Vistra: Not sexy, but system-relevant: Electricity is becoming the new gold in the AI era. Mega deal with Meta Platforms

Vistra Energy's (VST) stock received a nice boost on Friday (January 9th). The narrative has shifted in the last two years from "boring utility" to "critical AI enabler." The company controls what the market needs most urgently in the AI age that cannot be quickly replicated: reliable 24/7 power and grid connections.   It is crucial to operate data centers reliably   While hyperscalers (Amazon, Google, Microsoft) publicly proclaim "Net Zero," they realize internally that wind and solar alone cannot reliably power their data centers. Vistra...