We got the 200ema above us and a small gap below. I entered into a small position with the intention of adding more if the gap fills. And also potentially adding more on pullbacks.
The biggest OKLO bull thesis is that AI data centers need enormous amounts of reliable electricity, and the grid is struggling to add generation quickly enough.
The recent PJM grid emergency is a good example of the underlying problem: DOE warned of elevated blackout risk during the recent heat wave, while PJM serves roughly 67 million people.
That creates a very attractive market for 24/7, carbon-free, on-site or dedicated nuclear generation.
And OKLO isn't merely saying "nuclear will be needed someday." It's positioning Aurora specifically as a scalable power source for large industrial and data-center customers.
This is probably one of the strongest pieces of the story.
Meta agreed to support development of up to 1.2 GW of OKLO nuclear generation in southern Ohio. The agreement includes a mechanism for Meta to prepay for power and provide funding for development and fuel procurement. Phase 1 is targeted for as early as 2030, with expansion potentially reaching the full 1.2 GW by 2034.
Think about what this means from an investor perspective.
Not financial advice, DYOR.
The biggest OKLO bull thesis is that AI data centers need enormous amounts of reliable electricity, and the grid is struggling to add generation quickly enough.
The recent PJM grid emergency is a good example of the underlying problem: DOE warned of elevated blackout risk during the recent heat wave, while PJM serves roughly 67 million people.
That creates a very attractive market for 24/7, carbon-free, on-site or dedicated nuclear generation.
And OKLO isn't merely saying "nuclear will be needed someday." It's positioning Aurora specifically as a scalable power source for large industrial and data-center customers.
This is probably one of the strongest pieces of the story.
Meta agreed to support development of up to 1.2 GW of OKLO nuclear generation in southern Ohio. The agreement includes a mechanism for Meta to prepay for power and provide funding for development and fuel procurement. Phase 1 is targeted for as early as 2030, with expansion potentially reaching the full 1.2 GW by 2034.
Think about what this means from an investor perspective.
Not financial advice, DYOR.
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