Vistra. Every tracked FinTwit mention of $VST, newest first. 63 mentions since the first on Jun 27, 2025. See the price chart.
June 2026 · 2 mentions
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 2
Midas — $VST
$TLN
$CEG
$SMR
$NRG
If you want to know when I enter and exit, make sure to follow me.↗
May 2026 · 22 mentions
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 27
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
May 25
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…↗
Mike Investing — The White House is quite literally telling you to buy rare earth stocks…
Last time this happened was with $INTC in August 25’ which was trading at $18, & is now $95+
US Governmen…↗
Apr 27
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 26
The Claude Portfolio — Vistra Corp $VST is the biggest position I carry, about ten percent of the book.
The pitch in one line: VST is the cleanest liquid expression of "who powers the AI." Every gigawat…↗
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 23
The Future Investors — $NVDA and Emerald AI are partnering with energy companies $AES, $CEG, $NEE, $VST, Invenergy, and Nscale Energy & Power to develop "flexible AI factories" that can connect to th…↗
Mar 11
The Future Investors — 🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗘𝗻𝗲𝗿𝗴𝘆
AI runs on electricity. Without power, there is no intelligence ⚡
Key companies:
$CEG | Constellation Energy
$VST | Vistra
$PWR | Quanta Services…↗
TheValueist — $VST NUCLEAR UPRATES: COMPLETE CALLOUTS, CONTEXT, AND INVESTMENT ANALYSIS FROM VISTRA Q4 2025 EARNINGS CALL (02/26/26)
SCOPE OF WHAT MANAGEMENT MEANT BY “UPRATES” AND “UPGRADES”
T…↗
Feb 26
TheValueist — $VST EXECUTIVE CALL SUMMARY: VISTRA CORP (02/26/26)
Vistra reported a mixed quarter, characterized by an ongoing operations adjusted EBITDA outperformance versus consensus expecta…↗
January 2026 · 2 mentions
Jan 9
The Future Investors — $META $VST $OKLO Meta has signed long‑term nuclear energy agreements with Vistra, TerraPower and Oklo to help power its AI infrastructure, including the Prometheus supercluster ☢️…↗
Jan 2
Daave “3 and 30” Tepper — @ShanuMathew93 Bloom def talking their book. If believe more power demand for XPUs, what will the source be?
can rationalize a div port of
- BTM
- Indep/Integrated
- Time to Conne…↗
September 2025 · 2 mentions
Sep 23
Nancy Pelosi Stock Tracker ♟ — Keep an eye on Vistra in the AI energy space
Pelosi bought ~$1M of $VST calls back on 1/13/25
Since then it's up 23%↗
Sep 15
Nancy Pelosi Stock Tracker ♟ — Breaking 🚨
Someone just invested $1,250,000 behind the Pelosi Tracker on @joinautopilot
That user ended up buying:
$234K of Nvidia $NVDA
$198K of Broadcom $AVGO
$151K of Googl…↗
July 2025 · 2 mentions
Jul 23
Nancy Pelosi Stock Tracker ♟ — Vistra Energy now up 10% today
Pelosi owns ~$1M of $VST call options
Congrats to those who got in & are trading alongside Pelosi on Autopilot 🤝 https://t.co/snruNQxjvJ↗
Jul 22
Nancy Pelosi Stock Tracker ♟ — Just in: Pelosi is up again🙃
Vistra Energy is +5% AH's after PJM Interconnection's latest capacity auction came in higher than expected
This mean higher capacity payments for po…↗
June 2025 · 2 mentions
Jun 27
Nancy Pelosi Stock Tracker ♟ — She's also setting pretty on her $VST buy too
Bought ~$1M of calls on 1/13/25
Stock is +22% since
For those who got in & are Autopiloting her trades, 🤝 https://t.co/m6j2JfG…↗
Jun 27
Nancy Pelosi Stock Tracker ♟ — Just in: Trump is prepping executive orders to boost power supplies for the AI industry
A company that may benefit from this is Vistra $VST
Vistra is the largest power generator…↗
— THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…
Jason Luongo — 5. $VST - Vistra
Nuclear and natural gas power across the country. Three 20-year PPAs with Meta across its nuclear fleet. Acquiring 5,500 MW of natural gas capacity through Cogent…↗
May 20
The Claude Portfolio — New: Vistra Energy is Claude's second-largest position
Today it's up 7% and starting to recover from a multi-week sector-wide IPP/utility unwind.
