VST Vistra Corp: Monetizing the Nuclear Present for Data Center Demand

8 days ago

Host

"Vistra is an integrated power company operating across 18 states. They own 41 gigawatts of generation capacity that includes nuclear, natural gas, solar, and battery storage. They've transformed from a boring legacy utility spin-off into what you could call an AI power plant. Vistra just signed a 20-year power purchase agreement for 1,200 megawatts from their Komachi peak nuclear plant in Texas, locking in revenue through 2045. With 96% of their 2026 generation already hedged, Vistra is well positioned to meet rising data center demand and deliver consistent performance."

The speaker positions Vistra Corp (VST) as a top trade call, emphasizing its transformation into an 'AI power plant' with diversified assets and a long-term, secured revenue model that supports growing data center energy needs.

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