Sterling Infrastructure: This company builds data centers and talks about a very active market environment. Beginning of the medium-term trend following?

Sterling Infrastructure (STRL) is a construction and infrastructure company in the US that operates in three areas. The "E-Infrastructure" segment focuses on building data centers, logistics centers, and factories. The "Transport" segment involves the construction and maintenance of roads, bridges, as well as airport and water infrastructure. The third segment, "Construction Solutions," is all about residential buildings, single-family homes, and parking infrastructure. A growth area is the "E-Infrastructure" segment, where the company benefits...