OKLO

OKLO: Nuclear Breakthrough or Investor Trap?

⚛️ OKLO: Following a decline of over 50% from its all-time highs, the investment community is polarized. Some envision a future infrastructure titan, while others see a textbook growth trap. Let's examine the details.

About the Company:

Oklo is developing the "Aurora" small modular fast reactor (Generation IV) alongside an integrated fuel strategy. Their mission is to provide clean, scalable energy for data centers and industrial applications.

Thesis for buying:

Regulatory Breakthrough: Participation in the U.S. Department of Energy (DOE) pilot program is a game-changer. It allows the construction of the first unit to proceed in parallel with NRC commercial licensing, potentially saving years in development time.

Fuel Advantage:

Near-term: Utilizing recycled plutonium fuel from government stockpiles (20 tons is sufficient for 10–20 reactors).

Medium-term: Strategic enrichment partnerships.

Long-term: Establishing its own Advanced Fuel Center.

Future Projections: While the company currently generates no revenue and trades at extreme multiples, the consensus points to explosive growth by the next decade: projected revenue of >$1.1B in 2031 and >$3.5B by 2033.

Thesis for Selling:

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