$175k on $VST as power is the final AI bottleneck
$VST
AI SUMMARY — Investor is bullying $VST (Vistra Energy) with a $175k position, arguing that electrical power is the ultimate limiting factor for AI infrastructure expansion rather than chips or compute. Key risks include execution delays on power infrastructure, regulatory hurdles, and potential AI capex slowdown.
| TICKER | VST |
USER | u/Dizzy-Assistance8450 |
| RATING |
BULLISH |
ENTRY |
$149.28
|
| POSITION |
1172 sh
|
BOOK VAL |
$174976.56 |
| CURRENT |
$149.30 |
P&L % |
+0.01%
|
| CURR VAL |
$175000.00 |
P&L $ |
+23.44
|