Group 1 - Nuclear energy stocks, particularly Oklo Inc, faced a significant drop in late January 2025 due to concerns over the impact of DeepSeek's low costs on AI investments [1] - Despite the recent decline, Oklo shares have shown remarkable year-to-date performance, being up 162.60% since the beginning of 2025, trading at $55.75 [2] - The surge in Oklo's stock can be attributed to several favorable factors, including the announcement of The Stargate Project, a $500 billion AI infrastructure investment program [3] Group 2 - The turbulence caused by DeepSeek is likely to be temporary, with expectations that it will enhance AI advancement rather than harm Western tech companies [4] - Oklo's growth prospects are bolstered by new energy policies prioritizing production, creating a favorable environment for the company [4] - The recent departure of board member Chris Wright, who became the U.S. Secretary of Energy, is seen as a positive development for Oklo [6] Group 3 - Oklo's stock has shown impressive gains across various timeframes, including a 420.54% increase over the past 12 months [7] - The stock's momentum continues, with a recent 16.19% increase in the latest trading session and an additional 0.38% rise in pre-market trading [8] - Oklo's stock price surpassed the January 24 target of $45 set by Wall Street analyst Dan Ives in just over two weeks [8]
This Sam Altman stock bet is on fire—and Wall Street is taking notice