VST is a strong long-term investment due to its role as an energy infrastructure pillar with long-dated contracts and clear revenue visibility, despite near-term volatility.

Meta signed its own 20-year deal with Vistara earlier this year, covering 433 megawatts across three plants in Ohio and Pennsylvania.

Think of companies like Constellation Energy, VST, NRG and TLN. These are no longer just public utility companies . They have now become pillars of the energy infrastructure with contracts extending for a decade and a clear view of revenues.

There is still a lot of volatility to come here with companies like "Vistra" and "Constellation", but in the long run we think they are really strong companies in a sector that will continue to grow.