Oklo: Improved Outlook As Trump Accelerates Small Modular Reactor Development Timeline

  • Oklo's stock surged on Trump's support for nuclear power, accelerating permitting timelines, but it remains highly volatile and speculative due to its pre-revenue status and uncertain profitability. Oklo's compact modular reactors target the growing data center market, offering long-term power agreements and the potential to solve key grid challenges if technology is proven. Its valuation is justified by future revenue potential and high liquidity, but significant risks remain around technology validation, regulatory approval, and capital needs.