{
 "ticker": "VST",
 "name": "Vistra",
 "url": "https://grantbishop.pages.dev/index/VST",
 "sells": "Vistra owns and operates power plants and sells electricity to utilities and large customers.",
 "why": "We follow it because its business sits among the companies that supply the power the AI build-out needs.",
 "questions": [
  {
   "slug": "power",
   "question": "Who supplies the power?",
   "url": "https://grantbishop.pages.dev/index/q/power"
  }
 ],
 "tests": [
  {
   "id": "W-3",
   "claim": "Spare rented computing capacity moves work around; it does not cancel new power and cooling construction, which follows capital spending, not chip scarcity.",
   "url": "https://grantbishop.pages.dev/claims/spare-compute-does-not-stop-power-building"
  }
 ],
 "reports_next": null,
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  "form": "10-Q",
  "filed": "2026-08-10",
  "period": "2026-06-30",
  "url": "https://www.sec.gov/Archives/edgar/data/1692819/000169281926000019/vistra-20260630.htm"
 },
 "disclosed": [
  {
   "date": "2026-08-07",
   "figure": "$1.0 billion",
   "what": "Vistra commitment to Helix Digital Infrastructure",
   "source": "https://www.sec.gov/Archives/edgar/data/0001692819/000169281926000017/vistra-20260630xearningsre.htm"
  },
  {
   "date": "2026-08-07",
   "figure": "97%",
   "what": "Vistra fleet commercial availability during recent heat periods",
   "source": "https://www.sec.gov/Archives/edgar/data/0001692819/000169281926000017/vistra-20260630xearningsre.htm"
  }
 ],
 "check": "Checked against the company's own business description in its latest annual filing.",
 "log": [
  {
   "date": "2026-10-19",
   "note": "Figures added from \"Is the AI build now waiting on the plug rather than the chip?\"."
  },
  {
   "date": "2026-10-19",
   "note": "Entry rewritten in plain words: what the company sells, and why we follow it."
  },
  {
   "date": "2026-10-12",
   "note": "Verified against the 10-Q filed 2026-08-10 at launch."
  }
 ],
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    "from_piece": "https://grantbishop.pages.dev/pieces/sets-pace-ai-build-chips-grid"
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   "date": "2026-10-19",
   "slug": "sets-pace-ai-build-chips-grid",
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 "note": "Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.",
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}