Marat Karpeko retweeted
The rules are being rewritten to favor exactly the model Oklo is already executing.
This is confirmation, not noise.
wsj.com/business/energy-oil/…
Marat Karpeko retweeted
This is the missing context behind the $Meta + $OKLO deal.
Oklo didn’t just build a reactor - they rebuilt the fuel + ownership model to unlock scale. Meta prepaying for fuel is a validation of that architecture, not a leap of faith.
Regulatory progress looks iterative, not binary.
I think few know or understand this- Jigar Shah (@JigarShahDC), after being a part of the driving success in solar pv scaling, turned his eyes to see how he could do the same for advanced nuclear.
He saw the chicken-and-egg scenario of the complete lack of nuclear fuel supply chain and had the vision for funding both sides of the equation-- fuel enrichment on one side and companies that have demand to buy and fab fuel on the other -- to unlock development.
The structural issues of the Loan Programs Office made this challenging to accomplish during his time but i still believe this is the best way to get fuel (fresh fuel anyway) in America going again. At Oklo we are uniquely interested in buying a bulk of fuel because unlike design firms, where generally the utility would own/operate and buy fuel, we plan to own and operate a whole fleet and buy our own fuel.
Another thing that was challenging is that the most compelling cost numbers for SFR reactors are not publicly available for verification, although good cost analyses can and have been performed. Metal cooled fast reactors have something like 500 reactor-years of operational history. At least now, the Meta announcement shows the dominance of this design type (Terrapower and us).
On another note, related to our recent tweet exchange, it is strange the narrative around us and the DOE and NRC. We took our lumps for leaning in before anyone else on the non-LWR reactor side with the NRC. When the NRC denied our application (out of process and suddenly) we did not even formally respond for our side of the story-- we literally just got right back to meeting with them to submit again. We had a successful readiness review with NRC for our Aurora plant last year just about the time we were selected for the DOE Reactor Pilot Program. We were weeks away from that application submittal which NRC already said had no gaps to successful acceptance. The DOE too, has a long and successful history of building and regulating nuclear plants. And now, we hope to be part of forging an interesting future where both DOE and NRC play crucial roles.
Marat Karpeko retweeted
Markets often miss this nuance:
upfront fuel funding = confidence + acceleration + priority access.
That combination doesn’t happen lightly.
$oklo 📈
Oklo x Meta.
@WIRED reports that @Meta is paying up front to support Oklo’s nuclear fuel procurement, which is one of the largest commitments from a hyperscaler.
Why does this matter? This prepayment can help move new energy capacity forward by injecting additional clean power (paid for by Meta) into the grid.
Marat Karpeko retweeted
Replying to @CNBC
@CNBC Interview $Oklo CEO: First phase of nuclear power agreement with $Meta and 16 Nuclear Plants
cnbc.com/video/2026/01/12/ok…
Oklo co-founder and CEO Jacob Dewitte joins ‘Money Movers’ to discuss the company’s nuclear agreement with Meta, the development of a nuclear power campus in Ohio, and more.
@oklo
Marat Karpeko retweeted
Ohio is inevitably going nuclear with $OKLO
Watch what's to come👇
#CES26 #oklo #nuclearenergy #energy #nuclear #smr
$OKLO ⚛️ “We’re not even at the start of the game yet. We’re still in warm-ups.”
That’s @jakedewitte, CEO @oklo at #CES2025 with @JobsOhio . Standing room only.
Here’s what he revealed:
⚡ SMR → 75MW, agile deployment, learning by doing
🏗️ Material efficiency → less steel, copper and concrete per MWh than any other energy source
🔥 Sodium-cooled reactors → historical technology with proven operational superiority
📍 Ohio → “There’s nothing like it in the entire country” – full nuclear hub under construction
🎓 Multi-million dollar investment at Ohio State University to create a standalone nuclear engineering department
🧩 The only platform covering: fuel manufacturing → power generation → workforce training
The gap with competitors? It’s only getting wider.
