Roman Iospa

Excellent coverage of today's @EnergyGOP hearing. Thanks @POWERmagazine's @AaronL_Power. Nuclear Sprint: DOE and Industry Race to Meet Trump’s Target powermag.com/nuclear-sprint…

Tim, I agree with you re $OKLO & this is where it gets interesting. The old assumption was 15 years. But NRC is accelerating, and fuel recycling changes the equation. If that holds, these won’t roll out slowly - they could scale rapidly across locations, like mushrooms🍄🍄🍄 post rain, wherever power is needed. AI is forcing the timeline. Energy is no longer optional infrastructure - it’s the bottleneck.

Jake DeWitte called me with an idea that most people thought was crazy. He wanted to build small fission nuclear power plants. For more than 40 years, the mantra “no nukes” permeated the zeitgeist, and half the people protesting were protesting nuclear war. Jake said he could build a portable nuclear power plant. That could power a small city, be placed anywhere, and even transported. My nuclear physicist friend told me the timeline: "Five years to design. Five years for approval. Five more to build" 15 years. Minimum. I invested anyway. I had faith in Jake that if anyone could get a nuclear power plant built in the US, Jake could. Jake had the energy and drive to actually pull this off. Most entrepreneurs would've given up after hearing that timeline. He doubled down. Fast forward to today: Oklo became the first nuclear power company to get US approval in 40 years. Jake took the company public via SPAC. The Aurora reactor (their flagship model) is a 1.5-megawatt beast that runs for years without refueling. Uses spent nuclear fuel. Cuts waste and environmental impact. Perfect for remote areas and small grids. Oklo today is worth more than $10 billion. Nuclear energy can reduce the carbon emissions damaging Earth. Oklo will be the company that makes it happen.

As #nuclear energy industry getting more clarity, $40B in SMR deals coming in. $Oklo $Smr $Gev $Leu ++

FYI $OKLO is an investor in Blykalla.

@PhuketPotato Fuel is a core constraint of the nuclear story - let's see what progress oklo makes. At the recent Senate hearing, fuel was a major topic and they intend to assist it...

@DevelopAll Makes it all sound very simple, love the description, bet there is more yo it than we think, and I think they alreafy showed they can do this right?

$OKLO - additional progress point Fyi

energy.senate.gov/hearings/2026/… Video link

Happening today U.S. Senate Committee on Energy & Natural Resources fyi

Something stood out to me from today’s Senate Energy hearing: #Nuclear isn’t being discussed as optional anymore - it’s being positioned as infrastructure for AI and national security. energy.senate.gov/hearings/2026/… Aggressive timelines. Real pilot programs. Government + private alignment. $OKLO is already inside that pipeline. Feels like positioning is happening before the market fully reacts.

$Oklo is not a factory yet It’s trying to become one... many smaller SMR units repeatable deployable across locations

Barclays on $OKLO "As hoped, the DOE authorization framework has led to a far more expedient route to operations thus far, and the company has signaled that authorization here is no longer a timeline constraint with regards to the first powerhouse at INL. It is worth noting that the company reiterated its goal of achieving operations by 2028"

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. and Japan Plan $𝟒𝟎𝐁 Nuclear Reactor Project - $SMR $OKLO $NNE $CEG $LEU $TLN $GEV 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Trump and Japan’s PM Takaichi to unveil $𝟒𝟎𝐁 nuclear initiative. ➤ Project includes 𝐒𝐌𝐑 reactors in Tennessee and Alabama. ➤ 𝐆𝐄 𝐕𝐞𝐫𝐧𝐨𝐯𝐚 and 𝐇𝐢𝐭𝐚𝐜𝐡𝐢 to build BWRX-300 reactors. ➤ Initiative tied to bilateral 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 fund under trade pact. ➤ Aims to stabilize 𝐞𝐥𝐞𝐜𝐭𝐫𝐢𝐜𝐢𝐭𝐲 prices and boost energy supply. ➤ Supports rising demand from 𝐀𝐈 and industrial growth. ➤ SMR deployment timelines remain 𝐮𝐧𝐜𝐥𝐞𝐚𝐫 in the U.S.

