Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom
· finance.yahoo.com
Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.
Solaris already has a working relationship with SpaceX and deploys mobile gas turbines that can be dropped in place to power data centers behind the meter, side...