Solaris Energy Infrastructure (SEI)
Pitch Summary: Short: stock re-rated ~4x on “AI power” hype after buying Mobile Energy Rentals, but business is a commoditized, hyper-competitive turbine rental with no proprietary tech and (so far) one real customer (xAI in Memphis). Mobile turbines are a stopgap until grid power arrives; xAI is already removing units at Site 1 and says […]
