VST

Vistra: Trump’s AI Power Push, Pelosi’s Million Dollar Bet

Recent reports indicate the Trump administration is preparing executive orders to boost power supplies for the AI industry; Vistra, the largest competitive power generator in the U.S., is uniquely positioned to benefit. Adding intrigue, former House Speaker Nancy Pelosi reportedly purchased ~$1 million in Vistra call options earlier in 2025, signaling strong confidence in its growth trajectory. This report reviews Vistra’s business model, its AI-driven growth, valuation, risks, and why it’s a compelling play in the AI energy revolution.