SAM ALTMAN: NUCLEAR BET WILL POWER OPENAI? OKLO STOCK

[@nicebruce]

Pls continue to follow and update OKLO, thank u!!

[@captnhuffy]

Up 124.6% (my timeframe)

[@sameerpatel8650]

Thank you for this helpful video. For people making comments here its is worth watching the investor day presentation (from Feb 24). I think this is much an assessment on the management team as anything else. The bet is pretty much on their ability to deliver their plan.

[@enriquetabora4399]

This is a very clear Pass. Best of luck to OKLO, but the odds are stacked very high against them. Having worked in the power industry for 30 years I've seen mini-nuke companies come and go. The first issue is the creep of complexity, safety and compliance systems driving up capital costs and blowing out schedules, and the second is NIMBY (not in my back yard) lawsuits. Permitting a transmission line in the US, which has a zero chance of blowing-up the neighborhood, usually takes over a decade, driven mainly by lawsuits brought by disgruntled neighbors; just imagine the reaction of any community when they hear that a new-design nuclear powerstation is going to be built at the edge of town.

[@djm4444]

300 1 acre nuclear stations in the USA and we’d be fully energy independent. You telling us one can’t find 300 acres?

[@enriquetabora4399]

@@djm4444 The US is already energy independent when it comes to electricity generation; in fact the USA is the biggest exporters of natural gas in the world. We also export coal, which is the other fossil fuel we use for generation. We still import oil for other uses (transportation, heating, refined products, etc.), but only 0.6% of it is used for power generation. The installed capacity of natural gas and coal in the US is around 800,000 MW, so 300 OKLO reactors could replace ~0.8% of current thermal generation; not enough to make a dent in energy security or emissions reductions. Hey, but, anything can happen; in the the 2000's we, meaning the generation industry at the time, believed that wind and solar were science experiments and would never be commercially viable. 20 years later, they're the cheapest electricity on the grid. So mini-nukes could be the next big thing, but I don't think buying OKLO shares today represents a wise investment: I think they are more likeley to fail, as have many others before them, than to succeed. Cheers

[@theinfamoustroll7265]

This is a fantastic analysis but the premise is incorrect. You don't buy single stocks as long-term investments. The question to ask is whether the stock will likely rebound to previous levels at some point in the future (hopefully the near future). I have no idea whether OKLO will be successful as a company long term but I know that ~7$ was a historic low for a company that was recently backed by Altman Corp. The stock was always going to rebound to at least IPO at some point because there was no fundamental change in business conditions to justify the 49% drop in the first place.

[@timhowell6929]

@@theinfamoustroll7265I think it’s overly simplistic to say single stocks are not for long term investors. It depends on the stock, the company, their markets etc. I have several single stocks in my portfolio that have done very well over the long term.

[@hughincalifornia4809]

@@enriquetabora4399 Great reply,thank you. I'm curious if your thoughts have evolved given the passage of bipartisan nuke legislation Spring and Summer 2024?

[@ginniechristopherson]

I don't know...the timelines seem like pie in the sky...2926-27? Nuclear power is so heavily government regulated and difficult to build new power plants, it's just not very likely to happen the way everyone thinks.

[@captnhuffy]

Bingo. Even worse than the Gov regulations, was the FACT that failures and fuk ups were REWARDED by Gov : Gov throwing more money, fist-fulls of money, at self created problems by industry players. Question: can these guys do for Nuclear what Musk has done for EV? For Twit? For Aerospace? That my friend is the largest question.. because nuclear power has already been PROVEN

[@captnhuffy]

Thanks. It’s worked well for me, for the last 4 months. posting Oct 27

[@PeterParker-wj3cr]

One of the reasons why the investing legends recommend the average investor should just invest in index funds. Is because of companies like OKLO. Trying to pick the next winning stock is maybe easier then picking the winning lottery numbers. But still a difficult task. OKLO's story sounds great on paper. But at pre revenue this is purely conjecture at this point. Not to mention if you decide to take a position. It will require patience. You would need a long horizon to allow time for the thesis to play out. That is of course if you are investing into the actually company. But if you just want to day or swing trade this stock. That is probably a better bet at this stage of their business cycle.

[@Mindaugasx]

i smell 10x bagger 📈📈📈📈 Buy buy buy Oklo💵💵💵💵

[@종달새-i7h]

I hope so, but it's impossible. I'm hopele🤦

[@tbansal80]

Great video. Thanks!

[@scheffmann]

Thank you so much for your thoughts 👍

[@Davis-k2y]

People don't understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments don't match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that. Financial planning is like navigation. If you know where you are and where you want to go, navigation isn't such a great problem. It's when you don't know the two points that it's difficult

[@Jacksonhht]

Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.

[@Simone-x4r]

Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I've been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.

[@Goodskodel]

Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things

[@TRRecordEntertainment]

Sounds interesting. I was planning to invest some few £ in some coins, stack them up and leave them for a few years, but seeing this changed my mindset. Thank you very much

[@Steve176-v7g]

Any specific guide. I'm from Georgia how do I go about this? I think I'm interested how can I get in touch with Ms Sofia Rachel

[@bigsidable]

I just brought 10 shares. We shall see. Been looking for a nuclear fission company.

[@ThePillsburyJewboy]

Vernova is also a bet on increasing the electric grid

[@GB-ws8zx]

a much more reliable bet

[@darin7369]

I've made a ton of money on SPACs. It's like venture capital only better because you have more liquidity. You just have to be selective and keep a close eye on their progress. Some fail to meet challenges and you just sell those and double down on the ones that consistently meet their goals.

