Oklo Inc (OKLO) オプション

Barron's Article

https://www.barrons.com/articles/oklo-stock-ai-nuclear-power-3ac3f7f4

Oklo Stock Rises. Nuclear Power Company Is in ‘Great Position’ With AI Boom.

The OKLO stock gained Thursday after Wedbush analysts initiated coverage with an Outperform rating,
citing the nuclear-power startup’s “momentum into 2025” and its ability to benefit
from the artificial-intelligence boom.

Analysts led by Daniel Ives set a target of $26 for the price. The stock climbed 3.1% to $18.95 apiece on Thursday morning.

The decision to rate Oklo at Outperform, the firm wrote,
came in part from the company’s “attractive build, own, and operate business model,”
which differs from that of its competitors. “The company itself is selling power,
not the reactors, directly to customers under long-term contracts
which in turn provide long-term recurring revenues and a streamlined regulatory pathway,” Wedbush wrote.

On Wednesday, Oklo announced a partnership to sell energy to Switch, a privately held company that operates data-center campuses.
Under the terms of the deal, Oklo will develop and operate power plants across the U.S.,
with a goal to deploy 12 gigawatts of power through 2044.

Wedbush noted that the artificial intelligence boom is driving significant demand for clean energy,
“putting OKLO in a great position to capitalize on this elevated demand.”

“With the AI revolution underway, the industry will need roughly a tenfold increase in computing power by 2030 which takes up a
tremendous amount of energy,” the analysts wrote.

Among the most promising initiatives is Oklo’s Aurora micro-reactor, Wedbush argued.
The proposed design is fueled by high-assay low-enriched uranium, or HALEU,
“which has proven itself as a superior fuel” relative to traditional low-enriched uranium.

Oklo made its debut on the New York Stock Exchange in May.
The start-up went public through a merger with AltC Acquisition Corp.,
a special-purpose acquisition company headed by OpenAI CEO Sam Altman.

Wedbush acknowledged the neck-and-neck competition in the market for small modular reactors,
describing timelines to get power to the ground as an “arms race.”

Despite these challenges, the firm believes Oklo is a step ahead of the competition.
It doesn’t hurt that the company is “backed by a major player in the AI space,” either,
as Wedbush put it.

Best of luck with your investments!

My timing sucks :)

I did get FOMO!! And now the PPS is *down* after the great news and over 48M shares exchanged! Dang.

Best of luck with your investments!

NPV $32B on the Switch premise/ChatGPT

A go at NPV. A number of parameters to consider. This could be quite wrong, but hey, why not give it a whirl using ChatGPT, after a few iterations to fix the parameters.

If Oklo’s power agreement ramps up over time - starting in 2029 and becoming fully operational by 2044- , the **Net Present Value (NPV)** calculation changes because the annual cash flows will grow over the ramp-up period. Here's how we can estimate it:

---

### Key Adjustments
1. **Ramp-up Period (2029–2044)**:
- Assume power delivery starts small and increases linearly over 15 years until it reaches the full 12 GW by 2044.
- Annual revenue grows proportionally, starting at **$0 in 2029** and reaching **$5.256 billion in 2044**.

2. **Fully Operational Period (2044–2049)**:
- After 2044, the system is fully operational, generating **$5.256 billion/year** until the end of the 20-year contract (2049).

3. **Net Cash Flow**:
- Operating costs are assumed to scale proportionally with revenue, so the net cash flow is calculated as \( \text{Revenue} \times (1 - \text{Cost Ratio}) = \text{Revenue} \times 0.7 \).

4. **Discount Rate**:
- Use the same discount rate as before (\( r = 8\% \)).

