SEI
Solaris Energy Infrastructure, Inc.
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idk man the stock already ran up on gta 6 hype. buy the rumor sell the news type thing. might see a dip after launch when reality sets in. if youre into crypto already why not solid like BTC, ETH, SOL, and even SEI while waiting for your entry
Energy shortages for datacenters: SEI CAT MHVIY BE (expensive)
SEI and more power generation stocks
As I do some portfolio shuffling for the upcoming year, I have to be honest, I am really excited for the coming prospects for APLD. Shareholders can look forward to new revenue flowing in, additional leases being signed, and groundbreaking on new sites. I also appreciate the focus of our CEO on delivering on time capacity and also his resistance to diluting share holder value by offering Senior notes recently. It sure looks like Kevin Hassett will take over for Jerome Powell as Chairman of the Federal Reserve, also, it is being reported that Scott Bessent may also take up the position of Head of the NEC. Will we have rate cuts December 10th? You betcha, and a rising tide floats all boats. This will allow attractive financing rates for any and all, a kickstart for economic activity. This includes our suppliers as well as customers. I added to several positions this morning, APLD, BW, and SEI in preparation for the coming six months and year. I anticipate some very positive press releases as well as earnings from all three in the next six months (or sooner for APLD), especially our Darling, APLD. Happy Thursday and Best to All. 💎
Purchased SEI this morning, adding to my AI related plays. Holding BW, APLD, SEI, and NVDA. Rate cuts imminent, holding diversified ETF’s and index funds including, SPY, XLK, QQQ, JEPQ. Bring on Kevin Hassett.
You're right that it often moves with QQQ/SPY rather than preceding them. After taking a closer look at its price history, I think it has pretty much no predictive value in bullish periods (as in, you can get the same or better results just by looking at short term EMAs of QQQ or SPY alone). However, where I think it really shines is in the beginning of a long term regime shifts from risk-on to risk-off. The kind of periods in which QQQ will give up 10% or more of its value over the course of a few months. Looking at my chart of SEI layered over QQQ since 2023, SEI only had large drawdowns when we were at the precipice of a larger scale correction.
Haven’t been paying attention for long have you man? https://www.wsj.com/economy/housing/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801?gaa_at=eafs&gaa_n=ASWzDAhyCRdbUhM6vrfZl1DhTXssPhYPQXsoeZOip9HwvWsUY8SEI1NLhhMOWxZ8Jxw%3D&gaa_ts=68dd5afc&gaa_sig=gUu3S5_r4ZxEM_XHC0KM31AuLyH8BTgroXMK-YoV13ULNVEJz-_9tNfn00VtzZzKfLFVdFvFMdHOeQCy55mueQ%3D%3D
good time to get into SEI. good discount and it keeps going up!
SEI I don't know what you do other than print money 🤑
1. Open Robinhood 2. Search SEI 3. Press green buttons repeatedly
Love it when some random post from WSB prints Thanks SEI guy
SEI is the play regards, after semianalyses pilblished a report that this company powers new xAI huge AI datacenter. Yesterday was 9% up while you were talking LDI shit
Dude I need the SEI crypto to pump to $3 or greater
Definitely not DCA. This is the SEI approach: Spontaneous ErRaTiC Investing.
XRP is the most overvalued crypto rn, SEI should be at $5 if XRP is at $207 billion
My faith only in the SEI crypto for a 10 bagger man got in at .17 now up 110%
SEI crypto gonna make new ATHs, easy 10 bagger
Looks like we may be getting an alt season for a select few good L1s like SEI
Cmon SEI let’s fuckin rocket to ATH, this crypto super undervalued
Gas turbine manufacturers / service providers seems to be the play (even though they're all trading pretty high on NTM EBITDA....) -- SEI, PUMP, GEV, CAT, RR-GB, HON, ENR-DE would seem to be the obvious picks
SEI crypto dude headed back to $1 at least
The SEI crypto dude, really solid L1
You guys gotta get into SEI crypto I think it's going to $1 again
Feel like alt coins gonna pump soon, ETH back to $4k SOL to $300 SEI to $1
Need divine intervention to pump SEI crypto to $1
Dude just need the SEI crypto to go to $2-3 and NVDA $250
SEI solves all problems.
