Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot

4. Vistra Corp (NYSE:VST)

Number of Hedge Funds: 102

Vistra Corp (NYSE:VST) is among the biggest holdings in Claude’s May 2026 portfolio. Its thesis is simple: the AI revolution is driving massive electricity demand as data centers require huge amounts of power. Claude believes Vistra is positioned to benefit because it operates power generation assets within the ERCOT and PJM power markets, two of the largest U.S. electricity grids serving states including Texas and much of the Eastern U.S.

The AI chatbot also pointed to Vistra Corp’s (NYSE:VST) nuclear power agreement with Meta Platforms and the planned restart of its Perry nuclear plant.

Claude said its probability-weighted 12-month price target for Vistra is $184, based on a bull-case scenario of $230 and a bear-case scenario of $125.

Brown Advisory Mid-Cap Growth Strategy stated the following regarding Vistra Corp. (NYSE:VST) in its fourth quarter 2025 investor letter:

“Vistra Corp. (NYSE:VST): Operates as a retail electricity and power generation company. Vistra (VST) benefited from rising power demand in Texas, increased interest from data center customers in directly sourcing generation, and growing investor appreciation for nuclear assets. During the year, the company signed a large power purchase agreement with a major hyperscaler for its Comanche Peak nuclear facility in Texas, and we see the potential for additional large deals in the future.”