---

### Ramp-Up Revenue Formula
During the ramp-up period, the annual revenue can be modeled as growing linearly:
\[
\text{Revenue}_t = \frac{5.256}{15} \times (t - 2028) \quad \text{for } t = 2029, \dots, 2043.
\]

The **Net Cash Flow** for each year during ramp-up is:
\[
\text{Net Cash Flow}_t = \text{Revenue}_t \times 0.7.
\]

---

### Fully Operational Period
From 2044 to 2049, the annual cash flow remains constant at:
\[
\text{Net Cash Flow}_t = 5.256 \times 0.7 = 3.679 \, \text{billion/year}.
\]

---

### NPV Calculation
We discount each year’s cash flow using the formula:
\[
NPV = \sum_{t=2029}^{2049} \frac{\text{Net Cash Flow}_t}{(1 + r)^{t-2028}}.
\]

#### Step 1: Ramp-Up Period (2029–2043)
The cash flow in year \( t \) (ramp-up years) is:
\[
\text{Net Cash Flow}_t = \left( \frac{5.256}{15} \times (t - 2028) \right) \times 0.7.
\]

Discounting each year’s cash flow:
\[
NPV_\text{ramp-up} = \sum_{t=2029}^{2043} \frac{\text{Net Cash Flow}_t}{(1 + r)^{t-2028}}.
\]

This requires summing 15 terms, where the numerator grows linearly. We can calculate this explicitly or approximate using formulas for summing discounted cash flows.

---

#### Step 2: Fully Operational Period (2044–2049)
For the fully operational period:
\[
NPV_\text{operational} = \sum_{t=2044}^{2049} \frac{3.679}{(1 + 0.08)^{t-2028}}.
\]

This is a simple summation of discounted constant cash flows.

---

### Total NPV
Combine the ramp-up and fully operational periods:
\[
NPV_\text{total} = NPV_\text{ramp-up} + NPV_\text{operational}.
\]

---

### Simplified Estimate Using Average Ramp-Up Revenue
Instead of calculating each year’s revenue separately, we can approximate:
1. Average revenue during ramp-up: \( \frac{0 + 5.256}{2} = 2.628 \, \text{billion/year} \).
2. Average net cash flow: \( 2.628 \times 0.7 = 1.8396 \, \text{billion/year} \).
3. Approximate ramp-up NPV (2029–2043): Use the PVA formula for 15 years at $1.8396 billion/year.

\[
PVA_{15} = \frac{1 - (1 + 0.08)^{-15}}{0.08} \approx 8.559.
\]
\[
NPV_\text{ramp-up} = 1.8396 \times 8.559 \approx 15.74 \, \text{billion}.
\]

4. Fully operational NPV (2044–2049):
\[
PVA_{6} = \frac{1 - (1 + 0.08)^{-6}}{0.08} \approx 4.623.
\]
\[
NPV_\text{operational} = 3.679 \times 4.623 \approx 17.0 \, \text{billion}.
\]

---

### Final Answer
The **total NPV** for the agreement, assuming ramp-up over 15 years and full operation afterward, is approximately:
\[
NPV_\text{total} = 15.74 + 17.0 = \mathbf{32.74 \, \text{billion USD}}.
\]

Oklo and Switch [..] Deploy 12 Gigawatts of Advanced Nuclear Power,

https://oklo.com/newsroom/news-details/2024/Oklo-and-Switch-Form-Landmark-Strategic-Relationship-to-Deploy-12-Gigawatts-of-Advanced-Nuclear-Power-One-of-the-Largest-Corporate-Clean-Power-Agreements-Ever-Signed/default.aspx


One of the Largest Corporate Clean Power Agreements Ever Signed

Oklo and Switch have signed one of the largest corporate power agreements in history, a 12-gigawatt non-binding Master Power Agreement.

This milestone agreement demonstrates a shared commitment to advancing sustainable energy solutions, supporting data center growth, and driving industry-wide decarbonization.

Oklo’s Aurora powerhouses will provide reliable, clean energy for Switch’s cutting-edge AI, cloud, and enterprise data center infrastructure.

SANTA CLARA, Calif.--(BUSINESS WIRE)-- Oklo Inc. (NYSE: OKLO) (“Oklo” or the “Company”), an advanced nuclear technology company, and Switch, a premier provider of AI, cloud and enterprise data centers, have signed a non-binding Master Power Agreement (“Master Agreement”) to deploy 12 gigawatts of Oklo Aurora powerhouse projects through 2044. This is one of the largest corporate clean power agreements ever signed. The Master Agreement establishes a framework for collaboration, with the expectation that individual binding agreements will be finalized as project milestones are reached.


