Vistra: Stay Long, Key Drivers Intact

Vistra (NYSE: VST ), as well as the other IPPs (independent power producers) with Nuclear generating capacity, have been volatile due to the DeepSeek event but, more importantly, due to as-yet unresolved regulations surrounding co-location deals with data center operators. AddExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I conti ...