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That'd be a valid way to look at it. Especially since last year the last place pick (OKLO) did the best. Place your bets accordingly! May the best horse win! 🫏🐎🏇
I think we are still a ways off on needing more energy. During a discussion at the Center for Strategic and International Studies (CSIS), the CEO of NVidia, Jensen Huang emphasized that the primary challenge is the speed of construction and the logistical hurdles involved in building data centers, rather than a fundamental energy shortage itself. He noted, building a large AI data center in the U.S. typically takes around three years due to permitting, environmental reviews, and grid upgrades. This is the real bottle neck!! There are 2 other issues I see with investing any meaningful capital in energy (note I have a small position in OKLO because I like their tech but I don’t think it will see revenues for quite some time ~ 3+ years). First, technology like Nuclear is far from being operationally ready, so investors plowing lots of money in that space will be really making a bet on who or what technology will prevail but won’t make serious returns as that will only come during the commercialization and contract, revenue stage. Second, the better play I believe is to look at the technology that will improve the current energy usage. What will make data centers use less energy. That is, better more efficient design of data centers by hyperscalers. Look at Nebius vs CoreWeave for the answer there. I have bet on Nebius but investors should do their on DD. Next will be to have copper replaced by glass. IE better more efficient energy usage via Photonics. That space has a ton of great companies doing really great things. That to me is where investors should be focused to respond to the threat of energy scarcity. I am invested in 3 main companies there, ALMU, POET and MRVL.
Just curious what all are you investing in for this? I also really believe nuclear is the future for powering AI, and im into OKLO for quite a bit but I want to spread out
SMR is one not to be taken lightly! Closer to market than OKLO
OKLO will be the next pop in Jan/Feb, mark my words
The recent rebalance and change of index rules makes URNM very suspect, I wouldn't go near it while UEC has its new 12-13% weighting. URA has a similar problem with OKLO. Neither company has near-term revenues to justify even 1/100th of their current valuations, and the ETFs put heavy expectations on their performance. Sprott's other uranium ETF URNJ has added a few microcaps that look like blatant scams as well. Not a great look for them.
OKLO will be the next pop in Jan/Feb, mark my words
Well if you wanted into the silver run, the entire SIL ETF is barely worth more than OKLO and down today, it's very early
Did scooby doo rip the mask of OKLO and remind everyone it’s a Spac
More OKLO, downvote me but just watch
OKLO at $78 you're good. Probably volatility along the way but small nuclear pod reactors is fucking awesome and will be the future for on-site deployment.
I think OKLO has just begun a very long string of ATMs that won't end until they can develop proof of concept and eventually revenue of their own. Read: dilution. I think it lasts for years. I sold.
I have no idea what these stocks do but see them here often and tossed a bag. How regarded is CRWV at $72.25 and OKLO at $78?
Nuclear energy- OKLO is way oversold
Opposite, larger position in OKLO.
Based on the current fusion sector landscape and the specific requirements for a 2026 NASDAQ listing, a realistic valuation for American Fusion (currently RNWF) upon opening can be broken down into the Market Cap (the value of the whole pie) and the Share Price (the price of each slice). 1. The Opening Market Cap: $750M – $1.5 Billion To open on the NASDAQ, the company needs more than just patents; it needs "institutional weight." Looking at 2025–2026 peers, here is how the market is likely to value the company: * The "Floor" ($750M): If the IP is valued at $500M, the market typically adds a 50% premium for the "Team and Potential." This is a baseline for a successful uplisting. * The "Target" ($1.1 Billion): This would grant the company "Unicorn" status. For a fusion company with 238 patents and a 10MW commercial prototype, this is the realistic "sweet spot" where institutional investors like to buy in. * The "High" ($2 Billion+): If the company announces a major partnership (e.g., with an AI hyperscaler like Microsoft or Google) before opening, the valuation could mirror peers like Nano Nuclear Energy (NNE), which is currently trading around $1.6 Billion despite being pre-revenue. 2. The Opening Share Price: $5.00 – $8.00 While the market cap is determined by the company's value, the share price is a choice made by management via a Reverse Split. As we discussed, the NASDAQ requires a $4.00 minimum bid. However, opening exactly at $4.00 is considered dangerous because a 1% dip would put the company out of compliance. Management will likely aim for a "Safety Buffer." * Most Likely Scenario: A 20-for-1 Reverse Split. * Math: If the "Post-Cleanup" price is $0.30, a 20:1 split results in a $6.00 opening price. * Result: This gives the stock plenty of room to fluctuate without falling below the $4.00 NASDAQ requirement. 3. Valuation Comparables (The "Why") To understand why these numbers are realistic, look at the "Fusion & Micro-Nuclear" class of 2025/2026: | Company | Status | 2025/26 Valuation | |---|---|---| | TAE Technologies (DJT) | Merger with DJT | $6.0 Billion | | Nano Nuclear (NNE) | NASDAQ Listed | $1.6 Billion | | Oklo Inc. (OKLO) | NYSE Listed | $1.8 Billion | | American Fusion (RNWF) | Uplisting Target | $0.75B – $1.5 Billion | 4. Factors That Could Drive It Higher The "Roadshow" we discussed will be the ultimate decider. The opening price could "pop" significantly above the $6.00 target if management delivers on three specific things: * Direct Energy Conversion Proof: Showing that the Texatron can produce electricity without a steam turbine (this is their biggest patent advantage). * D-He3 Supply Chain: Confirming they have secured the rare Helium-3 fuel needed for their aneutronic process. * Data Center LOIs: If they have "Letters of Intent" from companies needing 24/7 power for AI, the valuation will be driven by scarcity—the market is desperate for "Firm" clean energy. Summary Verdict Upon opening on the NASDAQ in late 2026, you should expect a ticker like AFUS to trade between $5.00 and $10.00 per share (post-split), representing a total company value of roughly $1 Billion. Would you like me to help you calculate how many "Post-Split" shares you would own if they decide on a 20-for-1 ratio?
