Texas Data Center Freeze: Is Vistra a Better Buy Than Vertiv?
Dr. Robert Castellano's 247wallst.com article weighs whether Texas's data center freeze — with governor-elect Gina Hinojosa proposing to maintain restrictions on new approvals until protections for electricity consumers, water, and communities are adopted — makes Vistra a better buy than Vertiv. He cites strong earnings from both, argues Vertiv's global equipment reach cushions it if projects relocate while Vistra is tied to U.S. power markets, and warns restrictions could delay billions in AI investment and extend uncertainty into 2027. He advises investors to watch actual permitting decisions and construction schedules rather than political announcements.
