2 min read
The AI buildout, July 1: memory tightens, nuclear rips
HBM supply is the new chokepoint as Micron guides higher, the neocloud trade re-rates, and utilities keep pricing in a decade of datacenter demand.
macro compute memory energy
VST
Vistra Power/Utilities $176.30 ▲3.78%
Price
$176.30
Day change
▲3.78%
Day change ($)
+6.42
Market cap
$60.0B
Segment
Power/Utilities
WSB mentions
121
Retail attention: 121 WSB mentions, rank up 3. Attention, not a signal.
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Informational only — delayed data, not financial advice. No buy/sell ratings.