Reddit Posts
check out Hydreight, it is like Uber For Nurses, and it's parent company Victory Square Tech is Undervalued to its NAV by over 80%
Hot Stocks: XM edges higher on takeover bid; VST rises; IAA falls; AZUL surges on earnings
Vistra to buy Energy Harbor in $3B cash and stock deal (NYSE:VST)
Disruptive Tech Venture Builders: Victory Square Technologies (CSE: VST | OTC: VSQTF)
🔥 ($VST) Fair Launch Announce 🔥 FAIR LAUNCH AT PINK SALE START : 2021.11.24 13:13 (UTC) CLOSE : 2021.11.26 13:13 (UTC) 📌 Presale Link: https://www.pinksale.finance/#/launchpad/0x73B8DC7057C0a688DA4313eBf3c8C530FB0bd2e2?chain=BSC 🏆500$ BUSD CONTEST 🏆
VSQTF / VST(CN) Victory Square Technologies currently trading about 2x eps
USA Bipartisan Infrastructure Bill Overview (The Guardian)
Hasta La $VST-a Baby. Entering the Stratosphere
Victory Square Technologies Reports Record Fifth Consecutive Quarter With Positive Net Income & Earnings Per Share
Bio-Key International ( BKYI) IMHO is way undervalued under $4; post Covid recovery play
Victory Square Technologies Declares a Special Common Share Dividend of Its Interest in Portfolio Company GameOn Entertainment Technologies Inc.
Stocks that saw a major correction and that may be worth picking up in the next few weeks
$VSQTF- EPS up 200%, Revenue up 200%, under the radar and worth looking at
Stop-loss / Margin Call Warning: $FUNFF / FANS.CN & Possible Good Time to Buy
$FUNFF $FANS.CN FansUnite Entertainment Inc. a $VSQTF VST.CN portfolio company
DEEP DIVE DD: High Tide (HITI.V) and LUFF Brands (LUFF.CN)
🌋 🐳 W2W REPORT: BLACKROCK-AGEDDON (ICLN/INRG OVERHAUL)
🌋 🐳 Whales to Watch Special Report: BLACKROCK-AGEDDON
🌋 🐳 Whales to Watch Special: BlackRock-Ageddon Part 1
Is this Technology Company Massively Undervalued? – How to Value a Company that Owns Other Companies
Is the double bottom a bullish sign because it signals the short sellers have covered?
VSQTF / VST.CN posted an update and a forecast two days apart
Victory Square Technologies Provides 2021- Q1 Corporate Update
Let's invest and make Texas the new Wall Street and sale in 10 years. Everyone profits, everyone wins
Mentions
VST cause our lord and savior Pelosi exercised her 50 calls last month.
True,l, I'm buying VST right now, trades at half of CEG with much bigger share buy back. Going to add Ceg later.
Yes they own the biggest nuclear fleet, Ceg owns the biggest gas power production, they don't own natural gas production ( slightly higher than vst gas power production if they successfully acquire cagnex by year end), the solar wind and hydroelectric is tiny. Their new gem is owning the biggest geothermal production now but then again CEG is trading at a huge premium over VST, VST is trading at a huge discount vs the same companies in this sector like LNG CEG and TLN, also.VST has a much more aggressive hate buy back.
But how does it affect energy producers like VST and CEG, they are down almost 40% since Sept lol
Panic bought a little VST/CRDO/ANET/PSTG AH, think the beaten down AI capex basket prolly bounces a little tomorrow
It’s very simple. It’s because I started selling cash secured puts on it. My previous victims are LULU, VST and RGTI….
USA announced starting tomorrow data center are switching to prayer powers from electricity, hence VST and CEG are back to stone age prices
Add: HOOD - 8% MU -10 % VST - 8% NVDA -3.2 %
Oh I have them as well. But I just bought into them and I was up big on VST and RDDT for a while and am now in red
I don’t track her portfolio as a whole. I’ve been following the SEC filings of her recent stock purchases within the last 2-3 years. They all made a killing since date of purchase. I believe Google was this year, TEM, VST last year, PANW the year before. Also think she got in early on NVDA 2 years ago
Looking at CEG and VST but they just keep dipping every day I look lol hard to catch the knife
Getting butt fucked by RDDT HOOD VST this past month. Should have sold my RDDT shares when I was up 40% ngl
F\*cking VST is going to $75
VST stuck In a perma down turn trading at half of peer's valuation while spending billions on buy backs and generation 7.5b in cashflow a year
Biggest bags right meow: SLVP, RING, VST I don't want to book any more losses. It's only January for FFS.
