Oklo Stock Soars 63.5%: Here’s Why This Nuclear Play Just Electrified the Market

Wall Street's latest obsession just went nuclear—literally.

Oklo Inc.'s stock exploded this week, rocketing 63.5% in a surge that left traditional energy plays in the dust. The advanced fission company suddenly became every trader's favorite ticket to the future of power generation.

The Catalyst Behind the Melt-Up

Regulatory breakthroughs sparked the frenzy. Oklo cleared critical hurdles with the Nuclear Regulatory Commission, positioning its compact reactors closer to commercial deployment. Investors piled in betting this micro-nuclear technology could disrupt everything from data centers to remote mining operations.

Short Sellers Get Burned

The squeeze was brutal—hedge funds betting against nuclear innovation got vaporized as retail traders and institutions alike chased the momentum. Volume hit record levels as FOMO overrode fundamental analysis.

Because nothing makes money flow faster than the promise of limitless clean energy—except maybe the fear of missing out on the next big thing. Just another week where physics beat finance at its own game.

U.K. and U.S. partner to boost nuclear energy

A memorandum of understanding between the two countries was made public on Thursday, outlining collaboration on nuclear energy development. The agreement emerged from President Trump's U.K. visit this week, where nuclear energy and artificial intelligence (AI) were the dominant topics.

The U.K. plans to slash its reactor licensing timeline from three to four years down to just two years, while the U.S. has set an 18-month target for review procedures. That's a massive acceleration that could fundamentally change how quickly companies like Oklo can deploy their small modular reactors.

The agreement also targets Russia's dominance in nuclear fuel supply. Both nations are committed to eliminating Russian fuel imports by 2028. Energy Secretary Chris Wright indicated at a Vienna conference this week that he'd pursue similar partnerships with other nations.

Image source: Getty Images.

Oklo rides the nuclear wave

The opportunity for Oklo is massive. Nuclear energy is having a renaissance of sorts, and with its compact fast reactor design, Oklo could be particularly well-positioned to benefit from streamlined licensing.

Still, the company's valuation makes me pause. Oklo has yet to generate meaningful revenue and trades on promise rather than performance. The technology still needs to be perfected, and there's no guarantee that successive administrations will be as pro-nuclear as the current one. But if you have a higher risk tolerance, Oklo is a solid pick.