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 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
Finally green on VST. I'll hold if you will, Nancy.
You are on a good thought process. Back when California banned the sales of gas cars for 2035, 2022 I think, I started looking at Electric Utilities around the country. With the boom of Tesla going on, I started thinking the electric utilities will be like gas stations. During the car boom, gas stations were everywhere. I figured all the electric cars were going to need chargers everywhere, Datacenters were NOT on my bingo card. Please look up a small electric provider in Texas, Vistra(VST), in 2022. Then look to see what happened in 2024. Guess which stock was the best performer on the S&P 500 in 2024? Vistra, the electric utility, out performed NVDA in 2024. Texas also is unregulated electic power. Texas has this thing called ERCOT, but it does nothing. Remember when the cold snap hit Texas and millions had no power for weeks, ERCOT baby. The electric utilities all compete against each other to provide the CHEAPEST price. Nevermind maintaining the infrastructure, So, texas got what texas deserved. So I bought AEP and SO. I already owned DUK, Electricity is going to be in demand.
The AI power needs bet has been going on for a while now. Things like the IPPs (VST/CEG/TLN) started taking off in early 2024. BE is up 538% in a year. There's also things like the turbine names (GEV) or even the oil royalty names that are plopping data centers on the land (TPL is up about 78% YTD, https://www.costar.com/article/345870916/former-google-ceo-teams-up-with-one-of-texas-largest-landowners-to-build-data-centers.) Could this bet continue to do well? Sure, but it's not some sort of little known bet - the easy money has been made already.
Not a bad idea. Might shuffle some funds from VST and UNH and get some NUKZ.
She has been buying more and more VST since
I'll never forget my VRT story. I was reading Nancy Pelosi's disclosure back in 2024 and saw that she bought VST and thought I was gonna be rich copying her buys and bought VRT by accident. Only when I was up 150% did I realize that it wasn't the stock that Nancy bought. I'm the greatest ever.
Today. White House meeting with tech CEOs (OpenAI, Microsoft, Google, Amazon, Meta, xAI, Oracle) for "Ratepayer Protection Pledge" for datacenter energy. Bull or bear on OKLO, SMR, NNE, VST, COHR, CEG, TLN, LITE, or BE? Reasoning?
Today. White House meeting with tech CEOs (OpenAI, Microsoft, Google, Amazon, Meta, xAI, Oracle) for "Ratepayer Protection Pledge" for datacenter energy. Bull or bear on OKLO, SMR, NNE, or VST? Reasoning?
the "rate payer protection pledge" is basically just political cover for what's already happening, hyperscalers are going to build dedicated gen capacity regardless because grid reliability is already a bottleneck in a few key markets. $VST, $CEG, $NRG been pricing this in for a while now tbh.
CEG, VST, and the URA ETF. That's all you need.
Obviously, this isn't going to be resolved over the weekend, and the market is going to fall on Monday, except for companies related to gold, oil, and energy like CEG, VST, and mining and nuclear energy derivatives. I don't think hyperscalers, semiconductors, etc., will rise at all. In my opinion, almost everything is going to be blood red.
Why the fuck hasn’t VST released their EPS yet? Fucking bastards
So how are my VST puts looking? I feel like they are going to miss earnings, rev, and ebitda but I also need them to drop 10% and they are feasting in AH
CEG had solid numbers, so hoping to see similar for VST! TLN tomorrow evening too.
Energy stocks pamping and big companies scheduled to meet Trump over providing their own energy next week. Deals about to made. Who's going to win amzn and google? VRT, BE, VST?
Claude code changed my mind on ai. I’m a musician and my older brother codes iOS for a living. I’m always talking to him about practice tool ideas I have for musicians that could be apps. For literally decades at this point he’s telling me to stop telling him my app ideas (lol). Suddenly I spent two weeks making fucking practice tools. I learned about VST. I learned basics of coding. Landed on python. Started making a program with Claude. Researched what functions were, learned more code basics. Learned about history of attention and transformers and deep learning and LLM. Learned about how GPU and CPU really work. Learned about CUDA and and simulation. Learned about HTML and side loading iOS app and developer certification. Before I knew it I, a musician with not much code knowledge, had created a pretty in depth music practice tool/practice game. While also gaining a very rich perspective on how the technological sphere that we are moving through really operates. I hate image generation (and all the art ripping) and my Reddit history being scrubbed to train. But I’m not gonna lie two weeks of deep diving into Claude Code really was a profoundly creative and liberating experience for me. Honestly I’d almost equate it to LSD in some ways. I don’t really imagine I would ever use it again, but I could easily see a place for it as an educational tool. Specially in early childhood education in regards to computer literacy and coding fundamentals.
I document mine (mostly), when I get time. $4k up this month on a ~70k play portfolio. Bought today $UAMY @7.38, still riding $ATEX. Exited VST for a little while to let earnings dust settle. Shorted $QQQ this morning for a few hundred bucks profit.
Hey! Sorry I’m late to this thread, but I just wanted to add I have almost an identical portfolio to you : RKLB instead of ASTS, NBIS, CRSP, BULL instead of HOOD, and for nuclear energy part, was debating between TLN or VST instead of SMR. What are your thoughts on those 2 (TLN and VST)
If earnings guidance are significantly upwards beyond consensus you typically see upward drift. However if guidance does not beat expectations a selloff is typical short-term. A brilliant EPS will make VST mathematically cheap compares to peers; and this is currently the market and analyst expectation.
