u/OdinsDeposition

Cramer hit Oklo twice this year already:

• “Oklo is not a commercial enterprise.” (Jan 2026)
• “Very little prospects for making any money any time in the future.” (Apr 2026)

So I went back and looked at what Oklo actually did in Q1, and honestly the contrast is kind of wild.

Here’s the rundown, not in corporate‑speak, just straight:

Jan 9 – Meta signs a 1.2 GW power purchase + prepayment deal.
Biggest private nuclear deal ever.

Early Feb – Oklo and Centrus link up on HALEU + fuel cycle.
This basically solves their biggest bottleneck.

Early March – NRC finalizes Part 53.
This is the modern licensing path Oklo needed.

Mar 17 – A whole cluster of federal stuff hits at once:
• DOE signs off on the Groves isotope test
• Groves reactor moves forward in the DOE pilot program
• NRC gives them an isotope materials license
• DOE also signs off on the Aurora safety design at INL

Mar 25 – CEO Jacob DeWitte gets appointed to PCAST.
That’s a pretty big signal of federal visibility.

Mar 30 – Bykalla expands their partnership.
More engineers, more capital, faster development.

So yeah… that’s all Q1.

Reverse Cramer?

Cramer hit Oklo twice this year already:

• “Oklo is not a commercial enterprise.” (Jan 2026)
• “Very little prospects for making any money any time in the future.” (Apr 2026)

So I went back and looked at what Oklo actually did in Q1, and honestly the contrast is kind of wild.

Here’s the rundown, not in corporate‑speak, just straight:

Jan 9 – Meta signs a 1.2 GW power purchase + prepayment deal.
Biggest private nuclear deal ever.

Early Feb – Oklo and Centrus link up on HALEU + fuel cycle.
This basically solves their biggest bottleneck.

Early March – NRC finalizes Part 53.
This is the modern licensing path Oklo needed.

Mar 17 – A whole cluster of federal stuff hits at once:
• DOE signs off on the Groves isotope test
• Groves reactor moves forward in the DOE pilot program
• NRC gives them an isotope materials license
• DOE also signs off on the Aurora safety design at INL

Mar 25 – CEO Jacob DeWitte gets appointed to PCAST.
That’s a pretty big signal of federal visibility.

Mar 30 – Bykalla expands their partnership.
More engineers, more capital, faster development.

So yeah… that’s all Q1.

Reverse Cramer?