Insider Purchases: Inside the Buy
Tag: Data Centers
⚡ Vistra Corp. (VST): CEO Buys $1.17M on the Dip—Is This AI Power Giant Finally Cheap? 🔌🤖
Vistra CEO Jim Burke just invested roughly $1.17 million in VST near $135. With AI data centers devouring electricity, nuclear agreements with Meta and AWS, surging EBITDA and a seemingly irresistible 0.34 PEG, the bull case looks powerful. But prior insider selling and enormous growth expectations make the valuation considerably more complicated.
⚡ Intel (NASDAQ: INTC): The skAI Is the Limit… But Is the Stock?
Intel finally looks like a company moving in the right direction. AI demand is accelerating, the balance sheet is stronger, Intel Foundry could reshape the company's future, and CEO Lip-Bu Tan is buying shares alongside investors. The turnaround appears increasingly credible. The valuation? That's where patience may still pay.
⚡ Ameresco (AMRC): The AI Power Boom, a $1.17M Insider Buy, and a $6.73B Backlog
Artificial intelligence doesn't just require better chips—it requires vastly more electricity. Ameresco sits at the intersection of AI infrastructure, energy modernization, and microgrids, backed by a record $6.73 billion backlog, significant insider buying, and improving operational momentum. The opportunity is compelling, but so are the risks.
Amrize Will Rise, Insiders Undoubtedly Think
Amrize insiders are loading up on stock like it’s on sale at Home Depot. With infrastructure and housing tailwinds, it’s tempting — but watch out for valuation cracks.