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%
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.
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
Summary video
Intro by Oklo
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.
Stock Charts and analysis below for paying members 🥷👇
