Reddit Posts
CEG might be the cleanest AI nuclear stock. The valuation is the hard part.
Top stocks hitting 52-Week Highs/Lows - May 19, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - May 18, 2026 📈 📉
$WTS (Watts Water Technologies): the sleeper AI stock while everyone talks about energy and nuclear plays
$WTS (Watts Water Technologies): the sleeper AI stock while everyone talks about energy and nuclear plays
Every Layer of the AI Money Printer Got Front-Run. Except One.
Why nuclear energy is catching a massive bid NOW
Looking for an Energy ETF that captures energy powering AI
I'm tracking the 12 signals that preceded the dot-com and telecom crashes, but unlike most, NVDA and PLTR aren't what I'm betting against: $CRWV, $CEG, $VST, $NRG.
VST Vistra Corp (Energy/ Infrastructure) Data Breadcrumbing/Alpha info- only
$VST Vistra Corp (Energy/Infrastructure) Data Breadcrumbing/Alpha, Info-only
OKLO just received 'official validation' from Meta. Are we witnessing the rise of the next energy tech giant?
OKLO +18% VST +17% after Meta signs 6+ GW nuclear power deals for AI data centers
Energy Plays - Tech, Space, Industrials, and even your mother's basement need it.
$VIVK - Trump/Russia Oil Sanction Play
VIVK - launches oil trading platform with $40M credit facility
Why We Chase Penny Stocks Like VIVK and BYND - And Why Missing This Setup Would Sting
Electricity and coal stocks: NEE, NRG, VST, BTU, CNR, and XLU
SEI: The Ultimate Shovel in the AI Gold Rush (+Elon Musk rumors inside)
My 13th week selling non-degenerate options. $1,700 in premiums and returns on $105k deployed
FLNC / NGVT / UAMY - Power, Infrastructure, and Rare Earths
Three Stocks Morgan Stanley Recommends for Playing the ‘Nuclear Renaissance'
Clean breakout on VST (Vistra Corp): candles look bullish, no reversal in sight
To everyone out there holding open naked short straddles/strangles this week:
Market Pulse: Futures Up 250+ on Trade Deal, But Chip Stocks Show Mixed Signals
$SEI (Solaris Energy Infrastructure) - a hidden AI power play
$SEI (Solaris Energy Infrastructure) - a hidden AI power play
$SEI (Solaris Energy Infrastructure) is the EASIEST DOUBLE in the market right now [REPOST]
$SEI is the easiest double in the market right now
Wells Fargo Thinks AI Stocks Win in War And They Might Actually Be Right
For options specializing in VST, after grasping the rhythm, returns began to emerge
For options specializing in VST, after grasping the rhythm, the returns began to stabilize
VST 1DTE 172.5C Clearance at +173%🚀
VST Still a Top Pick ,Says Evercore, Citing Strong EBITDA Path
VST is Advancing strong, on Nuclear Power Bill Signing last week by POTUS
I've been running the real trading for two weeks and used Python to sift out a single order. Today,
$VST Vistra Corp. jumps after buying natural gas facilities
"Don’t chase the highs or panic on the lows — stay calm, stay disciplined, and trade with reason."
Bought some calls for their earning reports prior to Powell speech haha
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
Mentions
No, I think the energy/neocloud still has plenty of legs. Im still positioned in CRWV, BE, VST. If we get a pullback, id add NBIS to my portfolio but ive mostly missed their move. Photonics also has legs imo because the same setup you’ll need in space as well. They moved really fast, so that pullback a week or so ago was the time to grab a photonics play.
You would be wise to look into energy or data AI plays IMO. People are looking into VST as a possibly cheap play. Also RDDT.
Power/Grid: BE, VST, CEG, ETN Cooling: VST Networks: ANET, CIEN, DELL Optics: GLW, COHR
Im in CEG and VST (more established power players and safer bets) as well as OKLO, SMR, and NANO as they are more speculative but I bet one of their technologies wins out. Larger investments in the larger CEG and VST and about a 3rd as much i put on the small modular reactor pure play companies. Data centers need power and if they want to do it carbon free then they will need some form of nuclear.
VST has life or on last death rattle?
I was in VST for a while. It was awful. Finally managed to get my money back and get out after earnings
Yeah, pretty much what I researched about it (with Gemini deep research and Claude) and that sold me on buying a few shares in q3 2025. >But the stock probably behaves more like a high-beta momentum AI infrastructure name than a steady compounder right now. Yeah, that was what I was looking for, since I already have Google and the SOXXX as my compounders (I did not expect a 185% Bullrun from an ETF in 12 months) I've been holding SOXX that covers Intel, Broadcom, Nvidia, ASML and many others in the AI/infra Play. Credo was a bet on a hidden gem in 2025 that played out nicely 😎. >I’d personally view it as a “buy on volatility/pullbacks” type stock rather than something to chase aggressively after huge vertical moves. Which is why now that people are taking profits, I'm going to buy some more :D I've been looking at other branches that will benefit from the 700 billion AI infra investment and my next Targets are **AAON (cooling), VST (energy), GNRC (backup Power) :)**
I find it so odd that non oil energy names like $CEG, $VST, and $TLN are down so much over the last month with an upcoming power crisis in the USA. I get the fear of regulation but damn.
