Solaris Energy Infrastructure's Valuation: Joint Venture with xAI and New Co-CEO Appointment

Solaris Energy Infrastructure (SEI) has seen a 61.97% year-to-date share price return and a 266.24% total shareholder return in the past 12 months. The company recently announced a joint venture with xAI and appointed Amanda Brock as Co-CEO. Analysts have high expectations for SEI's growth, with a fair value estimate of $55.89 and a price-to-earnings ratio of 103.6x, which is higher than the industry average. This valuation risk may be significant if growth does not meet expectations.