Core Insights - The article discusses the extreme euphoria surrounding Oklo Inc's stock, driven by speculation about potential nuclear power contracts in the U.K. that were not announced during President Trump's visit [5] - Oklo is developing smart modular reactors aimed at providing nuclear power for AI data centers, which positions it as a significant player in the energy sector [5] - The article highlights the implications of the current market sentiment, indicating that extreme positive sentiment is a contrary indicator suggesting caution for investors [5] Company Overview - Oklo Inc is focused on developing smart modular reactors for nuclear power, particularly for AI data centers [5] - The company has gained attention due to its leadership, including former OpenAI CEO Sam Altman and Energy Secretary Chris Wright on its board [5] Market Dynamics - Prior to President Trump's U.K. visit, Oklo's market cap increased by $3.69 billion, followed by an additional $6.05 billion during and after the visit, bringing its total market cap to $19.96 billion [5] - Despite the speculation, no firm contracts for Oklo were announced during the visit, raising questions about the sustainability of the stock's euphoria [5] Investor Sentiment - The VUD indicator shows predominantly green, indicating net demand, which is unusual for a stock experiencing parabolic growth, suggesting extreme euphoria rather than a balanced market [5] - The article advises investors to be cautious when starting new strategic positions and to consider tactical trades instead [5] Broader Economic Context - The article discusses the potential impact of a new $100K fee for H1B visa applicants, suggesting it may not negatively affect growth or major tech companies in the long term [6][5] - Concerns are raised about the implications for the Indian stock market, but the analysis suggests a potential long-term positive outcome for India [6] Money Flow Insights - Early trading indicates positive money flows in Apple and Tesla, while negative flows are observed in Amazon, Alphabet, NVIDIA, Microsoft, and Meta [8] - There is a noted shift of funds from cryptocurrencies like Bitcoin and Ether into gold and silver ETFs, indicating changing investor sentiment [10]