#  @hardhatinsight Hardhat Insights Hardhat Insights posts on X about in the, mix, ai, $strl the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::2019936999982133248/interactions)  - [--] Week [---] +84% ### Mentions: [--] [#](/creator/twitter::2019936999982133248/posts_active)  ### Followers: [---] [#](/creator/twitter::2019936999982133248/followers)  - [--] Week [---] +39% ### CreatorRank: [---------] [#](/creator/twitter::2019936999982133248/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) **Social topic influence** [in the](/topic/in-the), [mix](/topic/mix), [ai](/topic/ai), [$strl](/topic/$strl), [acs](/topic/acs), [financial](/topic/financial), [link](/topic/link), [$dgpa](/topic/$dgpa), [just a](/topic/just-a), [growth](/topic/growth) **Top assets mentioned** [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [EMCOR Group, Inc. (EME)](/topic/$eme) ### Top Social Posts Top posts by engagements in the last [--] hours "$DG.PA (duration + growth) in one ticker: VINCI is not just a contractor. Its [--] engines: (1) concessions (motorways/airports) (2) Energies (electrification + digital infra services) (3) Construction (execution risk). Mislabel the mix misprice the risk" [X Link](https://x.com/anyuser/status/2019956235873972618) 2026-02-07T02:07Z [---] followers, [---] engagements "I am reporting the write-up on Sterling Infrastructure ( $STRL) one of the important and interesting players of AI factory buildout theme:" [X Link](https://x.com/anyuser/status/2020768272023699459) 2026-02-09T07:54Z [---] followers, [---] engagements "Reposting my latest Substack write-up: ACS ( $ACS.MC). Info only not financial advice" [X Link](https://x.com/anyuser/status/2019955100983476226) 2026-02-07T02:03Z [---] followers, [--] engagements "What it is: ACS is a global construction + infrastructure platform with multiple engines: Turner Construction (US buildings / advanced-tech) HOCHTIEF / Dragados (EU infra & complex civils) plus CIMIC Group and Thiess (mining services / APAC delivery). Scale + geography mix is the story. https://twitter.com/i/web/status/2019955102690472212 https://twitter.com/i/web/status/2019955102690472212" [X Link](https://x.com/hardhatinsight/status/2019955102690472212) 2026-02-07T02:03Z [---] followers, [--] engagements "Sterling Infrastructure ($STRL) has migrated from a commoditized "low-bid" civil contractor to a mission-critical enabler of the AI thermal stack. The current 31x forward P/E and [--] EV/EBITDA multiple represents a regime shift valuing a business with disciplined capital allocation and a high-barrier technical moat. https://twitter.com/i/web/status/2020768273432981897 https://twitter.com/i/web/status/2020768273432981897" [X Link](https://x.com/hardhatinsight/status/2020768273432981897) 2026-02-09T07:54Z [---] followers, [--] engagements "Lost access to my old X account so this is the new home for Hardhat Insights. Im an engineer in practice and I do equity research on public companies tied to the AI build-out construction & engineering (E&C) data center infra and homebuilders. Im learning in public as I go so please follow/share and engage in the replies. Ill repost my prior threads on the companies Ive covered" [X Link](https://x.com/anyuser/status/2019944472164110344) 2026-02-07T01:21Z [---] followers, [---] engagements "I am reporting the write-up on Sterling Infrastructure ( $STRL) one of the important and interesting players of AI factory buildout theme:" [X Link](https://x.com/anyuser/status/2020768272023699459) 2026-02-09T07:54Z [---] followers, [---] engagements "My stance is Cautiously Optimistic. While the multiple is no longer at a discount the $3.44B backlog and $600B Hyperscalers' capex commitment for [----] provide protection against cycle volatility. (Not Investment Advice)" [X Link](https://x.com/anyuser/status/2020768280546529710) 2026-02-09T07:54Z [---] followers, [--] engagements "You can find the full write-up in the link below: https://open.substack.com/pub/hardhatinsights/p/sterling-infrastructure-quality-compounderr=754wl4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hardhatinsights/p/sterling-infrastructure-quality-compounderr=754wl4&utm_campaign=post&utm_medium=web" [X Link](https://x.com/anyuser/status/2020768281863623055) 2026-02-09T07:54Z [---] followers, [--] engagements "$DG.PA (duration + growth) in one ticker: VINCI is not just a contractor. Its [--] engines: (1) concessions (motorways/airports) (2) Energies (electrification + digital infra services) (3) Construction (execution risk). Mislabel