Monty RakusenOver the next 6 years, data centers are expected to go from consuming 3% of the United States' power supply to 8%. This is a massive shift, which should lead to significant change across a number of markets, not least of which the power supply market, which is where our focus is today. One of the main beneficiaries of this shift is expected to be Vistra (NYSE:VST), the midsize electric utility company. The company's stock has gone on an incredible run over the last year as a result of this  ...