Is Oklo the Next Amazon Of Nuclear Energy?

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Today on The Bleeding Edge Newsletter, Colin discusses how Nuclear Energy Company Oklo going public can teach us about investing in early stage companies.
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I'm DCA'ing into OKLO each week just in case they get their NRC site license in 2025. I really like what they are doing and their leadership team, and hopefully Sam Altman being the darling of AI could help them become a big player down the road.

mikeshafer
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Can’t agree with you more Collin! One thing that’s sure to benefit from AI boom is electricity generation companies.. do you wanna look into that sector (eg. NRG, VST) these are companies with good fundamentals and are set to benefit from the astronomical increase of the electricity consumption..

hanzhang
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What is this graph at 3:09. Am I blind or are there no useful labels?

edit: good overall info

Rockassist
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The regulatory bit will take some time to overcome. Wait till there is a clearer picture more prudent.

kennySg
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When is discount coming so I can subscribe to the bleeding edge paid service 😊

bhaveshkm
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geez dude. you spent 1 minute saying nothing of substance on how oklo could be amazon.

cvillanu
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Its too soon. Lots of funding will be needed between now and then which means probable equity dilution before its ready for prime time. At least wait for a working model to confirm design, construction costs, and cost per MWh.

wayneo
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it shows they got 2 employees only, seriously? 2 employees?

lllcool
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"It's far far better to be right about an investment rather than to be early" Wait a sec that's actually intelligent. Let me check his other videos, wow! Not a collection of meme stock BS. Good job guy, keep it up.

SM-qpqw
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This is the replacement for traditional fossil fuel, and nuclear power

mythumbsupgettingdeleted
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It will be electric 😂 but politics will say oh it’s solar and wind so it’s all green meanwhile burning mountains of coal to run the main show.

KenjiEspresso
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After huge investment, this company will sell… electricity. No one is going to get rich selling electricity.

travismrkvicka