$VST Vistra Corp (Energy/Infrastructure) Data Breadcrumbing/Alpha, Info-only

Contrary to my usual musings with breakdown and analysis, I’ll be simply posting some data/breadcrumbing here for those who are looking at energy & infrastructure positions currently. As I have mentioned, I have rotated into tech, infra, FX a little while ago, so am following this space. As Vistra corp is entering earnings Feb 26, there has been a flurry of activity which starkly contrasts their usual operations. For those who knows what kind of of data I’m synthesising here, you will likely appreciate it. Or I hope. \*\*Table 1: Vistra-Relevant Flight Logs (Jan 1 – Feb 15, 2026)\*\* | Date | Tail / Flight # | Oregano | Destination | |:--- |:--- |:--- |:--- | | \*\*Jan 6\*\* | N104VS | DAL (Love Field) | IAD (Dulles) | | \*\*Jan 15\*\* | VJT712 | IAD (Dulles) | DAL (Love Field) | | \*\*Jan 22\*\* | N105VS | DAL (Love Field) | BFI (Seattle) | | \*\*Jan 28\*\* | VJT850 | DAL (Love Field) | SJC (San Jose) | | \*\*Feb 2\*\* | VJT850 | DAL (Love Field) | SJC (San Jose) | | \*\*Feb 5\*\* | N104VS | DAL (Love Field) | IAD (Dulles) | | \*\*Feb 9\*\* | VJT842 | DAL (Love Field) | BFI (Seattle) | | \*\*Feb 12\*\* | N105VS | DAL (Love Field) | BFI (Seattle) | | \*\*Feb 14\*\* | VJT712 | IAD (Dulles) | DAL (Love Field) | \*\*Table 2: Vistra-Specific Feet\*\* | Tail # | Aircraft | Vistra corp Comfidence Level | |:--- |:--- |:--- |:--- | | \*\*N104VS\*\* | Challenger 350 | Confirmed | | \*\*N105VS\*\* | Challenger 350 | Confirmed | | \*\*VJT712\*\* | Global 7500 | High-Confidence | | \*\*VJT842\*\* | Global Exp | High-Confidence | \*\*Table 3: The Hub Map\*\* | Airport | Major Company Use | |:--- |:--- | | \*\*Dallas Love Field (DAL)\*\* | \*\*Vistra HQ (Irving, TX)\*\* | | \*\*Boeing Field (BFI)\*\* | \*\*Amazon / Microsoft\*\* | | \*\*Dulles Intl (IAD)\*\* | \*\*Equinix / AWS / Google\*\* | | \*\*San Jose Intl (SJC)\*\* | \*\*Nvidia / Google / Meta\*\* | | \*\*Manassas Rgnl (HEF)\*\* | \*\*AWS GovCloud\*\* | \*\*Table 4: Comparative Flight Frequency Analysis - Deal vs Quiet Periods\*\* | Period | Avg. Strategic Fights / Week | Target Destinations | Status | |:--- |:--- |:--- |:--- | | \*\*Baseline (Non-Deal)\*\* | 0.8 | Regional Ops (Ohio, PA) | Business as Usual | | \*\*Pre-Meta PPA (Dec '25 - Jan 8 '26)\*\* | 3.2 | Menlo Park (SJC), Dulles (IAD) | Deal Mode | | \*\*Current Period (Feb 1 - Feb 15)\*\* | 3.5 | Seattle (BFI), Dulles (IAD) | Likely Deal Mode | 🍀