I thought META had a deal with VST and OKLO and all 3 have done nothing
Is VST going bankrupt? It's down 50% since Sept 2025
Building out my positions in ETN, CEG and VST. will add GEV to my list, however harder to mentally justify since already up so much.
lol why don’t you take a short position on something like BE which has passed its peak hype… it’s free money for the next 3 months. Look where VST is now, I’m starting to buy stock again.
kek VST dropping as well. capex on AI increases, energy demand will be through the roof. i guess one company is enough to supply the energy via the power of love and friendship
Thanks so there is hope for my $220 average cost VST?
So A.i is taking over the world, the demand in the USA the power prices are skyrocketing then can someone FFs explains to me why VST and CEG are in downttand and almost lost 40% since Sept 2025?
I am fully aware of all my stocks and have researched them extensively. If I just looked at PE multiple I would have missed massive gains. But also please note when I said I am only accumulating VST, CEG, FNV, WPM, and RGLD right now. The rest I accumulated over the last year. Their current multiples is one of the reasons. On the gold question, the short answer is financial repression keeps interest rates below inflation, causing a negative real rate of return. This debases the currency and gold goes parabolic relative to that currency. The last time the US implemented financial repression was post WW2 and gold went 1700% relative to the dollar. For the long answer, ask your favorite AI.
CEG and VST have been beaten down a bit recently.
CEG, VST are solid business with strong financials
VST (power, catch up play), NFLX (contra momentum play)
MSFT from your list Also id add VST because data centers wont be running on fucking power of love and friendship
VST under 140, pray for Nancy who has leaps expiring January 🙏
Got VST&CEG calls today. A little worried.
I owned VST and CEG a while back and made decent profits. Both are looking more attractive to me right now. Also various utilities have pulled back a bit. Might add more to those.
Bought VST shares today
I have a 10% position in VST, some others I am have rotated into: PATH SYM FANUY ABBNY SMR OKLO
I've been looking at VST and CEG dips for decent entry point
I bought VST and CEG calls. Idk if this was a mistake.
Started a position in VST along with CCJ (nuclear) for energy exposure that wasn’t purely fossil fuel. VST’s volatility spooked me so I cut my losses and it’s continued the downtrend by quite a bit since. Hard to say what a good entry point is but the seas were too rough for me.
MSFT is such a piece of shit. VST too
ok u regards, VST pump when? queen of insider trading holds quite a chunk
VST is owned by pelosi so probably will pump sooner or later
I don't follow the energy sector at all; is there a reason why many energy company are performing so poorly? I was expecting them to go up a lot during this AI boom, but every time I check tickers like VST or similar they seem to be flat/red most of the time
Any reason VST keeps crashing? Down to 140 from 220 while a.i hype keep getting bigger Wtf is going on
Is there a reason VST doesn’t go up like the rest of the power companies?
For what it is worth, Nancy Pelosi holds VST. Also for what it is worth, after tons of research, I chose CEG over VST
personally I’d lean CEG. feels more directly tied to the AI/data center power narrative and hyperscalers seem to prefer the clean baseload story.... Yeah a lot is priced in but the market usually pays up for the clearer narrative.... VST probably has more torque if things go right though.... higher upside, higher chance of disappointment too.
Honestly feels like the whole “AI power demand” trade is getting crowded now. Everyone already knows the hyperscalers need energy. The real question is who actually makes money after all the capex and regulation headaches hit. VST feels higher beta. CEG feels safer but kinda priced for perfection already. Curious how many people here think this turns into another clean energy bubble.
VST is primarily a gas company with a nuclear kicker. CEG is primarily a nuclear company with a gas kicker. Not sure which is better...
Im slightly more inclined towards VST. More risky, but more upside. New M&A deal will likely close in Q3 after they get regulatory approval. Plus it's a mix of power generation and consumer business. If i may ask what is your thesis for both?
CEG , VST and RDDT. META is lighting your money on fire.
CAT and Fix were part of my AI bets. While Fix builds the warehouses, they and other builders require equipment from CAT for the actual construction. It's currently up nearly 200% from when I sold last year when my stop loss got hit. Right now I'm looking at robotics (Ouster) and a few energy stocks like CEG (nuclear) and VST which should perform well over the next few years in addition to the typical AI related stocks like MU, DRAM, etc.
