The Crowd Is Dumping Oklo. Here's Why I'd Be Buying It Down 44%.

Oklo, a small modular nuclear reactor company, has seen its stock plummet over 75% from its October peak as investors remain skeptical about its long-term profitability. However, the author argues the stock is worth reconsidering, noting that Oklo only needs a few successful projects—such as its 1.2-gigawatt nuclear power campus deal with Meta in Ohio—to generate billions in recurring revenue as AI data centers and industrial sites face growing power demands.