Is Vistra (VST) Still a Good AI Stock to Buy? Grok Says Yes

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Vistra Corp ranks #3 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks).

Number of Hedge Funds: 102

Surging electricity demand amid the AI data center boom drives the bull case for Vistra Corp. 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 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.

Vistra recently posted strong first-quarter results and maintained its full-year outlook. The company said hyperscalers are still actively pursuing large power deals despite regulatory uncertainty. Core profitability rose about 20% year over year in the first quarter. The full-year guidance does not include contributions from its pending Cogentrix acquisition or long-term power agreements with Meta.

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