Oklo CEO on nuclear growth strategy: 'We're in full build mode' cnb.cx/476rxrY $Oklo CEO Jacob DeWitte joins ‘Money Movers’ to discuss the company’s latest earnings report, the company’s growth strategy, and more.

I always check a company's jobs page in the companies that I'm an investor in - great leading indicator This is Oklo's (and of course check out Tesla's, Rocket Labs and so on and so on) job-boards.greenhouse.io/oklo

While US-Iran nuclear talks demand limits on uranium enrichment abroad to curb proliferation risks, America is building the responsible, domestic future right here. @oklo is advancing its proliferation-resistant nuclear fuel recycling in Oak Ridge, TN (first private facility, turning 90k+ tons of US waste into gigawatts of clean power - up to 80% fuel cost cuts). Now powering that vision: major $OKLO + $LEU cooperation - planned JV at Centrus' Piketon, OH site for HALEU deconversion + enrichment co-location. Adjacent to Oklo's 1.2 GW Aurora campus ( $Meta-backed data center power). Solves HALEU bottlenecks for advanced reactors nationwide. Hot off the press (March 17): DOE OTA + Nuclear Safety Design Agreement approved for first Aurora powerhouse at Idaho National Lab - fast-tracking design/construction/ops under Reactor Pilot Program. NRC grants first materials license to Oklo's Atomic Alchemy for isotope production/sales - unlocking early revenue. Local solution = real energy security: Recycle waste → fuel Aurora fast reactors → power grids, AI, industry - zero foreign dependence, IAEA-compatible safeguards. This is how the US leads on nuclear energy while keeping adversaries in check. Invest in abundance. #Oklo #NuclearEnergy #OKLO #LEU #AuroraPowerhouse #CleanEnergy

"Demand For Critical Isotopes Rising, Supply Limited": Oklo Lands First NRC License & Another DOE Milestone zerohedge.com/energy/oklo-la…

Nuclear is no longer just about reactors. It’s about geography, supply chains, and strategic control. ∙ Nuclear strategy has shifted from technology and cost to geopolitics and supply chain resilience Reactor design still matters, but who controls fuel, materials, and infrastructure now matters just as much ∙ The nuclear fuel cycle is highly concentrated #Uranium mining is just step one. Conversion, enrichment, and fabrication are controlled by a small number of players Russia alone controls ~40–45% of global enrichment capacity ∙ Fuel is no longer a simple procurement decision Countries are treating nuclear fuel access as a strategic dependency, not a commodity purchase U.S. and Europe are investing in domestic enrichment and diversified supply chains ∙ Partnerships are becoming geopolitical tools Nuclear collaborations are now chosen based on alignment, resilience, and long-term industrial goals Not just who builds reactors but who sustains them over decades ∙ Supply chains are a core bottleneck Advanced reactors depend on scarce materials and specialized manufacturing also used in batteries and tech This creates competition and long lead-time risk Successful nuclear programs are ecosystem-driven Winning countries invest beyond reactors into: • fuel cycle infrastructure • workforce • manufacturing capacity • regulatory systems ∙ “Certainty” is now a strategic asset Reliable fuel supply, stable partners, and long-term policy frameworks are critical for multi-decade assets Nuclear power is evolving into a full-stack strategic industry. The winners won’t just build reactors, they’ll control the ecosystem around them. Source: Damona - “The new geography of nuclear: energy security, supply chains and strategic autonomy” $CCJ, $LEU, $BWXT, $SMR, $OKLO, $CEG, $NEE, $FLR, $URA

Oklo Just Scored an NRC License. Should You Buy $OKLO Stock Here? barchart.com/story/news/817…

$OKLO | 𝐎𝐤𝐥𝐨: Cantor Fitzgerald reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟐𝟐 Analyst sees transition to early execution and regulatory progress, with strong cash position supporting path to revenue.