Oklo Has Massive Potential Due to Artificial Intelligence, but the Stock Is Sinking. Here's What I'd Do

Oklo, a small energy company positioned to power AI data centers, has lost roughly half its value in 2026 after soaring 238% last year. While the company has significant long-term potential in the AI boom, it faces substantial risks including years before profitability, intensifying losses (now $153M annually), and execution uncertainty. The analyst recommends putting Oklo on a watch list rather than buying now, suggesting investors wait for more encouraging financial results before investing.