OKLO

$AMFN $ZENA $OKLO @howardlindzon Howard Lindzon, the CEO of Stocktwits, is a CANADIAN !!!

$OKLO ignore the daily noise and look at the execution. This is no longer just a nuclear story on a slide deck. Add a 14+ GW announced deployment pipeline, including Switch’s 12 GW master agreement and Meta’s 1.2 GW Ohio project, plus billions raised to help fund the buildout. And Oklo isn’t positioning itself as just another reactor builder. It’s building a vertically integrated nuclear platform: fuel supply and recycling → nuclear manufacturing and engineering → reactors → selling power directly to customers → nuclear isotopes. That matters. Instead of selling a reactor and walking away, the long-term model is to own and operate the assets and sell the power, capturing recurring revenue over decades. There are major execution risks ahead, but every milestone crossed removes another piece of that risk. OKLO ran near $200 when much of this was still promise. Today there is considerably more proof behind the story. Now the next chapter is scaling it.

$OKLO Calling OKLO “hype” because current revenue is $1.2M is what happens when you analyze an advanced nuclear developer like a mature utility. The investment thesis is future power generation, not last quarter’s sales. Built reactor → fuel loaded → startup authorized → criticality achieved. Analyze the milestones, contracts, fuel, licensing and execution—or you’re analyzing the wrong business.