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Atomic Alchemy, Oklo's Proposed Acquisition Target, Signs MOU With Zeno Power To Provide Fuel For Commercial Radioisotope Power Systems
Express News | Atomic Alchemy, Oklo’s Proposed Acquisition Target, Signs Mou With Zeno Power to Provide Fuel for Commercial Radioisotope Power Systems
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
Nuclear energy company Oklo supported by OpenAI's Altman was shorted by a well-known institution, causing a sharp drop of 10% during the trading day.
The renowned short-selling institution Kerrisdale described Oklo as a "story stock" with no revenue, and the commercial viability of its small modular reactors (SMRs) has yet to be validated, stating that "almost every aspect of the Oklo investment case is questionable." Previously, Kerrisdale's short-selling led to a plunge in the stocks of "bitcoin shadow stock" microstrategy and ai company c3.ai.
Oklo Stock Slides As Short Seller Sets Sights On Altman-Backed Nuclear Startup
AI Data Center Energy Needs: Is Natural Gas the Answer?
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