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Can Small Reactors Solve Big Energy Problems?Oklo Inc. has recently captured significant attention in the nuclear energy sector, propelled by anticipated executive orders from President Trump to accelerate the development and construction of nuclear facilities. These policy shifts are designed to address the US energy deficit and reduce its reliance on foreign sources for enriched uranium, signaling a renewed national commitment to atomic power. This strategic pivot creates a favorable regulatory and investment environment, positioning companies like Oklo at the forefront of a potential nuclear renaissance. At the core of Oklo's appeal is its innovative "energy-as-a-service" business model. Unlike traditional reactor manufacturers, Oklo sells power directly to customers through long-term agreements, a strategy lauded by analysts for its potential to generate sustained revenue and mitigate project development complexities. The company specializes in compact, fast, small modular reactors (SMRs) designed to produce 15-50 megawatts of power, ideally suited for powering data centers and small industrial areas. This technology, coupled with high-assay, low-enriched uranium (HALEU), promises enhanced efficiency, extended operational life, and reduced waste, aligning perfectly with the escalating energy demands of the AI revolution and the burgeoning data center industry. While Oklo remains a pre-revenue company, its substantial market capitalization of approximately $6.8 billion provides a strong foundation for future capital raises with minimal dilution. The company targets the commercial deployment of its first SMR by late 2027 or early 2028, a timeline potentially accelerated by the new executive orders streamlining regulatory approvals. Analysts, including Wedbush, have expressed increasing confidence in Oklo's trajectory, raising price targets and highlighting its competitive edge in a market poised for significant growth. Oklo represents a high-risk, high-reward investment, with its ultimate success contingent on the successful commercialization of its technology and continued governmental support. However, its unique business model, advanced SMR technology, and strategic alignment with critical national energy and technological demands present a compelling long-term opportunity for investors willing to embrace its speculative nature.
NYSE:OKLOLong
by UDIS_View
SMR NNE OKLO – Breakout Setup Triggered by Nuclear CatalystNYSE:SMR is lighting up after Trump’s announcement on nuclear energy — and it’s not alone. NYSE:OKLO and NASDAQ:NNE are also setting up, but NYSE:SMR has one of the cleanest breakout structures on the board. 🔹 Catalyst: Trump’s nuclear energy announcement yesterday is putting serious momentum behind the sector. 🔹 Technical Setup: NYSE:SMR is building a textbook breakout formation, with $32 as the key breakout level. 🔹 Volume & sentiment are increasing — early signs that buyers are positioning. My Trade Plan: 1️⃣ Anticipatory Entry: I’m looking to buy the first dip before the $32 breakout — getting in early with tight risk. 2️⃣ Add on Breakout: Will scale in above $32 if volume confirms. 3️⃣ Stop Loss: Just below the recent base — staying tight on risk. Why I’m Watching This Closely: Sector catalyst + technical setup = 🔥 Nuclear names have been under accumulation, and now they’ve got a narrative tailwind. First dip after a big catalyst is often the best R/R opportunity.
NYSE:OKLOLong
by kunal00
8
$UUUUTrump’s executive orders to ease Nuclear reactor regulations and improve fuel supply chains, boosting nuclear energy demand. 

Before 2025 started, once Trump won the election I was certain he would eventually pass executive order(s) and/or make political deals to ease nuclear reactor regulations and improve fuel supply chains, naturally boosting nuclear energy demand. This does not just affect AMEX:UUUU it also affects most of the Nuclear Energy stocks and Uranium-related stocks, like AMEX:UEC , NASDAQ:CEG , NASDAQ:NNE , NYSE:OKLO etc. We should see most of these stocks continue to grow in value throughout 2025 at the very least. I don't know yet how they will fair in 2026 though 2025 should continue to be a good year for nuclear energy and uranium stocks :)
AMEX:UUUULong
by SakisBack
OKLO: mid-term topping potential in nuclear space The swing long set-up from Dec pullback is about to fully realize its potential From my Dec chart archive: pbs.twimg.com And Jan update: pbs.twimg.com when I wrote: "It wouldn't not surprise me to see price pulling back bellow Oct's highs slightly and finding support on rising 8/21 emas before continuing its advance. Until price is above 21 ema, next important macro-resistance zone: 33-40" As for now my operative scenario that price is preparing either to finish its upside momentum extending towards: 46-50 resistance zone or already have finished it and in the process of bouncing before a larger corrective way starts unfolding in the coming weeks. If we have the mid-term top already in place, then 20-12 macro support zone might be a good place for the larger bottom to start forming before the new larger upside trend beginnes. The same kind of pattern (bounce and new larger corrective way down) I expect to manifest itself in the coming weeks in other leading energy names (NNE, CLS, VST, GEV) If price moves above the resistance zone mentioned, the proposed scenario needs to be re-assessed. Thank you for your attention and wishing you the best trading and investing results in 2025!
