VST - Vistra Corp.

Large power plant fleet with nuclear assets; contracts with Amazon and Meta; re-entry by Thiel.

Similar to Constellation—a deregulated nuclear operator with direct contracts to private buyers. Insider buying by Nancy Pelosi and Donald Trump noted. Stock is down ~33% from its high, presenting a potential opportunity.

Tepper bought more Vistra Energy, now about 4% of the portfolio, as part of his energy theme.

Says 'Vistra Energy, I like it.'

Recent teaching example: power company that 10x'd from about $20 to about $200 on AI-driven electricity demand. Felix shows it had the same heartbeat pattern, rising 150-day MA, and a ~3-4x volume spike — no AI knowledge needed, just following the money.

Diversified power generator with flexibility to sell into peak demand; signed 20-year Meta deal, beat Q2 estimates by 49%.

Host mentions Vistra as one of the energy picks he's looking into to support AI data center power demand. Covered in his previous video.

Mentioned as one of the energy layer names the host is looking at for the AI buildout. He doesn't currently hold it but considers energy a critical component.

Mentioned as an energy stock play for AI infrastructure. Energy names needed to power data centers.

Part of energy sector research. Flat in overnight markets. Host is early in research on energy names but sees energy as one of only two sectors (along with semis) performing well over the past year.