7 Articles 0 Followers
2 Apr 2026 2 minute read 0 comments Perfectionist25
NuScale and Oklo, despite being in the same industry, are two completely different companies. I think it's wrong to say they do the same thing and invest accordingly, because they actually do different things. First, you need to understand their busi...
27 Mar 2026 2 minute read 0 comments Perfectionist25
AI data centers were not foreseen in any scenario in which the power grid was designed today. A ChatGPT query consumes 10 times more energy than a Google search. Agentic workflows increase this even further. Hyperscalers require hundreds of gigawatts...
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...
9 Jan 2026 4 minute read 0 comments Perfectionist25
OKLO may be priced like a nuclear company today, but what it's actually building is AI-enabled infrastructure for the energy age. While the market is still preoccupied with short-term questions like whether Aurora reactors will be licensed and whethe...
23 Oct 2025 2 minute read 0 comments Perfectionist25
If their peers were lending to such low-quality borrowers, what might others have done? It seems like the water is still clear, but everything could change at any moment. Despite this uncertainty and risk, regional American banks actually promise sig...
11 Aug 2025 6 minute read 0 comments Perfectionist25
The S&P is losing momentum on the upside. The index is saying, "I'm tired." Furthermore, following the latest agricultural employment data, the likelihood of a Fed interest rate cut in September has begun to rise. I believe that better levels for the...
26 Oct 2024 2 minute read 0 comments Perfectionist25
Oklo’s strategy of selling energy through Power Purchase Agreements rather than selling power plant designs stands out. This model creates long-term value and predictability by enabling recurring revenue streams rather than one-time transactions. Thi...
