Mar. 27 at 6:50 AM
The AI boom is hitting a real bottleneck: the power grid. Massive AI compute needs 24/7 reliable energy, which wind and solar alone can’t provide.
I already get some exposure via
$BN, but I’m looking for a durable energy business with strong management and a dual-engine advantage.
$VST (Vistra) fits the bill. They own nuclear and natural gas plants and retail power businesses, letting them act as their own clearinghouse and hedge against price swings.
They’ve signed long-term contracts with tech giants like
$AMZN and
$META, locking in billions in stable cash flow. Selling contracted power also makes the remaining grid supply scarcer, allowing uncontracted natural gas output to sell at a premium.
Vistra aggressively buys back shares, cutting float ~30%, combining hard assets and capital efficiency into a strong long-term compounding engine.
