$VST (Vistra Corp.) — investor discussion on X

Vistra Board Authorizes $1.5B Share Buyback Program

Buyback signals management confidence amid policy uncertainty and recent share decline

Texas Data Center Restrictions May Cloud Vistra Power Demand Outlook

Texas holds ~25% of planned US data center capacity; new curbs could delay AI investment

Earnings report

8-K: Item 2.02, Item 9.01

8-K: Item 2.01, Item 2.03, Item 3.02, Item 7.01

Vistra Extends Slide to 52-Week Low on Texas Gubernatorial Upset, Policy Uncertainty

Texas gubernatorial upset creates policy uncertainty around data center growth and energy demand; Texas is 28% of VST's EBITDA

Keybanc downgrades to Sector Weight

Vistra Completes Cogentrix Acquisition, Adding ~5,500 MW Gas Capacity

Company announcement confirms deal closure, expanding diverse generation fleet to meet customer needs

Vistra -10% amid AI infrastructure selloff

Traders note no fundamental justification for Vistra's drop, likely AI sentiment spillover

Vistra's $4.2B Federal Loan for Nuclear Expansion Amid Stock Volatility

DOE loan supports power capacity; stock fell 6.5% recently, valuation in focus

Vistra Announces Redemption of All Outstanding Series A Preferred Stock

Company redeems 8.0% fixed-rate perpetual preferred shares, a capital structure move

Vistra among October's biggest S&P 500 winners, +17%

Multiple X users highlight AI power demand thesis and technical breakout

US DOE Confirms $4.2B Loan to Vistra for Nuclear Expansion

Government backing strengthens Vistra's nuclear capacity expansion amid AI power demand

8-K: Item 1.01, Item 2.03, Item 9.01

Vistra Reiterated Buy by Multiple Analysts, PT up to $181

After 30% drop in a year, analysts see up to 115% upside

8-K: Item 1.01, Item 8.01, Item 9.01

Vistra Signs 20-Year Power Deal with New Era, Gets 5% Stake; Stock Pulls Back

Also completed major debt offering this month; institutional trim but long-term power deal bolsters growth

Vistra shares drop to $140, CEO buys

Stock fell 5.16% to $140.73; CEO bought at $135, signaling insider confidence

Vistra Launches Registered Offering of Junior Subordinated Notes

Company announcement confirms offering of multiple series of junior subordinated unsecured notes, likely for refinancing or general corporate purposes.

Vistra Pullback Attracts Institutional Buying, Growth Narrative Strengthens

Amundi trims stake but super investors like David Tepper hold, nuclear and AI power demand underpin Buy ratings after pullback.

Greenland Capital Opens New $961K Position in Vistra

Institutional 13F filing reveals new stake, independently confirmed as institutional capital inflow

Insider buying $0.6M (1)

VST Hits 52-Week Low Amid Persistent AI Power Demand Narrative

Multiple independent sources note VST at 52-week lows while AI power demand thesis persists

Peter Thiel Fund Rebuilds $419M Energy Stakes; VST Gets ~1/3 Allocation

After Q2 build, Thiel Macro's energy trio (VST, Vista, X-Energy) totals ~33% of portfolio, underscoring VST as core AI-power bottleneck play

AI Power Demand Growth Outlook Strengthens VST's Market Position

Multiple sources project surging data center power demand, benefiting VST as an independent power producer

DBS Initiates Buy, TD Cowen Trims PT on Vistra

Two analysts updated coverage: DBS initiated Buy with $216 PT; TD Cowen maintained Buy, trimmed PT to $221

Vistra Q2 Results Draw Analyst Attention, Options Activity Elevated

Q2 results and subsequent analyst updates sustain post-earnings attention; options activity remains elevated

BlackRock Builds New $4.61B Position in VST in Q2

World's largest asset manager takes new $4.61B stake, boosting institutional credibility