the mix misprice the risk" [X Link](https://x.com/anyuser/status/2019956235873972618) 2026-02-07T02:07Z [---] followers, [---] engagements "My main dont get complacent flag: net financial debt trending higher while the market often treats the group like a stable duration asset. If leverage keeps drifting up the equity becomes more rate-sensitive and less forgiving in a drawdown" [X Link](https://x.com/anyuser/status/2019956241586614690) 2026-02-07T02:07Z [---] followers, [---] engagements "You can find the full write-up in the link below: https://open.substack.com/pub/hardhatinsights/p/vinci-dgpa-the-sovereign-utilityr=754wl4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hardhatinsights/p/vinci-dgpa-the-sovereign-utilityr=754wl4&utm_campaign=post&utm_medium=web" [X Link](https://x.com/anyuser/status/2019956242752630896) 2026-02-07T02:07Z [---] followers, [--] engagements "Reposting my latest Substack write-up: ACS ( $ACS.MC). Info only not financial advice" [X Link](https://x.com/anyuser/status/2019955100983476226) 2026-02-07T02:03Z [---] followers, [--] engagements "ACS is a hybrid industrial-scale delivery + asset/platform optionality. If they keep recycling capital avoid bad fixed-price risk and convert DC/infra demand into profitable repeatable work upside exists. If cash conversion disappoints or project risk creeps back in the multiple should compress" [X Link](https://x.com/anyuser/status/2019955106943496451) 2026-02-07T02:03Z [---] followers, [--] engagements "You can find the full write-up below: https://open.substack.com/pub/hardhatinsights/p/acs-group-the-physical-layer-of-intelligencer=754wl4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hardhatinsights/p/acs-group-the-physical-layer-of-intelligencer=754wl4&utm_campaign=post&utm_medium=web" [X Link](https://x.com/anyuser/status/2019955108205986210) 2026-02-07T02:03Z [---] followers, [--] engagements "$EME EMCOR Group Inc. is a U.S.-based public company that provides mechanical and electrical construction services industrial and energy infrastructure solutions and facilities and building services" [X Link](https://x.com/anyuser/status/2019950551421829633) 2026-02-07T01:45Z [---] followers, [--] engagements "My stance: constructive but checklist-driven. Id watch RPO quality/conversion mix (mission-critical vs everything else) cash vs earnings and capital allocation discipline (buybacks + M&A)" [X Link](https://x.com/anyuser/status/2019950557272895530) 2026-02-07T01:45Z [---] followers, [--] engagements "You can find the full write-up in the link below: https://open.substack.com/pub/hardhatinsights/p/emcor-group-eme-the-scarcity-of-skillr=754wl4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hardhatinsights/p/emcor-group-eme-the-scarcity-of-skillr=754wl4&utm_campaign=post&utm_medium=web" [X Link](https://x.com/anyuser/status/2019950558426370371) 2026-02-07T01:45Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@hardhatinsight Hardhat Insights
Hardhat Insights posts on X about in the, mix, ai, $strl the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] +84%
Mentions: [--] #
Followers: [---] #
- [--] Week [---] +39%
CreatorRank: [---------] #
Social Influence
Social category influence finance
Social topic influence in the, mix, ai, $strl, acs, financial, link, $dgpa, just a, growth
Top assets mentioned Sterling Infrastructure, Inc. Common Stock (STRL) EMCOR Group, Inc. (EME)
Top Social Posts
Top posts by engagements in the last [--] hours
"$DG.PA (duration + growth) in one ticker: VINCI is not just a contractor. Its [--] engines: (1) concessions (motorways/airports) (2) Energies (electrification + digital infra services) (3) Construction (execution risk). Mislabel the mix misprice the risk"
X Link 2026-02-07T02:07Z [---] followers, [---] engagements
"I am reporting the write-up on Sterling Infrastructure ( $STRL) one of the important and interesting players of AI factory buildout theme:"
X Link 2026-02-09T07:54Z [---] followers, [---] engagements
"Reposting my latest Substack write-up: ACS ( $ACS.MC). Info only not financial advice"
X Link 2026-02-07T02:03Z [---] followers, [--] engagements
"What it is: ACS is a global construction + infrastructure platform with multiple engines: Turner Construction (US buildings / advanced-tech) HOCHTIEF / Dragados (EU infra & complex civils) plus CIMIC Group and Thiess (mining services / APAC delivery). Scale + geography mix is the story. https://twitter.com/i/web/status/2019955102690472212 https://twitter.com/i/web/status/2019955102690472212"
