The AI Investor Podcast from 24/7 Wall St. is initiating a $10,000 position in Solaris Energy Infrastructure, citing its direct SpaceX contracts and mobile turbines that bypass grid queues. Hosts Eric Bleeker and Austin Smith sized the position at about 1% of the $1 million they are investing publicly in the AI Investor Portfolio. Solaris reported Q2 2026 adjusted EPS of $0.39 versus $0.23 estimated and revenue of $219.4 million, up 31.5% year over year, and management raised its Q3 2026 adjusted EBITDA outlook to $90 to $105 million. The stock closed at $63.30 on August 14, roughly 30% below its 52-week high of $86.19, with an analyst target price of $94.41. The hosts also pointed to Power Solutions International's 22% one-week rally as evidence that behind-the-meter power suppliers are being repriced.
