SEI Solaris Energy Infrastructure Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
23:33
Sep 21
Sep 21
r/thetagang
Solaris Energy AI power play, sell $65 puts
The author sells the SEI (Solaris Energy) $65 put expiring 10/16 for $3.00 premium (~4.62% on capital), implying he is willing to accumulate the stock at $65 or below. His bull case is that Solaris Energy provides power infrastructure for AI/data centers, with recent earnings and price-target upgrades supporting growth, plus technical support at the $60-$65 range. Horizon is roughly four weeks (option expiry), with the main risk being assignment if the support zone fails.
SEI
Solaris Energy Infrastructure
Long
1ST
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14:01
Jan 16
Jan 16
The Compound News
Long Solaris Energy.
He is long Solaris Energy; the chart is acting well and it is in the oil and gas space, though he is vague on fundamentals.
SEI
Solaris Energy Infrastructure
Long
1ST
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13:30
Jan 16
Jan 16
Data center re-rating could double SEI
The author argues Solaris is being re-rated from an oilfield services company at about 6x EBITDA to a data center utility that should trade near 20x. At that multiple on its current annualized run-rate, they say the stock doubles. They also argue that long grid-connection delays make Solaris a lasting power solution for AI, and they disclose they just added a position as it breaks out.
SEI
Solaris Energy Infrastructure
Long
1ST
Position: Opened
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About SEI Investor Commentary
Across the available history and selected sources, Buzzberg tracks SEI (Solaris Energy Infrastructure) across 11 sources: 9 bullish vs 0 bearish calls from 11 authors. Historical directional balance: 39% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 23 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: u/ThetaHedge, JC Parets, temple_eight.