Final Trade: VST, EEK, MSFT, DRI

Watch on YouTube ↗  |  January 23, 2026 at 23:16  |  1:01  |  CNBC
Speakers
Mike Khouw — Chief Market Strategist, Fundstrat Global Advisors
Guy Adami — Trader
Dan Nathan — Panelist, Fast Money

Summary

In this Fast Money Final Trade segment, Mike Khouw says Vistra is attractively valued at 18 times forward earnings and wants to start adding around $150. Guy Adami is tactically hedging gold by selling calls in GDX, citing gold as overdone. Dan Nathan calls Microsoft the highest quality way to own AI infrastructure with real earnings. The transcript cuts off before the Darden discussion listed in the video title.

  • Final Trade segment features Vistra, gold miners via GDX, Microsoft, and title-listed Darden.
  • Mike Khouw sees Vistra at 18x forward earnings as a relatively good valuation and wants to add around $150.
  • Guy Adami is selling calls in GDX to hedge while saying gold is a little overdone.
  • Dan Nathan calls Microsoft the highest quality AI infrastructure play with real earnings.
  • The transcript ends mid-sentence and does not cover the Darden final trade.
  • No broad market call; ideas are stock-specific final trades.
Ideas
Mike Khouw Chief Market Strategist, Fundstrat Global Advisors 0:15
Vistra cheap enough to start adding
Chart looks difficult, but Vistra trades at 18 times forward earnings, which he views as a relatively good valuation around $150; he wants to start adding to the position.
Guy Adami Trader 0:25
Selling GDX calls; gold overdone
He is being tactical in gold by selling calls in GDX to hedge rather than abandoning the trade, because he thinks gold is a little overdone here.
Dan Nathan Panelist, Fast Money 0:37
Microsoft best AI infrastructure play
Microsoft is the highest quality way to own AI infrastructure with real earnings.
Up Next

This CNBC video, published January 23, 2026, features Mike Khouw, Guy Adami, Dan Nathan discussing VST, GDX, MSFT. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mike Khouw, Guy Adami, Dan Nathan  · Tickers: VST, GDX, MSFT