Global governments and technology giants are accelerating their plans, with Uranium mining and nuclear energy gaining momentum.
With the accelerated planning of Global Technology giants and governments, the long-term prospects of the nuclear energy Industry remain optimistic.
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s&p 500 is expected to reach 7000 points! Optimistic sentiment spreads on Wall Street, these industries may become the new hotspots!
From the recent us stock market trend, the three major "frontier technology" sectors are performing extremely strong, which are quantum computing, space satellite, and nuclear power concept stocks.
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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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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.
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