Oklo's Next Test: Turning Ambition Into Actual Reactors (Rating Downgrade)

2025-12-12 15:07:06 ET

I previously suggested that Oklo Inc. ( OKLO ) was downstream of bottleneck in the nascent SMR nuclear industry. While the ability to supply low-cost HALEU is critical to the success of most SMR designs, Oklo's share price performance suggests that this isn't a concern for investors. I believe that this is a mistake though, and likely stems from hype around the potential of SMRs to meet the energy demands created by AI data centers....

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