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Matthew Sigel

Head of Digital Assets Research at VanEck, Portfolio Manager of NODE ETF

17 Mar, 11:52Latest

Solaris Energy Infrastructure is a very cheap way to play the US power build-out, now expanding to 3.1GW on booming demand from customers like xAI. Two deals add 900 MW of turbines: 400 MW via the Genco Power acquisition and about 500 MW of turbine delivery slots. The $1.55B cost, about $1.73M per MW, is well above prior purchases, but the company sees clear line of sight to deploy. Stifel estimates the added 900 MW could lift 2028 EBITDA about $300M above the $760M expected, about $15 a share. x.com x.com x.com x.com

SEI

Oliver | MMMT Wealth

Founder of MMMT Wealth, CPA, Technical/Fundamental Analysis

9 Sep

SEI

Solaris Energy Infrastructure trades at only about 8x EBITDA while EBITDA grows roughly 100%. It pre-announced revised adjusted EBITDA guidance that puts Q1 2027 at $200M-$240M versus $137M consensus. That points to about $800M of FY27 EBITDA at the low end, against a current enterprise value of $6.4B. x.com

Vlad Bastion

Founder of Investment Bastion, Systematic Stock Ratings & Algorithmic Portfolios

11 May

SEI

Solaris Energy Infrastructure looks cheap for its growth at about 13x 2028 forward earnings. It provides off-grid power to hyperscalers' AI data centers as energy infrastructure as a service. Revenue nearly doubled in 2025, it holds three 10-year hyperscaler contracts covering 2+ GW, and EBITDA margin is expected near 57% by 2028. The stock is up 238% in a year, but the rally is backed by real contracts, not hype. It topped a screen of $1-5B US stocks ranked on growth and momentum. x.com

CK Capital

Defense/Space/Tech/Photonics Investor, Co-Owner of CV Research

30 Aug

SEI

Solaris Energy Infrastructure offers the highest upside in the power group, with the highest chance of being wrong. It builds and runs behind-the-meter power at data centers, and existing customers are buying more for longer: three expanded contracts add over $100 million of expected annual EBITDA, including a roughly 660 MW turnkey plant on up to 18 years. Adjusted EBITDA rose to $374 million from $90 million; guidance was raised. Risks: leverage near 3.9x, junk ratings, 27.7% short interest. … Show more

The Wheelie Investor

Options Trader, Agentic Trading, Builder of AgenticTG

8 Apr

SEI

Solaris Energy Infrastructure is the subject of a stock pitch built with Perplexity Computer and entered in Perplexity's stock pitch competition. x.com x.com

Moody

Equity Investor, Semiconductor Research

19 Oct

2GB.DE

2G Energy's growing orders and long service tail support its unusually cheap AI data-center power valuation. Nine-month 2026 orders exceed €880m, more than twice 2025 revenue; backlog runs into 2028 and service contracts last 15-20 years. Management first guided to €750-850m of revenue in 2028 and says units already sold could support over $100m in annual service revenue once running from mid-2027. At about 17x expected 2027 earnings, it looks cheapest in this space and is preferred to INNIO. … Show more

Daave “3 and 30” Tepper

Institutional Endowment Investor

27 Oct

SMH

Financing announcements point to more accelerator demand, supporting semiconductors. About $200bn in announced Meta, Anthropic/Broadcom and SpaceX/Nvidia financing likely drives $400bn in XPU purchases. Data centers burn cash until lit, then cash flow 20-40% annually; AI spend rising from 0.1% to 0.5-1% of current payroll could balance the buildout if agents replace roles. Sustainable token demand is the bet, but smaller local models are the bigger risk, though not an immediate concern. x.com … Show more

Gregory Bent

CFA, Equity Analyst, US & Canadian Markets, 30+ Years of Experience

22 Jun

T1 Energy is undervalued as an essential power provider for the AI boom, with an aggressive 18-month target of $18 against an average analyst target of $9.00-10.25. As hyperscalers hit a power bottleneck, its pivot to US solar manufacturing, battery storage via the KORE Power acquisition and possible data center repurposing make it a high-conviction growth play. The target assumes successful G2 Austin execution, positive EBITDA in 2027 and a lasting premium for US AI-adjacent energy names. x.com … Show more

Matt C

Cybersecurity Engineer, Bitcoin Background Since 2014

22 Jun

SEI

Solaris Energy Infrastructure gains another catalyst as the power provider behind SpaceX's Colossus 1 and 2, where SpaceX keeps signing compute leases. Per @SawyerMerritt, SpaceX's new deal gives Reflection Nvidia GB300s for $150 million a month from July 2026 through 2029, about $6.3 billion in total, though either side can exit on 90 days' notice after the first three months. x.com

Jorge A.

Stock & Options Trader

4 May

FCEL

FuelCell Energy could ride AI data-center power demand with high-temperature fuel cells for clean baseload, scaling 12.5MW FuelCell Blocks for hyperscalers. At about a $650 million market cap, it has $170 million of TTM revenue, Q1 up 61%, a $1.17 billion backlog, $312 million of cash and output ramping to 350MW. Risks are negative gross margins, cash burn, dilution and unproven execution; @SueWallSt notes its 1.5GW of data center deals are proposals and backlog shrank. High risk, high reward. … Show more

Oliver | MMMT Wealth

Founder of MMMT Wealth, CPA, Technical/Fundamental Analysis

3 Oct

FLNC

SHLS

ALB

BKR

NXT

HWM

CAT

TSLA

GEV

AI power generation is now all about deployment speed, with a shortfall of about 38 GW through 2028, of which only about 15 GW will be met by the grid, per Morgan Stanley. Bloom Energy looks pricey at about 82x earnings, but a bull case of about $25B of 2030 revenue implies $16.70+ EPS and $668 at 40x. Gas winners include Howmet, GE Vernova, Caterpillar and Baker Hughes. Cheap solar plus batteries deploys in 18-24 months, favoring Nextracker, Shoals, Fluence, Tesla and Albemarle. x.com

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