AI Powered by Micro Nuclear Reactors ● Hype? OKLO LTBR

Uranium and AI. $OKLO $LTBR $LEU $SMR $UEC $NNE $URNM $VST $NRG $CEG

Preface: many of the startups have no sales or revenue. This post is meant as a quick intro. NOT ADVICE.

Reminder. Oklo no revenues...wild swings

“Sam Altman’s nuclear energy company Oklo plunges 54% in NYSE debut”
Published Fri, May 10 2024 9:34 AM EDT

1 week performance. Narrative is “Powering AI.”

• LTBR +119%

• OKLO +112%

• LEU +65%

• SMR +36%

• UEC +22%

• NNE +19%

• URNM +12%

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Larger legacy utility/energy companies with revenues:

• VST

3-Month +97.23%

https://www.barchart.com/stocks/quotes/VST/performance

• NRG

3-Month +32.59%

https://www.barchart.com/stocks/quotes/nrg/performance

• CEG

3-Month +73.62%

https://www.barchart.com/stocks/quotes/ceg/performance

• CCJ

3-Month +63.76%

https://www.barchart.com/stocks/quotes/CCJ/performance

Some videos for your education.

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Oklo specific

Aug Earnings Slide Deck

https://files.quartr.com/conference-calls/bdba9-2024-08-13-08-53-07.pdf

https://www.perplexity.ai/finance/oklo

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Summary video

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Intro by Oklo

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Deep dive 1 hr presentation

Gemini summary of this 1 hour…

This webinar is about how Oklo, a company developing clean energy generation using advanced fission, formulated its combined license application. The application is the first ever submitted to the NRC for advanced fission in over a decade. The application is different from traditional applications in a number of ways, including the fact that it is the first ever for advanced fission, and that it was submitted to the NRC in over a decade. The application is also different from traditional applications in that it is structured to be more holistic and integrated, and to make use of identity.

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Stock Charts and analysis below for paying members 🥷👇