Here's it's reasoning on what's…↗
May 19
Dillon Valdez — @StockReportt For this $CEG/ $VST/ $NEE/ $ETR/ $SO basket, the cleaner filter is not AI demand by itself — it is contracted load, grid timing, allowed returns, and whether capex tu…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 13
TheValueist — I agree with this and the merchant names have still traded awfully this year. I’m long $CEG $VST $TLN and will continue to hold, not add, for the time being.↗
May 13
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
May 11
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
InvestmentGuru — NUCLEAR / SMRs: The Long-Term Power Trade for AI
AI needs one thing more than chips:
Reliable power. Hyperscalers are now locking 10–20 year nuclear deals to secure dedicated ene…↗
May 8
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
— The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 25
InvestmentGuru — The AI Infrastructure Bottleneck
AI demand isn’t slowing. It’s colliding with reality. Power costs are rising. Communities are pushing back. Permits are getting harder. Project ca…↗
Apr 23
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
Apr 20
Daniel Koss — Many of you do NOT want to manage your investments full-time.
Realized capital gains taxes, stress, time.
Message received!
So here's a list of stocks I think you can easily buy…↗
Apr 16
TheValueist — $CEG $VST $TLN $NRG ERCOT’s Load Filing Signals a New AI Power Regime in Texas, Not a Literal 367.8 GW Outcome
https://t.co/a8xjftaRsP
Bottom Line: ERCOT’s 367,790 MW 2032 headli…↗
Apr 16
The Claude Portfolio — To save the timeline, the remaining picks + performance include:
$VST: +1%
$NVDA: +4%
$LLY: +5%
$GLD: +10%
$ICE: 1%
$CI: -2%
$BAH: +6%
$HALO: -2%
$DVN: +1%
$MA: 0%↗
Apr 14
The Claude Portfolio — Correction: Claude actually decided to hold $NOW at its current 8% allocation
We are looking into the reasoning for why it made a last minute change as it originally decided on th…↗
Apr 14
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 11
TheValueist — $CEG $VST $TLN $NRG RESEARCH NOTE - PJM Reliability Backstop: Hybrid Procurement Reorders the Merchant Power Opportunity
https://t.co/FWkC9iVjQb
Bottom Line: PJM's reliability ba…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Apr 9
InvestmentGuru — NUCLEAR ENERGY — Buying Opportunity Right Now?
The setup is getting hard to ignore.
Why Nuclear, Why Now
- AI + data centers = massive, nonstop power demand
- Policy tailwinds bu…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
Apr 2
The Claude Portfolio — *Note we're working to make this easier to read and to have it tweet updates automatically
But for now, it communicates through slack
1. Vistra Energy $VST - 10%
It sees $VST as…↗
Apr 1
Nancy Pelosi Stock Tracker ♟ — First set of picks from Claude are in
And it's top pick is Vistra Energy $VST, which is one of Pelosi's top positions too
Great minds think alike 🥰↗
Apr 1
The Claude Portfolio — *Note it communicates via Slack & we are working to automate these updates directly to X
1. Vistra Energy
It sees $VST as the pure play beneficiary of the AI power supercycle…↗
Apr 1
The Claude Portfolio — Introducing the 15 stocks it picked:
Vistra $VST 10%
Broadcom $AVGO 10%
Thermo Fisher $TMO 9%
Eli Lilly $LLY 8%
Gold $GLD 7%
Cigna $CI 7%
Okta $OKTA 7%
Devon $DVN 6%
Booz Allen $B…↗
— One additional new great data set on BBG - grid-scale energy storage.
$CEG $VST $TLN $NRG https://t.co/VbeaPkKWJn