Sterling Infrastructure (STRL) is a civil engineering business that benefits from onshoring and increasing datacenter demand. Vince Lorusso discusses this stock as one of his long picks. He talks about how STRL is building out an e-commerce network infrastructure that is building solutions for single family homes in Dallas, Houston, and Phoenix. He then goes over his short pick which is Big 5 Sports (BGFV). BGFV lost access to Nike content which means its sales will decline meaningfully this year. Tune in to find out more about the stock market today.
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