• 103736983 : This should be good news!  Fly to the moon!

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP 103736983 : well it is positive news this goes back to what president Trump said that he was going to streamline the efficiencies for approval and he said it would be great if we could go from an approval to construction and operational in a year for nuclear plants, he says that's not possible but maybe we can get it down to two or three years. so I don't know if the market has digested this news but it absolutely is a tailwind for this industry

  Report

  Reply
  Cancel Reply

• ASteffie 10baggerbamm OP : Appears I bailed on Oklo but kept the other two
  

  Report

  Reply
  Cancel Reply

• smoothshoe : what are your thoughts on $Centrus Energy (LEU.US)$

  Report

  Reply
  Cancel Reply

• smoothshoe : I also opened a position in $New Fortress Energy (NFE.US)$

  Report

  Reply
  Cancel Reply

• 10baggerbamm OP smoothshoe : I see why you're looking at this one or at least I think I see why with The insider transactions last year and this year. my concern would be the decline in revenue. I know that from a data center standpoint and build out natural gas is the quickest solution is that why you're looking at this company or are you looking at their long-term chart and you see this bottoming that's taking place potentially here where historically it's traded significantly higher?
  if you're thinking about it from a data center play the companies that are in the exploration side of oil or natural gas under Trump they're not going to be benefactors I don't believe so because as the prices come down for oil and natural gas their margins deteriorate even further.  when I first looked at this I saw New York and my initial inclination was Trump wants to build that pipeline throughout New York New England all natural gas which will reduce energy costs by about 30% and I thought that this company was going to be one that I'd heard that potentially would be involved but they're just based out of New York they're not involved in pipeline distribution of natural gas.
  centrus that one has more of what I like and I'm going to spend some time this weekend reading about it I like when you have that earnings beat Gap up and now the consolidation it mirrors so many other companies perfectly well and money is going to go back in if we can get a few days of a rally or we get past this whole tariff issue and tax season I think beyond that we have the potential for a sustained rally.

  Report

  Reply
  Cancel Reply

• ASteffie : I'm just gonna sit here and wait

  Report

  Reply
  Cancel Reply

• smoothshoe 10baggerbamm OP : It's definitely a nat gas for data center power play for me. for nat gas play, I'm thinking $Flex LNG (FLNG.US)$

  Report

  Reply
  Cancel Reply

View more comments...

• calm Flamingo_6328 : That is 25 years later.

  Report

  Reply
  Cancel Reply

• 癞气疤子 : By that time, controlled nuclear fusion would have been achievable.

  Report

  Reply
  Cancel Reply

• 101869381 : Hyperscalers AI factories require hundreds and thousands of MW. Whichever solutions can provide these vast amounts in a short time will wins.

  Report

  Reply
  Cancel Reply

• 151783441 : strange..

  Report

  Reply
  Cancel Reply

• 103317720 151783441 : internal share selling again.

  Report

  Reply
  Cancel Reply

• JimYo2025 : They wanted to buy @4.5 , no way.

  Report

  Reply
  Cancel Reply

• 10baggerbamm : you have to understand that all of these companies rallied off of the anticipation of future revenues future nuclear development future nuclear adaptation of SMR reactors and data centers that have not even been constructed yet.
  these companies as a group even though Chris wright sits on the board of oklo part of President Trump's cabinet.. for the most part these companies are pre-revenue so these companies are the epitome of a.com bubble not Nvidia which is making a lot of money as problems without getting into it why it's sold off but they're incredibly profitable these companies are at the other end of the spectrum.
  they were highly speculative they rallied after all the utility stocks rallied because they were going to benefit from data center development they will be the first line of providing power especially the ones that provide nuclear with existing nuclear power plants and then the second wave were companies that are tied in with natural gas delivery because it's cheap economical there's no drain on the power grid directly...
  so it's conceivable that these companies do a full round trip or very very close to it so they go back to where they started from and that completes the whole life cycle of the chart that I posted and a few other people have posted in the past of the investment cycle of a stock which has a lot to do with psychology the rise and fall and the recovery is very very slow takes years and it never achieves the return and price of what the initial rally was.
  so could this go to $4-5 sure it'll probably go 10 12 somewhere in there but it could just as easily go back right where it started.. you can't buy the dip in these companies when the market sells off or crashes money vacates from the speculative companies and when the market recovers you want to be in for long term the most financially solid cash generating companies that have enormous amount of cash reserves that are necessities to the economy not luxuries and certainly not speculative
  because in the life cycle of a stock market speculative stocks typically are the last ones to rally before Market sells off because every other stock is pushed to a fair valuation or a high valuation where they've had multiple expansion quicker than earnings growth so money is looking for another category to go into that hasn't been discovered yet and that's what the quantum stocks were that's what the SMR reactor companies were..
  hope this helps

  Report

  Reply
  Cancel Reply

• 70580865 : 10baggar’s comment is ridiculous: The US is experiencing an energy crisis, and tariffs are forcing companies to open plants there. Where are these companies going to get power for their plants from? It’s not so complicated.

  Report

  Reply
  Cancel Reply

• UrMomsBoyfriend : @10baggerbamm I agree, most of the AI revolution that is just getting started will need energy, Microsoft is working with the Three mile island Nuclear power station. More will follow.

  Report

  Reply
  Cancel Reply