The chip stocks have been getting all the attention. Meanwhile, one of the most straightforward AI infrastructure plays in the entire market is sitting near its 52-week low, mostly ignored.
That stock is Vistra Corp. (VST).
Here is the thing about power stocks and AI. Most investors went straight to the nuclear pure-plays when the data center electricity story broke. Constellation Energy got the headlines. Talen got the Amazon deal. But a quieter thesis has been building around Vistra — and it may be more interesting than what is already priced into its better-known peers.
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