Jim Cramer Recently Talked About These 9 Stocks

1. Vistra Corp. (NYSE:VST)

Number of Hedge Fund Holders: 120

A caller asked for Cramer’s opinion of Vistra Corp. (NYSE:VST) and he said:

“Now, see, I never really, really care right now, honestly for the energy trade, because then Microsoft will say that it’s closing a data center. No one will like the group. So let’s stay away from the energy trade. It’s too much second derivative, so to speak.”

Vistra (NYSE:VST) provides electricity and produces power for various types of customers, including homes, businesses, and large industrial clients. River Road Asset Management stated the following regarding Vistra Corp. (NYSE:VST) in its Q4 2024 investor letter:

“Another positive contributor was Vistra Corp. (NYSE:VST), an independent producer and retailer of electricity, and the second-largest owner of nuclear power assets in the United States. Like Talen (see writeup above), Vistra benefited from the record auction clearing price this past July at PJM. In August, VST released 2026 EBITDA guidance of at least $6B, which is 50% higher than 2023 results. Near the end of the quarter, nuclear peer Constellation Energy announced a power purchase agreement (PPA) with Microsoft® at its decommissioned Three Mile Island nuclear plant. The news sparked a rally in nuclear power plant owners as the indicated market price for the PPA was above $100/MWh and further confirms the strength of demand for reliable and clean baseload generation. VST’s entire nuclear fleet is fully operational and encompasses six GW across Texas and Ohio. The market anticipates a similar deal could be around the corner as the stock’s multiple continued to expand. We trimmed the position as the stock approached our assessed value.”

While we acknowledge the potential of Vistra Corp. (NYSE:VST) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than VST but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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