Under the Master Agreement, Oklo will develop, construct, and operate powerhouses to provide power to Switch across the United States through a series of power purchase agreements. This enduring relationship over several decades will help accelerate Oklo’s early powerhouse deployments and also position the Company to scale in response to a growing demand pipeline. This Master Agreement enables Oklo to leverage Switch’s best-in-class execution while developing the financial and infrastructure model for scaling advanced nuclear.

The timescale of this Master Agreement underscores Switch and Oklo’s commitment to meeting artificial intelligence’s growing electricity demands with clean, sustainable power. The Company believes that Switch’s industry-leading data centers, which support the computing needs of some of the world’s largest companies, are ideally positioned to handle AI workloads well into the future.

“The relationship with Oklo underscores our commitment to deploying advanced nuclear power at a transformative scale for our data centers, further enhancing our offerings of one of the world’s most advanced data center infrastructures to current and future Switch clients,” said Rob Roy, Founder and CEO of Switch. “By utilizing Oklo’s powerhouses, we aim to ensure that Switch remains the leader in data center sustainability while supporting our vision of energy abundance.”

Since January 2016, all Switch data centers have been powered by 100% renewable energy, nearly 984 million kilowatt-hours of green power annually. This Master Agreement with Oklo supports Switch’s mission to build efficient, sustainable infrastructure while bolstering the voluntary market for renewable and clean energy sources.

“We are excited to collaborate with Switch on this historic agreement,” said Jacob DeWitte, Co-Founder and CEO of Oklo. “Rob Roy and the Switch team share the vision we have for nuclear energy’s role in powering artificial intelligence and providing the world with energy abundance. Oklo expects to benefit enormously from Switch’s record of turning visions into reality. The lifespan of this Master Agreement will allow us to iterate and evolve with Switch, from development to deployment to scaling. We believe that working with Switch will not only accelerate our early powerhouses but also accelerate our ability to scale by demonstrating customer demand for decades to come.”

This Master Agreement highlights Oklo’s business model of simplifying clean energy access by selling power, not power plants. It offers customers a direct, flexible pathway to clean, reliable, and affordable advanced nuclear energy. Aurora powerhouses are planned to support growing energy demands as they are deployed in the future.

That's just huge.

Best of luck with your investments!

Thanks tw0122

I was waiting for the PPS to drop until the end of the year before buying in January, thinking no news until then. Boy, was I wrong.
I bought a slice at $22.16.

Best of luck with your investments!

OKLO $21

Nuclear data centers some movement $18.91

Meta seeks nuclear power developers for reactors to start in early 2030s
By Timothy Gardner
December 3, 20244:20 PM MSTUpdated 14 hours ago


WASHINGTON, Dec 3 (Reuters) - Meta (META.O), opens new tab said on Tuesday it is seeking proposals from nuclear power developers to help meet its artificial intelligence and environment goals, becoming the latest big tech company to take interest in atomic power amid an expected boom in electricity demand.

The company wants to add 1 to 4 gigawatts of new U.S. nuclear generation capacity starting in the early 2030s, it said in a release. A typical U.S. nuclear plant has a capacity of about 1 gigawatt.


"At Meta, we believe nuclear energy will play a pivotal role in the transition to a cleaner, more reliable, and diversified electric grid," the company said in a release.
U.S. data center power use is expected to roughly triple between 2023 and 2030 and will require about 47 gigawatts of new generation capacity, according to Goldman Sachs estimates.
But it will be tough to swiftly meet soaring power demand with nuclear reactors, as companies face an overburdened U.S. Nuclear Regulatory Commission, potential uranium fuel supply obstacles and local opposition.


Microsoft (MSFT.O), opens new tab and Constellation Energy (CEG.O), opens new tab announced a deal in September to restart a unit at the Three Mile Island plant in Pennsylvania in what would be the first-ever restart for a data center.


