AI picks-and-shovels case with forward P/E 29.83 keeps trending down.
SOLS remains on the buy list as an AI picks-and-shovels exposure while its forward P/E around 29.83 keeps compressing.
SOLS is pitched as a hidden-gem AI supplier where analysts are revising estimates upward as the forward P/E (29.83) trends lower. The approach is gradual accumulation (“brick by brick”), but the trade’s success still depends on continued estimate upgrades and execution for AI demand.