X Link 2026-02-07T02:03Z [---] followers, [--] engagements
"Sterling Infrastructure ($STRL) has migrated from a commoditized "low-bid" civil contractor to a mission-critical enabler of the AI thermal stack. The current 31x forward P/E and [--] EV/EBITDA multiple represents a regime shift valuing a business with disciplined capital allocation and a high-barrier technical moat. https://twitter.com/i/web/status/2020768273432981897 https://twitter.com/i/web/status/2020768273432981897"
X Link 2026-02-09T07:54Z [---] followers, [--] engagements
"Lost access to my old X account so this is the new home for Hardhat Insights. Im an engineer in practice and I do equity research on public companies tied to the AI build-out construction & engineering (E&C) data center infra and homebuilders. Im learning in public as I go so please follow/share and engage in the replies. Ill repost my prior threads on the companies Ive covered"
X Link 2026-02-07T01:21Z [---] followers, [---] engagements
"I am reporting the write-up on Sterling Infrastructure ( $STRL) one of the important and interesting players of AI factory buildout theme:"
X Link 2026-02-09T07:54Z [---] followers, [---] engagements
"My stance is Cautiously Optimistic. While the multiple is no longer at a discount the $3.44B backlog and $600B Hyperscalers' capex commitment for [----] provide protection against cycle volatility. (Not Investment Advice)"
X Link 2026-02-09T07:54Z [---] followers, [--] engagements
"You can find the full write-up in the link below: https://open.substack.com/pub/hardhatinsights/p/sterling-infrastructure-quality-compounderr=754wl4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hardhatinsights/p/sterling-infrastructure-quality-compounderr=754wl4&utm_campaign=post&utm_medium=web"
X Link 2026-02-09T07:54Z [---] followers, [--] engagements
"$DG.PA (duration + growth) in one ticker: VINCI is not just a contractor. Its [--] engines: (1) concessions (motorways/airports) (2) Energies (electrification + digital infra services) (3) Construction (execution risk). Mislabel the mix misprice the risk"
X Link 2026-02-07T02:07Z [---] followers, [---] engagements
"My main dont get complacent flag: net financial debt trending higher while the market often treats the group like a stable duration asset. If leverage keeps drifting up the equity becomes more rate-sensitive and less forgiving in a drawdown"
X Link 2026-02-07T02:07Z [---] followers, [---] engagements
"You can find the full write-up in the link below: https://open.substack.com/pub/hardhatinsights/p/vinci-dgpa-the-sovereign-utilityr=754wl4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hardhatinsights/p/vinci-dgpa-the-sovereign-utilityr=754wl4&utm_campaign=post&utm_medium=web"
X Link 2026-02-07T02:07Z [---] followers, [--] engagements
"Reposting my latest Substack write-up: ACS ( $ACS.MC). Info only not financial advice"
X Link 2026-02-07T02:03Z [---] followers, [--] engagements
"ACS is a hybrid industrial-scale delivery + asset/platform optionality. If they keep recycling capital avoid bad fixed-price risk and convert DC/infra demand into profitable repeatable work upside exists. If cash conversion disappoints or project risk creeps back in the multiple should compress"
X Link 2026-02-07T02:03Z [---] followers, [--] engagements
"You can find the full write-up below: https://open.substack.com/pub/hardhatinsights/p/acs-group-the-physical-layer-of-intelligencer=754wl4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hardhatinsights/p/acs-group-the-physical-layer-of-intelligencer=754wl4&utm_campaign=post&utm_medium=web"
X Link 2026-02-07T02:03Z [---] followers, [--] engagements
"$EME EMCOR Group Inc. is a U.S.-based public company that provides mechanical and electrical construction services industrial and energy infrastructure solutions and facilities and building services"
X Link 2026-02-07T01:45Z [---] followers, [--] engagements
"My stance: constructive but checklist-driven. Id watch RPO quality/conversion mix (mission-critical vs everything else) cash vs earnings and capital allocation discipline (buybacks + M&A)"
X Link 2026-02-07T01:45Z [---] followers, [--] engagements
"You can find the full write-up in the link below: https://open.substack.com/pub/hardhatinsights/p/emcor-group-eme-the-scarcity-of-skillr=754wl4&utm_campaign=post&utm_medium=web https://open.substack.com/pub/hardhatinsights/p/emcor-group-eme-the-scarcity-of-skillr=754wl4&utm_campaign=post&utm_medium=web"
X Link 2026-02-07T01:45Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing