Identified as a possible candidate for Berkshire's investment strategy.

Considered a core holding in the AI power narrative despite short-term price dips.

Second-best performer in S&P 500 in 2024 with 321% returns; benefiting from data center power demand.

Second-best performing S&P 500 stock in 2024 due to AI energy demands.

Vistra is a beneficiary of the increasing power demands from AI data centers, evidenced by its deal with Meta Platforms to provide 'firm power'.

The company struck a deal to provide nuclear power to Meta, causing its stock to rise 11%. This partnership validates its business model as a key energy supplier for the growing AI industry.

The deal with Meta offers de-risked growth by expanding existing assets and provides a stable, long-term revenue stream from a strong customer. The stock rose 11% on the news.

A significant holding in Nancy Pelosi's reported portfolio, representing 8% of the allocation.

A 'derivative play' involved in data center power, but valuations may be stretched after massive price increases.

Mentioned as a company benefiting from the theme of increased energy demand for AI data centers.