Eric Bleeker of the podcast said he has invested $10,000 in Solaris Energy Infrastructure (NYSE:SEI) to capitalize on SpaceX's spending on data center power construction. Solaris Energy Infrastructure reported adjusted EPS of $0.39 and revenue of $219.4 million for Q2 2026, a year-over-year increase of 31.5%. The company also disclosed an expanded Hatchbo agreement to provide approximately 660 MW of turnkey power plants for AI workloads and expects three long-term contract extensions to add over $100 million in adjusted EBITDA annually. Management raised its Q3 2026 adjusted EBITDA outlook to $90 million to $105 million and set a Q4 range of $100 million to $120 million.