We came across a bullish thesis on Oklo Inc. on stocks subreddit by C130J_Darkstar. In this article, we will summarize the bulls’ thesis on OKLO. Oklo Inc.'s share was trading at $86.04 as of January 28thth. Critical Metals (CRML) Soars to All-Time High as JPMorgan Sets Sights on Mineral Investments Photo by Frédéric Paulussen on Unsplash Oklo Inc. develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to the customers in the United States. OKLO is emerging as ...

Energy Fuels Inc. (NYSE:UUUU) is one of the stocks Jim Cramer shed light on recently. During the lightning round, a caller inquired about the stock, and Cramer commented: No, no, we want to stay away from that. If we want nuclear power, we have to buy GEV. That’s the one you want, okay? Their nuclear, ahead of everybody else. I wish you could buy Westinghouse individually. That’s owned by Brookfield. That’s a good company, too. But I’ve gotta tell you, Energy Fuels, I have to say no to… It just isn’t the ...

Group 1: PICTON Investments Fund - PICTON Investments has launched an open-ended fund focusing on "trophy asset" general partner-led secondary investments, targeting mature, high-quality companies with significant value-creation potential [1] - The fund aims to capture private equity alpha through underwriting discipline, asset quality, and manager selectivity, rather than broad market exposure [1] - Morningside Capital Inc. will lead the sourcing and underwriting of private equity investments for the fund, while PICTON Investments will manage its liquid investments [1] Group 2: CI Global Asset Management Funds - CI Global Asset Management has introduced two new asset-allocation funds that include exposure to non-traditional assets such as gold and bitcoin [2][3] - The CI Balanced+ Asset Allocation ETF Fund allocates approximately 57% to equity securities, 38% to fixed-income securities, and 5% to other assets, with a target allocation of 2.5% each in gold and bitcoin [4] - The CI Equity+ Asset Allocation ETF Fund features an allocation of roughly 92% to equity securities and 8% to other assets, with a target allocation of 4% each in gold and bitcoin [5] Group 3: Sun Life Global Investments Funds - Sun Life Global Investments has launched ETF series for two existing mutual funds, now available on the TSX under the ticker symbols SBLG and SBLI [7] - The funds were renamed to better reflect the proprietary blended research approach used by their sub-advisor, MFS Investment Management [8] Group 4: First Trust Nuclear Power ETF - First Trust Canada has launched the First Trust Bloomberg Nuclear Power ETF, which began trading on January 19, with a management fee of 0.85% [10] - The fund aims to replicate the performance of the Bloomberg Nuclear Power Index and invests in companies involved in nuclear energy production [11][12] - Its top five holdings include Cameco Corp., Doosan Enerbility Co., Ltd., Mitsubishi Heavy Industries, Ltd., BHP Group Limited, and BWX Technologies, Inc. [13] Group 5: J.P. Morgan Asset Management Fund - J.P. Morgan Asset Management Canada has launched the JPMorgan International Developed Equity Active ETF, which began trading on January 28 [14] - The fund targets long-term capital growth by investing in large- and mid-cap stocks in foreign developed markets, with a management fee of 0.55% [15] Group 6: PIMCO Managed Balanced Portfolio - PIMCO Canada Corp. has launched the PIMCO Managed Balanced Portfolio, a diversified 60/40 asset-allocation fund [16] - The fund allocates 60% to passive global equity ETFs and 40% to actively managed fixed-income funds [16][17] Group 7: Fidelity Global Opportunities Fund - Fidelity Investments Canada ULC has launched the Fidelity Global Opportunities Long/Short Fund, which employs a long/short strategy to navigate various market conditions [18][19] Group 8: Proposed Mining Fund by Next Edge Capital - Next Edge Capital Corp. has filed a preliminary prospectus for a proposed CMP Next Edge 2026 Critical and Precious Metals Short Duration Flow-Through LP, focusing on flow-through shares of mining companies [20][21] Group 9: RBC Global Asset Management Fund Closure - RBC Global Asset Management Inc. plans to terminate the RBC QUBE Low Volatility Emerging Markets Equity Fund on or about March 30, 2026, due to limited growth potential [22][23] Group 10: Fund Changes by Multiple Firms - PICTON Investments will discontinue performance fees for three mutual funds effective January 30 [25] - SLGI Asset Management Inc. will change sub-advisors for two funds, with new names reflecting the change [26][27] - CIBC Asset Management Inc. will change the ticker symbol for one of its ETFs effective February 4 [28] - Invesco Canada Ltd. has changed the risk rating for one of its ETFs from medium to high [29] - BMO Asset Management Inc. has reduced management fees for select ETFs and updated risk ratings [30][31]

Group 1: Company Overview - Cameco is closely linked to the nuclear power industry as a supplier, primarily involved in mining and processing uranium, and has recently acquired half of Westinghouse, which provides services to the nuclear sector [2] - The company operates in a volatile uranium market, where prices fluctuate based on supply and demand dynamics, although it uses long-term contracts to stabilize cash flows [4] Group 2: Market Demand and Supply Dynamics - There is currently high demand for nuclear power driven by increasing electricity needs from technologies like artificial intelligence and electric vehicles, which has generated investor interest in the uranium sector [5] - Cameco anticipates a supply-demand gap by 2030, which could widen over time, potentially leading to significant increases in uranium prices if demand trends continue [7] Group 3: Stock Performance and Valuation - Over the past five years, Cameco's stock price has surged by more than 800%, with current price-to-sales and price-to-book ratios indicating that the stock may be overvalued compared to historical averages [8]

Quick Read Meta paid Oklo $25M upfront for phase 1 of an Ohio nuclear reactor. Oklo expects its isotope business to begin generating revenue in Q1 2026. ASP Isotopes posted 857% revenue growth in 2024 but continues to show net losses. Investors rethink ‘hands off’ investing and decide to start making real money In 1979, the Three Mile Island nuclear power plant suffered a partial nuclear meltdown. Although it was successfully contained and did not turn into a Chernobyl type of disaster, it scared ...

