Nancy Pelosi and Tom Lee Unite on 11 Stock Selections: A Few May Surprise You
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Should l Buy VST?
Source: Benzinga
Nancy Pelosi's Stock Trading: Former Speaker Nancy Pelosi's stock trading activities, particularly in technology stocks, have drawn scrutiny due to their timing and performance, often outperforming the market. Her husband, Paul Pelosi, is believed to handle the investment decisions.
Fundstrat Granny Shots ETF: The Fundstrat Granny Shots US Large Cap ETF, launched in November 2024, includes 39 stocks based on specific investment themes, with 11 stocks in common with Pelosi's investment portfolio.
Common Stocks in Portfolio: Notable stocks shared between Pelosi's portfolio and the Fundstrat ETF include Broadcom, Alphabet, American Express, and Apple, among others, with significant transactions disclosed by Pelosi over the years.
Investment Strategy: Pelosi's investment strategy often involves large transactions in the technology sector, focusing on stocks that align with key themes identified by the Granny Shots ETF, such as cybersecurity and energy recovery.
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Analyst Views on VST
Wall Street analysts forecast VST stock price to rise
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 153.960
Low
217.00
Averages
240.09
High
287.00
Current: 153.960
Low
217.00
Averages
240.09
High
287.00
About VST
Vistra Corp. is an integrated retail electricity and power generation company that provides essential resources to customers, businesses, and communities from California to Maine. It operates a reliable power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities while taking an innovative, customer-centric approach to its retail business. Its segments include Retail, Texas, East, West, and Asset Closure. The Retail segment is engaged in retail sales of electricity and natural gas to residential, commercial and industrial customers. The Texas and East segments are engaged in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel procurement, and logistics management. The West segment represents results from the CAISO market, including its battery ESS projects at its Moss Landing power plant site. The Asset Closure segment is engaged in the decommissioning and reclamation of retired plants and mines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Participation Details: Investors can access the live webcast through the 'Investor Relations' section of Vistra's website and must register in advance to receive the conference call dial-in number, enhancing interaction with stakeholders.
- Replay Availability: A replay of the webcast will be available on Vistra's website for one year post-call, allowing investors who cannot attend live to access critical information, demonstrating the company's dedication to information dissemination.
- Company Overview: Vistra is a leading Fortune 500 integrated retail electricity and power generation company based in Irving, Texas, focusing on reliability, affordability, and sustainability, showcasing its leadership and innovative capabilities in the energy transition.
See More
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- Outstanding Stock Performance: Vistra's stock has surged 530% over the past three years, significantly outperforming the S&P 500's 60% increase, indicating strong investor confidence and market positioning.
- Diverse Energy Portfolio: With a current capacity of 44 GW capable of powering 22 million homes, Vistra expects to approach 50 GW following its acquisition of Cogentrix Energy, enhancing its competitive edge and growth prospects.
- Renewable Energy Commitment: The company aims for net-zero carbon emissions by 2050, expanding its nuclear and solar facilities to meet the rising global demand for clean energy, thereby improving its brand reputation and market share.
- Robust Financial Growth: Analysts project revenue and adjusted EBITDA CAGRs of 10% and 32% from 2021 to 2025, respectively, while repurchasing nearly 11% of its shares, reflecting financial health and commitment to shareholder value.
See More
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- Extended Rebuilding Timeline: The reconstruction of LNG assets is projected to take 3-5 years, and if the conflict persists, this timeline may extend further, posing greater challenges to the global economy.
- Supply Chain Complexity: The current issues are more complex than mere supply shortages, particularly with Qatar's LNG facilities damaged, leading to uncertain recovery times that could affect production across multiple industries.
- Investor Sentiment Deterioration: The S&P 500 has dropped about 4% year-to-date, with the fear and greed index falling to 17, indicating a heightened fear among investors regarding future market conditions, which may lead to increased market volatility.
See More
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- Webcast Access: Investors can access the live webcast through the 'Investor Relations' section of Vistra's website, indicating the company's ongoing efforts in digital communication aimed at enhancing investor engagement and information accessibility.
- Conference Call Registration: Participants must register in advance to receive a dial-in number, showcasing the company's professionalism in organizing the meeting and its focus on ensuring a smooth experience for all investors.
- Replay Availability: The webcast will be available on Vistra's website for one year post-event, demonstrating the company's commitment to transparency and allowing investors who could not attend live to access critical information later.
See More
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- Uranium Supplier Advantage: Cameco, a leading uranium supplier, holds over 400 million pounds of uranium reserves and sold 21 million pounds last year, generating nearly $3.5 billion in revenue and approximately $600 million in net income, positioning it strongly for future demand growth.
- Vistra's Nuclear Investment: Vistra has secured a 20-year agreement with Meta Platforms to supply 2,600 megawatts of nuclear power, highlighting its strategic shift towards nuclear energy and expected to enhance its market competitiveness and revenue streams.
- Small Modular Reactor Potential: NuScale Power's 77-megawatt small modular reactor has received design approval from the U.S. Nuclear Regulatory Commission, with expectations of over 260 small reactors deployed by 2040, showcasing its potential and investment value in the nuclear energy market.
See More
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- Surging Nuclear Demand: The International Atomic Energy Agency anticipates that nuclear power production will double between 2024 and 2050, driven by the urgent global energy needs, particularly from the rapid growth of AI data centers.
- Uranium Supply Advantage: Cameco, as a leading uranium supplier, sold 21 million pounds last year, generating nearly $3.5 billion in revenue and approximately $600 million in net income, with global uranium demand expected to rise from 70,000 metric tons to 150,000 metric tons by 2040, positioning Cameco favorably for this growth.
- Nuclear Investment Transformation: Vistra is significantly investing in nuclear power to meet long-term electricity supply agreements with major clients like Meta and Amazon, which is expected to enhance its market competitiveness and increase future revenue streams.
- Small Modular Reactor Prospects: NuScale Power's 77-megawatt small modular reactor has received design approval from the U.S. Nuclear Regulatory Commission, with over 260 small reactors expected to be deployed by 2040; despite profitability risks, its market potential is substantial, with analysts setting a target price of $18.68, indicating a 60% upside from current levels.
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