$STRL might be the cleanest way to own the data center buildout

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 are good because the