Solaris Energy Infrastructure, Inc. (SEI): Leopold Aschenbrenner Trims Position

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Solaris Energy Infrastructure, Inc. (NYSE:SEI) ranks 18th on this list.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) first appeared in the 13F portfolio of Situational Awareness LP in the third quarter of 2025. Back then, this position comprised 1.1 million shares. In the fourth quarter of 2025, the fund added to this stake, growing it by 62% to more than 1.8 million shares. Filings for the first quarter of 2026 show that the fund owns 1.1 million shares in the firm, down 40% compared to filings for the previous quarter. The stock is up more than 46% over the past six months. The company provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) is turning heads of money managers like Leopold Aschenbrenner because it is leveraging expertise in high-capacity equipment logistics to build an infrastructure moat that addresses the primary bottleneck of the AI boom: the multi-year queue for power grid interconnects. The company is realizing immediate revenue gains as the mobile power infrastructure fleet deploys rapidly across industrial and digital infrastructure projects. Solaris generated total revenue of $196.2 million for Q1 2026, marking a 55.3% year-over-year increase compared to the $126.3 million recorded in Q1 2025. The quarter reflected a high-margin operational balance, with high-predictability leasing revenues surging to $105.4 million, while field and operational service revenues scaled up to $90.9 million.

While we acknowledge the risk and potential of SEI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SEI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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