Today, my stock in focus is
$Oklo Inc.(OKLO)$ , driven by the strong policy tailwinds emerging in the U.S. nuclear sector. The U.S. government’s nearly $2.7 billion funding push to rebuild domestic nuclear fuel production signals a long-term commitment to energy security and advanced nuclear, especially as AI-driven power demand accelerates.
What attracts me to Oklo is how well it fits this trend. As data centers expand, reliable baseload power becomes critical, and nuclear is increasingly viewed as a key solution. Oklo’s next-generation reactor focus aligns closely with the government’s push for advanced reactors, which explains the strong rally across nuclear stocks.
From an investment perspective, I see Oklo as a structural play on the nuclear renaissance rather than a short-term headline trade. Policy support, AI electricity demand, and supply chain reshoring are converging, and Oklo sits right at the center of this multi-year theme.
@Tiger_comments @TigerStars
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