Meta Platforms announced a major deal to support Oklo and TerraPower, providing power for their AI data centers. We’re talking about a 1.2 GW nuclear park in Ohio.
OKLO gapped up at the open, rising nearly 15% to 20% pre-market, though it pulled back during the session. As someone who successfully locked in profits pre-market today, seeing this gap up is bittersweet, but it perfectly validates the 'AI + Nuclear' investment thesis.
Meta is actually providing upfront funding and prepaying for power. This transforms OKLO from a 'concept stock' into a real project with a major anchor customer and a clear 2030 roadmap. We’re seeing the whole sector rally, with Vistra (VST) up over 13% on the news.
While I’m tempted to jump back in, I won’t chase a 20% gap up. I’m watching for a 'gap fill' move or consolidation around the $105 support level. RSI is definitely showing 'overbought' in the short term, but long-term institutional interest has surged.
Anyone else catch this move? Are you holding for triple digits to become the new floor, or taking profits on this Meta-fueled hype?
OKLO just received 'official validation' from Meta. Are we witnessing the rise of the next energy tech giant?
byu/Happy-Acanthaceae372 instocks
Posted by Happy-Acanthaceae372
9 Comments
Exactly mate , this year the booming sectors will be
Nuclear energy
Defense
Data center cooling
Tech
VR
do they have the working reactor already
It gets scary when one VC-funded company starts investing in another VC-backed company – the great circle jerk…
Yes, OKLO will be a first mover in the SMR space and their build/own/operate model is hyper scalable.
Their entire technology is still hypothetical and they earn no revenue. Their performance is entirely based on the assumption that they will figure out how to achieve their product.
RYCEY🙏
What’s interesting is that SMR (NuScale) actually have plans that have been approved by the nuclear regulatory commission. No other company had done this. Their builds actually can’t have a nuclear meltdown. While OKLO doesn’t have anything approved yet people are blindly putting money down. SMR is the real deal.
Will be a great short in about a year. They’re going to build these plants using prepaid power and financing/stock dilution. The prepayments will show as revenue once power is generated but they’ll have no cash coming in to pay for expenses after these things are built resulting in either major stock dilution or insolvency of debt.
Nne