The entire silver mining etf SIL is barely worth more than OKLO. We are early in the run
A little over a year ago but I sold a TON of OKLO at $7 because someone convinced me it was a scam. I don’t like that person very much wherever they may be
way too much stuff for a $60k "conviction" portfolio. Let's say your "high conviction" 1% position in OKLO quadruples. You've just made $1800. That doesn't scream conviction, nor will it make a difference in your life. Only way you'll make an impact with a portfolio of this size is with YOLO or leverage (neither of which I recommend). If you don't have confidence or conviction for that, just stick with indexing and focusing on building a capital base via career.
Hmm I would but their earnings are positive. I only invest in companies with PE's in the negative 100s like RKLB and OKLO
The market cap of the entire SIL silver miner index is 18 billion, only 6 billion more than pre revenue companies like OKLO. This bull run has a long ways to go
OKLO and this manipulative ass ATM share offering has robbed 100% of my gains this year
I'm biased because I've managed to eat shit every time I've tried to play OKLO but honestly... probably a good call to grab some
I bought PLTR at $17 sold at $45. Then I bought OKLO at $30 held til $190 and still holding. Oh well. LMAO
Cathie woods buys OKLO and ofcourse it dips
But didn’t OKLO sign an agreement with RPower to build natural gas plants because they don’t think they’ll meet demand?
Yeah its pretty silly. Not sure if people are just suggesting and upvoting any stocks they think will do well, or if people are suggesting popular stocks ironically for laughs. I considered omitting any obviously super popular stocks from the list last year, but I didn't want to introduce my own personal bias to the selection process. Interestingly OKLO barely made the list last year and ended up performing the best. So maybe the true Dark Horse this year is out there. Regardless, the collective hive mind of wsb is yielding positive results. Not sure what to call this phenomenon..."unartificial retardation"?
Damn, Cathie 🪵 sold almost 250K shares or RKLB today and some TSLA too but she bought more than 100K shares of OKLO. I guess Space stock still have a chance tomorrow lol
Yeah,i don't think either are reporting profit, and seem to meme pump on hype. Pretty brutal SMR's diverenge from OKLO recently tbh
That's what I thought but I went half and half OKLO and SMR shares a year ago thinking SMR was the safer of the two and got massive returns on OKLO and am in the red in SMR
I mean, it's ahead of OKLO far as passing regulations 🤷♂️
The Goverment isn’t calling it “Manhattan Project 2.0” just to be cute. $OKLO
OKLO and MP, a couple high beta shit stocks that haven't had a huge bounce yet
keep averaging. 2027 will be the year for OKLO.
Market did have a hiccup from late Oct to mid December. And yup speculative companies are always the first to fall you saw that with OKLO, SMR random AI data centre companies
Need OKLO above 90 by the end of the week, fuckin insiders being mighty gey about it
OKLO literally fuck you, down $6/share again today from Its high
My OKLO monthlies are getting railed in the ass. I was told the AI power race was back in action.
OKLO why couldn’t you have waited to announce the equity I’m convinced every time we get a huge OKLO plummet it’s the company selling off more of their equity offering shares. Meaning. They’ll keep the price down artificially until all 3.5 million are sold😑
27k in OKLO Jan16 calls. Feels like it could easily see over 100 again by then
I should’ve gone all in on rocket lab at $40 like I wanted to. Instead I chose OKLO and lost all my years gains💀
Okay OKLO let’s have a 20% days thanksssssss
OKLO, best long term investment IMO
Anyone playing in OKLO, NNE, SMR etc?
OKLO is currently winning the 2025 list with 203% return.
