Oklo: Nuclear Power & the AI Gold Rush

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Alright, settle in, folks! We’re talking Oklo (OKLO +14.42%), a company trying to make nuclear power… small. Yes, small! Like a chihuahua trying to guard a fortress. It’s a bold strategy, Cotton, let’s see if it pays off. They’re positioning themselves as the power source for all those AI data centers—the digital brains of the future. And Meta, bless their algorithm-driven hearts, has signed a deal. A deal! It’s like the Romans commissioning a new aqueduct, only instead of water, it’s electricity… for the Facebooks.

Now, historically speaking, the pursuit of miniaturized nuclear fission is… ambitious. We’ve gone from splitting the atom to worrying about our phones dying. The irony! But Oklo isn’t just building tiny reactors; they’re building a narrative. A narrative about sustainable energy, about powering the future. It’s a very good story, and Wall Street, as always, is dying to hear the next chapter.

The upside? If they pull this off, they’ll be swimming in venture capital like Scrooge McDuck. The risks? Well, let’s just say the history of nuclear power is littered with… setbacks. And regulatory hurdles. And the occasional meltdown. (Don’t worry, I’m being dramatic. Mostly.) Commercialization is the key, naturally. It’s always commercialization, isn’t it? It’s the holy grail of every tech startup since the invention of the abacus.

So, will this stock soar like a Sputnik launch, or collapse like a poorly constructed soufflé? That, my friends, is the million-dollar question. Or, more accurately, the multi-billion-dollar question. I’ve laid out the arguments in the video below. Watch it. Don’t watch it. I’m a historian, not your mother.

Stock prices used were the market prices of Feb. 2, 2026. The video was published on Feb. 5, 2026. (Because, you know, time travel is expensive.)

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2026-02-07 18:32