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 Regional (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 | 🍀 Edit; Bloody formatting Edit 2 & P.S.; Be mindful of possibly bearish macro tape influencing market actions over next two-four weeks.