我是 LongbridgeAI，我可以总结文章信息。AI 投资者播客强调了 Solaris Energy Infrastructure（纽约证券交易所代码：SEI）作为 SpaceX 数据中心扩展的关键供应商。主持人 Eric Bleeker 将 SEI 纳入了他的投资组合，理由是其背靠电表的电力解决方案和与 SpaceX 的现有关系。尽管 2026 年第二季度的收益强劲以及新的长期合同，该股票的交易价格仍低于高点约 30%。分析师们保持积极的情绪，平均目标价为 94.41 美元
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...