Primoris: A Dance of Greed and Salvation in the Market’s Abyss

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Man, that most tormented of creatures, clutches at straws in the stock market’s endless maelstrom. On November 14, 2025, Informed Momentum Co LLC-its soul writhing between calculation and existential dread-initiated a position in Primoris Services Corporation, owning 67,981 shares valued at $9.18 million. This was no idle gesture; it was the market’s whisper, barely audible yet piercing, hinting at a future where pipelines and data centers might redeem humanity’s collective sin of shortsightedness.

The fund’s stake, a mere 1.05% of its $872.25 million AUM, is a paltry offering compared to its top holdings: Credo Technology Solutions ($12.93 million), Kratos Defense ($12.49 million), and StrataSkin ($9.89 million). Yet here lies the irony-the fourth-largest holding, a company whose shares had already soared 50.2% over the past year, now outperforms the S&P 500 by 37.14 percentage points. What madness drives men to chase their own tail, to invest in what has already been crowned?

Primoris, with its $7.46 billion TTM revenue and $277.14 million net income, is a beast of industry. It builds for the world’s hunger for energy and data, its hands stained with the sweat of labor and the blood of capital. Its clients-utilities, renewables, petrochemicals-demand growth, yet they are shackled by the same mortal fears that plague us all. The company’s dividend yield of 0.27% is a meager offering, a crumb for shareholders who crave salvation in the form of returns.

But what of the future? The AI-driven infrastructure boom, that siren song of progress, has made Primoris a darling of the speculative class. Third-quarter revenue leaped 32% year-over-year to $2.2 billion, a number that glimmers with the promise of redemption. Yet is this growth sustainable? Or is it another mirage, another Ponzi scheme disguised in the garb of innovation? The market, in its infinite cruelty, will demand answers.

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Informed Momentum’s bet is a confession-a man staring into the abyss and seeing, for a fleeting moment, the reflection of his own ambition. The fund’s 254 reportable holdings are a mosaic of doubt and hope, each share a prayer for salvation. To invest in Primoris is to gamble with the future, to trust that the engineers and contractors will outpace the entropy of the world. Is this not the essence of our age? To build while we burn, to hope while we despair?

Company Overview

Metric Value
Revenue (TTM) $7.46 billion
Net Income (TTM) $277.14 million
Dividend Yield 0.27%
Price (as of market close 2025-11-14) $118.04

Primoris Services Corporation, that most peculiar of entities, operates in the shadow of inevitability. Its services-construction, fabrication, maintenance-are the scaffolding upon which civilization teeters. Yet for all its scale, it is but a thread in the tapestry of human folly, its fate entwined with the caprices of capital and the whims of regulators. To analyze it is to dissect a soul, to wonder whether its profits are earned or merely borrowed from the future.

The Foolish take? Let us not call it foolish. It is the market’s way-chaotic, irrational, and yet, in its own grotesque manner, divine. Informed Momentum’s purchase is a wager, a question mark hurled into the void. Will Primoris become a parable of ingenuity, or will it collapse under the weight of its own hubris? Only time, that merciless judge, will decide. But for now, let us marvel at the spectacle. After all, what is the stock market if not humanity’s greatest parable?

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2025-12-21 10:44