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I honestly don't know about OKLO, but the thing about the oil is you have a refining capacity problem, and also a demand problem. We are already a net exporter. So, if all that oil dumps onto the market, the only thing that will change is it will kill off some shale oil producers domestically without really lowering the price of fuel that much. Most electric production in the US is natural gas, not diesel. Furthermore, this is a one-time surge. They are releasing stored oil that they could not sell previously due to sanctions. Actually getting consistent production going forward is going to be expensive, particularly in a highly unstable country. That is why T is trying to spent tax money setting up more oil production there; the oil companies don't want the risk. Long term I think what happens is China buys the oil, probably at a steep discount due to smooth-brain trade policy.
OKLO CEO will be on CNBC tomorrow morning at 11AM
Another week of $OKLO green dildo
OKLO CEO will be on CNBC tomorrow morning at 11AM ET
OKLO CEO will be on CNBC tomorrow morning at 11ET
solid approach. Spreading it out over time feels smart, and waiting for more clarity on OKLO vs SMR seems reasonable.
OKLO CEO will be on CNBC tomorrow morning at 11 ET
RYCEY is reputable, but they aren’t a first mover and will not be able to scale as effectively or quickly as domestic players. OKLO is 5+ years ahead (2027 vs early-2030s) and will be a first mover domestically where all the data center expansion will be.
With the amount of negativity here I would be optimistic. And 120+ comments and not ONE mention of Burry's X post Friday.... That this post is even still up with the OKLO hate by the mods is amazing...
OKLO for SMRs, personally.
OKLO is the best of the SMR companies. Anything under 150 is a solid buy, imo.
OKLO +10% or -10% kind of day tomorrow. No in betweens
Exactly. They're my safe SMR play, and in that sector, I'll have 50% in RYCEY. If their SMR program goes bust, ohh well. If it turns into the real deal, then they already have the manufacturing and supply chain to scale quickly. The other 50% will be in more risky SMR companies because they're trying to innovate and do something completely different. I'm not sure if I want to go with OKLO or SMR just yet, but I have time to decide.
I wonder if OKLO wants to run to ATH Maybe multiple green days..
What exactly is your problem with OKLO exacty? They also just got big backing from Meta.
Long term, companies like OKLO could see TSLA or NVDA-like scale over the next 15 years.
You are better off probably 2xing your money in 0dtes then taking that gain and 2xing it again... 4k-8k-16k-32k then hoping OKLO goes to $1000
OKLO just has a massive deal with META and its just the beginning
I would argue OKLO is trading at a price for 5 years from now. That and SMR are going to be the future of power needs for data centers and large manufacturing. Just not yet. I would prefer Baker Hughes for power generation in short term.
OKLO made a lot of money if you got out
OKLO is up like 500%
Just look at the stocks regards on here love - JOBY ARCH OKLO all have made 0 money. Also everything “Quantum” related.
Thank you for acknowledging my initial reply about the difference in scale and why this isn't a valid comparison. OKLO's deployment for META could be going live around the same time RR's SMR could go live as well. I'm trying to understand why you're arguing against RR, yet also acknowledging we are talking about two different markets on a similar timeline, LOL. One final thing I've learned in researching OKLO during this (and as a potential investor): Oklo relies on HALEU fuel, which is currently in a massive supply chain crunch. RR uses standard LEU fuel that the global supply chain already knows how to produce at scale. It’s hard to be a "first mover" when you're waiting in line for fuel that doesn't commercially exist yet. RR is built for the world that exists, Oklo is built for a world they hope will exist by 2030.
How regarded would it be to sell cash secured puts on OKLO?
Some software/cloud security providers: PANW, CRWD, ZS I like the hyperscalers too, I've specifically chosen MSFT and GOOG. Amazon is a great choice too IMO. I like VRT for data center cooling and reducing electricity use. Also there are some longshots in the SMR OKLO, rolls royce, westinghouse, small modular reactor nuclear space. I'm sure that what data centers are doing in actual reality to achieve their short term electricity demands is not aiming for nuclear longshots, but they're actually taking a multimodal approach: solar, grid contracts with grid utility companies, wind, petroleum generators, geothermal if they can get it.
