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. … Show more

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 

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 

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 

T1 Energy's G2_Austin buildout is a sign of life, but financing its costly first phase remains a major risk. The company estimates more than $500 million in total capex for its 2.1 GW Phase 1. Backup financing is likely to bring significant dilution; without funding, bankruptcy and an asset sale or dilution toward zero and a reverse split are likely. The price looks very interesting and the setup asymmetric, though downside remains significant. x.com  x.com 

Vistra's shift toward long-term hyperscaler contracts may warrant a higher multiple than its roughly 14x forward earnings, versus about 21x for Constellation. Its 3.8 GW of nuclear commitments with Meta and Amazon could reduce exposure to volatile wholesale prices; Lotus added 2.6 GW of gas capacity and the pending Cogentrix deal could add 5.5 GW. Further contracts and controlled leverage remain important to the upside case. x.com 

Constellation Energy's long-term contracts and growing nuclear-power demand underpin its appeal. It signed 15- to 20-year deals with Google, Amazon and Walmart in 2026, yet its forward P/E has fallen to about 20x from a massive 2025 premium. It looks like an even better bet today. x.com 

Capstone Energy+ is a little-known play on behind-the-meter power, a market expected to grow from $108 billion to $520 billion. Everyone knows Bloom Energy, but few know Capstone, which looks positioned to land a data center deal soon, with accelerating revenue growth, improving margins, positive free cash flow and net income, a healthy balance sheet and an attractive valuation. x.com 

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

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