That announcement followed a similar agreement in March in which Amazon.com (AMZN.O), opens new tab, purchased a nuclear-powered data center from Talen Energy (TLN.O), opens new tab.
Meta said it is seeking developers with expertise in community engagement, development and permitting, and would consider either small modular reactors, an emerging part of the business that is not yet commercial, or larger nuclear reactors similar to today's fleet of U.S. nuclear plants.
Meta said it will take submissions from developers that want to take part in the request for proposals until Feb. 7, 2025.

The company said it was using the request-for-proposal process because, compared to renewable energy projects like solar and wind, nuclear is more capital-intensive, takes longer to develop, and is subject to more regulatory requirements.
"An RFP process will allow us to approach these projects thoroughly and thoughtfully with these considerations in mind," it said.


WIll OKLO benefit?

Best of luck with your investments!

Former BP boss Looney to chair US data company Prometheus Hyperscale
By Reuters
November 24, 20243:06 PM MSTUpdated 19 hours ago

Nov 24 (Reuters) - Oil major BP's former CEO Bernard Looney is set to chair Prometheus Hyperscale, the U.S.-based data company said on Sunday.
Looney, who resigned in 2023 after four years in the British energy giant's top job for failing to fully disclose details of past personal relationships with colleagues, will provide strategic guidance on the development of the data-driven company's growth plans, Prometheus Hyperscale said in a statement.

In his new role, Looney will also assist with tasks including work on the company's flagship $10 billion data center in Evanston, Wyoming, Prometheus Hyperscale said.
"I'm wishing BP well, and of course for me I'm thinking about the next 32 years of my career, and I can't think of anything more exciting, more challenging to do than get stuck into this space," Looney was quoted as telling the Financial Times in an interview published on Sunday.

In May, Prometheus Hyperscale, a company focused on data center infrastructure, signed, a partnership agreement with Oklo (OKLO.N), a nuclear energy company backed by OpenAI CEO Sam Altman.

Best of luck with your investments!

Prometheus Hyperscaler

Scalability and Reliability

Our data centers are designed to be independent of environmental conditions, ensuring consistent performance regardless of location. This scalability is crucial as we deploy our technology across multiple sites in Evanston, Wyoming; Pueblo, Colorado; Fort Morgan, Colorado; Phoenix, Arizona; and Tucson, Arizona. Each location is part of our strategic pipeline, optimized for efficiency and reliability, and powered by Oklo’s cutting-edge energy solutions.

https://www.prometheushyperscale.com/about-us

Best of luck with your investments!

5 metric tons of HALEU

The U.S. Department of Energy (DOE) approved the conceptual design for Oklo Inc.’s Aurora Fuel Fabrication Facility.

The new facility will be located at Idaho National Laboratory (INL) and will help turn used material recovered from DOE’s former EBR-II reactor into usable fuel for its advanced nuclear power plant.

Oklo anticipates the first commercial Aurora powerhouse will be deployed in 2027.

Fuel for Aurora
The Conceptual Safety Design Report was first submitted earlier this year to DOE’s Idaho Operations Office, which is responsible for the nuclear safety and regulatory authority for the project.

The approval of the design concept is an important step in demonstrating advanced fuel recycling technologies.

The Aurora powerhouse is a liquid-metal-cooled fast reactor that is designed to operate on both fresh high-assay low-enriched uranium (HALEU) and used nuclear fuel.

The new facility will fabricate fuel using HALEU sourced from EBR-II.

Oklo has been granted access to 5 metric tons of HALEU as part of a cooperative agreement with INL that was competitively awarded in 2019. The newly fabricated fuel will be used to power the initial Aurora powerhouse reactor core at INL.

https://www.energy.gov/ne/articles/us-department-energy-signs-oklo-fuel-fabrication-facility-design-concept

Best of luck with your investments

OKLO...$24.82...🥳...Off my $17 range dip alert...

georgie18

Member Level
Re: georgie18 post# 665146

Tuesday, November 19, 2024 1:25:58 PM

Post#
665333
of 665654
OKLO...$22.24...🥳...Off the $17 range dip alert...

georgie18

Member Level
Re: georgie18 post# 76

Friday, November 15, 2024 11:50:35 AM

Post#
77
of 80
OKLO...$18.60...Caught the $17 range dip...🥳Bids still there from $15 to $17 see if it fills...