It's definitely a long play, with no new news coming any time soon. I'm accumulating all 3 over the next year or so, and will decide between OKLO and SMR once they're a little more refined. RYCEY is a safe long term hold.
Cheaper batteries help solar, but they don’t replace what OKLO is targeting. Even with big battery cost drops, solar plus storage still struggles with multi-day reliability, seasonal gaps, land use, and grid congestion. Data centers and industrial loads don’t want “most of the time” power, they want guaranteed 24/7 baseload at one site. That’s where SMRs like OKLO fits. A small fast reactor running continuously for decades with a tiny footprint competes on reliability and predictability, not just cost per kWh. Batteries make renewables better, but they don’t eliminate the need for firm power. Advanced nuclear and renewables are complements, not substitutes.
Fair points, but naval reactors and commercial power plants are very different problems. Moving from submarines to the grid isn’t just porting tech… it means new licensing, new economics, new construction, and new customers. That’s why RR’s grid SMRs are still on a 2030s timeline despite decades of naval experience. On timing, OKLO’s value isn’t one giant plant turning on all at once. Their model is modular by design. A dozen or so 75 MW units isn’t a weakness, it’s the feature. You can deploy incrementally, colocate with loads like data centers, and start generating revenue site by site instead of waiting years for a single 470 MW monolith. That’s why hyperscalers care and are willing to pay a premium. RR is built for national grids and state-backed deployment. OKLO is built for fast, repeatable, customer-driven deployment. Different markets, different scaling logic, different risk profiles. The question isn’t who builds the biggest plant, it’s who can meet demand fastest where it actually shows up.
I'm buying into the SMR space to support the data centers. There's no other feasible way to support the power demand besides nuclear, and full scale plants are too large. OKLO, SMR, RYCEY
Diversification makes sense, but OKLO isn’t a typical speculative nuclear play. Aurora is a scaled-up version of EBR-II, which ran for 30 years at the exact same site, and sodium fast reactors have 400+ reactor years globally. They’re building, owning, and operating reactors, have DOE-backed pilot programs, HALEU fuel pathways, and paying corporate customers like Meta. That’s proven technology moving into a hyper-scalable commercial model… execution, not theory. Sure, a basket is smart, but OKLO is one of the rare pre-revenue plays with real infrastructure, contracts, and regulatory progress already happening.
Is OKLO gonna seek more deals outside of Meta?
Not first year but bought OKLO pre-SPAC (ALTC) in early 2024. Sold OKLO at 12$ for a "nice" 30% profit. FML
yeah but someone else nabbed the boomer-FOMO compatible SMR ticker for when the masses finally get wind of this hype. OKLO sounds like a woke breakfast cereal
UUUU, OKLO, SMR, BE and CGCTU for a solid battery spac play
OKLO just received a financial endorsement from META. Just sayin
I did catch it! I'm also in Nuscale too and made a post in WSB on it. I'm definitely holding for awhile, at the very least till the Discord IPO anyway. Even though they don't have a product yet, OKLO is undervalued right now in my opinion, especially with the backings of Meta and OpenAI. [WallstreetBets post](https://www.reddit.com/r/wallstreetbets/comments/1q85tce/2026_is_nuclear_oklo_smr/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
For the upcoming week of January 12–18, 2026, Oklo Inc. (OKLO) will be focused on advancing several major operational initiatives following a series of significant announcements made in early January. Advancing Meta Partnership: Following the recent announcement of a 1.2-gigawatt nuclear power campus in Pike County, Ohio, Oklo is beginning early procurement and site development activities. This project is intended to power Meta’s AI data centers, with the first phase targeted to go online by 2030. Radioisotope Facility Development: Oklo will continue its collaboration with the U.S. Department of Energy (DOE) on a new radioisotope pilot plant. This facility aims to produce medical isotopes for cancer care and research, diversifying Oklo's output beyond commercial power. Fuel Fabrication Preparations: The company is currently engaged in the early stages of assembly for its Aurora Fuel Fabrication Facility at the Idaho National Laboratory, following recent safety analysis approvals from the DOE.