🏎️ Think of it this way:
Imagine switching from a giant 1970s supercomputer to a modern, agile cloud server network. That’s exactly what Oklo is doing to the power grid. No more building monuments over 10 years. They’re deploying an intelligent, powerful network.
They’re not building power plants.
They’re building the energy infrastructure of the future.
And Ohio is becoming their HQ.
📺 Watch the full CES panel 👇
#OKLO #Nuclear #SMR #CES2025 #CleanEnergy #Ohio
Marat Karpeko retweeted
Atomic Alchemy, a #radioisotope production company that was acquired by $Oklo earlier this year, is working on its 15-MWt light water Versatile Isotope Production Reactor (VIPR). Although it has released no updates on its progress, Oklo’s third-quarter company update stated that both construction and procurement for the Atomic Alchemy Pilot Project are underway.
Radioisotopes have hundreds of uses and can be found in countless products we use every day.
Take these five for starters. energy.gov/ne/articles/5-rad…
Marat Karpeko retweeted
$OKLO is looking ready 📈 +📈 + 📈
Bouncing off 200 day, tax harvesting is done, DOE + NRC + Fuel are on the timeline...
AI rotation trade is happening.
CES is next week. +++
Marat Karpeko retweeted
Replying to @veronken @zerohedge
Everyone’s focused on the uranium squeeze - but the real edge is plutonium.
Oklo Inc. $OKLO isn’t boxed into U₃O₈ supply the way legacy reactors are. Its fast-spectrum design can use surplus plutonium as bridge fuel, turning a federal waste liability into baseload power.
That bypasses near-term uranium bottlenecks, reduces geopolitics, and aligns directly with DOE + national security priorities.
Uranium is the pressure. Plutonium is the release valve...
Marat Karpeko retweeted
$OKLO Advanced nuclear doesn’t wait for perfect conditions - it adapts.
Surplus plutonium as bridge fuel shortens timelines and unlocks deployment now.
This is an underappreciated point.
Surplus plutonium as a bridge fuel solves a near-term constraint while advanced nuclear scales...
This isn’t theoretical - LANL data + DOE alignment = real deployment momentum.
Timing matters here. @oklo
On @CNBC, Oklo CEO Jake DeWitte discussed how advanced nuclear can take advantage of additional fuel options in the near term and why surplus plutonium matters now:
“It’s really a bridge fuel… a way to kick-start the build-up of advanced nuclear.”
Last week, Oklo and Los Alamos National Laboratory completed a multi-day fast-spectrum plutonium experiment, generating data to support the use of surplus plutonium as a bridge fuel for commercial advanced reactors, including Oklo’s.
Watch full interview here:
youtu.be/5KHwNy63ZrE
Marat Karpeko retweeted
A quiet but important shift: U.S. policy is moving surplus plutonium from a Cold War liability into an energy asset.
Fast reactors can actually use it - and $OKLO is already executing, with DOE safety approvals, fuel fabrication work starting, and validated tests with Los Alamos.
Fuel is the bottleneck. This directly addresses it.
nasdaq.com/articles/oklo-and…
Marat Karpeko retweeted
Worth noting on $OKLO : Institutional buying didn’t stop at the lows.
Several large funds initiated or added positions above $80, including:
Cantor Fitzgerald (+708K) Shares
T. Rowe Price (+625K)
Capital World (+481K)
Clear Street (+400K)
Nomura (+298K)
Renaissance (+267K)
CalPERS (+179K)
This wasn’t just a retail move.
Institutional ownership is already meaningful
695 institutions
64.78M shares
41.46% institutional ownership
That is not a retail-only stock. It never was.
