Vistra: Q2 2026 Confirmed The AI Power Scarcity Problem
Vistra’s Q2 2026 results reinforce its PJM and ERCOT generation advantage as AI data-center demand tightens power supply, supported by…
The Curious Analyst 1 clickNYSE
Vistra Corp.
VST
6 stories
$51B Market cap · 2026-10-16
The Curious Analyst 1 clickA Capital on X
@LepoulpePoulpo $TLN has always had an issue about which bucket it falls in: (I) the IPP bucket ($VST, $CEG, etc.) or the (II) ShitCo Nuclear Bucket ($OKLO, $SMR, etc.) Traders can’t make up their mind…
Vistra Is Down, But The Growth Narrative Just Got Stronger
Vistra's 12% pullback coincides with higher EBITDA expectations, electricity demand from ERCOT and PJM data centers, and long-term Meta and…
Investor Overview 
Vistra: The Part Of The Story Investors May Be Overlooking
Vistra’s $161 core-operations valuation excludes upside from data-center deals, Helix, Cogentrix and Meta contracts, while hedging and…
Vishal Jadaun 
Vistra Deep Dive
Vistra's contracted nuclear fleet benefits from data centers' high, steady load factors, while Amazon and Meta contracts contribute roughly…
Going Nuclear with Nuveen
Nuveen municipal-bond closed-end funds could unlock illiquid Energy Harbor holdings through Vistra’s acquisition, receiving cash and a…
Investor Letters
Letters that discuss VST.
- Frank Capital Partners Frank Value Fund Q2 2025 Letter to Shareholders Q2 2025 NRG $21BVST $51B
- Sound Shore Management March 31, 2025 first quarter of 2025 CHKP $14BDIS $192BPYPL $48B
- Sound Shore Management March 31, 2024 first quarter 2024 AYI $9BBA $147BCEG $105B
- Sound Shore Management December 31, 2024 fourth quarter of 2024 BA $147BFLEX $34BTEVA $48B
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