Solaris Energy: Growing Faster Than The AI ​​Boom, But Watch The Balance Sheet

Macroeconomic Context - The market has recognized that the primary issue for artificial intelligence is not the availability of GPUs, which are currently accessible [1] Investment Strategy - The focus is on combining top-down macro analysis with bottom-up stock selection to identify mispriced opportunities [1] - Emphasis is placed on earnings, technological disruption, policy shifts, and capital flows as key factors in investment decision-making [1] Market Insights - The analysis includes sharing high-conviction ideas and contrarian views on both growth and value stocks [1]