Bullish Thesis for Sam Altman & Oklo, Inc. NYSE: OKLO
Posted: May 29, 2024
- Discusses potential investment opportunity in Oklo, Inc. related to nuclear energy - Oklo, Inc. operates on a Build/Own/Operate model with smaller, more cost-effective "Powerhouses" for generating energy using nuclear waste - Oklo, Inc. projected to be profitable in 2026 or 2027, with revenue potential from supplying electricity to various customers and selling waste recycling services - Could provide a safe, reliable alternative to traditional nuclear powerplants and reduce dependency on other energy sources - Future outlook includes potential growth in carbon capture technology and remote powering robots using mini nuclear power plants - Questions raised about revenue potential of Powerhouses, expecting profitability after first two are operational - Links to articles supporting benefits of nuclear energy and advanced reactors for carbon capture technology
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