Derek Quick
Uranium/Nuclear & Value Stock Analyst, Trader, Coast Guard Veteran
Oklo is a high-conviction play because advanced nuclear is the answer to the AI energy crisis and the company is executing. It reported its first revenue, $1.2M, in Q2 2026, agreed with Meta to develop a 1.2 GW clean-energy campus in Ohio for AI data centers, and signed a letter of intent with Centrus Energy for domestic HALEU fuel for up to five Aurora reactors. The chart shows a higher low after a dip to $36.61, and options gamma clusters at the $50 strike. x.com x.comÂ
Oklo and X-energy look poised for the biggest gains after compute, having both been selected for a $200 million Trump administration program to speed up nuclear power plants for data centers. Nuclear will take time, though, and their revenues remain far off. x.comÂ
Oklo's new $1 billion at-the-market offering, reported by @StockSavvyShay, is a reminder that a nuclear reactor takes 10-15 years and a lot of capital to build. Investors may not be ready for that ride. x.comÂ
Oklo is turning its advanced nuclear reactor plans into execution. Its Groves isotope facility in Texas reached criticality on August 5, which Oklo calls the fastest greenfield-to-criticality run for a privately funded reactor in history. Meta signed an agreement letting it prepay for power from a planned 1.2GW Oklo campus in Ohio, the first Aurora powerhouse at Idaho National Laboratory is targeted for 2028, and Oklo holds $3.0B of cash and securities. x.comÂ
Oklo should begin to catch a bid as AI breadth broadens from semiconductors to CPUs to solar and now other sectors, including nuclear. x.comÂ
Oklo has no revenue or operating reactors and is burning $570M in free cash flow. Its executives have also been selling shares; the stock's steep decline looks like capital markets disciplining a speculative business. x.com x.comÂ
Oklo and X-energy could surge after joining the Trump administration's bid to speed nuclear reactors for AI. The US Energy Department is set to host an AI-related event on Wednesday, where details of a $200 million effort could be unveiled. x.comÂ
The suppliers beneath the big nuclear deals going to Constellation Energy and Vistra get paid while the utilities get the headlines. GE Vernova supplies nuclear equipment, turbines and grid gear; Cameco uranium, fuel and Westinghouse technology; Centrus US enrichment and HALEU for the coming SMR boom; BWX Technologies nuclear components and reactor manufacturing. Oklo is an SMR developer and future fuel customer, while Fluor and Quanta Services add construction and power-infrastructure exposure. … Show more
Oklo builds and sells electricity, which makes it a utility to be valued on earnings, not a tech company. Per Joe Gamble, speaking at a March investor summit, utilities average about 20x profit, yet Oklo sat at a $9 billion valuation with no revenue and no earnings, while management sold shares as fast as it could print them. x.comÂ
Oklo's plan to build an isotope reactor in Texas makes the nuclear trade bigger by adding medical isotopes as a new growth market. The theme spans next-generation reactors (Oklo, NuScale, BWX Technologies, Lightbridge), the fuel and enrichment bottleneck (Cameco, Uranium Energy, Centrus), and AI-driven power and grid demand (Constellation, Vistra, Quanta), with BWXT and Centrus also exposed to isotopes. The nuclear trade is just starting. x.comÂ