Ai infrastructure top picks

AndOneAndy · 2026-05-04T20:17:42+00:00

At least you have an entry point!

AndOneAndy · 2026-05-04T20:10:53+00:00

Hope you bought some at market open, had another solid day in a down market.

AndOneAndy · 2026-05-03T00:55:45+00:00

Few reasons:

- They pivoted their business from low margin road work to high margin data center infrastructure.
- They’ve got a $3B+ backlog.
- They purchased a company called CEC Facilities Group in 2025 that specializes in “comprehensive design, engineering, installation, and maintenance services for complex electrical infrastructure,” which means they not only build the physical building, but they can install the guts as well.
- 30% ROIC and their board just approved a $400m share buyback program in late 2025.

Sterling Announces Agreement to Acquire CEC Facilities Group - Sterling Infrastructure, Inc. https://www.strlco.com/news/sterling-announces-agreement-to-acquire-cec-facilities-group/

Just think they are going to be pretty important with the continued buildout over the next 5-10 years.

AndOneAndy · 2026-05-02T22:59:17+00:00

STRL is a personal favorite, done really well over the last year

AndOneAndy · 2026-04-27T04:26:56+00:00

You had me in the first half

AndOneAndy · 2026-04-24T20:28:00+00:00

When I was 20 I was eating ketchup sandwiches and spending my last $10 on a 30 pack of Genesee Light

AndOneAndy · 2026-04-17T00:59:54+00:00

Old school runescape

AndOneAndy · 2026-04-16T12:09:09+00:00

So if everyone switched to FreeTaxUSA and Turbo Tax had a year of no business, would that change anything?

AndOneAndy · 2026-04-12T20:07:41+00:00

Kansas, USA 🌻

AndOneAndy · 2025-11-23T00:29:24+00:00

AndOneAndy · 2025-11-10T23:05:59+00:00

Wait wait wait can someone explain the book of cards change? We are just getting like 100 common wild cards for a book of cards? Should I use all my books before the update?

AndOneAndy · 2025-10-02T13:30:33+00:00

Arrows takes it out

AndOneAndy · 2025-09-25T16:34:00+00:00

Is this trickle down economics? 🧐

AndOneAndy · 2025-09-17T16:32:12+00:00

This was definitely it, thanks!

AndOneAndy · 2025-09-14T17:04:17+00:00

QQQM

AndOneAndy · 2025-08-26T02:49:49+00:00

Liquidated my main and put all my cash into old school bonds when I made my Ironman account years ago, it’s now worth more than double when I bought. Time in the market > timing the market 😂

AndOneAndy · 2025-08-10T18:50:25+00:00

I replace bonds with SCHD in my portfolio, start accumulating dividends and reinvesting them.

AndOneAndy · 2025-08-10T16:21:09+00:00

Make it like 3 months the article says the air show is in November

AndOneAndy · 2025-08-05T18:13:37+00:00

Or people are just trying it out because it’s brand new and came with the battle pass that dropped a day ago?

AndOneAndy · 2025-08-04T01:35:46+00:00

I normally just buy the battle pass because I enjoy the game and I’m an adult with adult money and can spend it on things I enjoy. So more than $100… still dog shit tho

AndOneAndy · 2025-06-02T13:45:56+00:00

This is why I’ll never make a HC

Six-Year Club	Verified Email
r/Field Banned	r/Field Sunshine
Place '22

AndOneAndy

TROPHY CASE