Invest with Henry on $VST (Nov 2, 2026)

The fifth arrow is Vistra. Vestra, trading under the symbol VST, is an electric and power plant company throughout the United States, including natural gas, nuclear, coal, solar, and battery storage facilities.

They also sell electricity directly to consumers and businesses. So, very simply, Vestra produces and sells electricity. Suddenly, electricity became one of the biggest obstacles in the artificial intelligence boom.

Everyone is talking about Nvidia processors in AI data centers , but those centers consume enormous amounts of energy. You can buy thousands of processors, but they are useless if you cannot provide enough electricity to run them.

This is what makes companies like Vestra interesting. Instead of trying to predict which AI model will win, you are looking at one of the resources that essentially feeds the entire AI bottleneck.

So , every AI data center needs power, and lots of it. Vestra already owns a large fleet of operational power generation assets. This is important because building a completely new infrastructure for generating and transmitting power can literally take years.

Nuclear power is particularly interesting because nuclear power plants can provide enormous amounts of reliable electricity around the clock. Vistra is involved in this field. I'm planning to make a full video about Vista, so be sure to subscribe because I'll be uploading that video in the near future.

Now, let's move on to the LEAP options. So, take a look at this. I am considering choosing the "LEAP" option for Fistra at the current market price (at-the-money). The execution price of 140 here has a fairly low delta compared to my ideal of 0.7, but 0.6 is not too far off .

Here you will see that the difference between the bid and ask prices is very wide again. However, all of this is essentially resolved because this option expires on September 17, 2027.

There is plenty of time and the breakeven price is approximately $166 or $167 per share . Based on all the research I've done, including the fundamentals, what Fistra is doing now with the electricity hurdle, how they're leveraging it, their cash flow, revenue growth, and everything else I've considered, I actually believe the stock could break $180 per share by September 17, 2027.

Fistra is a very volatile stock, so managing this particular trade will be difficult, but I'll keep you updated here on YouTube.