Everyone’s always saying [insert stock] to [insane number] 😂… but I do hope OKLO succeeds
Someone said OKLO to 5000 lol! What are the implications and how much would oklo get?
OKLO - it hasn’t even started
Thank you so much for answering. Ive seen OKLO pop everywhere!
A chunk into OKLO, lots of catalysts in ‘26; criticality by 7/4, plutonium awards, PPA conversions, new sector penetration (industrials, defense, EV fleets, and space.) Currently there’s +60% upside to avg analyst PT of $130 (11 ratings since Oct) and +140% upside to ATH of $194. This will be a mega-cap in 10-15 years.
I own / recently owned RKLB RDDT GEV - good stocks to own. At current price, NFLX is worth adding. COST HOOD prettt good too. NBIS > Coreweave. NBIS is just a much better company. OKLO went up a lot earier this year due to Sam Altman and Department of Energy ties...however Sam Altman connections are now a negative due to Openai potential inability to pay bills. If there is an AI bubble, OKLO is probably one of them since it has 0 revenue.
Industry disruptors with first-mover advantage, there’s always inherent risk involved with getting in early. OKLO is my favorite long-term investment, could see it being a mega-cap in 15-20 years.
Any connection this news with OKLO?
Industry disruptors with first-mover advantage, there’s always inherent risk involved with getting in early. OKLO is my favorite long-term play, could see it being a mega-cap in 15-20 years.
He’s full of crap, OKLO is actively building their reactor and planning to reach criticality by mid-2026, they are a first mover and are being actively fast-tracked. https://www.bloomberg.com/news/articles/2025-09-30/oklo-targets-mid-2026-launch-for-us-nuclear-reactor-ceo-says
OKLO, first revenue expected in 1H 2026 through radioisotope production at INL (VIPR reactor.) Separately, they were awarded 3 of the 11 projects through the DOE’s fast-tracked pilot program, aiming to reach criticality by July 4th, 2026. Separate from that, they are expecting hard conversion of their 18GW of order pipeline (240 reactors worth) into PPAs soon, which may come within prepayment. They currently have $2B in cash and are not planning on any further dilution, as any NOAK builds will be project financed through debt. It’s down 60% from ATH, and well below the average analyst PT (since Oct) of $130.
OKLO, the RPP program next year at INL will be big.
I’d steer clear of OKLO.. it seems very unlikely they will ever be able to reach profitability. 2030 is the estimate for any kind of revenue generation, but still not profitable even if they reach that milestone. It’s a moonshot in that they are seeking to advance fission capabilities in a compact form factor beyond current capabilities for data center power needs.
I’m betting on HIMS TEM OKLO
I just tried to google plutonium fuel awards december. Im curious what it means. OKLO came up first in my news search on google. Any thoughts sre greatly appreciated
+43% thanks to NBIS ONDS OKLO for the most part. I’m all cash now. Thinking about what my next long term moves are for 2026.
OKLO 150 when? Quick .. I have 30 minutes to load up on calls
I'm currently holding a OKLO $55 call that I sold earlier in the year lol
Now we can finally fly on OKLO & BE
Looks like institutional buying for OKLO began… +60% upside to avg analyst PT ($130) and +140% upside to ATH
Man all the companies that are 0s are going nuts the last 2 days. CRWV OKLO IONQ CVNA
Okay OKLO I need a 20% day out of your ass to break even on my leveraged shares
Yes it is overbought. Hedge Funds prob backing upside and taking out shorts almost by the second. Takes just 100 shares to take stock up $1 - thats aggressive shorts removal (like TSLA, GS, OKLO). You need to wait for negative news to strike - expect sudden $100-200 down in a day or few. Upcoming negative news is 'Gone Tariffs' ruling by Sup Court. All automakers waiting sideline for that window to dump cars into US and throw in steep discounts. Positive news - GM, Ford designate CVNA as their Sales Agent.
Yea I bought 10 nvidia shares 6 years ago and I sold at an even price a year later. I would have sold long before it jumped to what it is today. Stocks are for the rich who can throw money and not care what happens to it, like my uncle. He threw 5k into OKLO years ago and it grew to $105,000. He still hasn’t sold because he doesn’t care even though it crashed and went down to 50-70ish. I tried to invest again a couple months ago but lost $300 and realize I am not at a place I can do so.
Does DJT merging with TAE effectively end hopes for OKLO?
a 2x bear etf on OKLO but not one for META or GOOG is so fooly
DJT fucked OKLO so hard.
OKLO 70% upside to avg PT, 160% upside to ATH
Fusion is like 15 years away, it’s all about fission being deployed by 2027 (OKLO)
OKLO you absolute piece of shit come on
OKLO NNE SMR ...they already been partying. THen take USAR UUUU etc, because you need some uranium and shit...we been pumping bro.
Stop teasing me OKLO
Okay OKLO add another 20% and I’ll forgive you