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VistraYouTube

VST Stock: Why the Options Market Already Unwound the AI Trade

What happened

CycleStack analyzes VST options market data, suggesting smart money unwound the AI trade.

Source

Video description

VST options market crushed to the 24th IV percentile while retail piles into the AI power thesis. Smart money already unwound. Here's what the four quant lenses show. This is the launch of CycleStack's Quant Lens (QL) series - high-search retail tickers analyzed through four quantitative primitives: Volatility, Positioning, Flow, and Regime/Factor. QL-W01 is Vistra Corp (NYSE: VST), the 'AI power proxy' driven by Cogentrix acquisition + Meta nuclear PPAs. What the four lenses show right now: -

youtube.com/watchRead the full source

Extracted by Autobound

From the Signal API record
Signal
YouTube

What this signalsCompany videos often show what the team is pushing right now.

Channel
CycleStack

More YouTube signals at other companies

The full record

From the Signal API record

Topics and mentions

Tags

  • Options Market Analysis
  • AI Trade
  • Energy Sector

Initiatives

  • launch of Quant Lens (QL) series
  • analysis of Vistra Corp (VST) stock

Extraction

Detected
May 11, 2026
signal_type
youtube-company
signal_subtype
youtubeVideo

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The API returns more than this page shows

This page shows a preview. The full youtube-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/94de7c7a-f872-43cd-a7ca-9b38f3611120 returns this record as JSON. POST /v1/companies/enrich returns every signal for vistracorp.com.

{
  "signal_id": "94de7c7a-f872-43cd-a7ca-9b38f3611120",
  "signal_type": "youtube-company",
  "signal_subtype": "youtubeVideo",
  "detected_at": "2026-05-11T20:05:20+00:00",
  "company": {
    "name": "Vistra",
    "domain": "vistracorp.com"
  },
  "data": {
    "tags": [
      "Options Market Analysis",
      "AI Trade",
      "Energy Sector"
    ],
    "summary": "CycleStack analyzes VST options market data, suggesting smart money unwound the AI trade.",
    "videoLink": "https://www.youtube.com/watch?v=K732ZJKlXNE",
    "viewCount": "2",
    "initiatives": [
      {
        "topic": "launch of Quant Lens (QL) series",
        "urgency": 0.85
      },
      {
        "topic": "analysis of Vistra Corp (VST) stock",
        "urgency": 0.85
      }
    ],
    "publishedAt": "2026-05-11T20:05:20Z",
    "video_title": "VST Stock: Why the Options Market Already Unwound the AI Trade | QL01",
    "channelTitle": "CycleStack",
    "commentCount": "1",
    "video_description": "VST options market crushed to the 24th IV percentile while retail piles into the AI power thesis. Smart money already unwound. Here's what the four quant lenses show.\n\nThis is the launch of CycleStack's Quant Lens (QL) series - high-search retail tickers analyzed through four quantitative primitives: Volatility, Positioning, Flow, and Regime/Factor. QL-W01 is Vistra Corp (NYSE: VST), the 'AI power proxy' driven by Cogentrix acquisition + Meta nuclear PPAs.\n\nWhat the four lenses show right now:\n-",
    "company_youtube_channel_url": "https://www.youtube.com/channel/UCbcAzkyImmTqz6JU2Mr7Eag"
  }
}

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