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Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Vistra Corp (NYSE:VST) ranks #3 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks).

Number of Hedge Funds: 102

Surging electricity demand amid the AI data center boom drives the bull case for Vistra Corp (NYSE:VST). The electricity producer has about 5 million retail customers. Major names like Meta and Amazon Web Services (AWS) are its customers via long-term power purchase agreements (PPAs) for data centers.

What’s Vistra Corp’s (NYSE:VST) moat? The company has one of the largest competitive fleets in key markets (ERCOT/Texas and PJM), with flexible dispatchable gas + reliable baseload nuclear. This gives it an edge in meeting 24/7 demand that renewables can’t reliably provide.

Vistra recently posted strong first-quarter results and maintained its full-year outlook. The company said hyperscalers are still actively pursuing large power deals despite regulatory uncertainty. Core profitability rose about 20% year over year in the first quarter. The full-year guidance does not include contributions from its pending Cogentrix acquisition or long-term power agreements with Meta.

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While we acknowledge the potential of VST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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