Core Insights - Commodities, particularly uranium, are experiencing strong performance, with expectations for increased demand driven by new investments and geopolitical factors [1][3] - Major tech companies are investing heavily in nuclear power to support their operations, indicating a shift towards nuclear energy as a solution for rising electricity needs [2] - Supply constraints may hinder the ability to meet the surging demand for uranium, potentially leading to sustained price increases [3] Demand and Supply Dynamics - The U.S. government announced a deal in October 2025 to allocate up to $80 billion for new nuclear reactors, signaling a significant boost in uranium demand [1] - Early indicators suggest that uranium production may not expand sufficiently to meet the increasing demand, compounded by geopolitical tensions [3] Investment Opportunities - Uranium miner ETFs are providing attractive returns, with the Sprott Uranium Miners ETF (URNM) showing a year-to-date increase of 37.18% as of January 22, 2026 [5] - The Sprott Junior Uranium Miners ETF (URNJ) is also performing well, with a year-to-date increase of 40.28% as of the same date, focusing on smaller uranium miners for potential growth [6][7]

Core Insights - The discussion around nuclear energy has gained significant traction at the World Economic Forum, with increased enthusiasm from various stakeholders, including environmental organizations and national security advocates [2][3] - President Trump's speech emphasized the importance of nuclear energy for the United States, aiming to quadruple nuclear capacity domestically and triple it globally, while Elon Musk highlighted the need for reliable electrical power to support AI growth [3] - Lightbridge Corp is focused on enhancing the power and safety of existing nuclear reactors, with ongoing fuel testing at Idaho National Laboratory expected to yield results by 2026 [5][6] Industry Trends - Nuclear energy has emerged as a critical topic, particularly in the context of energy demands from data centers that require constant and reliable electricity [4][6] - The reliability of nuclear power is contrasted with other energy sources like wind and solar, which are intermittent, making nuclear a more stable option for industries needing consistent power [7] Company Collaboration - Lightbridge Corp is collaborating with Oaklo, a different advanced nuclear company, to leverage their unique technologies and materials, which allows for mutual benefits without direct competition [8][9] - The collaboration includes potential co-location of fuel manufacturing facilities and exploring the reprocessing of used fuel, indicating a strategic partnership to enhance operational efficiency [12] Future Outlook - Lightbridge anticipates a timeline for fuel approvals and initial testing phases, with expectations for initial rods in commercial reactors to power U.S. cities within several years [16][17] - The company is also planning to build its own fuel fabrication facility, marking a significant step forward in its operational capabilities [17]

Core Viewpoint - The Global X Uranium exchange-traded fund has experienced significant growth over the past year and continues to show potential for further advancement [1] Group 1 - The Global X Uranium ETF has been a focal point in the market due to its substantial performance last year [1]

Core Viewpoint - Oklo is positioned as a strong contender in the energy sector, particularly for data centers, amid the AI boom and related challenges, with a potential to rival Nvidia in the market [1][6]. Group 1: Company Overview - Oklo specializes in smaller, modular nuclear reactors and has gained attention from investors, partly due to its former chair, Sam Altman of OpenAI [3]. - The company has seen a significant stock price increase, with shares rising 203% over the past 12 months to $94.95, and a 22% increase since the beginning of 2026 [4]. Group 2: Market Position and Future Prospects - There is a growing demand for reliable energy sources for data centers, making nuclear power an attractive solution compared to traditional methods like diesel generators [2]. - If Oklo secures a major role as an energy provider for data centers, it could experience substantial business growth and increased investor interest [7]. - Wall Street analysts are optimistic about Oklo's future, projecting an average stock price increase of 31.76%, reaching $125 by late 2026 or early 2027 [7].

Summary of Key Points from the Conference Call Industry Overview - The focus is on the **AI and energy sectors**, particularly the energy demands of AI data centers and the potential breakthroughs in nuclear power to meet these demands [1][2]. Core Insights and Arguments - **Energy Consumption**: AI data centers require massive amounts of energy, raising concerns about sustainability and energy sources [1]. - **Nuclear Power Breakthroughs**: There is a pressing need for advancements in nuclear power technology to provide the necessary energy for expanding AI infrastructure [1]. - **Technological Innovations**: The discussion highlights various breakthrough technologies that could significantly impact energy consumption and efficiency, including nuclear fusion and advanced materials [10][32]. Additional Important Content - **Historical Context**: The conversation reflects on the evolution of technology over the past decade, noting a shift from mundane innovations to potentially world-changing technologies like quantum computing and gene editing [8][9]. - **Skepticism vs. Optimism**: There is a recognition of the skepticism surrounding technology's role in society, juxtaposed with the belief that technology can be a force for good, addressing issues like climate change and health [11][12]. - **Emerging Technologies**: The report mentions various emerging technologies, including radiative cooling, which could help mitigate the energy demands of air conditioning in the face of climate change [40][41]. Conclusion - The conference call emphasizes the urgent need for innovative energy solutions to support the growing demands of AI technologies, with a particular focus on nuclear power advancements and other breakthrough technologies that could reshape the energy landscape [1][32].