| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 3 | 3 | 0 | 0% | -8.3% | -8.2% |
| 3d | 3 | 3 | 0 | 0% | -7.2% | -7.2% |
| 1w | 3 | 3 | 0 | 0% | -10.3% | -11.5% |
| 1m | 3 | 3 | 0 | 0% | -22.8% | -22.3% |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
OKLO is a small modular reactor company poised to benefit from the coming energy bottleneck in AI data center development, though the author prefers smaller-cap alternatives due to position sizing constraints.
Small modular reactor companies will supply critical energy infrastructure to AI data centers over the next 3-5 years. SMR offers asymmetric upside as an undervalued small cap positioned to capture the nuclear energy transition needed for AI expansion.
Small modular reactor companies will supply critical energy infrastructure to AI data centers over the next 3-5 years. NNE has an existing MOU with SMCI and will benefit from the energy bottleneck in hyperscaler expansion before these assets reach full value.
End of results.