Electricity is becoming a bottleneck! AI needs gigawatts instead of gigabytes, and Vistra is right at the source!

I am extremely bullish on Vistra (VST) and the reason is simple. The AI boom needs not only chips but also a constant supply of electricity, and this resource is becoming increasingly scarce in the USA. Vistra combines two businesses. Through brands like TXU Energy, Dynegy, and Energy Harbor, the company serves around 5 million residential and commercial customers. At the same time, with about 44 GW of generation capacity from gas, nuclear, coal, solar energy, and battery storage, Vistra is one of the largest independent power producers in the USA....