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Indeed. I made some nice coin trading iron condors for a few months this year while SPX was range bound. Helped mitigate losses since my portfolio is OKLO, NBIS, and RKLB haha.
You are correct, I did the math in my head and was thinking about OKLO SMR which is rated for 77 MW not Natrium 345 and may be dropped a zero Now 7000 acres sound insanely high until you take into account that the Mojave desert which is the US highest solar index is 30 million acres. And we have 60 million acre of biofuels corn. But it will come down to cost, Natrium cost (assuming it stays on track) would come down to $11-$12mil per megawatt vs $5mil for solar and battery. Don’t get me wrong, I really want nuclear to succeed, and I have no concern about safety. but I just don’t see how it will succeed unless we develop something much cheaper than it currently is.
This has been happening the whole time if you were paying attention. Tariffs, trade wars, actual wars, oil futures, crypto legislation, nuclear legislation (OKLO), trump/melania coin, whatever Baron is doing. People were front running everything and making money. Oh! Betting on regime change in Venezuela right before Maduro is extracted on a Tuesday night was a classic.
I just reviewed the ongoing projects again. While some permits has been issued, the only project under construction is Terrapower Natrium reactor. Which started in 2024, and got permit to start the nuclear part of the reactor itself this year. It is scheduled to start production in 2030 providing 345 megawatts. So 0.345 GW 4 years from now. While the US alone deployed 43 GW of solar in 2025 and China deployed 315 GW. It would take less than a 100 acre of solar/ battery farm to provide consistent power rivaling that of the Natrium reactor and you can complete the project in less than a year. OKLO doesn’t even have any committed customers yet, they have a “prepayment framework” for a 1.2 GW project with Meta that is scheduled to start construction (not power production) in 2028.
A true, braindead and uninformed take… you literally have no idea what you’re talking about. Try doing some basic research. > They can't generate steady revenue yet because their reactors aren't operational This is literally applicable to every advanced nuclear company in the U.S., the only difference is that OKLO is a first mover, has the strongest balance sheet and the most scalable model (build/own/operate vs sell designs only.) They will have revenue this quarter from radioisotopes, one of their three revenue streams. > they require large amounts of capital to build out projects which greatly increases risk This is a lie and actually what sets them apart from the competition. Oklo has close to $3 billion in cash after the latest ATM raise, which is way more than enough to fund their first ten builds alone. Leadership has directly said that they are at “escape velocity” now and will not need to raise anymore capital, given that all further NOAK builds will be project financed through PPAs. > they still need approval from the U.S. nuclear regulatory commission which can take years Outdated- DOE runs the show now per the new NRC MOU. Part 53 and RPP has effectively de-risked the process and the timelines are being actively accelerated. They are still tracking towards late 2027 / early 2028 deployment. > they haven't fully proven their technology Again, lack of knowledge- SFRs are proven technology from the 1960s… their design is literally a scaled up replica of EBR-II, which ran for thirty years continuously from 1964-1994 at the same location they are building at today (INL.) SFRs have over 500 years of operational experience globally, unlike most other SMR designs. > they are relying on future demand that may not develop as expected What? They just secured a 1.2GW binding agreement with META, which is separate from their 18GW of other order pipeline, demand isn’t an issue. That total order book equates to ~250 75MW Auroras. > they face competition from larger and more established companies, they have a limited track record Not true, established since 2013 and more NRC regulatory engagement than any other advanced nuclear company in the United States, again, a first mover targetting 2027. > stock is heavily influenced by sentiment and hype rather than consistent fundamentals (just check out their subreddit). So, I encourage you to literally check out any single ticker subreddit… what’s your point? That the technology and potential is more exciting than other companies? Advanced nuclear is speculative in general, these stocks and valuations can be volatile in nature. > And they have dropped a whopping 70 percent or so from their ATH, Great point, sounds like a discount for an amazing long-term investment. Average PT is $95 across all investment firms, and many large catalysts coming this quarter.
A true, braindead and uninformed take… you literally have no idea what you’re talking about. > They can't generate steady revenue yet because their reactors aren't operational This is literally applicable to every advanced nuclear company in the U.S., the only difference is that OKLO is a first mover, has the strongest balance sheet and the most scalable model (build/own/operate vs sell designs only.) They will have revenue this quarter from radioisotopes, one of their three revenue streams. > they require large amounts of capital to build out projects which greatly increases risk This is a lie and actually what sets them apart from the competition. Oklo has close to **$3 billion in cash** after the latest ATM raise, which is way more than enough to fund their first ten builds alone. Leadership has directly said that they are at “escape velocity” now and will not need to raise anymore capital, given that all further NOAK builds will be project financed through PPAs. > they still need approval from the U.S. nuclear regulatory commission which can take years Outdated- DOE runs the show now per the new NRC MOU. Part 53 and RPP has effectively de-risked the process and the timelines are being actively accelerated. They are still tracking towards late 2027 / early 2028 deployment. > they haven't fully proven their technology Again, lack of knowledge- SFRs are proven technology from the 1960s… their design is literally a scaled up replica of EBR-II, which ran for thirty years continuously from 1964-1994 at the same location they are building at today (INL.) > they are relying on future demand that may not develop as expected What? They just secured a 1.2GW **binding** agreement with META, which is separate from their 18GW of other order pipeline, demand isn’t an issue. > they face competition from larger and more established companies, they have a limited track record Not true, established since 2013 and more NRC regulatory engagement than any other advanced nuclear company or competitor, again, a first mover targetting 2027. > stock is heavily influenced by sentiment and hype rather than consistent fundamentals (just check out their subreddit). So, I encourage you to literally check out any single ticker subreddit… what’s your point? That the technology and potential is more exciting than other companies? Advanced nuclear is speculative in general, these stocks and valuations can be volatile in nature. > And they have dropped a whopping 70 percent or so from their ATH, Great point, sounds like a great discount for an amazing long-term investment. What a great time for entry!
