Core Insights - NuScale Power and Oklo are significant players in the nuclear energy sector, with NuScale focusing on small modular reactors and Oklo on next-generation fission powerhouses and compact fast reactors [1][2] Market Overview - The global small modular reactor market was valued at $5.81 billion in 2024 and is projected to reach $8.37 billion by 2032, with a CAGR of approximately 4.98% from 2025 to 2032 [2] NuScale Power Analysis - NuScale Power holds a unique position as the only small modular reactor vendor with U.S. Nuclear Regulatory Commission (NRC) design approval, enhancing its competitive edge [4] - The company has received approval for a 77-MW uprate, which is crucial for customers seeking reliable power [4] - A significant development is the 6-GW plan with ENTRA1 and Tennessee Valley Authority (TVA), representing the largest small modular reactor program in the U.S. with 72 modules across up to six plants [5] - The U.S.-Japan framework agreement provides strong government support, with potential funding of up to $25 billion for baseload energy projects [6] - NuScale is advancing the RoPower project in Romania, which is nearing completion and generating steady revenues [7] - Despite these positives, NuScale's revenues remain low at $8.2 million for Q3 2025, and it faces substantial milestone payments and non-binding agreements that could delay cash flow [8][9] Oklo Analysis - Oklo is expanding its small modular reactor market presence with a scalable model, starting with the Aurora reactor at Idaho National Laboratory [10][11] - The company is utilizing the U.S. Department of Energy (DOE) authorization pathway to expedite reactor construction and operation [12] - Oklo is advancing multiple reactor programs, including the Pluto test reactor and supporting Atomic Alchemy's reactor for isotope production, enhancing its technology and operational experience [13] - The company is investing in fuel fabrication and recycling facilities to support its reactors and reduce reliance on external suppliers [14] - Oklo has a customer pipeline of approximately 14 gigawatts, primarily driven by data center demand for reliable power [15] Financial Performance Comparison - The Zacks Consensus Estimate for NuScale Power's 2025 bottom line is a loss of $1.64 per share, widening from a previous estimate of a loss of $0.46 [16] - In contrast, Oklo's 2025 bottom line estimate is a loss of $0.61 per share, which has also widened slightly [18] - Over the past six months, NuScale Power shares have decreased by 59.7%, while Oklo shares have increased by 24.7% [19] - NuScale Power's trailing 12-month Price/Book ratio is 10.8X, compared to Oklo's 9.3X, indicating that Oklo may be more attractive for value-seeking investors [20] Conclusion - Both companies are positioned to benefit from the nuclear energy boom, but NuScale Power's long project timelines and small revenues present challenges [23] - Oklo's scalable model, multiple reactor programs, and reasonable valuation make it a more compelling investment option at this time [25]

Core Insights - Oklo Inc. is transforming surplus plutonium from a Cold War liability into a potential energy asset, with federal support favoring its repurposing into advanced reactor fuel to address domestic fuel shortages [1][10] - Fast-spectrum reactors are crucial as they can utilize plutonium as fuel, reducing storage needs and accelerating the deployment of next-generation nuclear power [1][2] Group 1: Company Developments - Oklo has received federal approval for early safety work on its fuel fabrication facility, allowing construction to commence and aligning fuel production with reactor development [2][10] - The company has conducted fast-spectrum plutonium criticality tests with Los Alamos National Laboratory, producing updated safety data that confirms the safe use of surplus plutonium in commercial reactors [3][10] - Oklo's shares have surged over 250% this year, significantly outperforming the industry [8] Group 2: Industry Trends - Entergy Corporation is advancing next-generation nuclear technology, having obtained a permit for a potential reactor site in Mississippi and exploring partnerships for deploying small modular reactors (SMRs) [4] - Dominion Energy is also progressing with SMR technology, signing an MOU with Amazon to study the installation of SMRs at its North Anna facility in Virginia to meet rising electricity demand from AI data centers [5]

Core Viewpoint - Oklo is developing nuclear reactors to produce clean energy, with significant investor gains as the market anticipates nuclear power's role in meeting the energy demands of artificial intelligence [1] Group 1: Company Development - Oklo is currently developing nuclear reactors at three sites: Oklo Aurora at the Idaho National Laboratory and two sites in southern Ohio [2] - The company has recently begun construction on the Aurora site, which will feature a 75-megawatt electrical (MWe), liquid metal-cooled fast reactor [2] - The operational timeline for the Aurora site has been fast-tracked by the U.S. Department of Energy, potentially accelerating its completion from the initial expectation of late 2027 or early 2028 [4] Group 2: Financial Performance - Oklo has no revenue and is trading at a market cap of approximately $13 billion [4] - The company announced a $1.5 billion capital raise, which will dilute existing shareholders [4] - An investment of $10,000 in Oklo's IPO has increased to nearly $99,000, reflecting a rise of over 730% since it began trading publicly on May 10 [5][7] Group 3: Market Comparison - In comparison, a $10,000 investment in the S&P 500 index would only be worth slightly over $13,000 over the same period, highlighting Oklo's significant outperformance [7]

Core Viewpoint - Oklo Inc. (NYSE:OKLO) has seen a significant drop in share prices following a "sell" recommendation from analyst Jim Cramer, indicating a lack of confidence in the company's future performance [1][2][3]. Group 1: Stock Performance - Oklo's share price fell by 9.06% on Wednesday, closing at $75.94 per share, as investors reacted to the negative analyst recommendation [1]. - Cramer advised selling Oklo and expressed skepticism about the future of nuclear energy in the U.S., stating that the anticipated nuclear revolution is unlikely to occur [2][3]. Group 2: Company Developments - Oklo announced progress on its planned fuel fabrication facility at the Idaho National Laboratory, having received a Preliminary Documented Safety Analysis (PDSA) [4]. - The PDSA is the second of three safety-basis documents required for the facility's authorization, with the final Documented Safety Analysis (DSA) to be submitted during construction and updated upon completion [5].

