Core Viewpoint - Oklo (OKLO) shares experienced a significant increase of up to 20% following Meta Platforms' agreement to support the development of a 1.2-gigawatt nuclear power campus in Pike County, Ohio, which will supply power to Meta's data centers, including its AI supercluster known as "Prometheus" [1][3]. Group 1: Stock Performance - Despite the recent rally, OKLO stock is still down nearly 40% compared to its 52-week high [2]. - The partnership with Meta is seen as a major de-risking event, providing better revenue visibility and potential for replication across other hyperscaler campuses, aligning with the growing AI sector [4]. Group 2: Analyst Insights - Wedbush's senior analyst Dan Ives views the Meta news as a "Buy" signal for long-term investors, maintaining a price target of $150 for OKLO stock, suggesting a potential upside of approximately 33% from current levels [5]. - Wall Street analysts generally believe that OKLO's premium valuation is justified, with a consensus rating of "Moderate Buy" and price targets reaching as high as $175, indicating a potential upside of another 70% [8]. Group 3: Market Sentiment - The announcement from Meta validates Oklo's advanced reactor technology at an unprecedented scale, elevating the company from a speculative startup to a credible energy supplier for critical operations [3]. - Options traders are also optimistic, with derivatives contracts expiring in mid-April showing an upper price set at about $146, reflecting bullish sentiment towards the company [6].