Core Insights - Solaris Energy Infrastructure, Inc. (NYSE:SEI) experienced a significant stock price increase of 15.6% from November 28 to December 5, 2025, marking it as one of the top-performing energy stocks during that week [1] - The company specializes in designing and manufacturing equipment for oil and natural gas operators in the United States [2] - Following a bullish rating from Morgan Stanley, which assigned an 'Overweight' rating and a price target of $68, the stock continued to rally due to its strategic position in providing on-site power for data centers [3] Company Expansion and Financials - Solaris Energy announced in its latest earnings call that it has secured an additional 500 MW of generation equipment, increasing its total capacity to approximately 2.2 GW by early 2028 [4] - The company's 'power-as-a-service' business model, which includes long-term contracts, is expected to generate strong cash flows [4] - Despite the recent stock surge of almost 88% since the beginning of 2025, there are opinions suggesting that other AI stocks may offer greater upside potential with less downside risk [5]