Core Insights - Wall Street is increasingly optimistic about nuclear power as a renewable energy source, particularly in light of the growing electricity demands driven by artificial intelligence (AI) [1][2] Group 1: Market Dynamics - The demand for electricity generation in the United States is expected to exceed $1 trillion in capital investments from now until 2029, largely due to AI [3] - Nuclear energy stocks, particularly Oklo and NuScale Power, have seen significant stock price increases, with Oklo rising 733% and NuScale Power increasing 65.6% over the last three years [8] Group 2: Company Profiles - Oklo is developing a small nuclear reactor that utilizes recycled nuclear waste and aims to serve direct-generation needs, such as military applications and data centers [4] - NuScale Power is constructing a small modular reactor (SMR) that has received design approval from the Nuclear Regulatory Commission (NRC) [5] - The standard SMR from NuScale Power is designed to generate 77 megawatts of electricity, contributing to the estimated need for 50 gigawatts of new electricity generation by 2030 [6] Group 3: Financial Performance - Oklo has never generated revenue and lacks an approved reactor design, while NuScale Power generates $64 million in revenue primarily from construction contracts [10] - Both companies are unprofitable, with Oklo reporting negative $68 million in free cash flow and NuScale Power showing negative $283 million [10] Group 4: Investment Considerations - The current investment interest in nuclear energy stocks is largely speculative, with both companies showing minimal revenue and significant cash burn [12] - As of December 15, 2025, both stocks have declined by 50% from their highs, indicating a potential downturn in the nuclear energy trade [13]

Core Viewpoint - Oklo's stock is experiencing a significant decline despite the company's advancements in nuclear energy technology, with a 15% drop in December alone [1][6]. Group 1: Company Developments - Oklo is developing fast-fission nuclear energy plants named Aurora, which utilize repurposed fuel, setting it apart in the industry [2]. - The company has made progress in plutonium fuel fabrication, which is crucial for the U.S. nuclear energy industry's revival, as it addresses the shortage of domestic nuclear fuel [4]. - On December 16, the U.S. Department of Energy approved a preliminary safety analysis for Oklo's Aurora fuel fabrication facility at the Idaho National Laboratory, allowing construction to commence [5]. Group 2: Market Performance - Oklo's market capitalization stands at approximately $13 billion, with the stock price fluctuating between $75.38 and $85.55 on the day of reporting [7]. - The stock has seen a more than 50% decline from its peak in October, raising concerns among investors [9]. Group 3: Investor Sentiment - Investor interest appears to be waning, as recent announcements regarding fuel fabrication are perceived as routine, leading to expectations of further developments without immediate impact [7]. - Jim Cramer, a notable financial commentator, has expressed skepticism about the potential for a nuclear revolution in the U.S., advising that Oklo stock may be a sell [9].

Group 1 - Oklo Inc. (NYSE:OKLO) is involved in designing advanced fission power plants and developing nuclear fuel recycling technology [2] - Jim Cramer advises selling Oklo stock, indicating that the favorable conditions for investing in nuclear stocks have ended [2] - Cramer suggests that there are better investment opportunities in AI stocks, which may offer greater upside potential and less downside risk compared to Oklo [2] Group 2 - Cramer expresses skepticism about the future of nuclear energy in the U.S., stating that a revolution in this sector is unlikely to occur [1] - The company has been associated with stock price fluctuations that seem to respond to Cramer's public commentary [1]

Joining us now to discuss is Oaklo CEO Jacob Dwit. So you got to explain this to us, Jake. We hear plutonium from the Cold War and wonder is that a good thing.Is that safe. >> It's great. That's one of the things we demonstrated and showed is you can do it very safely.Um what's really important about it is this is a huge opportunity to fuel reactors basically to build them sooner and faster. Um, one of the big challenges I think as we've looked down the path over the next few years about how quickly we can ...

Group 1 - Oklo Inc. is being evaluated through a framework that no longer aligns with the company's current reality [1] - Investors continue to perceive Oklo as a development-stage, speculative entity within the clean-energy sector [1] Group 2 - The article emphasizes the importance of identifying high-potential investment opportunities that can yield significant returns while managing risks effectively [1]

Core Insights - Oklo Inc. has received approval from the U.S. Department of Energy's Idaho Operations Office for the Preliminary Documented Safety Analysis (PDSA) for the Aurora Fuel Fabrication Facility (A3F) [1] - This approval marks the commencement of the assembly of the A3F, which is intended to fabricate fuel for Oklo's first commercial-scale powerhouse [1] Company Summary - Oklo Inc. is an advanced nuclear technology company focused on developing innovative nuclear solutions [1] - The Aurora Fuel Fabrication Facility (A3F) will play a crucial role in supporting Oklo's commercial operations by producing fuel [1] Industry Context - The approval of the PDSA is a significant step in the advancement of nuclear technology and its applications in energy production [1] - The establishment of the A3F aligns with the growing interest in advanced nuclear technologies as a sustainable energy source [1]