VST

Rupskin

Ports green as hell, except for this pile of shit $VST.

thegoldenfinn

What’s wrong with VST?

ineedsomerealhelpfk

yo boys we running up VST everyone buy in

ProudMatter9227

Calls: INOD, KTOS, APP, VST, and ZETA

tomtaietot

How the fuck ? You should buy more ! Sell what is stable - brkb like and go for the ones that are low. Fed decision is fine, no structural problems, eanings are good. I am 8% + in my portofolio today. Not i am selling all MSFT and going RMBS, VST and a risky JOBY (more GREED). MSFT has done his job - +15%. Added yesterday in LEU, SMR, ORCL and they have n grown enough - under 10%. If they lower - then GREAT NEWS! Add more (sell the winners).

PackClassic3541

VST📈

WordsHappenedHere

One of the most important lessons I have learned over the years is don’t argue with the market. The market disagrees with you clearly. Occasionally you get a high conviction trade that is actionable. Like earlier in the year when the narrative was somehow that enterprises were going to vibe code cybersecurity. So i bought BUG. This ain’t it. VST already made its move. It’s pulled forward so much of the demand. And oracle is a debt machine. Way too much leverage. Dont argue with the market. Cut losses and find another trade.

thatsmymayo

Probably should have held VST I got on Friday but a gain is a gain I guess

Safe-Nose-4720

Which energy stock would you pick? $VST $OKLO $GEV $FLNC $TE $CCJ $BE $EOSE

kintarogolden

i doubled down on VST, RKLB and IONQ, not sure if retarded or not, stay tuned

CMB3672

VST has been shitttttttt. :(

unwanted_hair

Rotation into utilities (except fucking VST), energy, shipping, healthcare, consumer staples & discretionary.

visionarymind

Calls 🔛 VST: https://www.reddit.com/r/news/s/UrxsaPuU36

bball23712

Anybody seen the weird ass movement on VST the past couple days?

old_Spivey

VST

TheDueDiligent

The reversibility point cuts hardest at the TOP of your list, not the bottom. "The regulation is the thesis" (TMQ, NEXT) is exactly what nobody sanctions an 8 year mine or an LNG train on when the rule has a 2 year shelf life & a pending court date... those are trades. The names that survive a reversal are the ones where dereg is a rounding error, GM's buyback, VST's load growth, & you'd own those anyway. so the ranking's basically upside down, purest reg play = weakest hold.

Livid-Grocery7942

That, plus the deregulation, VST has a long way to go for sure. Im holding on for the ride.

colts_guy

Thank you for the good analysis. I recently started a position in VST. Stock’s pulled back from highs but analysts are still bullish, 13 analyst Buy consensus with a $232 price target vs current price around $151. I think they are going to be a big beneficiary of the AI power bottleneck.

ticker-XTND-nyse

Just keep in mind how forward looking the market is. I remember when nuclear (CEG, OKLO, VST, BWXT) exploded just on the notion that it *could* power data centers a few years ago.

wrongrobertpatrick

CEG, VST BWXT loading up

RustyCastIron

Don and Pelosi bought in. Few large backlogs with 20year contracts with hyperscalers already in place. Im holding VST for a while. My small gamble is FRMI to blow up like these other companies. These next 50 days will be telling

DynamoPro

VST is the play

BuyMeaSalad

I like the IPP (independent power provider) utilities here. They’re in a fantastic position to sell electricity at a premium and benefit from the massive shortfall in electrical capacity. Tickers to look at are: NRG, VST, and CEG

rainman_104

I like the companies looking to bring nuclear power to data centers. CEG, VST, TLN. The next closest, SMR which won't be ready until the end of the decade.

idontgethejoke

CEG and VST, maybe OKLO and ISMR.

d3sp

Somehow have not seen anyone talk about VST btw it's been up bigly in past week with ANALyst PTs of +30% more

thatsmymayo

I swear if VST dumps today I am never touching it again

theb0tman

VST is crazy good deal right now. One of many thanks to the MU and space vacuums

Lost_in_Torontoh

How is it going to worth 25b with that crappy revenue when VST with 25b revenue worth 50b ?

greenpride32

RKLB is currently worth $68b and has never made a cent of profit. For reference, it is worth more than TGT (Target), AFL (Aflac), F (Ford), O (Realty Income), VST (Vistra), EBAY (eBay); and many many more. I tried to list more commonly known names. All of these companies have accomplished a LOT more than RKLB ever has financially. RKLB certainly has potential to generate more profits than those companies in the future. But "space economy" isn't exactly a concrete industry, and there are many unknowns and uncertainties. So you're dealing with a fairly high risk/reward ratio there. These types of stocks can have very wild swings because nobody is buying the stock at elevated share prices because they believe they are buying at fair value, it's purely momentum and greater fool theory.

tonufan

I made AI energy bets on VST and CEG and both have been tanking when I should have just went all in on ETFs and chip stocks.

