Sterling Infrastructure: The Picks And Shovels To The Future Of AI
STRLSterling Infrastructure(STRL) Seeking Alpha·2024-07-14 19:05
shaunl Introduction Sterling Infrastructure (NASDAQ:STRL) is an infrastructure company in North America that's benefitting from long-term tailwinds in AI. Over the last few years, the company has grown its top-line double digits while experiencing some margin expansion over time, as the business mix shifts to more e-infrastructure. Despite the company's shares having more than doubled over the past year, I still see good value here. Company Overview Sterling Infrastructure is a specialized construction  ...