Episode
KEEL Deal Analysis, Price Targets & DELL Earnings!
- Podcast
- Power Analysis
- Published
- May 29, 2026
- Duration seconds
- 2232
- Processing state
not_requested- Canonical source
- https://www.buzzsprout.com/2355843/episodes/19262621-keel-deal-analysis-price-targets-dell-earnings.mp3
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Summary
We break down how AI infrastructure demand is reshaping valuations across Bitcoin miners, using Dell’s blowout quarter as a real-time signal that the data center build-out is accelerating. We then compare signed HPC deals across the sector and run a sensitivity model on what Keel could be worth if it lands multiple contracts while capex and labour costs rise. • Bitcoin’s short-term volatility and why miners still care even with HPC narratives • Dell’s earnings as a read-through f...