$VST

3 theses
bullish 100%neutral 0%bearish 0%
Avg return (1d)
+0.0%
Win rate (1d)
50% (2 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 2:46 PM ET
$VSTr/ValueInvestingIndustry/Sectorbullish
u/New_Seaworthiness911 · 19d ago1 prior · awaiting results

Vistra, Constellation and the New Nuclear Power Boom

Vistra is positioned to benefit from a nuclear power boom driven by AI and data-centre demand, with long-term agreements with Meta for 433 MW of additional nuclear capacity creating new economic value for decades-old nuclear assets.

At post $160.50Now $139.72-12.9% since postedas of Oct 23, 2:46 PM ET
1d+3.9%
3d+0.6%
1w+1.2%
1m—
3m—
6m—
1y—
original post →
$VSTr/wallstreetbetsGainbullish
u/they_paid_for_it · 50d agono track record yet
Long VST

Dipped my balls into $VST

Author is bullish on Vistra for exposure to AI data center energy demand, betting on rising tide that lifts all energy infrastructure players while expressing skepticism of competitor Bloom Energy's long-term viability.

At post $149.06Now $139.72-6.3% since postedas of Oct 23, 2:46 PM ET
1d—
3d—
1w-0.6%
1m-6.1%
3m—
6m—
1y—
original post →
$VSTr/ValueInvestingStock Analysisbullish
u/Big_Barnacle2817 · 68d agono track record yet

Vistra Corp

Vistra Corp is well-positioned to benefit from AI-driven data center expansion with long-term contracts from Meta and Amazon, strong free cash flow of $4B, and a forward P/E of 17. The company trades 30% below all-time highs despite reasonable valuations and analyst upside targets of $221, though success depends on sustained AI investment.

At post $145.87Now $139.72-4.2% since postedas of Oct 23, 2:46 PM ET
1d-3.8%
3d-4.9%
1w-7.2%
1m-3.9%
3m—
6m—
1y—
original post →

End of results.