Primoris Services is the Physical Reality Check of the AI Hype
Very high probability for a trend continuation, as the “pick-and-shovel” status in the AI sector is still underestimated.
Reading Time: 2 minutes
Primoris Services (PRIM) acts as the "plumber” of the AI revolution, representing the modern equivalent of the railroad builders of the 19th century. While the market is fixated on hyperscalers, Primoris delivers the essential physical infrastructure: solar parks, gas power plants, and power grids. The crucial structural advantage lies in the historical expertise in fossil infrastructure (gas), which is experiencing an unexpected renaissance due to the enormous energy demands of data centers. In a sector paralyzed by an acute shortage of skilled...
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