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Everyone is talking about AI stocks right now. But what happens when AI needs more and more electricity to actually run? That’s why Vistra (VST) caught my attention. Welcome to Day 39 of my stock research series, where I break down companies I’m personally researching — and yes, I actually bought VST on Monday at an average price of around $137. So save this reel because this is one I want to keep watching. AI data centers are creating a massive demand for power, and Vistra is positioned right in the middle of that trend. The company is already one of the largest power generators in the U.S. and has secured multi-billion-dollar agreements to supply power to data centers tied to companies like Amazon and Meta. And then there’s Helix. Vistra partnered with Nvidia, KKR, and the Kuwait Investment Authority on this venture, which is focused on developing power generation alongside future data centers — potentially helping solve one of the biggest bottlenecks holding AI infrastructure...

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