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InvestmentGuru
@InvestmentGuru_
Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
参加 January 2019
1.2K フォロー中    42.9K ファン
$VST is buy at $140 $140 , sitting at 6-9% of its 52-week range - $132.66–$217.10 . You're buying 36% below the high on a stock whose fundamentals just got better, not worse. The $4B DOE loan expected announcement Monday funds the nuclear uprates at near-zero political risk — this is the administration's flagship quadruple nuclear by 2050 policy, and Vistra is the vehicle. The $META deal 433 MW of uprate output, deliveries starting 2031 is contracted hyperscaler demand — exactly your energy-constraints thesis playing out in real contracts. CEO put $1.17M of his own money in at $135 — first real buy in 3+ years. He knows the assets better than anyone. Not a financial advice
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$VST US govt planning for 4 billion loan to $VST