Among risky nuclear power stocks, one stock is less risky than most.Nuclear power stocks opened the post-holiday week broadly lower on Monday, with shares of Oklo (OKLO -7.83%) falling 6.3% through 10:45 a.m. ET, Constellation Energy (CEG -8.05%) down 6.5%, and Nano Nuclear Energy (NNE -9.62%) faring worst of all -- down 10.8%. Hydrogen power stocks are also suffering, with Plug Power (PLUG -14.71%) down 11.8%, one notable loser.And why? To learn the answer to that, you need to look back to the other side o ...

Strong demand for power-hungry data centers, particularly in view of Project Stargate, saw Sam Altman-backed nuclear stock OKLO (NYSE: OKLO) rally by 153% from January 1 to a February 7 all-time high (ATH) of $55.49. Despite several tailwinds early in the year, such as Department of Defense partnerships and multiple memoranda signed with potential business partners, Oklo stock remains a risky bet — even at its present valuation. As enticing as the company's technological developments are, its losses are wid ...

Shares of Oklo (OKLO -8.64%) are tumbling on Tuesday. The nuclear energy start-up's stock lost 7.4% as of 1:45 p.m. ET and was down as much as 10.7% earlier in the day. The drop comes as the S&P 500 (^GSPC -0.05%) and the Nasdaq Composite (^IXIC 0.20%) were mostly flat.The company is working to create small nuclear reactors, and released its year-end financial results that revealed widening losses.Oklo's losses doubled in 2024Oklo reported a loss of $73.62 million in 2024, more than double the $32.17 millio ...

Oklo TodayOKLOOklo$28.30 -2.61 (-8.44%) 52-Week Range$5.35▼$59.14Price Target$44.50Add to WatchlistOklo’s NYSE: OKLO stock price is melting down and may head even lower before the bottom is found, opening up the buying opportunity savvy investors have been waiting for. Up more than 110% at its peak in early 2025, the stock price is now back at reasonable levels where serious growth investors can find value. The headwind for the market today is the slow pace of progress and timeline until revenue and profit ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Financial Data and Key Metrics Changes - Oklo Inc. reported a full-year operating loss of $52.8 million, which included a one-time fair market value expense of $7.8 million and $4.7 million in non-cash stock-based compensation [78] - Adjusted for these non-cash amounts, the net loss was $40.3 million, at the low end of the forecasted range of $40 to $50 million [79] - The full-year cash used in operating activities was $38.4 million, with cash and marketable securities at $275.3 million at year-end [81][82] Business Line Data and Key Metrics Changes - The company expanded its powerhouse offering to support up to 75 megawatts of power output, building on the existing 50-megawatt design [25] - The customer pipeline has grown from 700 megawatts to over 14 gigawatts, driven by demand from major customers like Equinix, Prometheus, Switch, and Diamondback Energy [63] Market Data and Key Metrics Changes - Total US power demand is projected to grow greater than 160% through 2030, with data centers contributing approximately 31% of this increase [12] - The company signed a landmark 12-gigawatt master power agreement with Switch, equivalent to about 1% of the US grid capacity [18][56] Company Strategy and Development Direction - Oklo Inc.'s strategy is built on three core pillars: a simplified business model, small scalable reactors, and advanced technology utilizing plutonium coolant [13][15] - The company aims to streamline regulatory approval through a combined license application process, which is expected to accelerate deployment [36][39] Management Comments on Operating Environment and Future Outlook - Management emphasized the growing consensus on the importance of nuclear energy for energy abundance and the need for advanced nuclear deployment [11][10] - The company is positioned to capitalize on the increasing demand for clean, reliable energy, particularly in the data center and oil and gas sectors [17][19] Other Important Information - The acquisition of Atomic Alchemy marks a strategic expansion into the high-growth radioisotope market, projected to exceed $55 billion by 2026 [70][74] - The company has secured fuel for its first core load at INL and is collaborating with Centrus for a long-term fuel supply [47] Q&A Session Summary Question: Was the decision to go from 50 megawatts to 75 driven by customers you already have in your pipeline or potential customers? - The decision was largely informed by customer interest and market dynamics, particularly in the data center sector [90][92] Question: Now that you have a pipeline of 14 gigawatts, do other potential customers see that and think Oklo Inc. is pretty full? - The pipeline's growth has created a sense of urgency among potential customers, leading to increased interest in collaboration [99][100] Question: Does the increased range of the PowerHouse to 50 to 75 megawatts require any change in your total license approach? - The change is expected to have minimal effect on the licensing approach, as the existing infrastructure accommodates this flexibility [104][106] Question: Can you describe broadly what the readiness assessment entails and does it derisk your actual COLA application? - The readiness assessment is a pre-review process with the NRC that helps streamline the application and reduce risks associated with the review timeline [112][114] Question: What are the main drivers for the expected increase in cash used in operations this year? - The increase is driven by headcount growth, procurement activities for the first powerhouse, and costs associated with the Atomic Alchemy acquisition [126][128]

Exhibit 99.1 FY 2024 Shareholder Letter Letter to shareholders Dear shareholders, The world is catching up to what we've known all along: nuclear power is essential to a clean, dependable, and scalable energy future. In 2024, Oklo took bold steps to lead this transformation. We went public, advanced development at our first commercial site at Idaho National Laboratory (INL), and built a customer pipeline of ~14 GW-one of the largest in our field. At the same time, nuclear energy has gained unprecedented gov ...

OR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40583 Oklo Inc. (Exact name of registrant as specified in its charter) Delaware 86-2292473 (I.R.S. Employer Identification No.) (State or other ...

U.S. stocks have recently come under pressure following President Trump's pivot toward more protectionist economic policies. However, seasoned long-term investors recognize that these sharp market pullbacks often present compelling buying opportunities.With this principle in mind, I'm strategically leveraging the current marketwide weakness to accumulate shares of two ultra-high-growth stocks. What follows is a concise overview of their investment theses and key risk factors to consider. AI-powered decision ...

Oklo, Inc. (OKLO) is slated to report fourth-quarter 2024 results on March 24, after market close.     Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The Zacks Consensus Estimate for the fourth-quarter bottom line is pegged at a loss of 8 cents per share, suggesting a slight improvement from a loss of 9 cents reported in the prior-year quarter. The bottom-line estimate has remained unchanged in the past 60 daysImage Source: Zacks Investment ResearchOKLO’s earnings came in line with ...