Keel Infrastructure (KEEL) COO bought stock twice this week, and paid 14% less the second time
On Aug. 20, Keel Infrastructure's (KEEL) chief operating officer filed a second Form 4 in three days, buying more stock at $3.25, about 14% below what he paid on Aug. 17.
KEEL's CEO and COO just bought $296,000 of stock after an ugly quarter
Keel Infrastructure CEO Ben Gagnon and COO Liam Wilson bought about $296,000 of KEEL stock in the days after the company reported a 50% revenue drop. Neither purchase ran on a 10b5-1 plan.
Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it
Citadel's own quarterly filing, out Friday, already listed every stock in Leopold Aschenbrenner's book, about a month before it bought the book. The catch is what those holdings actually mean.
Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.
Leopold Aschenbrenner's Situational Awareness fund owned 19 stocks outright. Every one of them rose Thursday after he sold his positions
Four SEC filings name 19 companies Situational Awareness owned outright, and every one of them rose on July 30. Nebius was the biggest at about $1.84 billion, and the quarterly report understates SharonAI by twelve times.
IREN signed $2.8 billion in AI contracts, and bitcoin miner stocks rallied with it
IREN closed up 19.6% after announcing $2.8 billion in new AI cloud contracts. Hut 8 and CleanSpark had data center lease news of their own, while CIFR, SLNH and KEEL rallied in sympathy. The fuel: Moonshot AI is turning away paying Kimi K3 subscribers because it ran out of GPU capacity.
TeraWulf, CoreWeave, and Nebius are having a big day. The stocks still mostly mining bitcoin are not.
TeraWulf, Nebius, IREN, CoreWeave, and five other AI infrastructure stocks are surging together Wednesday, while HIVE Digital and CleanSpark, the two names still mostly mining bitcoin, are red. The split isn't random.
Data-center and bitcoin-miner stocks (CRWV, HIVE) sold off at the open on June 29 after a pre-market pop
AI data-center, neo-cloud, and bitcoin-miner stocks ticked up pre-market on June 29, then sold off hard at the open. Most are down 3% to 10% from the open and now slowly recovering. Nebius (NBIS) was the exception.