Hello, Haymakers:
What we believe is (or will become) clear is that, at its core, the AI story is fundamentally an energy story. Who will win? How will it be (effectively) regulated? Will it massively displace labor? All these questions and handwringing are secondary to the fact that AI is going to require an enormous amount of reliable power to sustain its exponential growth trajectory, though that is likely to plateau in years to come.
Enter: Vistra Corp (VST)