RR has a huge facility in Indianapolis (the old Allison factory), and has a significant presence with US regulators due to their jet engine business. I think RR targeting 2030 is a more realistic, thought out goal than OKLO claiming 2027.
RR is mentioned often but the upside on their reactor business is somewhat limited. First units aren’t expected until the early-to-mid 2030s, years behind companies like OKLO targeting 2027. Plus, their market focus is largely Europe, not the U.S., where massive data center expansion is driving immediate demand.
Absolutely bullish on OKLO. Meta’s deal isn’t just an MOU—they’re prepaying for power to support a 1.2 GW advanced nuclear campus in Ohio, giving OKLO real commercial traction. On the DOE side, OKLO is in multiple programs and just got sign-off on their Aurora fuel facility concept, connecting them directly to HALEU and fuel infrastructure priorities most SMRs can’t touch. What sets OKLO apart is their fully integrated model: they build reactors **and** fuel, including recycling spent fuel, giving them control over cost, supply, and licensing. Their build-own-operate approach is hyper scalable, meaning new sites can deploy faster than traditional utility models. Tech giants like Meta are moving to nuclear because renewables can’t guarantee 24/7 baseload. For OKLO, that means early revenue, prepayments, and sticky long-term customers. Risks remain, but with federal backing, commercial commitments, and a unique fuel strategy, OKLO is moving from speculative R&D to funded, scalable advanced reactors.
I agree, but I wonder how much growth in value is in their future. I should have held my shares and not moved into options on OKLO. It was originally in a small portfolio I started for long term radical growth, but I didn't have the patience or discipline to hang onto most of those when they broke out. Back to the drawing board for strategy.
Europe does have higher energy costs, but the U.S. is seeing massive demand growth from hyperscale data centers that need reliable, low-carbon baseload. OKLO’s reactors target that market with DOE backing and corporate PPAs, meaning near-term deployment and revenue, while Rolls Royce SMRs in Europe are still years from delivery.
Absolutely, Rolls Royce has decades of naval reactor experience and a strong European footprint. But being “first mover” isn’t just legacy… it’s about who can deploy commercially in the near term. OKLO targets 2027 with a build-own-operate model, DOE backing, and paying corporate customers like Meta, which is far faster than RR’s earliest SMRs in the 2030s. Fast, proven deployment and a hyper-scalable model can capture emerging U.S. and global markets before traditional players even start building.
They’re reputable, but SMR upside is limited. First units won’t hit until the 2030s, years behind OKLO, and their focus is Europe, not the U.S. data center boom.
They’re reputable, but their SMR upside is limited. First units aren’t expected until the early-to-mid 2030s, years behind companies like OKLO targeting 2027. Plus, their market focus is largely Europe, not the U.S., where massive data center expansion is driving immediate demand.
I hear you- timing can be brutal, especially in a volatile name. But OKLO isn’t just a meme… they’re building and operating real reactors, with DOE-backed pilot programs, HALEU fuel pathways, and paying corporate customers like Meta. The stock swings might feel wild, but the underlying business is moving toward actual revenue with proven tech. For long-term investors, that execution and hyper-scalable model matter far more than short-term “memeflation.”
Diversification makes sense, but OKLO isn’t a typical speculative nuclear play. Aurora is a scaled-up version of EBR-II, which ran for 30 years at the exact same site, and sodium fast reactors have 400+ reactor years globally. They’re building, owning, and operating reactors, have DOE-backed pilot programs, HALEU fuel pathways, and paying corporate customers like Meta. That’s proven technology moving into a hyper-scalable commercial model… execution, not theory. Sure, a basket is smart, but OKLO is one of the rare pre-revenue plays with real infrastructure, contracts, and regulatory progress already happening.
