是的，我这里的第三只股票，或者说我提出的第二只股票，但它是这个视频里的第三只股票，采用了几乎相同的逻辑，就是Solaris Energy Infrastructure。交易代码是“S E I”。
这本质上是一种现场发电。这个逻辑与Avista的逻辑相反，在Avista那里我们说想利用公共电网。而在这里，我们谈的是电网根本无法提供我们当下所需电力的情况。GE Vernova是受益者，Solaris Energy Infrastructure也是。
它的运作方式是所谓的“表后”（behind the meter），也就是在你需要的地方、为你需要的用途建自己的电站。这家公司也是一样。因为我们现在就需要电力，而接入电网存在问题。因此，像这样的公司实际上会受益。
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.