Are you going to send every OKLO post to your Oklo group chat? Getting a bunch of bulls to upvote and repeat your thesis doesn’t make it right. It mostly shows you shared it in a place where people were already inclined to agree.
I have a question Would GLD hit 500$ mark and would OKLO hit 100$ mark anytime soon?
OKLO finally going back up to $175?
Imagine picking OKLO over GEV.
Had OKLO at $7 during SPAC merger $60k worth of shares and options. Thought it would go to at least 30. Had to unload at 12 or 14. It went to $160s within 6mos of listing.
OKLO. I bought 185 shares for $12, sold at $20. - A few months later, it was $150.
That’s me holding OKLO
Joke you're retarded. today OKLO up 18% at the highest point
I never doubted you a second OKLO 🤭🥰
OKLO from 45 to 70 fuck me I just want it at 20 so I can full port and hold 😢
Da fuq is going on with OKLO?
OKLO off to the races. Grabbed some BULL and Open yesterday too
What's wrong with nuclear stocks(OKLO)? It's growing and real project ongoing
https://preview.redd.it/2mx79lbf8lvg1.png?width=1656&format=png&auto=webp&s=d86c71e29dd4a470a7d84589236de4c802b24d44 LUNR and OKLO are the best MOON infrastructure plays right now. Both are multi-baggers! LUNR just got an award as a defense prime to build 18 tranche 3 satellites for the SDA subcontract with L3Harris. LUNR will be the equipment transport to the moon with OKLO to ship out data centers and SMR's.
OKLO cmon bb, don't be sad.
Last chance to buy OKLO. heading up
Need OKLO to pull a SNDK and quick.
I wish we could go back to the days where i could short OKLO at 190
OKLO having a 40% week? Goddamn. Back to 193?
Id personally trim off SNDK, MU.. I think memory play could run more, but im pretty sure the trade is to the downside for a bit now. Keep adding $HOOD, OKLO, MRVL, NFLX, GOOGL Nice setup man you got all the trendy stocks. I like it
Why OKLO SMR up lately
OKLO whales jumping in.
Holding OKLO, HOOD, and META has been surreal. Going from -41% YTD on March 30 to -3%
Id buy OKLO if I were you at these prices
OKLO headed back to $190
OKLO casually headed back to 200
OKLO today is a good play
$OKLO heading back towards $200
Feels so good to see OKLO pump after so many red days. If you bought under $50 then congrats.
OKLO heading back towards $200
OKLO casually going back to triple digits
Well, looks like OKLO is casually going back to $190
Godzilla is back and pissed off more than last time ($OKLO)
Looks like OKLO is casually going back to $200
Pretty much… BE, OKLO, NVDA, AMD, PLTR, CVNA, META, GLD, LRCX. The list of runups I missed is horrendous
$OKLO has some large catalysts coming up too, lots of upside.
OKLO 24% in a week? Some shaddy nuclear news coming out soon I bet
OKLO just secured the INL Director on their board (where they are building first Aurora), crazy.
$OKLO headed back to 200
OKLO headed back to $200
Real possibility of OKLO reactors on the moon, not joking: https://www.eenews.net/articles/nasa-space-launch-sets-stage-for-nuclear-power-on-the-moon/ https://www.reddit.com/r/OKLOSTOCK/s/I789cDyYkb
The Secretary of Energy was on the board of OKLO and still holds their stock. This is a pay for play administration - are you really denying that?
OKLO is back to its old self
$OKLO- Lots of deregulatory catalysts in the form of NRC milestones over the next couple of months
OKLO is legit, they have revenue now through radioisotopes and are building fast
People saw all these pumps into neo cloud and realize they need energy. OKLO pumping as well
So $OKLO is +9% pre market based on what exactly? vibes?
Mfw you did OKLO calls instead of SNDK calls and the stock is only up 7% instead of 10% 😭😭 just bull problems
Nuclear energy oversold- OKLO
OKLO bull run may be starting here
Another $OKLO bull run may be starting here
Another OKLO bull run may be starting here
OKLO will triple over the next three months
Bullish on OKLO 🚀 [https://youtu.be/DOcAnkx7UFI](https://youtu.be/DOcAnkx7UFI) also, created other videos for beginners/gamblers into small-mid cap stocks. appreciate a view if you've a few mins.
