Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom
24/7 Wall St.’s AI Investor Podcast says it is initiating a $10,000 position in Solaris Energy Infrastructure (NYSE:SEI), citing its SpaceX-related behind-the-meter power work. The article cites SEI Q2 2026 results: adjusted EPS $0.39 vs $0.23 est, revenue $219.4M (+31.5% YoY), and raised Q3 adjusted EBITDA to $90-$105M. It also references Power Solutions International (NASDAQ:PSIX) after a one-week 22% rally and Q2 2026 beat.





