Oklo: Q1 Earnings Is The Inflection Point For The SMR Trade
2026-05-08 09:30:00 ET
Why The May 12 Print Is The Inflection Point For Oklo
Oklo ( OKLO ) currently trades around $77, and is down roughly 50% from its October 2025 high near $174. The fundamentals behind the stock have not weakened in that window though. Meta has signed a 1.2 GW power agreement with Oklo in January, Microsoft pulled its Three Mile Island restart timeline forward to 2027, and EPRI now expects data centers to consume 9-17% of US electricity by 2030 . The global pipeline of small modular reactor offtake agreements has nearly doubled to 45 GW , showing that the demand side of the AI nuclear thesis is delivering. But for some reason, the stocks are not....
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Oklo: Q1 Earnings Is The Inflection Point For The SMR Trade
NASDAQ: OKLO
OKLO Trading
4.62% G/L:
$72.645 Last:
8,931,378 Volume:
$67.10 Open:
