Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom
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The post Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom appeared first on 24/7 Wall St..
In this segment from The AI Investor Podcast, hosts Eric Bleeker and Austin Smith walk through a new portfolio addition tied directly to the SpaceX (Nasdaq: SPCX) and hyperscaler data center power buildout. The pick is Solaris Energy Infrastructure (NYSE:SEI), a behind-the-meter power provider that Bleeker sized as a $10,000 position, or about 1% of the million dollars he
In this segment from The AI Investor Podcast, hosts Eric Bleeker and Austin Smith walk through a new portfolio addition tied directly to the SpaceX (Nasdaq: SPCX) and hyperscaler data center power buildout. The pick is Solaris Energy Infrastructure (NYSE:SEI), a behind-the-meter power provider that Bleeker sized as a $10,000 position, or about 1% of the million dollars he
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