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 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 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 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

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 

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

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

Soluna Holdings is a Hail Mary play worth a small position, as it focuses on putting data centers where the power is, and its CEO seems very smart. x.com 

CleanSpark's new AI lease is worth nearly twice its market cap, yet the stock has barely reacted amid the neocloud selloff, a coiled-spring setup. It signed a 20-year, $6.6 billion triple-net lease for 175MW with an investment-grade tech tenant, which also signed an LOI and exclusivity for CleanSpark's entire 885MW Texas portfolio. The rumored tenant is Meta, which is in talks to rent compute to Anthropic. A third of the float is short, and Leopold Aschenbrenner raised his stake about 7.5-fold. … Show more

Soluna's pivot to renewable-powered AI infrastructure is working, and its growth projects should close the valuation gap once construction begins. EPS of -$0.24 beat the -$0.62 estimate, its largest beat ever; revenue rose about 59% with data hosting revenue more than doubling, and cash of $86 million eases bear worries. Net losses grew on overhead. Its 350 MW Kati 2 AI campus is in design and Dorothy 3 is advancing. Renaissance raised its stake about 226% and BlackRock about 52%. x.com  x.com