Should I dump VST now and watch it gap up to 170 tomorrow or ?
VST printing 80m in 3 days selling power at $1500 / mv 🚀
VST. 1. Just signed a big deal with Meta for a couple data centers. 2. Can get in cheap. Been fairly beaten down lately off an earnings miss that was based on a hedge on energy prices not a fundamental problem. 3.Have spare power for additional data centers. 4. Just bought by Nancy Pelosi’s husband. Dude is legendary.
Anyone have a good primer/podcast on the power plays ala VST/CEG? I'd like to value them better, but dont really have the depth yet on their sector/history
AB - ALLIANCEBERNSTEIN 25k shares VST TEMPUS AI PANW VSNT
The VST people I work with aren't very impressive. They all seem terribly overworked and overwhelmed and I wouldn't be shocked if a lot is falling through the cracks. It may not matter in the short term, but in the long term I'd be cautious. Granted, this is anecdotal, and I work with them more on the liability side than anything that would drive growth. Maybe that side is just left on the back burner with everything, but it made me cautious when VST popped up on my screener as an energy company to look at.
Oh man so many good ones. D has always been my ride or die. VST is interesting for sure. RIO and VALE make a ton of sense BASFY because 🥭 doesn't want Chinese drugs
I agree … I think VST rockets this year!
That’s a good move, I am almost ready to jump back on the VST wagon as well
She sold Paypal She is long NVDA GOOG AMZN TEM VST
Pelosi has bought more VST. Does she ever miss?
The moves tomorrow are as follows: **CEG, VST, MU, USAR**
$XME and $GLD -> raw material $VST, $VRT, $RYCEY -> energy, AI Infra Copper production needs to increase rapidly, so I'm considering a position in a copper trust. But I think genuinely playing ETFs is the tax advantaged move here. Commodities are tough as well, I trust the funds know them better than I do.
VST for energy. Huge supplier with mix of nuclear, natural gas, oil, etc.. just signed big deal with Meta for a couple data centers. Have some spare power for more I believe. Earnings in December was a bit of a bust but mostly because of some hedged bets on energy costs.
The real winner is VST not GEV
VST is printing money so hard right, selling power at 3x to 500x the average price on the unhedged part. I hope they hit the top end of ebitda this year. It's trading at half the EV per share compared to tln ceg and nrg.
For 2026, here is the forecast based on the current data: 1. The "AI-Utility" Narrative is Just Starting The meta-story for 2026 is VST’s shift from a traditional power producer to a tech-infrastructure play. The recent 20-year deal with Meta for nuclear power (2,600 MW) is a massive stabilizer. Analysts are projecting a huge jump in earnings for 2026—consensus EPS is around $8.50 - $9.40, which would be a ~50-70% increase over 2025. 2. Technical Floor vs. Analyst Targets Technically, VST has been consolidating below its 50-day moving average (around $168), which makes wheeling it right now feel like "catching a falling knife" to some. However, the Wall Street consensus price target for 2026 is sitting near $235 - $240. Support: $155 - $160 seems to be the zone where institutional buyers are stepping back in. Upside: If it clears $185, it likely retests the $220 highs. 3. The 2026 "Gamma" Setup I’ve been tracking the institutional flow on this lately because VST is no longer a "boring" utility; it trades more like a semi stock now. I actually use a tool I developed to monitor the Vol Control funds on names like this, when they deleverage, VST gets crushed (like in November), but when they re-enter, the bounce is violent. Right now, the "hidden" data suggests institutions are quietly accumulating the $160 area while retail is still nervous about the November dip. As you can see this is truly my passion and purpose so I pray I didnt overwhelm with my perspective
Wheeling VST in 2025 was a masterclass in timing, it was one of the best-performing names in the energy sector until that November "air pocket" hit. The November drop was essentially the market digesting the massive run-up and reacting to two main things: a slight earnings miss ($1.75 vs $1.78 expected) and broader uncertainty around how the AI-data center energy boom would be regulated.
I made good cash wheeling VST in 2025. I stopped in November because of what you know. What are your forecasts for VST IN 2026 ?
