10x Engineer: $SEI Solaris Energy+14% after beat and raise. Confirmed xAI power partner, scaling 900MW via JV for Elon's Memphis GPU hubs. Power segment hit $46M EBITDA in Q2 (+53% QoQ), tracking to $465M run-rate, a potential 10x in ~2 years. Majority of profits now from AI-linked power infra. Still valued as Energy (~7.5x), but Industrial re-rate (10–12x) could be next. $NODE holding.

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