Roman Iospa

Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.

$OKLO just hit another major milestone. The NRC approved Oklo’s Principal Design Criteria report for the Aurora powerhouse in Idaho & did it in LESS THAN HALF the traditional review timeline. For years, the bear case on advanced nuclear was: “Licensing will take forever.” Now we’re seeing: • Faster NRC engagement • Streamlined pathways • ADVANCE Act implementation • Federal support becoming REAL This is bigger than one approval. It signals the regulatory environment for advanced reactors is changing in real time. Add: • DOE fuel recycling initiatives • AI/data center power demand ( $META deal ++) • $NVDA ecosystem growth • National lab partnerships • Isotope opportunities And the broader picture becomes clearer: $OKLO is increasingly positioned at the intersection of AI, infrastructure, nuclear fuel, and U.S. energy security.

🚨 $Oklo ’s #NRC Principal Design Criteria Topical Report Approved for Aurora Powerhouse in Idaho oklo.com/newsroom/news-… U.S. Nuclear Regulatory Commission (NRC) has approved the Principal Design Criteria (PDC) topical report for the Aurora powerhouse currently under construction in Idaho. The PDC topical report was approved on an accelerated review schedule, reflecting the regulator’s efforts to modernize licensing pathways for advanced reactors while maintaining stringent safety standards.

This is the most important concept in the whole release: “transforming used fuel into a valuable resource” That is literally: $Oklo ’s business model Oklo’s moat Oklo’s long-term margin driver...

$OKLO & NRC licensing for isotopes FYI

Oklo CEO Jacob DeWitte joined @BloombergTV to discuss Oklo's progression toward criticality and what it takes to bring advanced nuclear systems online. With our isotope test reactor in Texas just months away from reaching criticality. Full interview:  bloomberg.com/news/videos/20…

My predictions for tomorrow’s hyperscaler earnings: • $MSFT: “We are power and compute constrained” • $META: “We are power and compute constrained” • $GOOGL: “We are power and compute constrained” • $AMZN: “We are power and compute constrained”

Barclays on the Nuclear Renaissance: • "The nuclear renaissance has gained momentum in 2026 • Execution signals are becoming clearer • Markets are increasingly selective in how they are pricing the theme • Policy is moving from endorsement to enablement • Hyperscaler demand is underwriting the next stage of build-out • Execution risk remains, but bottlenecks are easing • Overall, we maintain our bullish stance on nuclear"

"Nuclear Tailwinds Are Blowing" - SMR Push Meets Hyperscaler Demand zerohedge.com/energy/nuclear…

Thanks for sharing @da_sails $OKLO keeps showing up wherever the future of U.S. nuclear is discussed. Now EIA highlights SMRs/microreactors and sodium-cooled designs. Add DOE fuel cycle momentum, AI power demand, data center needs, isotopes, and national lab partnerships. Theme is getting stronger...

THE EIA DROPPED A COMPREHENSIVE BREAKDOWN OF EVERY SMR AND MICROREACTOR UNDER DEVELOPMENT IN THE U.S. • 98 GW of nuclear operating today - but almost nothing built in decades. SMRs are how the next wave gets built. • EIA catalogs 5 reactor design categories: light water, high-temperature gas, molten salt, sodium-cooled, and other. Dozens of vendors and designs covered. • Capacity range is massive - from sub-1 MW military microreactors up to 470 MW (Rolls-Royce SMR). One chart tells the whole story. • HALEU fuel is central to many advanced designs - higher enrichment, smaller footprint, less spent fuel. The domestic fuel supply chain buildout is part of this picture. • Military adoption is accelerating - Army Janus Program, Air Force Eielson AFB pilot with Oklo's Aurora design targeting 1-5 MW by 2027, Navy soliciting commercial SMRs for installations. • DOE Energy Reactor Pilot Program (June 2025) + $900M SMR funding tender + Fuel Line Pilot Program = coordinated federal push to close the gap between design and deployment. This is the cleanest one-stop landscape document the government has published on advanced nuclear development. Worth bookmarking. Link in replies. $OKLO $NNE $SMR $GEV $CCJ $BAM $URNM $LEU $BWXT

$OKLO is becoming the public-market proxy for next-gen U.S. nuclear. EIA highlighting SMRs. DOE pushing fuel supply chain. AI demanding massive power. $NVDA ecosystem needs energy. Labs + isotope opportunities growing. Narrative keeps compounding.

$OKLO should benefit........

$OKLO momentum is starting to look different. In just days, the story stack has grown: • HSBC initiates Buy, $96 PT • Tigress initiates Buy, $130 PT • NVIDIA + Los Alamos collaboration • DOE nuclear fuel supply chain push • Meta / hyperscaler power demand narrative • Isotopes + fuel cycle optionality This is how reratings begin....

$OKLO | 𝐎𝐤𝐥𝐨: Tigress initiates with 𝐁𝐮𝐲, sets 𝐏𝐓 𝐚𝐭 $𝟏𝟑𝟎 Analyst sees Aurora platform driving high-growth nuclear + AI opportunity, with policy tailwinds and partnerships supporting long-term upside.

