$OKLO

🔹 EPS: $(0.18) (Est. $(0.12)) 🔴

🔹 Loss from Operations: $(28.0M)

🔹 Net Loss: $(24.7M) vs. $(27.3M) YoY

🔹 Cash Burn YTD: $30.7M (FY25 forecast $65M–$80M)

🔹 Cash & Equivalents: $226.8M; Marketable Securities: $456.2M → Total $683.0M

🔹 Strong balance sheet bolstered by $441.6M equity raise in Q2

Operational Highlights:

🔹 NRC completed Phase 1 readiness assessment for Aurora-INL COLA — no significant findings; targeting submission early Q4’25

🔹 Licensed operator topical report accepted for review

🔹 Expanded strategic partnerships:

 • KHNP for global advanced nuclear projects

 • Vertiv for data center power/cooling solutions

 • Liberty Energy for integrated power solutions (gas + nuclear)

🔹 Selected as intended awardee to power U.S. Air Force installation under long-term PPA

Fuel & Supply Chain:

🔹 Only advanced nuclear company with fuel secured for first commercial facility

🔹 Partnerships with Centrus & Hexium for HALEU supply, plus access to government stockpiles including plutonium-based fuels

🔹 Leading nuclear fuel recycling strategy for long-term cost and supply advantage

CEO Outlook:

🔸 “With a strong cash position, advancing licensing progress, and strategic partnerships, we are on track toward our first commercial deployments and scaling our advanced nuclear powerhouses.”

Today, the PJM auction rewarded utilities $VST (+1,39%) and $CEG (+1,74%) after setting the capacity price at $329 per MW-day. Shares are soaring in the after-market.

But that’s not all: in a report, Citi highlights a possible collaboration between OpenAI and $OKLO, currently constrained by institutional bureaucracy and licensing, which — given the sensitivity of the topic — tend to be very slow.

However, the partnership between the two companies is generating a lot of hype.

I remain firmly convinced that in the coming years we will witness an explosion in the nuclear energy sector combined with AI. Having thoroughly analyzed the documents, motivations, and statements, I remain optimistic about a possible collaboration between OpenAI and $OKLO, once $OKLO has finalized its product. We'll see, it’ll be fun.

Gainers

* NIKE Inc +10.3%

* Oklo Inc +5.76%

* SailPoint Inc +4.07%

Losers

* USA Rare Earth Inc -7.70%

* Chord Energy Corp -5.81%

* MP Materials Corp -4.09%

$NKE (-0,15%)
$OKLO
$SAIL
$USAR
$CHRD (+0,21%)
$MP (+4,39%)

https://overnightstocks.com/

About a year ago, as I was getting into the world of nuclear stocks, I came across a strange company: $LEU (+6,44%). Since then, both its stock price and the company itself have skyrocketed, driven by the strong demand for energy fueled by AI.

However, $LEU (+6,44%) has a unique trait: it is the only U.S. company that produces HALEU, effectively holding a monopoly in this sector. This company fits perfectly with others like $OKLO and $SMR, as they are producers of SMRs.

The connection between these companies is crucial: $LEU (+6,44%) produces HALEU, $OKLO and $SMR buy it.

Of course, there are downsides: very high production costs, almost mandatory government incentives, regulatory hurdles, and political and social opposition.

Nevertheless, $LEU (+6,44%) is very well positioned in this emerging world. Definitely one to watch.

Nuclear stocks will play a key role: clean and reliable energy, increasingly central to the energy transition. Interesting from a long-term perspective.

For this reason, I will significantly increase my position in stocks related to SMR technology and utilities. AI and Data Centers = Growing energy demand.

$OKLO
$VST (+1,39%)
$CCJ

Updated portfolio with new positions in $NBIS (-0,31%)
$ASTS (+0,29%)
$HIMS (+5,9%) and $NOVO B (+7,02%) . Closed $AAPL (-0,19%) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+3,23%) , $AMZN (+0,46%) , $GOOG (+0,84%)
$MSFT (+1,05%) and $TSLA (+1,16%) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+0,78%) as currently experienced a healty but significant pullback.

Big part of portfolio is now in nuclear stocks, as I have increased my position in $OKLO and opened a position in $SMR

What do you think would be the most compelling 10-15y holds missing here? Please argument as I am very interested in learning macrotrends I may have overlooked.

He is set to sign orders boosting nuclear power helping me have my first 100% on a stock $OKLO

Nuclear is one of the best clean energy. Feel sorry for Germany that destroyed most of their nuclear factories