Hold your breath - it’s one of the cheapest with DELL, VST and META
If you wanna keep riding the AI boom, I'd look into the next potential "bottlenecks". Aside from memory (SNDK, MU, etc), there's optical / network (ANET, POET, CRDO, etc), and then there's gonna be power and energy bottlenecks for sure (CEG, VST, OKLO, SMR). Those are some of the tickers I have on my watchlist in the next 3-5 years. Not to mention the quantum plays in relation to AI, which I think will be in the horizon in 5-10 years.
I missed both but I went hard in MU. Well I sold half of MU at $700. If I think additional 250B capex increment in 2027 couldn’t justify MU then I might dispose the rest. Well, I’m buying META and VST.
VST bagholder here, bought it as a hedge to my aggressive AI-cycle portfolio. For months I’m sitting in the red with it while all other positions are green. I’ve made some many buy high sell lows before, don’t want to do yet another one, but also losing hope and patience. I’ve sold MSFT at a loss some weeks ago and don’t regret
VST on sale today, dont mind if i do
Thoughts on VST, ANET and MSFT?
Thoughts on VST, ANET and MSFT?
About an hour ago I said "Watch VST get pounded back below 160" Well here we are.
Great earnings, now watch VST get pounded back below 160
I honestly dont know what AI infra names I can hold anymore - I have always leaned GARP and here I just dont see almost anything left... I have some NVDA/AVGO still + VST
What do you all think of VST, looks like it’s undervalued
the hyphens aren’t placed in the usual AI spots. some are actually grammatically incorrect, for example it’s “brain dead” not “brain-dead”, same with “data-constrained”, “compute-constrained”. there’s also other errors that are odd for AI generated messages to have, for example: \* missing a space between sentences in “…figured this out?Because…” \* not including delimiters, like commas, between stock tickers “VST CEG NRG went stupid because…” \* inconsistent capitalization of sentences beginnings in “Every single time…late. every layer”
I hold the following at 5% each in my wife's Roth: PAVE, VST, VRT, NVL, DTRC, PANW, IREN, COPX. Hold SOXQ at 17%. Captures data center from start to finish. Obviously, there are areas that these don't cover but this gives a good laddering of process. Not including SOXQ, there is almost no overlap
What do you all think of VST, looks like it’s undervalued
I think the key distinction here is existing nuclear assets vs next-gen nuclear stories. CEG/VST are easier to underwrite because the asset base already exists and the AI power demand can show up through contracts, uprates, restarts, or better pricing. OKLO is more interesting but way harder to value because the thesis depends on licensing, actual offtake terms, build timelines, and whether customers are willing to commit real money before the tech is proven at scale. So for me the nuclear thesis is less “AI needs power” and more “which companies can turn that demand into contracted cash flow soonest?” That’s what I’d track over the next few quarters.
Is VST dead? Every other power or energy company is ripping
You mean for earnings or long term? Just missed a big EXE and NEE earnings as well. Lots of big oil reports this week and they all dipped down after early Iran height but ehhh. For AI tied stuff: VST, Dominion (D), CEG reporting this week or next. OKLO too but meme stock. Longer term - Mtdr and PR high chance of acquisition targets later this year. Exe massively beat earnings, record cash flow and is way down, corporate merger and shakeup issues keeping it down atm.
Is VST going to rip on earnings like these other power and electricity companies or is Nancy’s stocks getting shorted by this regime
My concern is timeframe. OKLO is a money burner. 3 mile island will be a very expensive restart. At least VST is profitable. I suspect gas turbines will be the interim power source, because even modular nuclear takes 5-10 years to build. Sleepers include the largest natural gas producer, EXE and Siemens.
I have had CEG since day 1. I think I got it at $36/share. VST came later but also sitting at a nice profit.
Why you leave out NBIS, CCJ, CEG, CVE, MU, NVDA, ORCL, AMD, and VST?
Which is a better long term play… CEG or VST?
VM, what is the sentiment on VST the next 2 months?
This is how you can tell that you are not a sophisticated investor. When you say the “market,” you are talking about the weighted SP, Dow, Nasdaq. However, many companies are still far from their record highs. NVDA, Oracle, VST, META, and so many other names have not recovered. You also fail to account for institutional players, etc. So, when you say “the market is irrational,” what y are actually saying is, “I don’t understand.”
For options expiring tomorrow OKTA IOT VRT VST Only OKTA and VST has filled for me so far
I have a midsize position in CEG, and I swing trade VST but I should probably just buy and hold both. they're only going up from here.
