Core Viewpoint - Oklo Inc. has experienced a remarkable share price increase of nearly 700% year-to-date, significantly outperforming the S&P 500's 12% gain, driven by its involvement in Project Janus, which aims to deploy micro nuclear reactors for U.S. Army bases [1][2] Group 1: Company Overview - Oklo Inc. is focused on developing compact, transportable, and self-sustaining micro nuclear reactors, which are being considered for deployment by the U.S. Army under Project Janus [2] - The company is part of a select group of next-generation nuclear firms collaborating with military and energy agencies to advance energy independence for military installations [3] Group 2: Industry Context - Other companies in the microreactor supply chain include BWX Technologies Inc., X-Energy, Kairos Power, and Urenco USA, all contributing to reshaping U.S. defense energy strategy [4] - Recent policy changes and defense directives have favored the deployment of advanced reactors, creating a favorable environment for companies like Oklo [5] Group 3: Investment Considerations - Despite the stock surge, Oklo has not yet deployed a commercial reactor, and it faces significant licensing challenges with the Nuclear Regulatory Commission [6] - The company's current lack of revenue means its investment case relies heavily on future contracts, partnerships, and government support, making it vulnerable to regulatory delays [6] - The rapid rise in Oklo's stock price raises questions about whether it represents a genuine opportunity in military energy innovation or speculative trading [7]

NuScale Power Corp (NASDAQ: SMR) rallied more than 20% today after the US Army launched a new initiative aimed at deploying micro nuclear reactors. Dubbed the "Janus Program†– this new initiative is ... ...