---
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)
---

# 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...

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