$VST 0.58 Developing

Notable posts

• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @StockSavvyShay bullish 931 eng

  The U.S. government is planning a $4B loan to $VST for nuclear upgrades. Another major wave of capital moving into extending and expanding U.S. nuclear power https://t.co/FIzzoMh38U

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• @wallstengine neutral 928 eng

  U.S. TO OFFER VISTRA $VST $4B LOAN TO BOOST NUCLEAR POWER OUTPUT

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• @StockSavvyShay neutral 890 eng

  THE ELECTRICITY VALUE CHAIN • $CCJ uranium supply • $CEG nuclear baseload • $SMR modular nuclear reactors • $OKLO micro-nuclear generation • $EOSE zinc long-duration storage • $GEV power conversion hardware • $VRT power distribution & cooling • $VST flexible generation & storage • $TSLA utility-scale lithium storage • $FSLR thin-film solar for hyperscale • $NNE utility-scale renewable buildout • $TLN North American renewable generation • $BWXT nuclear components & specialty fuel

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• @StockSavvyShay bullish 883 eng

  WHO GETS PAID TO TURN AI DATA CENTERS ON U.S. data centers above 100MW are set to explode this decade but power, interconnects and electrical infrastructure determine how much of that pipeline actually gets built: What gets the data center online • $GEV sits at one of hardest bottlenecks with a $176B backlog stretching into 2031 & equipment pricing already more than 20% above Q4 2025 • $VRT captures ~$3.8M per AI MW from grid to rack & is moving further upstream through UtilityInnovation Group adding behind the meter power that can bypass interconnection delays. • $BE attacks same problem differently with onsite fuel cells letting data centers generate power without waiting years for the grid. • $FPS sits between the substation & building through switchgear & transformers with utilization still around 30% against capacity being built to support as much as $5B of revenue. Who already owns the power • $IREN, $CIFR, $CORZ, $APLD & $WULF already control power and interconnects from their bitcoin infrastructure which is why IREN could go from 5MW of active AI capacity toward a 480MW target in roughly a year since the scarce asset is energized land. • $VST owns generation already connected to grid giving it direct exposure to rising data center power demand while others wait through interconnection queues. • $CEG pairs an already interconnected nuclear fleet with hyperscaler demand giving it one of cleanest ways to monetize 24/7 power scarcity through long term contracts. What gets paid inside the rack • $ON $NVTS become more important as AI moves toward 800V DC in 2028 since content per rack could rise from ~$15K toward ~$115K as more of the power conversion stack moves inside system. • $VICR is one of purest plays on converting and delivering power efficiently close to the processor as rack densities rise. The market can announce hundreds of new data centers but a ton of the value accrues to whoever controls the power, interconnects and electrical infrastructure required to make them operational.

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• @StockSavvyShay bullish 825 eng

  10 WAYS TO INVEST IN THE AI DATA CENTER BUILDOUT Data center demand is expected to nearly quadruple to 194 GW by 2035 as AI scales across more users, more tokens per user and more compute per token. Here are some of my favorite names positioned to benefit: 1. $TSM foundry manufacturing the accelerators, custom chips & networking silicon that nearly the entire AI buildout depends on. 2. $VRT liquid-cooling leader benefiting as rack density rises & AI systems require increasingly advanced thermal management. 3. $NVDA & $AMD accelerator duopoly at center of AI buildout with Nvidia's Vera Rubin entering full production & AMD’s Helios rack-scale systems emerging as a credible second source. 4. $MU & $SKHY memory engines of the AI era with HBM content scaling on every rack with data center margins above Nvidia's at segment level while suppliers themselves forecast shortage running into 2030. 5. $AVGO & $MRVL custom-silicon backbone, designing accelerators, networking chips & hyperscaler ASICs that capture more content across every AI rack. 6. $CRDO & $ALAB high-speed connectivity layer supplying the interconnect that lashes thousands of accelerators into one fabric 7. $OKLO & $SMR next-gen nuclear frontier with Oklo building the "local power plant" targeting microreactors beside data center campuses & NuScale developing larger modular reactors for utility-scale power. 8. $BE, $CEG & $VST provide power behind the AI buildout with Bloom delivering onsite fuel cells that bypass grid delays while Constellation & Vistra supply large-scale nuclear, gas & storage capacity to hyperscalers. 9. $LITE, $COHR & $AAOI optical layer benefiting from the transition from 800G to 1.6T with Lumentum & Coherent as components suppliers Nvidia took equity stakes in to secure next-generation optics capacity while AAOI is ramping U.S.-based 800G transceiver production for hyperscalers. 10. $ASML, $AMAT, $LRCX & $KLAC form equipment layer behind every new fab & packaging line with ASML’s EUV monopoly as ultimate chokepoint & Applied Materials, Lam & KLA supplying the deposition, etch & inspection tools required for every capacity expansion.

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• @TrendSpider bullish 938 eng

  🚨 CEO Buy Alert The CEO of Vistra $VST just dropped more than a quarter of a million dollars on his own stock as price approaches the 200 week EMA. This is the first insider purchase of shares since March 2025. https://t.co/3XcBBzgBKO

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• @cevikfinance bullish 501 eng

  Böyle sert düşen günler sağlam şirketlere uzun vadeli eklemeler yapmak için harika fırsatlar. İşte bu sağlam şirketlere bazı örnekler: $MU $AMD $TSM $GEV $CRDO $ALAB $MRVL $ASML $AVGO $CEG $VST $ANET $VRT $TER $FIX $PWR $CLS $LLY $PLTR $NBIS $SOFI $HOOD $APP $COHR $RKLB $GLW $LRCX $BE $DELL Yatırım tavsiyesi değildir, her zaman kendi araştırmanızı yapınız!

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