Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer discussed, along with market shortages. During the episode, a caller asked whether the stock is a buy, sell, or hold. Cramer replied: Okay, Oklo, I’ve been saying sell it… It’s been knocked down pretty bad. I think it, there’s always these yahoos who want to come in, it’s up 22% for the year, who say, well, listen, it’s going to be the next greatest thing ever, and their technology’s unbelievable. This is nuclear power, and when we talk about nuclear p ...

Core Insights - Oklo Inc. is gaining significant attention as a leading large-cap stock for 2025, with analysts upgrading their ratings and price targets based on strong business performance and future projections [1][2][3] Group 1: Analyst Ratings and Price Targets - Seaport Research upgraded Oklo to a Buy rating from Neutral with a price target of $150, based on a projected EBITDA of $1.59 billion for 2032 [1] - Needham initiated coverage with a Buy rating and a price target of $135, highlighting the company's regulatory advantages and robust fuel strategy [2] - UBS raised its price target for Oklo to $95 from $65 while maintaining a Neutral rating, emphasizing the company's focus on nuclear infrastructure and the INL pilot project [3] Group 2: Business Strategy and Operations - Oklo Inc. is focused on developing advanced fission power plants to deliver clean, reliable, and affordable energy in the US [4] - The company is also commercializing nuclear fuel recycling technology, which transforms nuclear waste into usable fuel for its reactors [4] Group 3: Market Position and Future Prospects - Oklo's strong liquidity position, with over $1.2 billion available, enables it to pursue multiple projects simultaneously [2] - The Department of Energy (DOE) authorization is seen as a critical factor that reduces execution risks for Oklo's initial reactors, contributing to a positive outlook for the company [2]

Company Overview - Oklo Inc. (NYSE:OKLO) is focused on designing advanced fission power plants aimed at delivering scalable clean energy and developing nuclear fuel recycling technology that converts waste into usable reactor fuel [2]. Stock Performance - The stock has seen a significant increase of 288% year to date, leading to a market capitalization of nearly $13 billion [1]. Analyst Commentary - Jim Cramer has expressed skepticism about Oklo, suggesting that the company has not yet developed any nuclear reactors and has only broken ground on one site. He has advised selling the stock, indicating that it is overvalued given its current performance and lack of tangible progress [1][2]. - Cramer also noted a pattern where the company tends to release information that boosts the stock price shortly after he advises selling it, indicating potential volatility and speculative behavior in the stock [2]. Investment Perspective - While acknowledging the potential of Oklo as an investment, there is a belief that certain AI stocks may offer greater upside potential with less downside risk compared to Oklo [2].

Group 1 - Oklo Inc. (NYSE:OKLO) is involved in designing advanced fission power plants and developing nuclear fuel recycling technology [2] - Jim Cramer advises selling Oklo stock, indicating that the favorable conditions for investing in nuclear stocks have ended [2] - Cramer suggests that there are better investment opportunities in AI stocks, which may offer greater upside potential and less downside risk compared to Oklo [2] Group 2 - Cramer expresses skepticism about the future of nuclear energy in the U.S., stating that a revolution in this sector is unlikely to occur [1] - The company has been associated with stock price fluctuations that seem to respond to Cramer's public commentary [1]

Company Overview - Oklo is a nuclear technology company focused on innovative solutions, particularly its Aurora small modular reactor (SMR) which utilizes liquid metal cooling instead of traditional water cooling [3][4] - The company is also a leader in nuclear fuel recycling technology in the United States, with no direct competition in this area [5][7] Technology and Innovation - The Aurora reactor can produce up to 75 MWe of electricity and operate for 20 years without refueling, with the first reactor under construction at the Idaho National Laboratory expected to be operational by the end of 2030 [4] - Oklo's fuel recycling technology can extract 100 times more energy from the same fuel used in water-cooled reactors, reduce nuclear waste by 90%, and produce three times the power of comparable water-cooled reactors [6][7] Financial Performance - Oklo recorded a net loss of $64.2 million for the first nine months of 2025 and currently generates no revenue, relying on investor funding and government contracts [9][12] - The company has cash reserves of $410 million and marketable debt securities of $511.5 million, with manageable debt of $40.6 million as of September 30 [10] Market Position and Future Prospects - Oklo has been selected for the Department of Energy's Advanced Nuclear Fuel Line pilot projects and has partnered with France's Newcleo, which could invest up to $2 billion in the company [11] - The nuclear fuel recycling industry is projected to be worth $4.7 billion by the end of the decade, while the SMR market could reach $7 billion by 2030 [15] Stock Performance - Oklo's stock has increased by 426% in 2025, reflecting strong market interest despite the lack of revenue [2][12] - The current market capitalization is $17 billion, with a stock price of $104.73, but the company is considered highly speculative due to its financial situation [13][14]

