VST Off-watchlist — flagged by other companies' filings
4 inbound impacts
from 4 source companies
in last 180 days
1
Bullish impacts
0
Bearish impacts
3
Neutral impacts
5
Max significance
0
High-magnitude
Historical Base Rates for VST
From prior setups in our DB. Returns are simple price (entry next-day open → close at horizon). Alpha is excess vs benchmark.
| Horizon | N | Hit % | Avg ret | Median ret | α vs SPY | α vs QQQ | α vs SOXX |
|---|---|---|---|---|---|---|---|
| 5d | 4 | 50.0% | -2.0% | -0.25% | -0.31% | +0.53% | +0.25% |
| 20d | 4 | 25.0% | -2.66% | -2.73% | -1.8% | -1.41% | -3.99% |
Top Live Signals affecting VST
| Score | Date | Source | Type | Cat | Dir | Conf | Mag | Horiz | Mechanism |
|---|---|---|---|---|---|---|---|---|---|
| 29 | 2026-03-11 | ORCL | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Oracle has committed a staggering $261 billion to future data center leases over the next two decades. This represents a generational bet on the sustained, exponential growth of cloud and AI compute d…
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| 18 | 2026-01-28 | MSFT | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
The $155B in not-yet-commenced operating leases is staggering -- it represents datacentre capacity that Microsoft has contractually committed to but hasn't yet begun using. This is more than Microsoft…
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| 10 | 2026-02-13 | DLR | 10-K | Asymmetric Info | ▲ | 3/5 | low | 365d |
Vistra similarly positioned as deregulated power supplier to data centres
DLR has 1,000MW+ developable in Northern Virginia alone — the world's most power-constrained data centre market. Power-constrained markets command rent premia of 30-50% vs unconstrained metros. The pi…
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| 6 | 2025-10-30 | GOOG | 10-Q | Future Bet | ◆ | — |
Legacy import: direction not extracted at source
Google has committed a staggering $42.6 billion to future data center leases that haven't even started yet. This is purely for the physical footprint and power, completely separate from the actual ser…
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All Inbound Impacts (4)
Every signal pointing at VST from another company's filings.
| Date | From | Filing | Cat | Dir | Conf | Mag | Mechanism |
|---|---|---|---|---|---|---|---|
| 2026-03-11 | ORCL | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Oracle has committed a staggering $261 billion to future data center leases over the next two decades. This represents a generational bet on the sustained, exponential growth of cloud and AI compute d…
|
||
| 2026-02-13 | DLR | 10-K | Asymmetric Info | ▲ | 3/5 | low |
Vistra similarly positioned as deregulated power supplier to data centres
DLR has 1,000MW+ developable in Northern Virginia alone — the world's most power-constrained data centre market. Power-constrained markets command rent premia of 30-50% vs unconstrained metros. The pi…
|
| 2026-01-28 | MSFT | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
The $155B in not-yet-commenced operating leases is staggering -- it represents datacentre capacity that Microsoft has contractually committed to but hasn't yet begun using. This is more than Microsoft…
|
||
| 2025-10-30 | GOOG | 10-Q | Future Bet | ◆ |
Legacy import: direction not extracted at source
Google has committed a staggering $42.6 billion to future data center leases that haven't even started yet. This is purely for the physical footprint and power, completely separate from the actual ser…
|
Catalysts
| Date | Type | Confidence | Source | Description |
|---|---|---|---|---|
| 2026-05-07 | earnings | confirmed | yfinance | Next earnings (per yfinance) |