Vista Energy

New: Thiel Macro (Peter Thiel's fund) just dropped their Q2 2026 13F

Thiel showed zero holdings for two straight quarters and now Thiel is back with a reported ~$419M portfolio

Top holdings:

• Amazon $Amazon(AMZN.US): 28.2%

• Vista Energy $Vista Energy(VIST.US): 18.1%

• Vistra $Vistra(VST.US): 14.1%

• American Electric Power $American Electric Power(AEP.US): 10.1%

• DTE Energy $DTE Energy(DTE.US): 9.6%

• FirstEnergy $Firstenergy(FE.US): 9.5%

• CMS Energy $CMS Energy(CMS.US): 9.4%

• X-Energy $X-Energy(XE.US): 0.9%

For context: Thiel co-founded PayPal and Palantir, was the first outside investor in Facebook, and runs Founders Fund, which was the first institutional money into SpaceX

📊 Trade ideas for tomorrow (Not Financial Advice)

$Guidewire Software(GWRE.US) $Cormedix(CRMD.US) $Lattice Semicon(LSCC.US) $Lumentum(LITE.US) $Micron Tech(MU.US) $Bio-Rad Lab(BIO.US) $Blackline(BL.US) $Vista Energy(VIST.US)

📌 See pinned tweet for how I use my WL

NVIDIA and Emerald AI are announcing a new class of flexible AI factories at #CERAWeek 🔋

Working with partners @TheAESCorp, @Conste11ation, @InvenergyLLC, @NextEraEnergyR, and Vistra, this collaboration aims to speed up time to power and support grid reliability. These next-generation facilities will use grid intelligence to help the United States win the AI race.

Read the full announcement:

Source: NVIDIA_X