Just caught that Solaris Energy Infrastructure had quite the move overnight - jumped over 12% in after-hours to $57.78 after closing down 4.21% during regular hours at $51.47. Interesting reversal.

Looking into why, turns out Solaris Power Solutions (a subsidiary) just signed a 10-year equipment rental deal with Hatchbo LLC to supply over 500 megawatts of power generation equipment for their AI data center operations. Deal starts January 1, 2027. There's an early exit clause but Hatchbo would need to pay 50% of remaining fees if they bail early with 30 days notice.

Also worth noting - Voya Financial just disclosed a 5.2% stake, holding 2.54 million shares. That kind of institutional backing probably helped with the after-hours pop.

From a technical standpoint, Solaris is sitting at an RSI of 48.33, market cap around $3.52B. The stock's been up 88.74% over the past year and is trading about 81.7% above its 52-week low of $14.27. With momentum in the 95th percentile according to the data, the longer-term trend looks pretty solid across timeframes. Worth keeping on the radar if you're watching energy infrastructure plays.