Roman Iospa

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.

$OKLO - LIQUID METAL FAST REACTOR SMALL, FAST, FLEXIBLE POWER FOR AI + INDUSTRY

$OKLO Atomic Alchemy reactor on track for July 4th criticality!!! 🤘

OKLO $OKLO earnings drops after the close and the webcast is at 5pm ET Register here events.q4inc.com/attendee/88026…