Solaris Energy Infrastructure, Inc. (SEI): A Bull Case Theory 

We came across a bullish thesis on Solaris Energy Infrastructure, Inc. on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on SEI. Solaris Energy Infrastructure, Inc.'s share was trading at $47.89 as of November 28th. SEI’s trailing P/E was 50.95 according to Yahoo Finance.

Solaris Energy Infrastructure (SEI), formerly Solaris Oilfield Infrastructure, has transformed from a niche oilfield logistics company into a rapidly scaling distributed power provider following its 2024 acquisition of Mobile Energy Rentals (MER). Originally...