Company Overview - Oklo Inc. (NYSE:OKLO) designs advanced fission power plants aimed at delivering scalable clean energy and develops nuclear fuel recycling technology that converts waste into usable reactor fuel [1] Investment Sentiment - Jim Cramer recently advised selling Oklo stock, indicating that the favorable conditions for investing in such stocks have ended [1] - Cramer also mentioned that Oklo is a pre-revenue company facing significant losses, which raises concerns about its financial viability [1] Market Context - The potential for Oklo's nuclear projects is acknowledged, but the timeline for development is lengthy, potentially taking a decade, and is often accompanied by substantial cost overruns [1] - There is a comparison made with AI stocks, suggesting that certain AI investments may offer better upside potential and lower downside risk than Oklo [2]

Core Insights - Oklo has gained significant attention in the market, with Wedbush maintaining a bullish "Outperform" rating following the company's Q3 fiscal 2025 earnings results [1][2] - Despite reporting a larger-than-expected quarterly loss and lacking commercial revenue, Oklo's positioning at the intersection of AI and nuclear power is seen as a strong advantage [2] - The company is making progress to meet the growing energy demands of expanding data centers, with computing capacity expected to increase tenfold by 2030 [3] Company Overview - Oklo, based in Santa Clara, California, focuses on developing advanced fission power plants and nuclear fuel recycling technology, with a market capitalization of approximately $15 billion [5] - The company has experienced a remarkable stock performance, with shares rising 308% over the past 52 weeks, 164% in the last six months, and 32% in the last three months [6] - Oklo's stock performance significantly outpaces the First Trust Bloomberg Nuclear Power ETF (RCTR), which only advanced 8% in the same three-month period, indicating its rising dominance in the nuclear sector [6][7] Industry Context - Regulatory support is enhancing Oklo's growth prospects, as the Department of Energy has approved the construction and operation of a nuclear facility, facilitating quicker deployment under the Nuclear Regulatory Commission's supervision [4] - The company's innovative approach and market positioning suggest it is setting the pace for growth and innovation within the nuclear energy industry [7]

Group 1 - Oklo Inc. is recognized for its potential in the nuclear power sector, focusing on developing smaller form reactors to enhance nuclear energy production [1][2] - The company is currently a pre-revenue entity facing significant losses, which raises concerns about its financial viability despite the bullish outlook from recent conference calls [1] - The timeline for realizing nuclear projects is lengthy, potentially taking a decade, and is often accompanied by substantial cost overruns, which could impact investment returns [1] Group 2 - Oklo Inc. is involved in designing advanced fission power plants aimed at delivering scalable clean energy and is also developing nuclear fuel recycling technology [2] - There is a comparative analysis suggesting that certain AI stocks may present greater upside potential and lower downside risk than Oklo, indicating a competitive investment landscape [3]

Company Overview - Oklo Inc. (NYSE:OKLO) designs advanced fission power plants aimed at delivering clean and reliable energy at scale [2] - The company also develops nuclear fuel recycling technology that converts waste into usable reactor fuel [2] Investment Sentiment - Jim Cramer highlighted Oklo Inc. as a stock of interest, noting a caller's experience of buying shares at $72, selling half at $140, and contemplating further purchases after a pullback to $110 [1] - Cramer expressed strong confidence in the stock's upward trajectory, advising to maintain the current position without making changes [1] Market Comparison - While Oklo is recognized for its potential, there are opinions suggesting that certain AI stocks may offer greater upside potential and lower downside risk [3]

Company Overview - Oklo Inc. (NYSE:OKLO) is focused on developing advanced fission power plants aimed at delivering scalable clean energy and commercializing nuclear fuel recycling technology that converts waste into usable reactor fuel [2]. Stock Performance - The stock has experienced a significant rally, increasing by 518% year-to-date, reaching a high of 144 before closing at 131 [1]. - The recent surge was attributed to positive news regarding a $1.68 billion facility in Tennessee for recycling nuclear waste and fuel [1]. Market Sentiment - Despite the positive developments, the stock's inability to maintain momentum after the news is viewed as a concerning sign, indicated by the intraday reversal [1]. - The company currently has no revenues, which raises questions about its long-term viability despite the promising concept [1].