Sterling Infrastructure (STRL) just blew past Q2 earnings estimates with a massive 90% revenue surge—yet the stock plunged 14% as investors panicked over creeping margin pressure. Why did a company powering the physical AI data center buildout get slammed despite raising its full-year EPS guidance to $20? In this episode of Implied, we break down the sharp divide between Sterling's booming $905 million E-Infrastructure division and its lagging legacy civil business, plus what recent insider selling means for market anxiety. Is this selloff a classic Wall Street overreaction on a premier AI "picks-and-shovels" play, or a legitimate warning on project execution? Tune in to find out!