What Solaris Investors Got Wrong Before The Rally

A single contract can change how investors see a whole business. For Solaris Energy Infrastructure, the story turned on data center clients signing up for long-term power deals measured in hundreds of megawatts and years, not months. Holding Solaris Energy Infrastructure from the start of the year would have returned 25.6%, including dividends. If you had been deciding on 1 January 2026, what would you have needed to believe about those power commitments and who held the real bargaining...