Market Enthusiasm Has Gone Nuclear: Sell Oklo

Nuclear energy is hot right now. Technological advancement of reactors has created high hopes that nuclear will be a key energy source to fuel the surging data center electricity demand. Growing excitement has taken nuclear stocks to stratospheric levels with Oklo Inc. (NYSE:OKLO) as the poster child, up 800% in the last year. SA Oklo is legitimately on the cutting edge of Small Modular Reactor ((SMR)) technology, but I am confident its market price is in bubble territory. While nuclear is well positioned ...