Detailed view for this entity.
“The first company is going to be Vistra Corp. And I want to start with a statement. 3,800 megawatts of contracted nuclear power for AI data centers. That happens to be double the nearest competitor.”
“two companies that I would tell you about are uh one we we've talked about before, Vistro. Ticker VST. Still very very strong.”
“They produce a lot of different types of energy, but they already have nuclear facilities, so that energy is ready to go.”
“So whereas Vistra looks for the the hyperscalers, hyper growers, Constellation Energy is known more so for having like federal like government contracts”