I have Vistra and CEG on my radar. Both have contracts with hyper scalers. Both have good rev, margins and rather high upside.
CEG - ran a lot already plus worse performance in bull markets, politically sensitive and a lot of good news is already priced in, beat Q1 massively
Vistra - huge upside, but margin collapse in 2025 is concerning, more energy mix, in Q3 their M&A deal is supposed to close if they pass regulatory approval
VST is primarily a gas company with a nuclear kicker. CEG is primarily a nuclear company with a gas kicker.
CEG bevause has more "green" energy might be the favorite child of tech firms, but still not sure which to pick.
And I know there are SMR but its super speculative so trying not to touch it.
Any ideas? Or maybe you have your own picks like Siemens Energy or GE Vernova?