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 

SolarEdge's push into data centers is a massive opportunity, with potential Nebius-like returns if it executes, though that may take a long time. It has laid out a $600M SST revenue target by 2029. The market isn't buying the story yet given execution risk and how slowly its residential battery business has recovered. x.com  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

Canadian Solar may be one of the market's most overlooked AI infrastructure plays, because it is building the energy and storage backbone AI data centers badly need while investors chase chipmakers. x.com 

Soluna is growing fast, locking in cheap green power and building large AI data centers, though heavy build-out means profits are not here yet. Revenue rose 145% to $15.1M against a $22.6M net loss. It bought the 150MW Briscoe wind farm, signed the Kati 2 AI joint venture, has a 6.3GW power pipeline and holds $113M of cash. The chart shows a potential wedge breakout, with a next target of $1.66. x.com 

T1 Energy's fully domestic solar cell-to-module supply chain lets it capture all IRA tax incentives behind US tariff walls, giving it near-monopoly pricing leverage. Its 5GW G1 Dallas module plant earned Intertek CEA's top Tier-A bankability rating, key to long-term power contracts, and its 2.1GW G2 Austin cell plant targets Q4 2026. Buying KORE Power for about $32 million adds battery storage for solar-plus-storage sales to hyperscalers and $15-20 million of annual EBITDA from 2027. x.com 

Society's fossil energy consumption should improve even as AI data centers draw more power, which favors solar over energy stocks. AI should considerably shorten project and product timelines and make token consumption more efficient, while solar keeps rising. x.com 

Soluna Holdings blends data centers with renewable energy, and its AI compute hosting services are scaling rapidly. If the bitcoin and data-center boom continues, strong execution through 2028 could unlock massive upside, though with high volatility. x.com 

Constellation Energy, Talen, NRG and Modine look weak because of the data-centers-in-space narrative. Once the first big solar-powered rack of GPUs reaches orbit, the market will react and cooling names will crash too, whether or not many space GPUs arrive this decade. @InvestsCletus adds that regulatory hurdles to deals between existing power plants and data centers also weigh on these names, while distributed-generation builders like Bloom Energy stay strong. x.com  x.com  x.com 

SOLV Energy is off to the races as a builder of large-scale solar and battery storage projects that keep industries powered. It covers solar, high voltage, battery storage, services, O&M and SCADA, and has built 500+ power plants, 50+ battery storage systems and 300+ interconnections, as an $8 billion company. x.com