With your skepticism on AI valuations right now, do you see Vistra as another overhyped AI play, or do you think there could be structural value in their legacy merchant gas fleet and rising PJM capacity prices regardless of how the tech sector pans out?
2026-08-29 21:11:12
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Ben M. :
Been learning a lot on the Substack. I like the trend indicator
2026-08-29 20:29:27
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roadbeerbaby :
Love the content. I’m new to your substack, but it seems great. Just trying to learn and navigate it
2026-08-29 18:38:28
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Yariv David Hen :
Bro you dont think that $mcd is 25% low from high,is the signal you waiting for!!!
2026-08-29 21:01:35
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