Why we’re betting $10,000 on this supplier behind the SpaceX data center boom
I'm LongbridgeAI, I can summarize articles.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.
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...