georgie18

Member Level
Re: None

Friday, November 15, 2024 11:18:53 AM

Post#
665134
of 665145
OKLO...$19.17...🥳... https://schrts.co/HutFuTRb ...Pole N Flag Bullish Reversal setting up here...Looking for entry in the $15/$17 range...on this Nuclear En

OKLO / Atomic Alchemy signs MOU with Zeno Power

https://oklo.com/newsroom/news-details/2024/Atomic-Alchemy-Oklos-Proposed-Acquisition-Target-Signs-MOU-with-Zeno-Power-to-Provide-Fuel-for-Commercial-Radioisotope-Power-Systems/default.aspx

Through this collaboration, Atomic Alchemy expects to supply Zeno Power with strontium-90 (Sr-90), americium-241 (Am-241), and other radioisotopes needed to power RPSs like Radioisotope Thermoelectric Generators, or “nuclear batteries.” These systems are designed for remote and off-grid environments, such as space and undersea applications. These radioisotopes can be produced as coproducts from Oklo’s recycling processes.

Zeno Power’s novel design enables broad commercial use of RPSs in space and terrestrially. In late 2023, Zeno Power demonstrated its first Sr-90 heat source at Pacific Northwest National Laboratory. To date, Zeno Power has secured over $65 million in contracts with National Aeronautics and Space Administration (NASA), the U.S. Navy, and the U.S. Space Force, enabling reliable clean power solutions for missions ranging from seabed exploration to lunar operations.

A bit of unexpected good news. Does not hurt the stock.

Best of luck with your investments!

Added some today. Small steps. Long term.

Best of luck with your investments1

OKLO...$22.24...🥳...Off the $17 range dip alert...

georgie18

Member Level
Re: georgie18 post# 76

Friday, November 15, 2024 11:50:35 AM

Post#
77
of 80
OKLO...$18.60...Caught the $17 range dip...🥳Bids still there from $15 to $17 see if it fills...

georgie18

Member Level
Re: None

Friday, November 15, 2024 11:18:53 AM

Post#
665134
of 665145
OKLO...$19.17...🥳... https://schrts.co/HutFuTRb ...Pole N Flag Bullish Reversal setting up here...Looking for entry in the $15/$17 range...on this Nuclear En

Chris Wright / Energy Secretary ...

WASHINGTON, Nov 16 (Reuters) - President-elect Donald Trump said on Saturday that oil and gas industry executive Chris Wright, a staunch defender of fossil fuel use, would be his pick to lead the Department of Energy.
Wright is the founder and CEO of Liberty Energy, an oilfield services firm based in Denver. He is expected to support Trump's plan to maximize production of oil and gas and to seek ways to boost generation of electricity, demand for which is rising for the first time in decades.

Guess which company's board Chris Wright is on :

* https://oklo.com/investors/governance/board-of-directors/default.aspx#Chris-Wright

Best of luck with your investments!

Oklo pipeline swells to 2.1 GW

https://www.utilitydive.com/news/oklo-reactor-pipeline-swells-to-2-gigawattsw-as-demonstration-project-advances/733214/


The advanced reactor company has completed key milestones for its first planned deployment and added up to 750 MW in potential future orders, CEO Jacob DeWitte said on Oklo’s Q3 2024 earnings call.

Oklo has received nonbinding letters of intent to provide up to 750 MW from its Aurora powerhouse reactors to two major data center operators, expanding its project pipeline to approximately 2,100 MW, the advanced reactor company said Wednesday.

Separately, Oklo in September finalized an agreement with the U.S. Department of Energy and secured an environmental compliance permit, allowing it to move forward with site characterization for its first reactor deployment, planned for Idaho National Laboratory in late 2027, the company said Thursday in its Q3 2024 investor update.

Oklo plans to submit an initial combined license application for its 15-MW microreactor design to the U.S. Nuclear Regulatory Commission next year in support of the INL deployment, followed shortly by subsequent combined license applications for early commercial deployments, CEO Jacob DeWitte said on a Thursday earnings call.

