"Meta Joins The Nuclear-Powered AI Fray; Facebook Parent Meta Is Seeking Developers That Can Bring Nuclear Reactors Online Starting In The Early 2030s To Support Data Centers And Communities Around Them" - Axios
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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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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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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