Vistra (NYSE:VST) may be one of the most overlooked AI infrastructure plays because it does not need to build chips or software. It already owns the power assets AI data centers need. If electricity becomes the next major bottleneck, Vistra’s existing generation fleet could become far more strategic.
Stock prices used were the market prices of July 6, 2026. The video was published on July 15, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
