CEG

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My Current View of $OKLO

25 Mar 2026 3 minute read 0 comments Perfectionist25

In my opinion, two companies are turning the energy crisis created by artificial intelligence into an opportunity: the first is $CEG | Constellation Energy, and the second is $OKLO. Everyone sees that the biggest physical obstacle to AI is no longer...

From Electrons to Economic Value: The 5-Layer AI Cascade and Why Every Layer Matters

21 Mar 2026 3 minute read 1 comment Perfectionist25

When I added the years to these 5 layers, this is what formed in my mind. Energy and chips are already active, infrastructure is currently being built, models will mature by 2027, and applications will consolidate economic value in 2028-2030. This is...