I like buzz words. INTC $52P and VST $167.6C
Ya I might do puts in INTC and calls on VST. Lose money both ways 😎
Really want to buy some VST calls but going to get fucked by our dipshit leader
Oh, I see what you're saying. I'm personally not touching my VST until like, 4-5 years from now, but I gotcha re: the short term.
Pretty bummed, but sold my VST shares this morning. Really like the IPPs (CEG, VST, TLN) but I don't want to hold a falling knife with all the bi-partisan pressures against them. I'm probably wrong, but whatever lol.
Some good picks here, I like the look of COF in particular especially after the dip from Trump's cap comments I've got UNH and VST but my 3 best value picks are: Rightmove - RMV.L - LON:RMV [https://www.rightmove.co.uk/](https://www.rightmove.co.uk/) UK's largest property website trading at 19 P/E, \~80% market share and Renters Rights act will drive loads of eyeballs to the website when minimum tenancies get scrapped Rolls Royce - RYCEY - LON:RR P/E at 18, huge beneficiary of increased defense spending over the next few years and strong nuclear potential Taylor Devices - TAYD P/E at 25, strong and stable FCF, no debt and a big beneficiary of any AI company looking to use nuclear energy in the coming years
Hard to say, but it feels like its going to be choppy for a while. Electricity rates are a hot topic among politicians now, and with midterms upcoming, Friday's note really wasn't great. PJM did issue a response Friday evening and it was fairly muted. Didn't really lean into the request. The price cap for the last PJM auction (2027/2028) was already hit, and most of VST's nuclear baseload has been contracted in either PPA or PJM capacity auction.
How do we feel about the VST selloff? Another opportunity to get in?
A strategy that I use is use the trackers to find stocks knowing they are often disclosed with much delay. Then I look at the date they bought in, cause that will be public once it's disclosed. Then I find the stock price at that date and if it's at or below then I'll buy because the insiders is in for either the same or more so I know they'll expect upside from where I bought. If the stock is already ran up 10%+ then I'd probably stay away, but if I can buy at a price close to the insider then I like it. I've done this with AVGO, PAWN, and VST from pelosi AVGO has gone crazy the other two had pretty good return but have pulled back recently. Still pretty far in the green on both. I've owned them all over a year now. Also a few weeks ago I bought MERC after Peter Kellog was buying a bunch up in the $2-3 range. I was able to get in at 2.09 and it's already up to $2.80 so I lucked out with that one. Then from there you're on your own. You can't count on them selling cause that will be delayed to the public, but I feel like ultimately they're safer stocks. Insiders and politicians rarely lose. Youre just playing along side them.
Was the META power deal news just exit liquidity for CEG & VST holders?
I'm still making a gain, just WAY less than it would've been. The put selling likely works short-term, but in the medium term, this and its brothers in VST and NRG are likely going MUCH lower because of the midterm topic of affordability. But then, I also think a full Nasdaq correction is coming. I may actually if I want it (but I probably don't as I'm trying to ease off an addiction) be able to rebuy CEG at 230-240 in March or something.
VST down 6% and ETN GEV PWR up 6%. WTF. Meta just made a deal with VST
I picked the absolute worst time to invest in CEG and VST. Holy shit 😂
Re the IPPs and the Trump proposal for PJM: The Trump administration’s proposal, announced on January 16, 2026, involves directing PJM Interconnection—the largest U.S. grid operator—to conduct an emergency reliability auction. This would allow tech companies and hyperscalers (such as those building AI-driven data centers) to bid on 15-year contracts for new power generation capacity, effectively requiring them to fund the construction of approximately $15 billion in new plants to address surging electricity demand in the PJM region. The plan also includes temporary two-year price caps on standard PJM capacity auctions to curb short-term rate hikes for the 67 million consumers in the 13-state area, while shifting more grid expansion costs onto data center operators rather than households. This proposal is not necessarily negative for Talen Energy, a major independent power producer with a significant portfolio of nuclear, natural gas, and other generation assets concentrated in the PJM market. In fact, it could be net positive in several ways: • Boost to New Generation and Revenue Streams: The auction’s focus on long-term contracts for new capacity aligns with Talen’s strengths as a baseload