Hold STRL by Sep 9, 2026.

Everyone's been chasing the AI bottleneck down the stack, GPUs, then power, then memory, then optical. The one trade that quietly ranked top-three every single year is the boring one nobody posts about: data center construction. Sterling Infrastructure ($STRL) is the closest thing to a pure-play on the part of it that actually has a moat, site work. That means clearing, grading and blasting the land before a building exists. It sounds like dirt, and it is, but the economics …