Brian Madden Vistra VST-N TOP PICK Mar 21, 2025

Vistra was up 31% in May. It's one of the unregulated power producers in a country hungry for power, thanks to all the data centres being built for AI. Buy on weakness.

A momentum stock can't withstand the kind of recent drop it's had. He prefers Constellation Energy.

Is up 80% in the past month, the best S&P performer and hitting a new high today. Healthy profits and unique assets with secular growth from nuclear energy demand, which needs to fuel AI production. But Vistra is no longer cheap at 24x forward PE, so he expects it to consolidate.

Profitable and never expensive. A top pick in nuclear power. Also likes Constellation Energy.

Shares have rallied 200%. Take some profits.

Of its energy sources, 60% is natural gas and 20% coal, but they have nuclear exposure and are making investments in renewables.

His biggest winner of the year, up 264%. He has not trimmed his holding. It still isn't expensive at 20x forward PE. Demand for energy to fuel AI will endure.

VST tanked over 28% today on news of China's DeepSeek stealing the AI crown from ChatGPT--DeepSeek is faster and cheaper. All AI-related stocks, including energy plummeted as the Nasdaq slid over 3%. It's a confusing situation that happened so suddenly that you have to sit on your hands and wait.

Is awaiting clarity about DeepSeek's actual costs and the entire AI complex. Rallied on the data centre trade, until DeepSeek hit.