You can stop embellishing. Your examples and deceptive word choices confirm this is willful on your part. My charity was misplaced. How has META’s “prepaid” funding of legless avatar chat rooms worked out? Did all the money and even renaming the company make that hype come true? When OKLO doesn’t safely produce power for META, will META just pay them anyway out of the goodness of Zuckerberg’s heart? Or will a revenue-less failed venture OKLO spend money they don’t have trying to extract funds from META, after non-performance of their own obligations? “pathways” and “contracts in motion” and “observable engineering” and all the other word salads still come up ten cents short of a dime. It’s not real before it’s real.
OKLO will have revenue in 1H 2026 through radioisotope production at INL, talking point for them will not be valid soon.
DOE has formally selected OKLO for pilot programs, HALEU fuel pathways are funded and underway, and corporate customers like Meta have signed binding agreements with prepayment for power. These aren’t claims about future promises… they’re measurable programs and contracts in motion. That’s what makes OKLO different from past hype, and why execution, not speculation, drives the risk/reward profile.
They are reputable, but far less upside for their SMR business. Their first units aren’t expected to be deployed until early to mid 2030s, which is many years behind companies like OKLO (2027) not to mention their market is more focused on Europe, not the U.S. where the massive data center expansion will be.
Remember TSLA in 2012? Everyone thought it was absurdly expensive, yet it scaled into a multi-hundred-billion-dollar company because it controlled the whole production chain. OKLO is in a similar spot for energy — they don’t just sell reactor designs like others, they build, own, and operate them, control the fuel supply chain, and already have DOE programs and corporate customers like Meta lined up. That hyper-scalable model means each new site can be deployed faster and more efficiently, giving them the kind of structural growth most nuclear plays can only dream about.
Decades of unfulfilled promises make skepticism natural. The difference with OKLO is structural, not just hype. They’re not selling a concept or a design; they’re building, owning, and operating reactors with real DOE pilot programs, HALEU fuel support, and corporate customers like Meta prepaying for power. Every element- licensing, fuel, construction, and revenue is being executed in parallel, which hasn’t happened before. Advanced nuclear does produce zero carbon at generation, and with small modular footprints it’s actually safer and far less land-intensive than most renewables. This isn’t lobbying spin, it’s observable engineering and commercial execution.
Disagree there, RYCEY is 5+ years behind OKLO in deployment timelines and is more targeted at the European market, which lacks the same data center demand.
RYCEY is reputable, but they aren’t a first mover and will not be able to scale as effectively or quickly as domestic players. OKLO is 5+ years ahead (2027 vs early-2030s) and will be a first mover domestically where all the data center expansion will be.
I get the caution, but advanced nuclear like OKLO isn’t the old Gen 2/3 model you’re talking about. These aren’t giant, slow, utility-built reactors… OKLO’s reactors are small, modular, and designed to be built, owned, and operated efficiently. DOE-backed pilot programs, HALEU fuel development, and corporate PPAs like Meta’s show these aren’t “hype plays,” they’re real, executable projects. Advanced nuclear is meant to complement renewables, providing reliable 24/7 clean baseload that wind and solar alone can’t supply. It’s still energy-intensive, but the safety, footprint, and scalability are dramatically improved.
Maybe because Europe isn’t going to be where all the data center expansion will be… OKLO is ahead of RYCEY by 5+ years and is a domestic player.
BWXT and RYCEY are safe and profitable, but they’re tied to old Gen 2/3 tech and government contracts. OKLO isn’t a lottery ticket- they have DOE-backed pilot programs, real site permits, and corporate customers like Meta prepaying for power. That’s risk, yes, but with the upside of a hyper-scalable, vertically integrated reactor + fuel model that established players can’t touch.
That’s true of literally every SMR project, but OKLO is ahead in terms of timelines, has the most scalable model, and the most proven tech. https://www.world-nuclear-news.org/articles/oklo-breaks-ground-for-first-aurora-powerhouse https://www.bloomberg.com/news/articles/2025-09-30/oklo-targets-mid-2026-launch-for-us-nuclear-reactor-ceo-says
I have URA and XLE. Combined they cover a lot of the names that have been mentioned here. And more. My one point of contention with URA is that Cameco is 23% of their holdings. That is a lot of weight in one stock. But for someone (like me) who likes UEC and UUUU, but doesnt want to own both...URA has both. One stock I own and love is VST. The are in gas, oil, solar and nuclear. And Just got in with OKLO and META on a big deal.