provider. Talen could participate in or benefit from building and operating new plants, securing stable, multi-year revenue from tech firms amid rapid data center growth. This is particularly relevant given Talen’s existing partnerships, such as its agreement with Amazon to supply power from the Susquehanna nuclear plant to adjacent data centers. The proposal addresses PJM’s projected 17% peak demand increase by 2030, creating opportunities for generators like Talen to expand output and capture higher-value contracts. • Support from Broader Trump Energy Policies: Talen has already benefited from the administration’s emphasis on grid reliability, including emergency orders under Section 202(c) of the Federal Power Act to keep Talen-owned units (like those at the Wagner Generating Station) running beyond environmental limits during high-demand periods. These actions, part of Trump’s “energy emergency” declaration, have extended plant lifespans and supported fossil fuel and nuclear operations—key to Talen’s fleet. • Market and Portfolio Expansion: Talen’s recent $3.45 billion acquisition of 2.6 GW of natural gas assets in Ohio and Indiana further positions it to capitalize on western PJM demand growth from data centers. Market reactions to the proposal were bullish for power producers, with Talen’s stock (TLN) rising 11.8% on the news, alongside gains for peers like Vistra (VST) and Constellation (CEG). Potential downsides exist, such as execution risks if PJM resists the directive (as it has indicated it won’t attend the White House event) or if price caps temporarily limit auction clearing prices. Regulatory hurdles at FERC could also delay implementation. However, these do not make the proposal inherently negative; instead, it supports Talen’s business model by promoting investment in dispatchable generation and shifting costs away from ratepayers, potentially reducing political backlash against high energy prices. Overall, the initiative could enhance Talen’s competitive edge in a high-demand market.
637 maybe higher. DT wants to limit the power supply from the grid to mag7 to lower the energy bill for consumers. Meta recently did a deal with Oklo and VST to get private power.
Haha, I'm balls deep in a few things. And on my old Reddit account, called the VST $160 bottom.
Didn’t think this post would blow up lmao. Technically, my son’s college account is spread out across multiple Schwab brokerage accounts. So I can’t show the positions in just one, as it wouldn’t show the entire portfolio like this screenshot. If it helps, he owns 200 shares of RKLB at $4.26, 6 shares of AMD at $119, about 150 shares of PL at $6.19, 50 shares of VST at $23.36, and lots of SWPPX. He’s up at about 2,000% in RKLB, 600% in VST, 300% in PL, just to name a few. He has a few more winners but these are the majority.
Hmm would you rather hold FSLR over GEV, BE, or VST? I have too many energy stocks and FSLR has been on the chopping block
Sold my NVDA call at the top and shares of VST at the top today. Good enough to not have to stress for the day!
So the more user Facebook and Instagram has the more datacenter and more datacenter more revenue for VST which means stocks go up ? Right ? (help)
So a power company then? I like VST, just signed big deal with Meta for 2gw of power and have spare capacity. Been beaten down lately too.
Buying VST, established energy company with mix of nuclear, natural gas, and renewable. Just signed a big deal with Meta to supply power to 2gw data center. Have capacity for more also
I have URA and XLE. Combined they cover a lot of the names that have been mentioned here. And more. My one point of contention with URA is that Cameco is 23% of their holdings. That is a lot of weight in one stock. But for someone (like me) who likes UEC and UUUU, but doesnt want to own both...URA has both. One stock I own and love is VST. The are in gas, oil, solar and nuclear. And Just got in with OKLO and META on a big deal.
EQUIPMENT • GEV: Manufactures the gas turbines and grid gear needed to generate electricity. • ETN: Provides the electrical switchgear and transformers that regulate power flow. POWER • CEG: Supplies 24/7 carbon-free nuclear power for continuous baseload operations. • TLN: Hosts data centers directly at power plants for "behind-the-meter" energy. • VST: Generates reliable gas and nuclear power to stabilize the grid. CONSTRUCTION • STRL: Builds the concrete foundations and site infrastructure for data centers. • FIX: Installs the industrial HVAC systems required to cool servers. • VRT: Manufactures specialized liquid cooling and power hardware for GPU racks. • EME: Performs the complex mechanical and electrical installation work.
I have some shares in VST and UUUU, I hope they take off.
