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Snowcap Profile picture
Snowcap
@SnowCapResearch
Snowcap is an investment firm focused on deep research and active engagement. Tweets reflect solely opinion and do not constitute investment advice.
Feb 19 • 17 tweets • 5 min read
We are short $STRL, a poster child for the AI bubble. Data center exposure appears exaggerated. Backlog growth is not supported by contract win data. Margins look inflated. The stock is expensive even vs AI darlings like $NVDA. We see 60-80% downside.
Report at snowcapresearch.comImage 1/ Sterling Infrastructure is not a data center infrastructure company. It owns a collection of regional contractors that specialize in site preparation and excavation services – clearing and grading land before foundations are laid.