$OKLO 📈+📈
Marat Karpeko retweeted
DOE just approved Oklo’s Preliminary Documented Safety Analysis for the Aurora Fuel Fabrication Facility at INL - enabling assembly to begin. This is the kind of de-risking milestone markets should care about: fuel fabrication pathway, reproducible authorization framework, and a clearer execution cadence into 2026.
oklo.com/newsroom/news-detai…
$oklo
Marat Karpeko retweeted
Great update to see from $OKLO
#NRCNews: We've received the first portion of a construction permit application from Atomic Alchemy Inc. and made it available for public inspection. nrc.gov/sites/default/files/…
Marat Karpeko retweeted
Most people missed what today’s #NRC notice actually means.
Atomic Alchemy - the company that filed the construction permit - is a wholly-owned subsidiary of $OKLO.
Oklo acquired them earlier this year to build out its isotope and fuel-cycle business.
This is regulatory progress for Oklo’s broader ecosystem, not some unrelated filing.
It strengthens Oklo’s multi-revenue strategy:
• medical & industrial isotopes
• advanced nuclear materials
• fuel recycling
• space-reactor isotopes
• fast-reactor supply chain
Nuclear growth isn’t just reactors — it’s the entire vertical.
Today’s NRC action shows Oklo is moving pieces on multiple boards at once.
Execution continues.
#NRCNews: We've received the first portion of a construction permit application from Atomic Alchemy Inc. and made it available for public inspection. nrc.gov/sites/default/files/…
Marat Karpeko retweeted
Everyone is reading this FT piece the wrong way.
It’s not about OpenAI “cursing” Oracle - it’s about AI outgrowing the grid.
ft.com/content/064bbca0-1cb2…
Oracle tried to scale AI without owning the power behind it.
That’s the part that broke the model.
The AI buildout now requires 24/7 baseload, onsite generation, and lower cost per watt - or the economics explode.
The winners in AI won’t just be chipmakers.
They’ll be the companies that solve the power bottleneck.
Energy isn’t adjacent to AI - it is AI’s limiting factor.
And capital is finally waking up to that...
Marat Karpeko retweeted
📈 What’s happening in this market is simple: Tech is getting hit, but the need for power isn’t going anywhere.
If anything, the selloff in chips, cloud, and data-center names only highlights the bottleneck tighter - Energy.
That’s why $OKLO sits in a rare intersection: • an energy company and
• a direct AI-infrastructure solution.
As capital rotates out of crowded tech trades, the next logical stop is the sector that de-risks AI’s growth curve — baseload, 24/7 clean power.
Every hyperscaler, cloud operator, GPU farm, and data-center builder knows they cannot scale without securing energy first. And that transition has to start now, not in 5–10 years.
So while the market panics about valuations and credit, the long-term solution is the same:
AI needs power - and nuclear is the only scalable, reliable path forward.
Rotation eventually finds the bottleneck… and invests in the solution.
Marat Karpeko retweeted
The U.S. Army just named nine sites for microreactor deployment under the JANUS Program — with a mandated operational reactor by Sept 2028.
world-nuclear-news.org/artic…
This is the most aggressive federal nuclear deployment order in decades.
• Army-regulated (not NRC)
• Commercially built + operated
• DIU fast-track contracting
• NASA COTS-style milestone payments
• Designed for scale + repeatability
This is the blueprint SpaceX used - now applied to nuclear.
And yes, companies like $OKLO are exactly in the strike zone for the type of microreactor the Army aims to deploy.
The nuclear acceleration has already begun.
Most just haven’t realised it yet.
Marat Karpeko retweeted
Major #energy news:
DOE just reorganized itself to accelerate U.S. energy dominance - and #nuclear is front and center.
energy.gov/articles/energy-d…
This realignment strengthens:
• SMR fast-tracking
• DOE Reactor Pilot Program
• Federal siting
• HALEU + plutonium fuel pathways
• Loan Program Office execution
For AI, data centers, and baseload power, nuclear is now the strategic priority.
And yes - companies like $OKLO are positioned directly in this pipeline.
The shift toward 24/7 clean power is becoming policy - not theory.














