Group 1 - Oklo Inc (NYSE:OKLO) is highlighted as a stock to watch following the Federal Reserve's rate cut, with a Buy rating and a price target of $92 from Bank of America clean energy analyst Dimple Gosai [1] - Electricity demand is projected to increase by 25% by 2030, with half of that demand driven by AI and data centers, which positions Oklo favorably due to its large pipeline of Small Modular Reactors (14 gigawatts) [2] - Oklo's pipeline is primarily supported by hyperscalers, with 12 gigawatts of orders coming from major companies like Switch, RoPower, and Equinix, indicating strong growth potential as data center investments continue [2] Group 2 - While Oklo is recognized for its potential, there is a belief that certain AI stocks may offer higher returns with limited downside risk, suggesting a competitive landscape for investment opportunities [3]
Is Oklo Inc (OKLO) The Best AI Energy Stock to Buy Now?