[@SpiritOfTheHeretic]

I don't see how Oklo could fail. I think most utilities would be more than happy to give away used fuel so that they don't have to maintain fuel pool surveillances on it or ISFSI pads. Having spent fuel on their sites is a huge liability and probably increases ANI insurance costs.

[@KarelBeelaertsvanBlokland]

Reusing current spent nuclear fuel in fast reactors is the solution to the nuclear waste problem with long radioactivity periods. Reusing this burnt fuel will reduce this radioactivity significantly. We need these smarter, more friendly, safer reactors, especially with the tremendous energy that AI will consume. Governments must install emergency legislation to curb community legal procedures halting permitting procedures.

[@RnRgp]

Nuscale seems to have their hooks into utility for the SMR space with regulatory approval. However, there are some disruptive fuel sources available now to fuel this OKLO SMR offering that would combine with their recycling function

[@talu1999]

Thanks a lot for your review

[@westwoodoralsurgerydentalgroup]

What is the actual ticker symbol for this?

[@unrivaled]

OKLO

[@praspurgh]

​@@unrivaled you made a typo on the video title

[@unrivaled]

I don't follow? Sorry

[@jimkirbysevilla7389]

​@@unrivaled OKLA vs OKLO... ü

[@westwoodoralsurgerydentalgroup]

@@unrivaled how can I invest in this company?

[@dj0ai]

WLD? 100K is approaching to one of my favorite investment KZbinrs. Could be interesting to get your take on WLD, now that we are in the world of Sam.

[@unrivaled]

Thank you! Hopefully get to 100K in 2025. What's the thesis on WLD?

[@dj0ai]

@@unrivaled WLD World is one of Sam Altman's projects. I am interested in it, because he is involved in it. The major thesis is: World ID, a digital proof of human. They say this will be even more important in the age of AI.

[@mattdurette497]

You should really read about the history of small nuclear before investing here. The concept has been around a long time, and all have failed to make the economics work. I'm not saying it's impossible, but why is Oklo different? This video doesn't try to tackle this fundamental question. Electricity is a commodity and they will be competing against other sources.

[@unrivaled]

Would love to learn more! Feel free to share books or additional detailed thoughts you have.

[@AMotoVlogger]

The difference is Oklo’s primary customer base will be data centers

[@N3wFoundRapp3r]

@@AMotoVlogger Thats what I'm thinking . Data centers will be the first to benefit from this technology. Possible blocks and regulations however could slow this down

[@mattdurette497]

@unrivaled youtube is preventing me from commenting with the link, but try googling "Small modular nuclear reactors get a reality check in new report". Article just posted today

[@mikewilliamson1539]

I think what OKLO (and SMRs in general) has going for them is the timing of energy demands (AI, EVs) leading to a better quality of life yet facing limitations of the existing power grid. More power sources are needed. Add to that the changing public perception of nuclear as a green/clean energy. Also significant is the ability to power desalination plants making energy availability a less significant obstacle limiting population growth in high density areas or expanding to more remote coastal locations. Timing is everything and I could be completely wrong.

[@bestservedchill1489]

Bought OKLO this morning. Let's see where this goes.

[@종달새-i7h]

This goes down

[@bestservedchill1489]

@user-he5mt4cl2e in the short term. If it goes down then that means it's on sale. Time for me to buy more.

[@EmadElSammad]

Wondering how you’re doing now that it’s $19

[@bestservedchill1489]

@@EmadElSammad up over 100%!!

[@bestservedchill1489]

Experts are saying it should settle down around $12. I think it might be a good new position. Waiting for the dust to settle.

[@markriley5931]

This is a spec I would love to succeed. Safe nuclear energy is a solution to many problems. Don’t know of any other pure plays. Will consider adding a small position. Trans medics is another spec investment worth supporting with a small position. Thanks for sharing your thoughts.

[@shakespeareali]

Nuscale

[@PSuTubed]

Wow Nuclear power?! What would they think of next? The loom?!

[@umsergio]

Just began a very small position, but ready, this could BE life changing, or Not. Anyway it Will Not hurt me só much to try ...

[@baffinsansterre]

If it's a ligit business plan, why take the SPAC path? They lost all legitimity.

[@unrivaled]

I think it's because it's a much riskier business so a SPAC probably makes more sense than IPO where you're judging a business off of historic financials vs. forward potential.

[@young6762]

its down 50% what a scary market

[@DimiUSA]

Pretty typical. The angel investors that got in at a couple bucks a share at 100mil investment cash out on IPO day when it's at 10x or whatever that number may be. I'm still buying in but going to wait until it lvls out.

[@westwoodoralsurgerydentalgroup]

what is the company’s actual ticker symbol?

[@young6762]

@@westwoodoralsurgerydentalgroup correct if im wrong but i think its "OKLO"

[@DimiUSA]

@@westwoodoralsurgerydentalgroup OKLO they got lucky on that one :D

[@fakedraugr6706]

I bought 1500 shares at 16$ and now I am fucked 😢😢

[@GM4ThePeople]

1.2B for no revenues, no book value, nothing but an idea? Go ahead & take my USD!! o/

[@theinfamoustroll7265]

It is at a historic low... gimmie, gimmie, gimmie.

[@theinfamoustroll7265]

I hope you guys bought in.

[@alanyuen1677]

Cathy Wood's poison.

[@joey6578]

NNE.

[@bdml77]

You're cute

[@cupajoe640]

Scam pump n dump

[@종달새-i7h]

You are right

[@tonyyang530]

Don’t buy OKLO stock. It is sucks. Never buy it. They just want to take your money, and never seen the product