NYSE:OKLOShort
by artemfedorov
$SPROTT Physical Uranium in 2 year coiling triangleAfter a surge of prices in SRUUF and spot uranium in 2023 - nearly doubling from ,from ~$12 to ~$24 - SRUUF spent the entirety of 2204 retracing back to around $16-17... forming a triangle pattern that is gettin increasingly tight. At some point in 1Q or 1H this year believe the commodity will start a bullrun that could last years driven by increasing demand At Goldman CCJ conf: "The industry is seeing demand the likes have never been seen before"... Pariticularly, in the last half oft 2024, the market has seemed increasingly interested in developing nuclear power solutions to power all the new AI data centers in a green way. New tech is faciliting this. Even if many of the new reactors don't come online for years, firms will be stockpiling have to start stockpiling Positive technical developments on the montly chart: that suggest SRUUF will break to the upside out of this triangle in coming months: -Recent Positive Divergences in the BBP (bull bear power) and WIliam %R -Oversold RSI suggest retrace is long in the tooth and the CCI is at the -100 level where its bounces every time since 2022 On top of that we are sitting near the anchored VWAP since inception for the first time in a year and that has been a supportive chart point area ever since. The volume profile suggest that should occur mostly between the range of 16.9 and 20 dollars. If vwap fails and it breaks out of the triangle to the downside, possibility of a quick move down to the 13 area
OTC:SRUUFLong
by Cuth9
Rising Demand for $SRUUF uranium to rise steadily riseAfter a surge of prices in OTC:SRUUF and spot uranium in 2023 - nearly doubling from ,from ~$12 to ~$24 - OTC:SRUUF spent the entirety of 2204 retracing back to around $16-17... forming a triangle pattern that is gettin increasingly tight. At Goldman NYSE:CCJ conf: "The industry is seeing demand the likes have never been seen before"... Pariticularly, in the last half oft 2024, the market has seemed increasingly interested in developing nuclear power solutions to power all the new AI data centers in a green way. New tech is faciliting this. Even if many of the new reactors don't come online for years, firms will be stockpiling have to start stockpiling Positive technical developments on the montly chart: that suggest OTC:SRUUF will break to the upside out of this triangle in coming months: -Recent Positive Divergences in the BBP (bull bear power), WIliam %R -Oversold RSI suggest retrace is long in the tooth and the CCI is at the -100 level where its bounces every time since 2022 on top of that we are sitting near the anchored VWAP since inception for the firs time in a year and that metric has been a supportive price point in the past, We be stuck chopping around here a couple months or more but I think the stars are aligned for OTC:SRUUF and physical uranium to outpace other commodities for year, perhaps many, to come
OTC:SRUUFLong
by Cuth9
1
NuScale Power (SMR) - Cup and Handle Breakout, Target $25 - $40Overview: NuScale Power Corporation (NYSE: SMR) is showing a bullish Cup and Handle pattern, a classic setup that often precedes a significant upward move. The cup has formed over the past few months, and the stock is currently in the handle formation, signaling a potential breakout. Technical Setup: Pattern: Cup and Handle Breakout Level: ~$20.31 (current resistance area) Target Zone: $25.37, $33.65, and $40.57 (potential targets based on previous resistance levels and measured move) Handle Formation: The current consolidation in a descending channel within the handle adds to the potential breakout strength. Price Action: A breakout above the $20.31 level would confirm the cup and handle pattern, with the first target around $25.37 and higher targets up to $40.57. The price could continue to consolidate within the handle for the next couple of weeks before making a decisive move, making now a good time to watch for a breakout. Risk Management: A drop below the $18 level would negate the setup, suggesting further consolidation or a potential reversal. Catalysts: Watch for upcoming earnings and other news that could act as a catalyst for the breakout.
NYSE:SMRLong
by Killahherb
1
Russian nuclear warning lifts gold Gold extended gains for a second session, climbing to $2,630 as tensions between Russia and Ukraine reignited demand for safe-haven assets. Russia unveiled an updated nuclear doctrine Tuesday, paving the way for potential use of atomic weapons, just as Ukraine deployed U.S.-manufactured missiles on Russian soil for the first time since the war began. Russian Foreign Minister Sergey Lavrov called on the U.S. and its allies to take note of Moscow’s revised nuclear policies. On the technical front, gold’s recovery may have further room to run, with the 4-hour chart signaling potential upside. However, the Average Directional Index (ADX) suggests trend momentum remains muted. Key resistance levels include $2,639 and the 200-day simple moving average at $2,654.
BLACKBULL:XAUUSD
by BlackBull_Markets
Cameco (CCJ) vs peer group uranium miners (Jan 2023-April 2024)As a sector, uranium mining has been in a strong uptrend throughout 2023 with a peak in early 2024. Pullback currently underway, based on Uranium U308 (UX1!) spot price softness since January 2024. Geopolitical and operational factors to be considered: (a) Nuclear energy facilities in Europe and USA are reliant to a large degree on fuel sourced from Russia and Kazakhstan, which may be curtailed via legislation (sanctions on Russia and possibly Kazakhstan) or supply chain disruptions (reduced military presence in Niger, announced operational curtailments in Kazakhstan and Saskatchewan which together produce half of global supply). (b) Legacy nuclear facilities are being extended beyond scheduled retirement dates, which will add to demand-side pressure. (c) Nuclear energy is a significantly less elastic market than other types of fuel due to the continuous operational nature of facilities and imperfect substitution alternatives in the short term, which maintains a floor on uranium demand. For consideration: Buy uranium miners located in stable jurisdictions, friendly to US and European interests, and located close to natural markets for fuel consumers.
NYSE:CCJLong
by StrobeT