VST · Vistra Corp.Vistra Corp.

AI capex is exponentially ramping up and flowing directly to neoclouds, connectivity, energy, semi/foundries, and memory stocks, with multiple recent catalysts confirming record growth with no slowdown in sight.

OpenAI memo to Congress warns that US must expand power grid to maintain AI advantage, reiterating tailwind for energy and power delivery companies, and second-order tailwind for companies with secured GW capacity.

The 1 million job revision signals a permanent structural shift due to AI/automation, not a slowing economy. Corporate profits will explode as companies replace human labor with AI and robotics. Investors should buy AI supply chain equities to hedge against unemployment and benefit from margin expansion.

No qualifying thesis event for 45+ days.