SEI is a beneficiary of the 'behind the meter' power generation trend for data centers facing grid constraints; revenue has more than doubled in recent years as it transitioned to operating ready-to-deploy power stations.

Yes, and my third stock here , or the second stock I'm putting forward , but it's the third stock in this video, adopts almost the same thesis with Solaris Energy Infrastructure.

The trading symbol is " S E I". This work is essentially a type of on-site power generation. This thesis contradicts Avista's thesis, where we were saying that we wanted to use the public network.

Here we are talking about the situation where the network simply cannot provide what we need and require right now. GE Vernova is a beneficiary here, as is Solaris Energy Infrastructure.

It works by operating what is known as "behind the meter", that is, building your own power station where you need it and for the purpose you need it for. This company is the same.

I mean, because we need power now and there are problems connecting to the grid. Therefore, companies like these actually benefit.

Solaris has more than doubled its revenues in just the past few years. It has transformed from a mere natural gas power generation company into the full operator of that "behind the meter" energy system.

In short , if you run a data center or any facility that needs immediate and large amounts of power and you cannot get it from the grid, you can contact Solaris, which will provide you with a small, ready-to-operate power station at your location.