The Rokslide Stock Traders Thread

[TX_Diver]

What are some nuclear power plays that people like? Seems like a logical argument for that to increase in value over time from what I am reading. "OKLO" is one I have been reading up on, and it recently had a pretty big correction. It's a play on SMRs if I am reading correctly.

Today is a good day. Yesterday was not.

In the SMR space most of them are startups, little to no revenue for many of them. Huge potential for whoever makes it, but also plausible (likely) some go out of business.

The secretary of energy used to work for Oklo so that’s probably worth something…

A recent Article about Oklo said it well in that you’re effectively investing in a power point presentation. Likely true, but there is the potential to make a ton of money on that PowerPoint investment

There are also companies like LEU, BWXT, etc who are actual established businesses. They don’t seem to have the wild ups/downs but they also seem less likely to go to zero…

That’s my summary so far. Also interested in what others think on it. I do think Nuclear is the future, but it’s likely to be a longer road to get there than some of these companies think and I’m skeptical all of them survive.

 

[BoilerBowHunter]

Sam Altman was also heavily involved with OKLO and just recently left the Board. It seems like his background would make them a front runner for taking SMR technology and utilizing it for AI data center usage. To your point - it's basically gambling since it's a pre-revenue company. But I think one of them has to win out long term, and between his influence, money, and understanding of the AI industry that's a horse I would be willing to bet on.

 

[ETtikka]

Today is a good day. Yesterday was not.

In the SMR space most of them are startups, little to no revenue for many of them. Huge potential for whoever makes it, but also plausible (likely) some go out of business.

The secretary of energy used to work for Oklo so that’s probably worth something…

A recent Article about Oklo said it well in that you’re effectively investing in a power point presentation. Likely true, but there is the potential to make a ton of money on that PowerPoint investment

There are also companies like LEU, BWXT, etc who are actual established businesses. They don’t seem to have the wild ups/downs but they also seem less likely to go to zero…

That’s my summary so far. Also interested in what others think on it. I do think Nuclear is the future, but it’s likely to be a longer road to get there than some of these companies think and I’m skeptical all of them survive.

I am having trouble understanding how any of this nuclear renaissance work is going to happen unless NRC regulations are magically relaxed. China is building ~ 30 reactors right now; we have zero in progress, we kinda need these to feed Ai , I thought ???

 

[safarihunter]

It's not something you can buy right now, but along the lines of nuclear power, Holtec International is intending to have an IPO next year. They were/are primarily a decommissioning company (and have revenue from that service) plus tied to other green energy. They are involved in restarting the Palisades nuclear plant in Michigan. I don't know enough about nuclear regulations to know exactly where they are in the process, but they have received some level of approvals, and also a number of grants between federal and state money. The reactor has effectively been ordered to reopen by the Trump admin, so (among nuclear power options) they are one of the closest to a sure thing I know of.