Sep. 2 at 1:27 PM
$OKLO Down 13.0% in five days against
$CEG up 2.5% is the sharpest dislocation in today's data, and the Hormuz-driven power-security bid is lifting large established nuclear operators while the small-modular names bleed out. If that bid is real and durable, the spread closes through OKLO recovering rather than CEG giving ground, given CEG is already operating capacity rather than a construction promise. The invalidation is straightforward: if this is a pure risk-off flush on speculative names, OKLO continues to underperform regardless of the macro backdrop.
