u/steayon

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Hey guys, I've been following KEEL/BITF for a while now. We'll probably see weak numbers tomorrow, but that's not really the point right now.

We have 3 sites in active commercialization (Panther Creek, Sharon, and Moses Lake) with Moses Lake being the closest to delivering. The pivot is real, balance sheet is solid, and HPC/AI infrastructure demand isn't going anywhere.

Personally I'm waiting on a hyperscaler contract. Could be months away, but when it drops, the stock moves before the news does.

What are you guys watching on the call tomorrow? Any specific metric that would change your thesis?

Hey guys, I'm pretty bullish here. Fundamentals are still solid, customer growth in Mexico and Brazil keeps climbing, and the US expansion (Nubank NA) is still ahead of us as a major catalyst.

What are you guys expecting? Revenue beat? Any thoughts on credit quality?