$ATEX up 40% currently. Gained on $UAMY, $TSSI, $VST recently.
Lmao so your DD is that VST’s Morningstar price target doesn’t match their current price. Could’ve just skipped the 12 paragraphs if that was all you wanted to say
Be mindful of possibly bearish macro tape in coming week/s. But overall VST fundamentals should shine medium to long term.
Bought the IMSK, OKLO, VST and SMR instead. Forever regarded.
VRT. I ready somewhere that Nancy Pelosi bought it but only realized after +80% that she bought it VST.
Keep me in the loop 🍀 love your methodology. So far my positions are quite defensive VST, YEN, ATEX (growth key infra), with lower port % conviction speculative (MX, VLN) I have done my deep dive on all of them and thesis, however definitely appreciate a second set of eyes and dissection. Happy for you to DM or a reply here is quite alright too 🙏
In full on regard mode. I own 7 of these. Of the top 15. Then I've added VST to that, and that's about 7.5 YTD so the one deviation I have paid off. But to be real, barely a month ain't anything. Nvda, Goog, Mu will be higher in some months. That will drag others higher including Iren that I hold, while Nebius for me is already well positive. That leaves two pure speculative plays that I own, RKLB and ONDS. We'll see at year-end how they look. People are so quick to hudge a stock but really if you believe in the stock you should have at least a 1-2 year horizon.
Yeah the forward valuation is the lowest of the big three, but they are expecting a really large earnings bump this year. If they miss this quarter and give any amount of weak guidance, just be prepared for a fairly large drop lol. I used to be in CEG due to the size of the nuclear fleet but closed that position a while ago to just consolidate my utilities exposure. I was pretty bummed about closing my VST as I was fearing PJM would drastically lower the price cap for some reason. Another issue between these two is the debt level. Like CEG's Calpine deal was massive. A big portion of the shakeout was PJM driven, but VST has large footprints in ERCOT and MSIO as well. CEG around 245 was probably a better buy but whatever I guess.
Im in VST too, price seems reasonable here to me
For the IPP's like CEG/VST/TLN, I don't think so. The price cap was already used in the last two capacity auctions. PJM is also working to speed up its process of adding new generation to the transmission grid. This might open the door for more dealmaking between datacenter operators and the IPP's is my thinking. I mean, the possibility of overbuilding generation is a fear and needs to be considered. That is my larger concern here, plus more behind the meter generation. But, demand is still there. Like I was spooked a bit by that news a few weeks ago and closed my VST position. But opened a small position back up for what it's worth. I am still more heavily weighted into regulated utilities but would not be buying here at these levels lol.
Nice! Been buying the VST dip recently on fear
$VST knife catch working so far, PJM/govt might screw me over at some point but I like the setup into fear kinda
If you want nuclear go with established utilities that are currently producing or working on plats, VST and CEG are the two largest nuclear producers in the US and will be running 3 mile island and producing for MSFT and META. GEV is another one. They make the gas turbines that produce the actual power.
On the 4th I bought a VST 150c for 3.3$. Today I sold it at 17$. Thank you Nancy.
How many more $230 plus upgrade does VST needs before actually going up ? Literally every fking single day we get a $220 to $260 PT upgrade by giant firms and banks, it goes up 2% pre market then closed flat or red Giant POS
Praying for a random VST shrek schlong upwards today so I can sell my calls for some extra tendies (I diamond handed them yesterday so today I'm either a genius or a regard)
I was up big on HOOD, RDDT, and VST and am now a bag holder. Good companies so I’m not worried long term but this sure does sting
That's odd, my numbers are completely different. Anyway, as long as VST keeps going up i'm good
Since the dip to 140 last week, VST has gone up 20$ and has earnings next week, with a bunch of analyst upgrades in the last few days. I wonder how far it will before earnings, it was at 180 not long ago, currently 160 in pre market.
As someone with holdings in RDDT, HOOD, VST, and IBIT, it has not been a fun YTD
**TIER 4: ENERGY (the sleeper)** XLE sitting at 52-week highs but Brent forecast around $51/bbl caps upstream upside. The real AI energy play is utilities (CEG, VST), not oil. * **Sell XLE $48-50P Jul 2026** — get paid to wait for a dip, skip the calls
I’m confident on VST
New to investing (1 year right now). What's a good return rate on my investments? I get scared to put money into the market, so I only have about 12k put in my portfolio. Currently in the last year, I'm up 58.55% with the following OKLO 45% RKLB 10% ASTS 8% RYCEY 7% MRVL 7% LUNR 6% AMZN 5% BKSKY 5% FNMA 4% VST 3%
VST is the only stock that crashes after price target upgrade 5 upgrades in mid to high $200 and stock dumps to $140
I don't know why Vistra $VST is up 5$ in pre-market but if it could keep going I'd highly appreciate it
VST got a shrek dildo, wtf
Market realizing massive capex good for ai infra? lol... Wonder if I should have pulled the trigger on more VST/CRDO yesterday
On a positive note, $VST, for which Queen Pelosi got leaps, is currently up 2.75%. She's recovering!
It's year 2032 : VST be like " We repurchase 99.9% of our shares and cancelled, reducing outstanding shares to 5 from 319m shares. We own 98% USA power production generating 790 billion dollars a day. We just acquired the SUN itself and licensing sunshine to every solar power generation charging then $500 per photon. " VST share drops to -$0.50 from $0.01
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 😎