dvdmovie1

"We're already seeing spikes in energy requirements due to AI," 1) This stuff has already run massively in the last 2-3 years; this isn't a new theme. 2) There was concern over the view that a large data center contract was cancelled recently and because of this combined with other issues lately, these stocks lost considerably - BE was down about 21% in a week. That sort of reaction to me shows a theme that was already overcrowded with tourists. I am long the theme (although somewhat less than I was) and still think it's interesting but for stuff like BE up 163% YTD/1,085% 1YR I'm far from the only one to think that. The IPPs (TLN/CEG/NRG/VST) at this point are of interest down as much as they've been this year. Stuff like GEV also got overcrowded and people were concerned by the MS note that talked about a decline in orders by 2027 (by the end of 2026, data centers being built 2027-2030 will have placed their orders and because of labor/permitting and other issues some of that will not get built in time)/the market looking oversupplied into the 2030s. I've thought data center power was a great theme on here since early 2024. I still think it's interesting but to me but it's definitely not early innings and it's the kind of thing where talk of a major cancelled data center project will really impact these names. I've taken some profits, keeping the rest at this point and looking to add to other themes instead.

dvdmovie1

I've gone back to focusing more on biotech, which I enjoy but not something i'd recommend especially for those who have a stock volatility intolerance. Water infrastructure and solar are two things that I've focused a bit more on lately. I'd buy a dip in energy, both in terms of producers and infrastructure. "AI adjacent" but I think the dip in IPP names (CEG/VST/TLN/NRG) lately has gotten interesting. The fertilizer decline lately is interesting.

Prayqt

I’ve been adding VST weekly

tonufan

I'm -12 to -15% on CEG and VST after a year.

dies_irae-dies_illa

VST price is looking ok. I might buy more so it goes down more.

Si1verange1

ChatGPT recommended this during a discussion on diversification in my portfolio. I bought one share today, to start DCA. I already own some VST.

Prime_Investor

Agreed and I also like VST

znightmaree

VST deals in a lot of natural gas. CEG is more pure play nuclear. Makes it a question of which you think will be bigger in the future. My bet is on nuclear long term.

smelly1ndian

VST and TLN are better but CEG is good too 

luvz

I think so. It's one of the cheapest ways to invest in power. Not as flashy or meme as BE, but a lot cheaper, a lot less risk. VST is getting cheap too.

CMB3672

Buy VST (Vistra corp)

Chuque

calls on CEG and VST then? I don't know if investors will care about the GPU depreciation effect on the earnings. They might look right past it and look at the cashflow. Not sure. Didn't get the private equity part. Seems like hyperscalers are doing all the spending, not using money from private credit?

thatsmymayo

Not sure why I bought so much VST. Real kick in the nads

thatsmymayo

Why did I buy so many VST shares???

Blarghnog

My ai exposure is pretty boring. My model in my head is to be roughly: > 30% in mostly compute and mostly in NVDA, SMH, AMD > 30% in what I call infrastructure (VRT, EQIX, VST) > 10% in the scalers (Google, Amazon, Microsoft) because that’s where I started parking when I started the ai investing schtick. > I target 30% in early stage (through syndicates, some direct; but it’s in three sleeves and I don’t like to overcommit) The actual numbers usually drift from the target because of market moves and deployment pacing, but that’s the radar screen I'm aiming for.

L1ock

!banbet VST 166.9 3d

MSFT-WindowsXp

Energy stocks, I believe energy is the next bottleneck! Loaded up on CEG and VST good value atm

ItsEvan23

VST

Abe2025

BE, VRT, CEG (this one especially), VST

thatsmymayo

VST, I think it's a pretty safe 1-2 year play.

dominic_l

i dont know if VST or CEG will be super impressive. i have a feeling it already got most of its upside but idk. i feel like its just waiting its turn in the infrastructure cycle. ive also been watching GEV for grid buildout. bottlenecks everywhere

tonufan

Also have VST and CEG. Small positions (5k each) but they haven't really moved much recently. VST is pretty much flat YTD while all my other AI picks ran up 40+%.

dominic_l

KTOS (drones) RTX (israel escalation, buying the dip) LDOS (defense, ai) EXE, EQT (energy) VST (ai power generation) AGI (gold miner, de-dollerization hedge)

thatsmymayo

Bought 100 shares of VST Wish me luck

missedalmostallofit

I like VRT as a business, but at $310 I would be pretty careful about separating "great AI infra exposure" from "already priced for a lot of execution." The setup is still strong: data center power/cooling demand, backlog visibility, margin expansion, and the market rewarding anything tied to AI capex. The risk is that VRT is no longer an overlooked picks-and-shovels play. If orders or guidance merely come in good instead of absurdly good, the multiple can compress fast. I would probably compare it against other AI infra buckets too: power generation like VST/GEV, semis, networking, and data center landlords, because they are not all the same trade. [https://catsofws.com/](https://catsofws.com/)

smelly1ndian

VST

thatsmymayo

VST, GEV, MSFT Msft undervalued Vst undervalued Gev great growth All tied to energy and AI. Vst and GEV kind of a good play either way, going to need more power regardless of the data centers.

