Vistra Goes All-In On Digital Infrastructure With Helix & New Generation Capacity!
Vistra Corp. reported second quarter 2026 results reflecting continued operational strength and growth in its integrated power business. The...
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Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs
The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...
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This Week in AI (Sep 27-Oct 3): OpenAI Drops Astra for Sol; Sonnet 5.5 Nears Opus at 1/2 the Price
This week in AI: OpenAI scrapped GPT-6.1 Astra and shipped Sol, Anthropic released Sonnet 5.5 at half Opus's price, and Google launched Gemini 4...
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Vistra (VST US): Synthetic Expert Call Transcript (12 Aug 2026)
Organizational Segregation as a Valuation and Operational Driver: The structural division of Vistra into "Vistra Vision" (carbon-free assets and...
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Factors and Semiconductors
A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that. Markets always act erratically,...
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