The best risk reward you’ll get right now is stuff like ASML, AMAT, KLA, AVGO, MRVL, and to a lesser extent MU. Couple weeks ago would have been much better valuations for all of those but the way things are going, you might get another shot in a couple more. Then in the lower risk level, like others are saying, power and related stuff. ETN, NEE, VRT, VST, and when it calms down a bit, CAT.
Yeah look at where VST or GEV trade relative to two years ago.
VST can power the US go VST
NVDA is solid for long-term if you believe AI compute demand keeps scaling, but at this valuation you're paying for a lot of that growth already. The real question is whether their moat holds as AMD, custom chips (Google TPU, Amazon Trainium), and open-source inference catch up. Nebius is interesting as a bet on AI infra outside the US, but it's much higher risk. Smaller player, less proven, and geopolitical overhang from its Yandex origins. Could work as a small speculative position but I wouldn't make it a core holding. If you're looking at the AI theme for 2030, I'd think about it in layers. Chips (NVDA, AVGO), infrastructure/power (VRTM, CEG, VST), and the companies actually deploying AI to drive revenue (META, PLTR). The power angle is one a lot of people overlook. These data centers need massive amounts of electricity and the grid isn't ready. For the 1-2 year plays, honestly pay attention to what big institutions are doing in their 13F filings. When you see multiple hedge funds loading up on the same name, that's usually a signal worth watching.
Funny you ask — we covered her January filing in detail a couple issues back. Everyone reported it as a massive sell-off. It wasn't. She sold direct shares of Google, Nvidia and Amazon at year end for tax purposes then bought new call options on the same stocks expiring January 2027 the same day. Classic synthetic reload — she never actually reduced her bullish exposure, just restructured how she holds it. She also exercised prior calls and took delivery of 5,000 shares each of Vistra Corp and Tempus AI. VST supplies power to AI data centers. TEM is an AI healthcare company. On a day when VST dropped 9% she exercised anyway. That's not panic — that's conviction. She's not selling. She's reloading into AI energy and AI healthcare with leverage through the end of next year. Full breakdown at tradeupstream dot com if you want the details.
I’m big on VST. Energy is the theme of 2026 imo.
I remember a post about Nancy buying VST among other things and guess what, everyone got fucked during the tariffs last year. So no.
Just buying all of the ALAB/ANET/VRT/CRDO/BE/VST/CRWV dips
Memory is fading electrooptics peaking COHR/LITE power and cooling next MOD/ALAB/NVT/ETN/VST
VST at 145 was niiiice
https://preview.redd.it/4qyfvpq00tqg1.jpeg?width=1160&format=pjpg&auto=webp&s=f564c7c2e4d7e223d9be2f02f682ab2e67191ea0 @illinformed-will didn’t believe me about VST— tried to tell him….
VST bounce back after dividends oversold on Friday, looking for a realistic 10% increase in the next 10 days if not 20-30%
I like the NU call out. South american SOFI, except maybe better. Ive been watching: NFLX, META, VDE, VST, CEG. I like ASO, BYDDY, and CECO also. To name a few. I dont have any money right now so unfortunately wonr be buying anything. Id probably buy a mix of some sort of international ETF, NFLX below $90, META below $600, and an energy ETF. CECO below $45 as well.
VST is maybe the only position you'll be up on still when market opens. 12% sell off was brutal.
bought the “dips” https://preview.redd.it/kjbuva8lhmqg1.jpeg?width=1320&format=pjpg&auto=webp&s=89bc79c77dfa34b9620a75c4138366e941ed6a2d Bought TSLA at 366 NVDA at 172 ALAB at 117 RKLB at 68.35 VST at 145
https://preview.redd.it/ov3vx0zs0mqg1.png?width=1160&format=png&auto=webp&s=61bc8b027da122787672ae7d4d0dad0dc263e68e Didn’t find this on my own, but a trading program I built bought 4 shares of VST right before close on Friday. More I looked into it the more I like it. Electrical and Power Corp. out in Texas, oversold hard on Friday after dividends. Bought in at avg 145. Am I cooked or is this a golden find?
Heavily invested in VST. No company-specific news that would plunge by 10%. Also Pelosi inside buy also still in effect. I am not selling
How about VST? High beta dip down = high beta dip up once this eases out.
VST is about 70% O&G and less than 15% in nuclear
On what ticker, if I may ask? Btw I have been doing the very same on META, GOOG, VST, SOFI, RGTI and GLD….
Why did you choose CEG over VST? I went the other way lol
“Honestly am I stupid” says the person asking why VST fell so hard on a recent double miss for earnings in a horrible macro while a war is happening affecting gas and oil.
Ouch, anyone see what VST and CEG are down like this in specific?
I guess is not that they will buy new plants, but that will buy existing plants from IPPs like $NRG or $VST or may just acquire them outright. You are going to see tech become conglomerates
I bought some VST and VRT and immediately got assblasted