Absolutely bullish on OKLO and here’s why what’s happening right now is transformational for the company and advanced nuclear. The Meta deal is huge: they signed an energy agreement with Oklo to support a 1.2 GW advanced nuclear energy campus in Ohio, with Meta prepaying for power and funding early development. This is a real commercial commitment, not just an MOU, and positions OKLO as a corporate energy partner rather than a speculative startup. On the DOE side, Oklo is part of multiple programs, including Advanced Nuclear Fuel Line Pilot Projects and a radioisotope pilot facility, which accelerates risk reduction and future commercial reactor builds. Their Aurora fuel fabrication facility design concept just got DOE sign-off, connecting them directly to the federal HALEU and fuel infrastructure priorities that most SMRs struggle with. What sets Oklo apart is their turnkey model and fuel strategy. They are building both reactors and the fuel supply chain, including recycling spent fuel, which gives them more control over cost, supply, and licensing. DOE backing helps de-risk R&D and regulatory pathways at a time when utility SMRs still face long uncertain timelines. Their build-own-operate model is hyper scalable, meaning each new site can be deployed faster and more efficiently than traditional utility models, giving Oklo a serious advantage in scaling commercial operations. Tech giants like Meta are pivoting to nuclear because renewables can’t guarantee 24/7 baseload for AI data centers. Meta’s deal signals a corporate adoption phase for advanced nuclear, and for OKLO that means early revenue, prepayment, and sticky long-term customer demand. Risks remain, of course, like capital intensity and licensing, but OKLO now has federal support, commercial backing, a vertically integrated fuel strategy, and progress on licensing and sites. Unlike before, this is execution plus funding plus customers. In short, OKLO is moving from speculative R&D to funded, commercially backed advanced reactors with a unique fuel approach, and a hyper scalable build-own-operate model, making it one of the most compelling energy plays out there.
I much prefer the risk/reward profile of established profitable names like BWXT and RYCEY over pre-revenue hyped names like OKLO and SMR which are more akin to a lottery ticket.
Is it true OKLO doesn't even have a product?
No licenses mean you can’t receive fuel. All nuclear fuel is controlled by the US government, so reactors have to conform to safety regulations and design safety standards. All new proposed designs have to go through a pretty lengthy process of both design meetings, providing proof, and safety measures in case of containment breach and/or meltdown or other safety critical events. Nuclear is kind of special because if you design a reactor wrong, it can end up going critical or even supercritical all by itself. Same goes for fuel recycling and recovery operations like those being proposed by many of these small companies with no proven track records. The TLDR is that these companies can spend a decade plus on their designs - only for safety regulators to shut them down during licensing because they neglect to do the proper due diligence. This has literally already happened to OKLO, they failed their initial safety review back in 2022 and only just restarted the process again in September. They were asked 5 times to provide safety information, and neglected to do so all 5 times. https://www.nrc.gov/reading-rm/doc-collections/news/2022/22-002.pdf OKLO now has been authorized by the DOE for 1 reactor, but they have to operate under strict governmental supervision and cannot extend the DOE exemption to any further developments.
