Sep. 11 at 11:51 PM
$SMR $OKLO $URA $NVDA $CCJ The bear case outlined is valid. The sector's thesis stalls if any of these 5 conditions break.
But it leaves out the massive driving force currently pushing these companies forward. That's the intense demand from AI hyperscalers desperate for firm, carbon free baseload power that renewables can't consistently provide.
That the current US Secretary of Energy Chris Wright was a biard member for Oklo. Left because of his new position at DOE. Sam Altman is THE backer for Oklo. If that isn't enough said, I don't know what is.
Democrats or Republicans politics are not relevant.