Vistra
$598.27
last price
+10.18%
session
$475B
market cap
84
highest conviction
It earns weight in more than one thesis — for different reasons.
Conviction answers one question: if the claim turns out to be true, how directly does this name benefit? The score sets the size, and the formula is published.
Grid and load growth
84/100Merchant generation with direct exposure to power prices.
Electricity demand grows for the first time in twenty years, and the grid cannot be built quickly.
Build this bookNuclear restart
76/100Nuclear capacity inside a merchant power book.
Firm carbon-free baseload becomes acceptable again because nothing else clears the demand.
Build this bookPrototype figures. The price, session move, market cap and chart above are generated deterministically from the ticker text. They are not live quotes. The conviction scores and written reasons are real editorial judgements, described on the methodology page.