Monty Rakusen Over 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. Basic 10 10Y MAX Advanced 100 75 50 25 Oct 2023 Dec 2023 Feb 2024 Aor 2024 Jun 2024 Araq 2024 One of the main beneficiaries of this shift is expected to be Vistra (NYSE:VST), the midsize electric utility company ...