Performance Snapshot
Charts
Earnings Context
Previous: 2026-05-11
Next: 2026-08-11
Days to next: 40
Avg earnings move: 8.1%
Median earnings move: 3.3%
Technical Signal Snapshot
RSI: 40.0
Direction score: -0.0056
Price vs EMA20: -14.1%
EMA20 vs EMA50: 14.2%
EMA50 vs EMA200: 47.0%
EMA20 slope: -1.6%
Options Volatility Snapshot
Label: IV near recent HV
Expiration: 2026-08-07
Days to expiration: 36
ATM average IV: 112.5%
ATM call / put IV: 112.5% / 112.5%
6M HV: 101.2%
IV minus HV: 11.3%
IV discount vs HV: -11.2%
Expected move: 31.8%
ATM Greeks
Call delta / gamma: 0.5404 / 0.231858
Call theta / vega: -0.0097 / 0.006
Put delta / gamma: -0.4596 / 0.231858
Put theta / vega: -0.009 / 0.006
Greeks are option-market context for the selected ATM expiration, not a trade recommendation.
Grounded Summary
- KEEL returned -21.1% over 1M, 144.7% over 3M, and 103.6% over 6M.
- Relative performance was 130.8% vs SPY and 121.7% vs QQQ over 3M.
- The thesis field is missing or needs review.
- Headline context: Fetched headlines cluster around: uncategorized (2), financing/balance sheet (1), macro/sector (1), management/strategy (1).
- Recent examples: Keel Infrastructure (KEEL) Stock Could Be Fully Valued Despite Russell 3000 Inclusion - Yahoo Finance; KEEL Stock Plunges On $350M Debt Offering: Retail Just Wants To Buy The Dip - Stocktwits; KEEL Stock Pulls Back As Traders Weigh Heavy Losses - StocksToTrade.
- Main watch items: thesis needs review, high volatility, large drawdown.
- Next earnings is listed as 2026-08-11; typical close-to-close earnings move is 8.1% on average.
- Options context: IV near recent HV; ATM average IV is 112.5% versus 6M HV 101.2%.
- Technical context: RSI 40.0 and direction score -0.0056.
- Portfolio role/theme: Unknown.
- Next review question: What is the current reason for holding KEEL, and what would invalidate it?
- This is context for review, not a buy or sell recommendation.
Theme: Unknown. Sector: Technology. Industry: Information Technology Services.
Thesis
Status: needs_review
Thesis: missing
Invalidation: n/a
Catalyst: n/a
Risk Flags
- thesis needs review
- high volatility
- large drawdown
Headline Context
Fetched headlines cluster around: uncategorized (2), financing/balance sheet (1), macro/sector (1), management/strategy (1). Recent examples: Keel Infrastructure (KEEL) Stock Could Be Fully Valued Despite Russell 3000 Inclusion - Yahoo Finance; KEEL Stock Plunges On $350M Debt Offering: Retail Just Wants To Buy The Dip - Stocktwits; KEEL Stock Pulls Back As Traders Weigh Heavy Losses - StocksToTrade.
Questions for Next Review
- What is the current reason for holding KEEL, and what would invalidate it? Codex: Review KEEL against trend mixed, 3M return 144.7%, and headline context before changing the thesis.
- Is KEEL's drawdown company-specific, sector-driven, or broad market beta? Codex: 6M max drawdown is -45.2% with beta SPY 3.992825394548244 and sector Technology.
- Is KEEL's volatility expected for its role in the portfolio? Codex: 6M realized volatility is 101.2% and options context is IV near recent HV.
- Is KEEL sized for its typical earnings move? Codex: Next earnings is 2026-08-11 with typical move 8.1% and expected move 31.8%.
Headlines
Keel Infrastructure (KEEL) Stock Could Be Fully Valued Despite Russell 3000 Inclusion Yahoo Finance
KEEL Stock Plunges On $350M Debt Offering: Retail Just Wants To Buy The Dip Stocktwits
KEEL Stock Pulls Back As Traders Weigh Heavy Losses StocksToTrade
Stock Market Today, June 26: Keel Infrastructure Rises as Convertible Financing Backs AI Data Center Push Yahoo Finance
Keel Infrastructure (KEEL) CEO updates expiration on 500,000 vested stock options Stock Titan
Evidence
JSON: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/KEEL.json
Markdown: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/KEEL.md