BenjMayNe

Agreed. And nice, your MP logic is similar to my thinking with my ISRG position, though I like your “picks and shovels” idea in MP - will definitely have to dig into this one. Makes a lot of sense, safe to say I missed the run up in BE and not too interested at current levels. Do you have any thoughts on VST’s valuation today? I think it’s a bit over fair value currently and could definitely see it come down a bit but I also really don’t want to miss a big run up.

GronktheStonk

I’m fairly certain Tesla and Space X merge before end of year. We will likely see Tesla become the robotics piece to Space X and be a great complement to space economy for them. MP is because I’d like to get ahead of next wave (Robotics) and the materials needed to really cover shortages. Yeah, so I typically like to go barbell approach on my investments (ie pair something a little less volatile with something a little more volatile to even it out). My other power play has been BE, so I was looking for something a little lower in volatility. VST is a staple in alot of hedge funds and politicians (like Pelosi) over the years. CEG is too reliant on nuclear whereas I like VST because they have broad based exposure to nat gas, Texas power grid/infra, nuclear, and more. VST to me is playing the AI power dilemma, but I’m able to get a lot of exposure in one stock vs multiple to get same level.

BenjMayNe

Insane cost basis on RKLB - congrats. There’s a guy at my office who drives an Audi with the license plate “RKLB” and it always makes me feel the fomo so bad haha. I also have been in TSLA since like 2021 so I’m crossing my fingers Elon ends up merging the two and I’ll get exposure that way… so I’m not really in a rush to add to any space names unless there’s a large correction and the price is right. I haven’t heard of MP, will have to look into this one. Funny, I’ve been doing some DD on both CEG/VST as of recent as I want exposure to the AI power theme. I’ve been leaning towards VST over CEG (smaller market cap + higher risk/reward imo and I’m pretty risk on and have time on my side) but do you have any particular reason(s) why you went with VST over the others?

GronktheStonk

Yeah, I’ve been long a few space positions, but mainly ASTS, RKLB, and RDW in terms of largest positions. For ASTS, my cost basis is roughly in the high 40s (did buy a couple hundred shares when it dropped to 68 or so a couple weeks back). My biggest position was RKLB in the single digits. Cost basis is around 6.5 for those. I went to school with someone high up in the company, so I looked into it a long time ago and figured we’d need space logistics in the future, just didn’t think it happen this early. I think you are on the right track in how to think. Likely see space pump for a couple more weeks then sell off after IPO and that will lead to a good entry imo. Only recent capital I’ve deployed is in MP, ASTS, CRWV, NBIS, and VST

SteveStacks

VST Ganggggg

thatsmymayo

Any love for VST these days?

Memento_mori9608

Buy VST leaps and thank me later

thatsmymayo

VST popping off

GronktheStonk

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.

vejiki-pjojok

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.

Memento_mori9608

Power/Grid: BE, VST, CEG, ETN Cooling: VST Networks: ANET, CIEN, DELL Optics: GLW, COHR

TheGreenBastard8934

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.

No-Improvement3164

VST has life or on last death rattle?

throwaway2676

I was in VST for a while. It was awful. Finally managed to get my money back and get out after earnings

Available_Air_6367

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) :)**

ShootsnLadders

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.

No-Improvement3164

I thought META had a deal with VST and OKLO and all 3 have done nothing

Lost_in_Torontoh

Is VST going bankrupt? It's down 50% since Sept 2025

Broad_Course

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.

thenorthernwhiteboy

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.

ryzetard

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

Lost_in_Torontoh

Thanks so there is hope for my $220 average cost VST?

Lost_in_Torontoh

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?

shryke12

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.

tonufan

CEG and VST have been beaten down a bit recently.

MSFT-WindowsXp

CEG, VST are solid business with strong financials

Cheap-Guarantee6420

VST (power, catch up play), NFLX (contra momentum play)

ryzetard

MSFT from your list Also id add VST because data centers wont be running on fucking power of love and friendship

Sir_Grindalot

VST under 140, pray for Nancy who has leaps expiring January 🙏

Accomplished_Cell428

Got VST&CEG calls today. A little worried.

Alicyclobacillus

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.

Mysterious-Device-53

Bought VST shares today

PerilousPontificator

I have a 10% position in VST, some others I am have rotated into: PATH SYM FANUY ABBNY SMR OKLO

Alicyclobacillus

I've been looking at VST and CEG dips for decent entry point

Accomplished_Cell428

I bought VST and CEG calls. Idk if this was a mistake.

tonufan

I hold VST with CEG.

_galaga_

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.

thatsmymayo

MSFT is such a piece of shit. VST too

ryzetard

ok u regards, VST pump when? queen of insider trading holds quite a chunk

ryzetard

VST is owned by pelosi so probably will pump sooner or later

Sir_Grindalot

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

DynamoPro

VST