The AI Investor Podcast from 24/7 Wall St. is publicly investing $1 million. The average return of our picks is up 147%, and we're initiating a $10,000 SEI position, targeting Solaris's direct SpaceX contracts and mobile turbines that bypass grid queues. Power Solutions (PSIX) rallied this week, demonstrating that investors are looking for companies that can fill behind-the-meter needs as the AI build out accelerates in 2027.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) 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's investing publicly in the AI Investor Portfolio. The discussion also revisits Power Solutions International (NASDAQ:PSIX) as evidence that supply-constrained power infrastructure names are already being repriced by the market.
You can watch the full podcast segment below, where Bleeker and Smith break down the Solaris thesis and how it fits into the broader SpaceX data center spending story. If the above YouTube link doesn't work, you can copy and paste the segment URL int your browser: ttps://www.youtube.com/embed/98dk_2os6sg?si=QNBm6qBDTs2gyES4&start=1663 SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $3,000 in complimentary stock for Active Invest accounts.
See for yourself by clicking here now. This is a segment from The AI Investor Podcast episode titled A New Portfolio Add In Our Most Important Episode Of The Year, hosted by Eric Bleeker and Austin Smith. Bleeker added Solaris Energy Infrastructure to the portfolio as a $10,000 position, citing its existing SpaceX relationship and its gas turbine fleet used for rapid behind-the-meter power at data centers.
Bleeker noted SEI is still trading roughly 30% below recent highs, with decade-power contracts signed with 2 data centers and 2 more coming in September, plus long-term contracts with 3 leading technology companies, all developed in the past 6 months. 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, sidestepping the multi-year grid interconnection queues that are choking new AI capacity. That practical, real-world plumbing is why Bleeker framed Solaris as the cleanest way to get exposure to SpaceX's intention to spend $300 billion to $500 billion building out six to 10 gigawatts of capacity by the end of 2027.
Recent contract wins shows Solaris has momentum. In Q2 2026, Solaris reported adjusted EPS of $0.39 versus $0.23 estimated and revenue of $219.4 million, up 31.5% year over year. The company disclosed an expanded Hatchbo agreement for a full turnkey ~660 MW power plant with a tenor of up to 18 years to serve AI workloads, along with three long-term contract expansions expected to add more than $100 million in annual adjusted EBITDA.
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