Let me get this straight. Pelo

nizzmo1

09-30

Let me get this straight.

Pelosi added $Vistra Energy Corp.(VST)$ in January, with the stock in the $160s.

Trump bought $Vistra Energy Corp.(VST)$ in February and March.

CEO Jim Burke just bought $1.2M of $Vistra Energy Corp.(VST)$ at around $135. His first buy since 2023.

Meanwhile:

- 13x forward earnings

- Down 35%+ from ATH

- 20-year nuclear PPAs with $Meta Platforms, Inc.(META)$ and $Amazon.com(AMZN)$ (around 3.8 GW)

- AI power demand is a structural bottleneck

- FY26 EBITDA and FCF expected to grow 20%+

Right now $Vistra Energy Corp.(VST)$ trades at around $138. Near the CEO's cost basis.

Do with this information as you will.

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