Substack · TuDi's F.L.O.W. INVESTING Method · TuDi
How to Stop Letting Promising Stocks Slip By
A starter-position strategy for long-term investors, and how I’m applying it to AI power and energy infrastructure stocks now.
US · 2 entries · 2 publications
VST
Vistra
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- Jul 9, 2026
- Latest
- Sep 2, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on VST at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- September 2026 1 entry
Substack · Lorenzo Bolsa · Lorenzo Couget
Vistra: la apuesta detrás del próximo cuello de botella de la IA
Con 44 GW de capacidad, contratos con AWS y Meta y exposición directa a los data centers, Vistra aparece bien posicionada frente a la escasez energética.
Since publication VST −1.2% α −1.3 pp vs S&P 500 · USD
- July 2026 1 entry
Blogs · r/ValueInvesting · /u/Hot_Feeling_8971
Vistra: (another) good AI hardware play
Hi everyone! A few weeks ago I made a post about an AI hadware stock i liked, Penguin Solutions, and just yesterday it ran after earnings. So, I took some profit and put it into another AI hardware company I like and…
Since publication −10.3% α −12.0 pp vs S&P 500 · USD
There is 1 more low-confidence entry, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.