Trump, Pelosi, Dalio, Tepper and more are in Vistra — Scout just joined them

The Thesis

Vistra owns reliable generation that AI infrastructure needs—and has already secured long-term commitments from major customers.

Why Scout bought

• Recognizable investors have exposure. | [Nancy Pelosi](/trades/nancy-pelosi)'s husband exercised options into 5,000 shares. [Donald Trump](/trades/donald-trump) disclosed VST purchases and sales. [Dalio-founded Bridgewater](/trades/ray-dalio) more than doubled its stake in Q2 2026, and [David Tepper](/trades/david-tepper) holds 2.2M shares.
• AWS and Meta committed for 20 years. | Nuclear agreements cover ~3.8 GW, including planned uprates—giving the AI power thesis actual contracted demand.
• AI needs dependable electricity. | Vistra's operating nuclear plants provide around-the-clock generation for growing data-center demand.
• Substantial cash generation already exists. | Vistra generated $3.59B in adjusted free cash flow before growth in 2025.
• Expansion from existing reactors. | The Meta agreements include 433 MW of planned capacity upgrades, without requiring entirely new nuclear plants.
• A sizable pullback puts it on our radar. | At ~34% below its 52-week high, Scout is initiating a 5% simulated position.

See the VST chart →