Dan Caplinger
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Appearances Over Time
Podcast Appearances
Dan Boyd, I am pitching to you a stock that is peripherally associated with the data center space.
It is Sterling Infrastructure.
It is ticker STRL.
We talk all about data centers.
We talk about Nvidia making chips and hardware to put in them.
We talk about other companies putting in software.
networking equipment, all the things that go into them.
But Sterling Infrastructure takes it from a different angle.
They're the ones who actually build the places where these things are.
Think about all the capacities that data centers need, access to power, access to cooling, access to a whole bunch of systems that are not
They're technological in nature, but they are not technological in the same way that the AI data center provides services to its clients.
As AI appetite rises, so too is the need for companies like Sterling to build these data centers out.