Deal with Meta Confirms the Long Thesis
I consider a longer-term rebound of the stock from the current level likely, as the AI power narrative continues to solidify.
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Vistra Energy (VST) is not a tech stock, but a key beneficiary of the AI boom. The business model is based on the generation and provision of dispatchable power. Scalability does not come from software but from existing power plant capacities and, above all, grid connections – a structural bottleneck that is hardly replicable. Vistra owns precisely this critical infrastructure in the major US electricity markets PJM and ERCOT. Operationally, the narrative has clearly shifted. Through acquisitions like Cogentrix Energy and parts of Lotus, Vistra...
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