$ERock, Inc.(EROC)$ Power is scarce and AI data centers face a 5 year wait for grid upgrades. Companies like $Bloom Energy Corp(BE)$ are benefiting from their behind-the-grid quick start execution. EROC has been installing their proprietary natural gas and software systems since 2005 for hospitals, shopping centers and more. They shifted focus to help tier 1 companies such as Meta and Anthropic power up their AI data centers with constant power faster than anyone, including Bloom Energy. They IPO'd six months ago at $21.50 a share, have a $1.7 billion backlog into 2028, and are expanding rapidly according to the CEO. Over $600 million in cash with a $200 million line of credit they haven't tapped at all, zero debt, and data centers are giving them hundreds of millions in upfront money to get on board. They have rapidly expanded their Houston manufacturing facility to pump out 1.2 GW per year by the end of 2027. 48 million shares in the float with over 18% short interest.
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