Understood. I have corrected the protocol: I will keep the Structural/Risk Analysis (like the Greenland legal issues or OKLO construction delays) but I will remove any Direct Investment Advice (specific "Buy/Sell" instructions). We will frame everything as "Institutional Observation" or "Market Mechanics" rather than financial advice. Here is the rewritten OKLO response, stripped of the specific "Sell $100 Puts" recommendation and phrased purely as market analysis. Headline: Meta wrote the check. They can't pour the concrete. I've traded energy infrastructure through multiple cycles, and while this Meta deal is a massive validator, the market often conflates Funding with Execution. 1. The "Paper vs. Concrete" Gap Meta prepaying for power solves the capital problem. That was OKLO's biggest hurdle. \* The Remaining Hurdle: Time. \* A "2030 Roadmap" for a 1.2 GW greenfield nuclear park is incredibly aggressive. In this sector, timelines slip. The market is pricing this like a software launch (instant scalability); seasoned energy traders price it like a heavy infrastructure project (years of construction). 2. VST vs. OKLO (Apples and Oranges) You mentioned Vistra (VST) rallying in sympathy. \* VST: Owns existing plants. They can plug into the grid tomorrow. Their premium is for Speed. \* OKLO: Is selling future power. Their premium is for Tech. \* Institutional desks rarely treat these as the same trade. VST is viewed as the "base load" play, while OKLO is the "venture capital" play. 3. The Execution Dynamics You mentioned waiting for a gap fill to $105. \* The Volatility Factor: With the stock up 20%+, implied volatility usually spikes. \* The Institutional View: In this environment, professional desks often look to "sell volatility" (via structure) rather than chasing the ask with raw equity. Buying a vertical chart is often where retail gets trapped by mean reversion. The Bottom Line: This deal transforms OKLO from a "Concept" to a "Construction Project." That is a huge upgrade, but construction takes time. Taking profits into a parabolic move is rarely a mistake.
Both do different things but yeah VST is a giant with room to grow.
Going with VST for the stock turnaround, oklo is a pipe dream.
Oklo has a long road, VST on the other hand is a sleeping giant.
Imagine playing PUTS on INTC and VST
I used to work for VST, great company with a stellar CEO. VST is defo a longggg term hold.
Wow that VST deal really saved me
Wow. Glad I didn't give up on VST yesterday.
The three stocks affected directly by this are ASPI, OKLO, and VST. VST and OKLO are directly named so no explanation needed. ASPI is the only exposure on the market to Terrapower as they are the sole HALEU provider for Terrapower and already have a binding 10 year agreement in place. Aspi for the last few days has been trading near cash value as well (~350mill in cash rn and an mcap of ~600-700mill). They also just acquired a multi billion dollar Lng and Helium asset in South Africa via a recent merger and are the only producer of si-28 for next generation CPU and GPU compute units with their largest order completing this quarter. I'm already heavily in aspi but wish I had more right now
I rather stick with VST since they actually have a fleet of power plants, including nuclear. OKLO has quite literally been doing fuck all for years. Their only achievements are lobbying and corruption.
VST textbook insider dump and pump
Sounds smart. Business wise. I can't complain about that as a VST-long.
You gotta scale in and scale out, for example, I've been averaging down VST from 212 to 150 😭😭
keep telling everyone VST and and CEG are the play
Pelosi - can't go wrong. VST will double ⏩
When I analysed the data centre demand regions, VST has the best geographical position. They have the best diversified supply range. They are regulation profit uncapped unlike regulated utilities. And they can connect "behind the meter", meaning data centres and hyperscalers can bypass the five-year queue to get a high volume, highly reliable power supply directly & immediately from VISTRA.
Loaded up on VST. Put a little more into IMSR as a complete gamble they can pull off their salt reactor in the next 5-10 years 🤷♂️
Holyfk vistra VST $167 0 DTE is going to be 250x
OKLO VST will be the story of today's trading. VST still undervalued. Massively.
I have previously called out VST as THE AI-infra energy play on my old Reddit account. I'm so glad to see the VST-META deal come through! Here's to VISTRA and Nuclear dominating data power! Oklo has a bright future. They may not be in production yet but VST has been aggressively acquiring capacity for these very moments.
I have previously called out VST as THE AI-infra energy play on my old Reddit account. I'm so glad to see the VST-META & OKLO-META deals come through! Here's to VISTRA and Nuclear dominating data power 💎
I have previously called out VST as THE AI-infra energy play on my old Reddit account. I'm so glad to see the VST-META deal come through! Here's to VISTRA and Nuclear dominating data power! 💎
I have previously called out VST as THE AI-infra energy play on my old Reddit account. I'm so glad to see the VST-META deal come through!
hope VST rips, I was red until a minute ago
Oh fuck yeah VST going hard premarket. Thanks for the bucks, Zuck!