Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 5 Stock Picks

3. Vistra Corp (NYSE:VST)

Number of Hedge Funds: 102

Surging electricity demand amid the AI data center boom drives the bull case for Vistra Corp (NYSE:VST). The electricity producer has about 5 million retail customers. Major names like Meta and Amazon Web Services (AWS) are its customers via long-term power purchase agreements (PPAs) for data centers.

What’s Vistra Corp’s (NYSE:VST) moat? The company has one of the largest competitive fleets in key markets (ERCOT/Texas and PJM), with flexible dispatchable gas + reliable baseload nuclear. This gives it an edge in meeting 24/7 demand that renewables can’t reliably provide.