**MOD TOOK THE POST DOWN FOR SOME REASON SO HERE'S THE PITCH EVERYONE.. HAPPY TENDIES!** == **in my 10 years of trading markets, I have never come across a stock more misunderstood than SEI (SOLARIS ENERGY INFRASTRUCTURE).. this is the easiest double in the market right now and I'll explain why** market thinks this is a boomer oil & gas stock which is why this trades 4x EBITDA and has 20% short interest.. but this company is indispensable for Elon's xAI datacenters as back-up power gen. Elon actually took a 50% stake through a JV structure as he knows he will need this for a very long time. I can go into the background in more detail in a separate post, but basically Elon almost fried his $2 billion worth of NVDA GPUs because the power grid went dark for a few hours and these chips need to be constantly cooled.. that's when he realized he needs on-site natural gas power generation which is what SEI does. he then proceeded to sign a multi-billion dollar deal with SEI.. even if we assumed zero new deals and SEI just powers xAI datacenters in perpetuity, this stock is absurdly undervalued and an easy double. they have a $2 billion enterprise value on nearly $500 million of EBITDA (once the Elon power deal fully ramps in 2027) which is a 4x multiple. look at any of the other AI power stocks like VST CEG TLN that trade 15x+ EBITDA. once the market realizes SEI is an AI stock, this can easily go to 10x EBITDA on top of that, I suspect there are a lot more deals coming for SEI.. OpenAI and META have been studying how fast Elon was able to scale up xAI datacenters and get Grok to the leading edge, and experimenting with natural gas power gen. imagine if you get an announcement with OpenAI as a customer with the stock at 20% short interest **I smell real tendies here and want to make money with the group**
Just YOLO’d my rent money into SEI. Pray for me bois.
Yes sell and buy SEI token
$886k: Stocks: $620k NVDA, $86k MSTY, $38k GOOGL, $12k IBIT Crypto: $50k in SEI (.17 avg cost) Cash: $80k
All I ask for is an alt coin season and $500 SOL, $2 SEI
Looking for a 100x any ideas, got some SEI crypto but that I think will be just a 10x
Just need SEI crypto to go back to $1.20 and then maybe go to $4
Buying up hella SEI, gonna go to $1 at least this year for sure
SEI bro this crypto going back to $1
USAR **shh don’t tell anyone** there’s so many, but the five off top of my head: APLD, SEI, MRVI, INOD, AMBA(right now). So many more. Biggest wins have been GOGO, INZY were on there until the skyrocketed and we got out. Those were insane.
SEI was up 20% on the day and it is a solar infrastructure stock…
SEI stock. Keep an eye out.
Check out SEI. I bought in at 15.88 back in April. $$$"
Closed SPY straddle up 15%. Nvidia straddle up mildly. SEI puts recovering. Down on RH July call but I believe it will outperform the market with all the products they’re releasing for their retail investors. Trading volumes haven’t been helping the banks like we would expect though so might be wrong. Was considering a long call on BRK as my positive delta but that seems overplayed already this year. Copper popped a bit so looking to short copper on Monday.
Spy straddle and nvidia straddle. Still holding SEI puts. Eyeballing another copper short.
Never said newer vc backed coins aren’t gonna rocket only thing shit ones that have no blockchain activity and usage won’t. Which SEI is currently doing and has been doing for monthsss. who’d brag over $50, if I said 1m is middle class. How dare i speak with a $50 bag 🤣🤣🤣 Congrats on learning btc dominance your clearly competent. Go on defi lama and compare sei to any other chain is horrible. Also doesn’t negate what i said. $0.40 xrp to $2.10 in 7 years in the crypto space is dinosaur returns. Who are these elites? Don’t say bunch of solana alpha bored ape nft profile pictures with telegram alpha.
I actually think that it's the opposite. Edward Jones isn't structured as a corporation with corporate officers. It's a limited partnership. The largest partner is Jones Financial. And the smaller percentage are employee partners, there are over 20k employee partners iirc. Imo - that type of structure is really hard to scale well because there is little independent governance of the company. And no external investor influence. This type of outsourcing could seriously backfire in the long term if the younger and more successful investment advisers who are not yet partners start to leave Eddiejones. l I do think that many investment advisers do care about their clients and building their book of business. And if an investment adviser isn't able to service their clients - they are not incentivized to stay. When investment advisers leave - often a big chunk of their book goes with them. So - firms like eddiejones, etc. etc. live and die by retaining their investment advisers. And there is a lot of competition among these firms and the large wire houses to recruit successful investment advisers. And RIA platforms and TAMP services like those from Fidelity, Schwab, Pershing, SEI, etc. cater and compete for advisers who want to go independent. It's no secret in the industry that LPL have been poaching successful eddiejones investment advisers. So at eddiejones - you end up with investment advisers who either are trying to become a partner or really good ones leave to become their own RIA or they join another firm with their clients. In the long run - if the reason for this type of outsourcing by eddiejones is for labor arbitrage, it is likely to fail in spectacular fashion.