Atomic Alchemy, Oklo's Proposed Acquisition Target, Signs MOU With Zeno Power To Provide Fuel For Commercial Radioisotope Power Systems
Oklo Inc Options Spot-On: On November 21st, 108.91K Contracts Were Traded, With 303.35K Open Interest
On November 21st ET, $Oklo Inc(OKLO.US)$ had active options trading, with a total trading volume of 108.91K options for the day, of which put options accounted for 27.47% of the total transactions,
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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.
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Watching Oklo Shares After Kerrisdale Issues Short Report
Oklo Shares Are Trading Lower After Kerrisdale Issued a Short Report on the Stock.
Express News | Kerrisdale Capital: We're Short Oklo.
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Morgan Stanley: It is time to be bullish on uranium prices.
Morgan Stanley stated that the decline in mining output has reduced global uranium supply. Additionally, Russia has issued a ban on the export of enriched uranium to the usa, and if the eu is also included in the ban, it may exacerbate the tightness of global uranium supply.
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Russia's 'uranium restrictions', nuclear power stocks surge, hedge fund king Griffin provides assistance: I have invested in nuclear power, this is the future
Russia's restriction on the export of concentrated uranium to the usa may pose supply risks to the utilities operating american reactors, which supply nearly one-fifth of the usa's electrical utilities. Last month, Griffin participated in a $0.5 billion financing for the small modular reactor (SMR) developer X-Energy, led by amazon.
Oklo Inc Options Spot-On: On November 18th, 92,460 Contracts Were Traded, With 362.72K Open Interest
On November 18th ET, $Oklo Inc(OKLO.US)$ had active options trading, with a total trading volume of 92,460 options for the day, of which put options accounted for 22.41% of the total transactions,
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