Added to YB: 2025-10-16
Pitch date: 2025-10-14
BITF [bullish]
Keel Infrastructure Corp.
-27.31%
current return
Author Info
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Company Info
Keel Infrastructure Corp. operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.
Market Cap
$2.6B
Pitch Price
$8.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
-359.03
P/E
-8.34
EV/Sales
12.93
Sector
Software
Category
turnaround
A Multibagger? Potentially Asymmetric Opportunity That Has Already Started 'Exploding'? As the Company Pivots towards AI? - Yet Very High Risk - Bitfarms Ltd.
BITF: Bitcoin miner pivoting to HPC/AI infrastructure leveraging power access advantage. $300M Macquarie financing for 350MW Panther Creek PA campus, 50MW by end-2026, 300MW by 2027. Washington site offers sub-$30/MWh power costs. High execution risk but potential re-rating from 3-5x miner multiple to 20-30x datacenter multiple. High-risk play.
Read full article (11 min)