Vistra VST powers an AI data center from nuclear and grid assets as CEO Jim Burke invests $1.17 million in shares near $135.

⚡ 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.

 

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🐋 StepStone Group (STEP): The $885B Private Market Juggernaut and the Great GAAP Optical Illusion

StepStone Group may be one of Wall Street's most misunderstood asset managers. Record fee-related earnings, $40 billion in dry powder, and a massive push into private wealth suggest the future may look brighter than headline GAAP losses imply.

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Illustration of a large money forest labeled KKR with investors harvesting assets, symbolizing KKR’s private equity and alternative asset management business

KKR: The Private Equity Giant Offering Public-Scale Prosperity

KKR is no longer just for billionaires in wood-paneled boardrooms. With insiders buying, earnings compounding, and shares still ~38% below highs, the private equity giant looks like public-scale opportunity.

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