Hi All,
OKOLA is in news or called buzz market is it good time to buy or it over priced for long term ?
In the last few days OKOLO has moved from $70 to $129. Can community discuss the reason for this up move, financials and future potential of the company
Never heard of this company. What does it do?
@Suresh_Nexus_580 Oklo is a nuclear startup working on microreactors. These are like small modular nuclear plants that can power remote bases, data centers, or communities. They’re also trying to develop fuel recycling facilities to deal with spent nuclear fuel. (One of the major reasons the world wanted to stay away from nuclear IMO)
Financials:
- Still pre-revenue. Q2 losses were about $28M, cash on hand ~$226M.
- Big cash burn ahead, so they’ll likely need more funding down the line.
- No commercial plants running yet – first Aurora reactor is targeted around 2027-28.
Why the stock jumped:
- Momentum around nuclear as “clean energy” with political tailwinds in the US/UK.
- Buzz from contracts (like a pilot with the US Air Force in Alaska).
- Analyst upgrades + retail hype around nuclear/AI/data center energy needs.
- Speculative money chasing small nuclear plays after recent policy pushes.
Will it keep going?
- Best case: If Oklo nails its first reactor and fuel facility, it could be huge – reliable, carbon-free power for data centers, military, remote grids. Tailwinds are real.
- Worst case: Still no revenue, heavy losses, and regulatory hurdles are massive. Nuclear approvals take years and can be unpredictable. Stock could easily swing back down if news flow stalls or financing dilutes shareholders.
So right now it’s mostly sentiment + future hopes priced in. If you believe in nuclear microreactors long-term, Oklo is interesting, but short-term the valuation looks very speculative.
Read more here:
https://oklo.com/newsroom/news/
https://www.barrons.com/articles/oklo-nuscale-nuclear-stocks-insider-sales-1a78a283
Hope this helps @Lintu_Bold_373 @Dharmendra_Prime_493
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Thank you Aryan