---
title: "Why we’re betting $10,000 on this supplier behind the SpaceX data center boom"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296002741.md"
description: "The AI Investor Podcast highlights Solaris Energy Infrastructure (NYSE:SEI) as a key supplier for SpaceX's data center expansion. Host Eric Bleeker added SEI to his portfolio, citing its behind-the-meter power solutions and existing SpaceX relationship. The stock is trading ~30% below highs despite strong Q2 2026 earnings and new long-term contracts. Analysts maintain positive sentiment with an average target of $94.41."
datetime: "2026-08-15T14:00:54.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296002741.md)
  - [en](https://longbridge.com/en/news/296002741.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296002741.md)
generator: "portal-rs"
---

# Why we’re betting $10,000 on this supplier behind the SpaceX data center boom

Quick ReadThe AI Investor Podcast from 24/7 Wall St. is publicly investing $1 million. The average return of our picks is up 147%, and we're initiating a $10,000 SEI position, targeting Solaris's direct SpaceX contracts and mobile turbines that bypass grid queues.Power Solutions (PSIX) rallied this week, demonstrating that investors are looking for...

### Related Stocks

- [SEI.US](https://longbridge.com/en/quote/SEI.US.md)
- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [LOFD.US](https://longbridge.com/en/quote/LOFD.US.md)
- [SPCF.US](https://longbridge.com/en/quote/SPCF.US.md)
- [SPAL.US](https://longbridge.com/en/quote/SPAL.US.md)
- [ARKX.US](https://longbridge.com/en/quote/ARKX.US.md)
- [LOFF.US](https://longbridge.com/en/quote/LOFF.US.md)
- [UFO.US](https://longbridge.com/en/quote/UFO.US.md)
- [PPA.US](https://longbridge.com/en/quote/PPA.US.md)
- [ITA.US](https://longbridge.com/en/quote/ITA.US.md)
- [XAR.US](https://longbridge.com/en/quote/XAR.US.md)
- [SPCH.US](https://longbridge.com/en/quote/SPCH.US.md)
- [SNK.US](https://longbridge.com/en/quote/SNK.US.md)
- [SSPC.US](https://longbridge.com/en/quote/SSPC.US.md)
- [SPCU.US](https://longbridge.com/en/quote/SPCU.US.md)
- [563380.CN](https://longbridge.com/en/quote/563380.CN.md)
- [159227.CN](https://longbridge.com/en/quote/159227.CN.md)
- [512810.CN](https://longbridge.com/en/quote/512810.CN.md)
- [159241.CN](https://longbridge.com/en/quote/159241.CN.md)
- [PSIX.US](https://longbridge.com/en/quote/PSIX.US.md)
- [SEIC.US](https://longbridge.com/en/quote/SEIC.US.md)

## Related News & Research

- [Bernstein Reaffirms Their Buy Rating on SpaceX (SPCX)](https://longbridge.com/en/news/296602218.md)
- [Louisiana governor 'not concerned' about environmental impact of Gulf Coast SpaceX facility](https://longbridge.com/en/news/297083498.md)
- [Elon Musk to build $100bn Louisiana rocket base](https://longbridge.com/en/news/297016592.md)
- [Trump bought shares in Elon Musk's SpaceX in June, financial disclosure shows](https://longbridge.com/en/news/296815446.md)
- ['This Isn't the Time,' Says Investor About SpaceX Stock](https://longbridge.com/en/news/296503573.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**