$OKLO momentum is starting to look different. In just days, the story stack has grown: • HSBC initiates Buy, $96 PT • Tigress initiates Buy, $130 PT • NVIDIA + Los Alamos collaboration • DOE nuclear fuel supply chain push • Meta / hyperscaler power demand narrative • Isotopes + fuel cycle optionality This is how reratings begin. The market is shifting from viewing OKLO as a speculative nuclear name to seeing it as AI-era strategic infrastructure. Why it matters: AI needs power. Data centers need baseload reliability. America wants domestic fuel security. Wall Street pays premiums for scarcity + strategic relevance. Near term, traders watch: $80 = psychological level $86 = major technical gate $100 = headline magnet Longer term, analysts are now openly modeling triple-digit upside. Whether one agrees or not, the conversation has changed. $OKLO is no longer just about reactors. It is becoming a nexus of nuclear, AI, fuel cycle, and high-value isotopes. Worth watching closely. $NVDA $META $SMR $LEU $CEG

$OKLO Price Target Announced at $130.00/Share by Tigress Financial Key takeaways from the report: Target Price/Rating: Tigress Financial initiated coverage on Oklo $OKLO with a Buy rating and a $130 price target. Driving Factors: The bullish outlook is based on Oklo's advanced sodium-cooled fast reactor technology, High-Assay Low-Enriched Uranium (HALEU) fuel cycle, and strong positioning for AI data center energy needs. Market Context: This target is among the higher projections as analysts hold mixed views on the company's valuation, with other recent targets ranging from as low as $14 to highs around $168. Business Model: Oklo focuses on an "own-and-operate" model, targeting rapid deployment of small modular reactors (SMRs). #Oklo #smr #nuclear #nuclearenergy #haleu

The Billionaire Math Geek Who Turned AI Into a Money-Printing Machine Alex Gerko’s XTX Markets uses Nvidia chips and ‘deep learning’ to forecast price moves XTX Markets, an algorithmic trading firm, is building a $1 billion-plus complex of five AI data centers in Finland to expand its data crunching and model training capabilities. XTX’s data center investment aims to ensure cheap model training and establish a wider moat against rivals in an AI industry arms race. Last year, XTX’s U.K. business revenue climbed 44% to $5.3 billion, with profit rising 33% to $2.3 billion. wsj.com/finance/alex-g…

The AI investment cycle is only accelerating: Global data center CapEx driven by AI is projected to reach $5.2 trillion by 2030, according to McKinsey. IT equipment would represent ~$3.3 trillion of that total, followed by data center infrastructure at ~$1.6 trillion and power generation at ~$300 billion. This assumes 125 incremental gigawatts of new AI data center capacity added between 2025 and 2030, requiring as much electricity as ~125 nuclear reactors to power. In an accelerated demand scenario, total CapEx could rise to $7.9 trillion, with 205 incremental gigawatts of capacity added. A constrained scenario would require $3.7 trillion, with 78 incremental gigawatts added. The investment is expected to be driven by mass adoption of generative AI, enterprise integration across industries, competition between mega-cap tech and other firms, and governments investing heavily in AI infrastructure. The AI buildout is set to reach unprecedented scale.

$OKLO retesting and closing the recent gap ups. A halthy pullback with buyers stepping up for the next leg. + On a Weekly chart MACD is looking to turn positive, next week(s) should be very interesting....

@grok @CryptoMilox @grok overview OKLO customers in detail.

This is huge for AI infrastructure. OKLO’s plutonium fast reactor work with LANL validates real bridge fuel, while NVIDIA’s AI/digital twin tech (already deployed at labs under Genesis) optimizes design, licensing, and grid reliability. Nuclear + AI is the scalable path to energy abundance—no more power bottlenecks. Great catch! 🚀

$OKLO, $NVDA, and Los Alamos National Lab team on nuclear fuel validation and AI-driven R&D tied to the federal Genesis Mission, focusing on plutonium-bearing fuels, grid reliability, and AI models with digital twins for nuclear-powered AI infrastructure. @grok

Ref: barrons.com/articles/oklo-…

$OKLO Plans to Recycle Cold War #Plutonium With Nvidia's Help Oklo Inc. has partnered with NVIDIA $NVDA & Los Alamos National Laboratory (LANL) to accelerate the development of advanced #nuclear fuel, specifically aiming to recycle Cold War-era plutonium into fuel for its sodium-fast reactors. Using NVIDIA's AI and computing power, the collaboration focuses on modeling, simulation, and fuel fabrication, supporting Oklo's "Pluto" reactor for high-assurance, resilient power. Key Aspects of the Collaboration: Fuel Innovation: The partnership aims to advance plutonium-bearing fuel research to turn surplus Cold War plutonium into clean energy. AI and Simulation: NVIDIA will provide AI infrastructure and expertise to support physics and chemistry-based modeling for fuel validation. Targeted Applications: The effort supports the U.S. government’s "Genesis Mission" and is aimed at developing power solutions for AI data centers. Reactor Technology: The work focuses on accelerating Oklo's "Pluto" reactor design, which is part of the Department of Energy’s Reactor Pilot Program. Strategic Goal: The collaboration aims to convert potential nuclear waste (surplus plutonium) into usable energy and, in a separate but related project, establish a commercial fuel recycling facility by the 2030s. This partnership leverages LANL’s expertise in nuclear materials, NVIDIA’s computing power, and Oklo’s fast-reactor technology to address both energy needs and nuclear waste management. @oklo @nvidia @LosAlamosNatLab @barronsonline