One of the more interesting aspects of OKLO:

Oklo’s fast fission reactors can run on recycled fuel while producing valuable radioisotopes as byproducts, allowing it to integrate radioisotope production into its fuel recycling process, it said.

That capability could allow Oklo to monetize fission products that would otherwise be discarded, reducing its net operating costs and making its power business more profitable, DeWitte said.

I initiated a position. NuScale and OKLO can be both successful in this sector.

Best of luck with your investments!

https://open.substack.com/pub/doomberg/p/in-praise-of-chris-wright?r=b93cb&utm_medium=ios

OKLO...$18.60...Caught the $17 range dip...🥳Bids still there from $15 to $17 see if it fills...

georgie18

Member Level
Re: None

Friday, November 15, 2024 11:18:53 AM

Post#
665134
of 665145
OKLO...$19.17...🥳... https://schrts.co/HutFuTRb ...Pole N Flag Bullish Reversal setting up here...Looking for entry in the $15/$17 range...on this Nuclear En

OKLO...$19.17...🥳... https://schrts.co/HutFuTRb ...Pole N Flag Bullish Reversal setting up here...Looking for entry in the $15/$17 range...on this Nuclear Energy play...

Oklo been a great stock investment.

LC

OKLO

OKLO, new 52 week high

OKLO new 52 week high

Ross Givens says Nvidia (NVDA), Supermicro (SMCI) were part of the 1st wave in the A.I. Boom. But now, he sees "backdoor" plays in the A.I. investment space such as nuclear power. Givens lists Nuscale (SMR), Nano Nuclear Energy (NNE) and Oklo Inc. (OKLO) among his A.I. second wave watch list.

CEO on Customers & Revenue Plan for Nuclear Business



Traders have probably run this up so expect the price to fall back. Operation of the plant is three years away and there is the question of the transmission line capability to handle the load.

Very good post. Thanks for sharing.

LC

OKLO

It's a very informative video,but note that it is from a month ago. Looks like around 2nd week November, the founding shares lockup will expire, so we need to watch out for a drop around that time.Altman & some of the founders shares are locked up for 3 years, but even those have some kind of exception based on stock price staying above a certain price for a period of 20 consecutive days( the video also talks about this). Since OKLO is already hitting the roof, we need to watch out for this aspect.

No wonder the stock price has soared. She just bought $2.4 Million worth of shares out of 122M float available..

The share price is also riding on the reputation of the CEO, Sam Altman, founder of OpenAI and ChatGPT. Very credible management.

But this is a development stage company and a long-term stock play. It is going to take years to get their 1st SMR up and running

I am definitely interested in owning some shares or long-dated call options, but at a more reasonable price. So I will wait until the hype wave dissipates.

And I would like to hear what the new President is going to do about the national energy needs. There is supposed to be an acute shortage until about 2030.

Cathie Wood’s Bet on Nuclear Energy (OKLO Stock)

OKLO anew 52 week high

OKLO $15.28

SEEMS LIKE BIG POTENTIAL

There blast the smr's in pre-market-OKLO,SMR,NNE!!

09-29-2024 VIEWING --- NEWSMAX

THERE WAS VIEWING ON NUCLEAR ENERGY LAST NIGHT.

NATION NEWS, HOPE THEY REPLAY IT.

NUCLEAR ENERGY HOW GOT STARTED

https://www.newsnationnow.com/

https://www.newsmax.com/us/oliver-stone-nuclear-now-newsmax/2024/09/13/id/1180229/

AND
https://www.newsmaxplus.com/?dkt_nbr=030104d36upb&utm_term=&utm_campaign=Performance+Max-Newsmax%2B&utm_source=adwords&utm_medium=ppc&hsa_acc=6678628900&hsa_cam=20779965552&hsa_grp=&hsa_ad=&hsa_src=x&hsa_tgt=&hsa_kw=&hsa_mt=&hsa_net=adwords&hsa_ver=3&gad_source=1&gclid=Cj0KCQjwmOm3BhC8ARIsAOSbapUxWyBkQpeXwtfG-8yiQvFLz9sbKqgtfM_0aNXTey5uTmqLYlIH5xEaApl_EALw_wcB

S. M. R. 'S. WILL BE NUCLEAR FUTURE RAMA.

yes, the program t,v, for nuclear is exciting. we always been told of the dangers but not how safe the energy is.

and reopening one 3-mile reactor is outstanding now.

yes, the program t,v, for nuclear is exciting. we always been told of the dangers but not how safe the energy is.

and reopening one 3-mile reactor is outstanding now.