Iranians investing in OKLO for purely civilian energy related purposes
OP has OKLO red in his meme too, so that will get green
My bet is that it will pass. Regular mining in Mn. not so much and lawsuits come up every time someone tries. Helium is the one thing everyone seems to agree on much to my surprise and I'm thankful for that. Currently the State has a 18.75% Royalty on Helium in the proposal which personally I feel is too high. But Pulsar seems OK with it. From the Ely Echo: Key details regarding the royalty and Pulsar Helium's activities: * **Applicability:** The 18.75% royalty rate applies to state-owned mineral rights and was designed to be competitive with, yet in the upper range of, royalty fees in other U.S. states. * **Pulsar's Response:** Pulsar Helium has indicated that this new legislative framework provides the certainty needed to move forward, with plans to accelerate work at the Topaz project near Babbitt. * **Context:** While the initial discovery (Jetstream #1) was on private land, it is surrounded by state-managed land. The legislation ensures the state receives royalties if gas is drawn from under public lands (a "straw in a bowl" effect). Was US Navy Nuclear trained and worked in the field for 20 years until I retired from the Navy in 96. Finished a couple of degrees including computer science which is where I am now. My first computer class was in 1976 APL- A Programming Language. In 95 before I retired from the Navy I visited a couple Nuc Plants and thought I could walk out of the Navy on Friday afternoon and start work in Nuc Eng on Monday. Everyone told me the same thing, there were no jobs. Computers were starting to take over and no new reactors had been built for \~20 years. Mainly due to regulatory regulations and frivolous lawsuits causing delay after delay. My concern with Pulsar was the same thing would happen with Mn. regulatory requirements but looks like it is a non issue for the most part, thank goodness. No real opinion on fast fission power plants like OKLO I've been out of the field for too long. D-He3 fusion excites me in large part because the non radioactive issues bypass a lot of resistance. And regulatory requirements. M$FT is good IMO with Active Directory and Azure they aren't going anyplace soon. We use all 3- Microsoft, Google and Amazon Cloud at work. For decades I let my free financial advisors at work manage my retirement account. Occasionally I would request changes like less percentage in bonds, more in foreign "risky" investments, etc. The compound interest thing is real and I've been averaging a yearly increase of 20% annually overall. Once I qualified for an additional 457 pre tax account of $25K a year due to being a high income earner I did that one myself using 60% low-cost S&P 500 index funds, 30% Expanded Investment Options (Foreign Investments) and 10% Capital and Income Funds. My 457 swings double what my managed 403 does, goes down double on red days but up double on green days. They both average out close to the same about 20% growth a year, in an average year. Not sexy or exciting but it worked to get me where I am at today. Which is comfortable and I could retire today if I wanted to but my job don't suck. I moved \~$75K into my IRA Rollover account mainly ASTS awhile back. Trying to keep it at only 5% speculative stocks but I'm up to around 7.5%-10% now and climbing as they increase in value. Pulsar, ASTS, Merlin, NASA and MARS are private after tax investment accounts for me. Full retirement age+ for Social Security so in January started drawing it. And invest it every month. Monday or Tuesday will be putting $2K more into Pulsar once the funds settle in my Fidelity account. And will continue to do so through the summer depending on how things go at Topaz. Excited for the announcements next month, fingers crossed!!
I wonder if there's anyone here that bought OKLO at 200
That’s very interesting, I definitely looked at the lease the wrong way. I guess they technically have the right but have yet gotten actual approval. So in the revised 500$M a year that would be about 1.4$M a day, quite a bit less than the 11M. Do you see the committee coming back being more or less harsh when it comes to the state property and the royalties on them? Or do you see the possibility of the legislature not even allowing it to pass even though they were granted temp? That definitely helps with my rational for hiring Cliff. My rationale was they brought him on for procurement but if the current legislation is being written still then I’d assume that’s his main role now. I know he relocated to Mn. back in Nov as a full time member but I’d assume him taking the position as president shows he believes they will get favourable measures. They also could have just paid him out, I doubt this though. Are you accredited by chance? Could grab shares before they hit the open market. I know they have orders already from MSFT actually (I just started a position in MSFT so I was doing a deep dive) Do you like OKLO? You used to be in nuclear eng?? That’s cool asf where’d you go to school. Are you still working in the field or have you moved on? Yea I just bought another 1000 shares before market close. I don’t often gamble but might as well go big, I have the same conviction for this as I did with RKLB @4$
Just one of those days where you do DD on OKTA and then fat finger the search and accidentally buy OKLO. Fuck me.
Plutonium awards next week- $OKLO
hard to have a rebound when everyone knows we're about to have a horrific correction as private credit implodes and it's all tied directly to AI infrastructure, which OKLO was rising on...
OKLO just straight down since October
Godzilla is waking back up? (OKLO)
My kids brokerage account is where I make fun plays (sorry son, but you're 2 years old), and he loaded up on OKLO this week
Remember OKLO’s current price of $49.XX in a couple of months
Nuclear energy rebound coming- OKLO
OKLO average price target is $101