This is a great news for Constellation and Vistra for energy play. I am personally invested in Vistra (bought on recent dip- I think it is a gift). Especially already has long-term deal with Meta exclusively. Now Nvidia is validating along with CEG for energy supplier for upcoming AI demand. Long-term hold can expect good return IMO.
NFA
Posted by ysh1324
1 Comment
I’m big on VST. Energy is the theme of 2026 imo.