Nuclear seems to be the latest buzz word these days,another nuclear plant resurrected. Probably reason why OKLO, SMR & NNE were all nicely green on a red market day:
https://www.reuters.com/business/energy/us-closes-152-billion-loan-resurrect-michigan-nuclear-plant-2024-09-30/

Thanks for the links, looks interesting! Wondering if the only way to watch " Nuclear Now" is through a subscription?

THERE WAS VIEWING ON NUCLEAR ENERGY LAST NIGHT.

NATION NEWS, HOPE THEY REPLAY IT.

NUCLEAR ENERGY HOW GOT STARTED

https://www.newsnationnow.com/

https://www.newsmax.com/us/oliver-stone-nuclear-now-newsmax/2024/09/13/id/1180229/

AND
https://www.newsmaxplus.com/?dkt_nbr=030104d36upb&utm_term=&utm_campaign=Performance+Max-Newsmax%2B&utm_source=adwords&utm_medium=ppc&hsa_acc=6678628900&hsa_cam=20779965552&hsa_grp=&hsa_ad=&hsa_src=x&hsa_tgt=&hsa_kw=&hsa_mt=&hsa_net=adwords&hsa_ver=3&gad_source=1&gclid=Cj0KCQjwmOm3BhC8ARIsAOSbapUxWyBkQpeXwtfG-8yiQvFLz9sbKqgtfM_0aNXTey5uTmqLYlIH5xEaApl_EALw_wcB

Added OKLO today on the drop( all the small modular reactors dropped today).Also got a starter in SMR on the bigger drop it had(at one point it was down more than 10%).Believe in the Nuclear energy sector, so trying to have a mix of the palyers.

Sam Altman, CEO of OpenAI, is also backing nuclear energy via OKLO:

https://www.zerohedge.com/markets/sam-altman-just-pitched-biden-administration-massive-build-out-ai-data-centers

OKLO
Oklo Inc
8.33
0.02 (0.24%)
Volume: 4,042,631
Day Range: 8.00 - 8.6862
Last Trade Time: 5:54:18 PM EDT
Total Trades: 28,942

OKLO going again today, up 6% in early trading

interesting $oklo

NNE & SMR have already had their pops,waiting for OKLO to go big next. I'm betting on OKLO with the names of Sam Altman(Chairman) & Cathie Wood being associated with it. Also, not sure why you said OKLO has debt?I don't think they have much debt though.

IT IS SAID TO BUILD MANY SMR'S BY THESE, SMR BOOKS LOOK BETTER THOUGH.OKLO SEEMS DEBT RIDEN .

-510.76M

SMR
-82.07M

NNE BOOK VALUE
Book/sh 0.45
COLUMNS MOSTLY BLANK

Yes,the key part I believe is "sell the power to Microsoft as the company searches for energy sources to fuel its AI ambitionst".So basically, if Microsoft is lining up for nuclear energy for AI, there will be a rush for nuclear energy from other tech giant AI players too. The AI thing (call it hype or call it a necessity),is just beginning. So the SMR (small modular reactor) companies(like NNE,SMR,OKLO) will gain prominence in the next few years. These take time to build and actually produce nuclear energy though.They are all a few years away to start output,but nuclear energy is definitely the future.

INTERESTING MOVE, HOW HELP OKLO ????? INTEREST IN NUCLEAR ENERGY ?????

Reopening of Three Mile Island news probably was also part of the reason for OKLO 27% up move on heavy volume on friday:
https://finance.yahoo.com/m/56b3062b-d182-3084-92f1-e008ded54a1f/three-mile-island-is.html