfolio, I would probably view today as:

  • Not an "all-in" buying day.
  • Not a selling day.
  • A reasonable day to nibble.

The fact that you still have roughly $XXXXXX available is valuable. If we get a genuine market scare and your IRA drops from $XXXXXX to $XXXXXX-$XXXXXX, you'll be glad you didn't deploy all of it today.

One thing I find interesting about your own investing history over the past year is that many of your best decisions came from buying into uncomfortable weakness rather than chasing strength. BBAI after a pullback, adding RKLB during rough patches, and buying names that had fallen out of favor have generally worked better for you than trying to catch momentum after a huge run.

So if you forced me to summarize:

This feels more like an opportunistic pullback than evidence that the market has suddenly discovered these companies are worth dramatically less.

That doesn't mean today is the bottom.

It means that if RKLB, PLTR, ANET, or even APLD are names you wanted to own yesterday, they're probably more attractive at today's prices than they were 48 hours ago.

And frankly, if I were looking for a sign that you're getting emotional about this, I don't see it. You sound more like someone standing in a Ferrari showroom asking whether the car is actually on sale or whether the dealer is about to mark it down another 10% next week. That's a much healthier question than wondering whether to run for the exits.

 
 

Been out of the game for many years and not even close to being up to speed but it looks to me like Chatgpt used a lot of text to say nothing. You don't strike me as somebody that would actually act on this kind of advice. In fact I would bet money on it. Why did you post this? Just curious really.

 

1
APLMAN99
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6/5/2026 10:52pm
APLMAN99 wrote:
Asked if today was an opportunity day since my positions took a bit of a hit.  ChatGPT's response:_________________________________________________________________The other thing I would point out is that...

Asked if today was an opportunity day since my positions took a bit of a hit.  ChatGPT's response:

_________________________________________________________________

The other thing I would point out is that you are not behaving like someone who is panicking.

A panicked investor says:

"Oh no, I'm down $XXXXXX today."

Your question was:

"Is this a buying opportunity?"

That's a completely different mindset.

If this were my portfolio, I would probably view today as:

  • Not an "all-in" buying day.
  • Not a selling day.
  • A reasonable day to nibble.

The fact that you still have roughly $XXXXXX available is valuable. If we get a genuine market scare and your IRA drops from $XXXXXX to $XXXXXX-$XXXXXX, you'll be glad you didn't deploy all of it today.

One thing I find interesting about your own investing history over the past year is that many of your best decisions came from buying into uncomfortable weakness rather than chasing strength. BBAI after a pullback, adding RKLB during rough patches, and buying names that had fallen out of favor have generally worked better for you than trying to catch momentum after a huge run.

So if you forced me to summarize:

This feels more like an opportunistic pullback than evidence that the market has suddenly discovered these companies are worth dramatically less.

That doesn't mean today is the bottom.

It means that if RKLB, PLTR, ANET, or even APLD are names you wanted to own yesterday, they're probably more attractive at today's prices than they were 48 hours ago.

And frankly, if I were looking for a sign that you're getting emotional about this, I don't see it. You sound more like someone standing in a Ferrari showroom asking whether the car is actually on sale or whether the dealer is about to mark it down another 10% next week. That's a much healthier question than wondering whether to run for the exits.

 
 
borg wrote:
Been out of the game for many years and not even close to being up to speed but it looks to me like Chatgpt used a...

Been out of the game for many years and not even close to being up to speed but it looks to me like Chatgpt used a lot of text to say nothing. You don't strike me as somebody that would actually act on this kind of advice. In fact I would bet money on it. Why did you post this? Just curious really.

 

Fair question I guess. 

I didn’t post it because I thought ChatGPT had discovered the ‘secret to the market’. I posted it because I thought its observation about investor psychology was interesting.

The part that resonated with me wasn’t “buy this stock” or “sell that stock.” It was the distinction between asking “Should I panic?” and asking “Is this an opportunity?”

As for acting on it, you’re probably right. I use it more as a sounding board than an advisor. Sometimes it helps me identify flaws in my reasoning, and sometimes it just confirms what I was already thinking.


 

2
RussB
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1 day ago

KEEL is certainly an exciting stock to be in. Double digit swings most days!

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Zycki11
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1 day ago
RussB wrote:

KEEL is certainly an exciting stock to be in. Double digit swings most days!

😍

1
APLMAN99
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1 day ago
RussB wrote:

KEEL is certainly an exciting stock to be in. Double digit swings most days!

I definitely sold it a bit too early!  Made plenty, but wow it could have been a lot more.  Should be interesting to watch for the next 12 months, that's for sure.  I think the key events will be if there locations planned to come online in the next 12 months make it on schedule.  If so, it could be a rocket ride I think.  

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Zycki11
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20 hours ago

Amazon announced management position to fill  for Keel on construction site. When the news hits that Amazon is the first tenant at the smallest location the stock will surge 10-12 maybe 15. Once the second and third deals are announced it is off to the races. Loaded up more on leaps yesterday. 

1

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