u/Calm_Curve7198

I’ve been holding 25,000 shares of Keel Infrastructure since the $2.30 level. My long-term thesis is focused on the Vera Rubin project and its impact on the company’s transition into the High-Performance Computing (HPC) space.

I’m looking for a technical deep dive into two specific timelines for this infrastructure:

1. Phase 1 (Late 2026): Does the initial rollout provide enough cash flow to justify the current $2.4B market cap?
2. Phase 2 (2028): Is the full-scale capacity of the AI-focused sites enough to compete with established HPC providers?

I’m specifically interested in hearing from anyone who has looked into their energy procurement contracts or the progress of their site-specific development. Is the Vera Rubin project a significant moat, or is the "AI pivot" already priced in?