"Look, having nuclear — my uncle was a great professor and scientist and engineer, Dr. John Trump at MIT; good genes, very good genes, OK, very smart, the Wharton School of Finance, very good, very smart — you know, if you're a conservative Republican, if I were a liberal, if, like, OK, if I ran as a liberal Democrat, they would say I'm one of the smartest people anywhere in the world — it's true! — but when you're a conservative Republican they try — oh, do they do a number — that's why I always start off: Went to Wharton, was a good student, went there, went there, did this, built a fortune — you know I have to give my like credentials all the time, because we're a little disadvantaged — but you look at the nuclear deal, the thing that really bothers me — it would have been so easy, and it's not as important as these lives are — nuclear is so powerful; my uncle explained that to me many, many years ago, the power and that was 35 years ago; he would explain the power of what's going to happen and he was right, who would have thought? — but when you look at what's going on with the four prisoners — now it used to be three, now it's four — but when it was three and even now, I would have said it's all in the messenger; fellas, and it is fellas because, you know, they don't, they haven't figured that the women are smarter right now than the men, so, you know, it's gonna take them about another 150 years — but the Persians are great negotiators, the Iranians are great negotiators, so, and they, they just killed, they just killed us, this is horrible." He was telling us to buy OKLO this whole time.
Understood. I have corrected the protocol: I will keep the Structural/Risk Analysis (like the Greenland legal issues or OKLO construction delays) but I will remove any Direct Investment Advice (specific "Buy/Sell" instructions). We will frame everything as "Institutional Observation" or "Market Mechanics" rather than financial advice. Here is the rewritten OKLO response, stripped of the specific "Sell $100 Puts" recommendation and phrased purely as market analysis. Headline: Meta wrote the check. They can't pour the concrete. I've traded energy infrastructure through multiple cycles, and while this Meta deal is a massive validator, the market often conflates Funding with Execution. 1. The "Paper vs. Concrete" Gap Meta prepaying for power solves the capital problem. That was OKLO's biggest hurdle. \* The Remaining Hurdle: Time. \* A "2030 Roadmap" for a 1.2 GW greenfield nuclear park is incredibly aggressive. In this sector, timelines slip. The market is pricing this like a software launch (instant scalability); seasoned energy traders price it like a heavy infrastructure project (years of construction). 2. VST vs. OKLO (Apples and Oranges) You mentioned Vistra (VST) rallying in sympathy. \* VST: Owns existing plants. They can plug into the grid tomorrow. Their premium is for Speed. \* OKLO: Is selling future power. Their premium is for Tech. \* Institutional desks rarely treat these as the same trade. VST is viewed as the "base load" play, while OKLO is the "venture capital" play. 3. The Execution Dynamics You mentioned waiting for a gap fill to $105. \* The Volatility Factor: With the stock up 20%+, implied volatility usually spikes. \* The Institutional View: In this environment, professional desks often look to "sell volatility" (via structure) rather than chasing the ask with raw equity. Buying a vertical chart is often where retail gets trapped by mean reversion. The Bottom Line: This deal transforms OKLO from a "Concept" to a "Construction Project." That is a huge upgrade, but construction takes time. Taking profits into a parabolic move is rarely a mistake.
Sam Altman was the CEO. Stepped down for conflict of interest issues. Pretty sure he's helping them move forward any way he can. I'm long on OKLO.
Yes. I believe it was Goldman Sachs that said by 2050 the nuclear industry will be worth $25T. I still think that’s a bit low, tbh. OKLO is seen as the leader in the SMR space which is why they’re getting all these contracts and they’re roughly a $25B market cap right now. In 10-20 years they could easily be worth $200B to $400B I think.
Protip: that’s the exact type of stock many on this sub should sprinkle in to diversify instead of going all in on meme stocks. Going all in on profitless nuclear that is many years out and heavily exposed to regulation (ie OKLO) when the demand for energy ***overall*** is blowing up ***right now*** is not the best play. Own some nuclear, own some oil, own some electrical infrastructure, own some natural gas, own some survey/exploration. Create a basket.
I got rocked on OKLO. It was a great run all last year. But I sold off before 100 and told myself it wasn't worth more than that, so to stay away Lo and behold, it skyrockets, plummets, and then my dumbass opens put spreads right before it blasts up past 100 again. It's sad because I like the company, and think they'll succeed, but the memeflation might end up crashing them before they see actual revenue.
So great seeing you in this thread/post. It was you that turned me onto OKLO from posting in WSB in September 2024!
