Vistra: Stay Long, Key Drivers Intact

Group 1 - Vistra (NYSE: VST) and other independent power producers (IPPs) with nuclear generating capacity have experienced volatility due to the DeepSeek event and unresolved regulations regarding co-location deals with data center operators [1] - The experience of analyzing diverse industries such as airlines, oil, retail, mining, fintech, and e-commerce, along with macroeconomic, monetary, and political factors, contributes to a comprehensive understanding of business dynamics [1] - The historical context of multiple crises, including the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, enhances the analytical framework applied across various disciplines [1]