Mentions

The host is bullish on Vistra Corp as the dominant nuclear power supplier for AI data centers, with 3,800 MW of contracted capacity — double the nearest competitor. Operating in a deregulated market, Vistra can sign direct long-term contracts at market prices; Meta locked in a 2 GW 20-year deal and AWS signed a 1.2 GW deal. With the Hormuz closure pushing natural gas prices higher, Vistra's fixed-cost nuclear structure expands margins while competitors' costs rise. Revenue grew 13% last year and management is guiding for 22% EBITDA growth in 2026, with a PEG ratio of 1.3 that the host believes does not fully reflect the upside.

The host is bullish on Vistra Corp as both a regulated utility and an indirect AI infrastructure play, citing its growing base of AI-driven data center customers and its status as one of the few power companies already operating nuclear capacity. After losing roughly 25% from its highs, Vistra now trades at a similar P/E to the sector and is 70% cheaper on a PEG basis, which the host views as a compelling entry point. The host explicitly agrees with Pelosi's purchase and ranks VST second on the list.