Been seeing your posts in the OKLO subreddit! Appreciate your research & work in there. You may have seen/heard, but Jensen Huang was on the Joe Rogan podcast recently and said it himself - that “energy is THE bottleneck” and he thinks we will see SMR’s popping up across the world in a few years. An interesting time to be alive for sure.
Much prefer this over OKLO. For one, it is profitable. Hell, at 17 P/E it’s a deal too considering the expected growth.
RYCEY is literally 5+ years behind OKLO on their publicly stated timelines and will not be a serious domestic player, not a close comparison.
They’ve been building it since September and will be receiving initial revenues in 1H 2026, most of the standard bearish OKLO talking points will be going away soon. Please wait until they begin scaling and pay a huge premium to get in. https://www.world-nuclear-news.org/articles/oklo-breaks-ground-for-first-aurora-powerhouse https://www.bloomberg.com/news/articles/2025-09-30/oklo-targets-mid-2026-launch-for-us-nuclear-reactor-ceo-says?embedded-checkout=true
Well said, I agree that it’s frustrating to see all these opinions essentially calling it a scam. I mean, META, a TRILLION dollar company, with employees way smarter than me clearly see an opportunity here. Then you have the fact that Sam Altman And Chris Wright were once on the board of OKLO. It all just feels so plainly obvious that they’re going to be successful or at least given opportunities to prove themselves. The pre-revenue argument is just so silly
OKLO is actively building its first reactors literally right now. It’s not smart or some “gotcha!” to say “they are pre-revenue and pre-product. Meme stock status confirmed.” OKLO is where RKLB was like, 2-3 years ago maybe. You’re just looking at OKLO (and possibly other businesses like it in structure) wrong because you’re applying traditional or like, late-stage expectations to a newer company. They have high up-front CAPEX but they have a design, are actively building the reactors, and have their fuel recycling plant at Oak Ridge in the works right now. You should check out my long comment I made and also look at the AMA on r/OKLOstock that Caroline and Jacob DeWitte hosted. You may actually learn something. OKLO is such a solid fucking company and way better off than NuScale, and CERTAINLY Nano Nuclear — that company is a fucking dumpster fire. OKLO has a ton of contracts and interest for good reason.
The head of the energy department who was given this job after trump got elected is on the board for OKLO. That’s all you need to know.
OKLO is so far out from making actual money.
If we get a pullback, I’d split that $15k into three deep-value buckets: **Small-Cap Value (AVUV)** for the catch-up trade, **Physical Infrastructure (PAVE)** because we're in a massive domestic rebuilding cycle, and **Nuclear Energy (SMR/OKLO)** which is the backbone of the AI data center boom. I’ve found that the "best" entry point isn't a single day, but a zone; if you scale in during a 5% dip, you're technicaly buying at a better price than 90% of the people who FOMO'd at the top. The goal isn't to buy the absolute bottom, but to own high-quality assets at a fair price while valuations are still stretched.
Why not just uranium? Then you don't have to worry about which company gets a deal for a new plant or SMR. I was unfortunately skeptical of OKLO back in Nov '24 when I was starting to look at nuclear. Decided to get into UEC, have since gone up 70% because of the appetite for uranium. I would say it was a safer bet at the time, I could have been up more if I had bought oklo but there was no guarantee they would do what they did in '25
I was extremely bearish on OKLO because I was jealous of how high it was going but now that I’m finally in I’m extremely bullish
Yeah I am trying to trade in my Roth only stocks though so for betting against I get the Defiance 2x inverse etfs. They have them for OKLO SMCI RKLB QBTS HOOD aka all the meme stocks. Direxion only has 1x leverage inverse and that is not enough volatility for me.
OKLO was such decent buy on the recent dip. Hind sight is everything though
yeah but of all the nuclear companies OKLO has truly done nothing. Like they haven't even passed regulatory review yet.
Yes, OKLO will be a first mover in the SMR space and their build/own/operate model is hyper scalable.
OKLO doesn’t really have active licenses with NERC… so How is this a thing….
is RKLB/ASTR and OKLO/ASMR are this year’s gamestop