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

Bloom Energy could look cheap if it hits its revenue targets amid exploding demand for on-site power. Revenue is projected at $4.5B in 2026 and $16B by 2029, implying 3.5x 2029 sales at a $56B market cap. It ranks alongside Forgent Power Solutions, perhaps better, as a buy at current levels. x.com  x.com 

Solaria Energia y Medio Ambiente, a Spanish energy provider for data centers first picked by @origoinvest, is about to see quite explosive growth in its data-center business. Management talks nonstop about batteries enabling that growth. 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

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 

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 

SolarEdge's solid-state transformer technology is well documented and seemingly non-speculative, yet it trades at an anomalous 2x sales versus about 4x for transformer maker Hammond Power. Per @aakashgupta, transformer lead times of up to five years are gating US AI data centers: of 12 GW of 2026 capacity announced, only 5 GW is under construction. x.com