VST Purchase - Nuclear Theme

Vistra Corp. (VST) – Cash Flow Machine

• $4.09B TTM operating cash flow, highest among peers 2.
  
• Strong nuclear and renewables mix, with AI data center exposure.
  
• Thesis: Balanced growth and income play with upside from AI-driven demand.
  

Purchased CEG earlier. AI megatrend is tied to nuclear.
Not stoked about the purchase price, but long term growth should overcome any short term volatility. Also, not excited about the GreenBlue rank, we will see if it continues to improve.

Other Nuclear stocks on my radar:

• VST
  
• CEG
  
• GEV
  
• TLN
  
• SMR
  

GreenBlue Rank: 1055 / 2500
GreenRed Rank: 143 / 3147