$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