Vistra: Don't Underestimate The Nuclear Energy Potential

Since I last checked on power producer Vistra in December 2025, its price has expectedly underwhelmed. But given the developments since, I believe the markets are underpricing the promising stock. Its power purchase agreements with Amazon and Meta for the provision of nuclear energy alone imply the possible growth potential, not to mention the possibility of a premium on market valuations. The company's expansion of gas assets with the purchase of Cogentrix Energy, after it bought Lotus Infrastructure Partners' gas assets last year, also works in its favor.