Solaris Energy Infrastructure. Every tracked FinTwit mention of $SEI, newest first. 14 mentions since the first on Dec 14, 2025. See the price chart.
June 2026 · 1 mention
Jun 30
Jason Luongo — 10. $SEI - Solaris Energy Infrastructure
Provides behind-the-meter natural gas power to data centers, letting customers bypass multi-year grid connection delays. Hit a new 52-week…↗
May 2026 · 5 mentions
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 18
Michael | Hypermarkets — 🟡 TRIMMED (taking some profit):
$BE fuel cell power, up 1,000%+ from his entry
$SEI Solaris Energy, profit-taking
$CORZ Core Scientific, still holds but smaller
$INTC sold sha…↗
TheValueist — $SEI KEY READ-THROUGHS FROM SOLARIS ENERGY INFRASTRUCTURE Q1 2026 EARNINGS CALL
Solaris Energy Infrastructure’s Q1 2026 call is a high-signal read-through for the AI/data-center p…↗
February 2026 · 4 mentions
Feb 26
TheValueist — $SEI EXECUTIVE CALL SUMMARY: Solaris Energy Infrastructure Inc (02/25/26)
Q4 2025 results exceeded consensus expectations on revenue, adjusted EBITDA, and adjusted pro forma EPS,…↗
Feb 24
TheValueist — $SEI (Bloomberg) -- Solaris Energy reported adjusted proforma earnings per share for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
Adjusted prof…↗
Feb 17
unusual_whales — BREAKING: Stanley Druckenmiller, Duquesne Family Office, has updated their portfolio:
Added:
$XLF, $RSP, $EWX calls, $AMZN Amazon calls, $EZ, increased $GOOGL, $CPNG, $NAMS, $AA,…↗
Shay Boloor — NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing…↗
December 2025 · 2 mentions
Dec 30
TheValueist — $FTAI $SEI FTAI Aviation announced the launch of FTAI Power, a platform intended to convert CFM56 aircraft engines into aeroderivative gas turbines targeted at providing reliable e…↗
Dec 14
Serenity — Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -…↗
— LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…
— $SEI (Dow Jones) -- Solaris Energy Infrastructure Inc. (SEI) filed a Form 8K - Entry Into a Definitive Agreement - with the U.S Securities and Exchange Commission on February 12, 2…