This Power Stock Could Be a Big Winner From the Data Center Boom

Vistra (VST), a diversified power producer with 44 gigawatts of capacity, is well-positioned to capitalize on surging electricity demand from data centers, EVs, and manufacturing. The company has signed long-term power agreements with Meta and AWS, trades at a reasonable 18x forward P/E with a 0.5x PEG ratio despite 37% projected earnings growth, and expects 5-6% annual load growth in Texas through 2030. Key risks include grid connection delays, weather volatility, and regulatory changes.