Key insights
- This post highlights positive developments for Oklo, a nuclear energy company, in Q1, contrasting with negative commentary from Jim Cramer. Key events include a large power purchase agreement with Meta, partnerships to secure fuel supply, regulatory approvals, and government support. If Oklo's technology proves viable, it could signal a shift towards advanced nuclear energy, potentially benefiting the broader energy sector and related equities.
Cramer hit Oklo twice this year already:
- “Oklo is not a commercial enterprise.” (Jan 2026) * “Very little prospects for making any money any time in the future.” (Apr 2026)
So I went back and looked at what Oklo actually did in Q1, and honestly the contrast is kind of wild.
Here’s the rundown, not in corporate‑speak, just straight:
Jan 9 – Meta signs a 1.2 GW power purchase + prepayment deal. Biggest private nuclear deal ever.
Early Feb – Oklo and Centrus link up on HALEU + fuel cycle. This basically solves their biggest bottleneck.
Early March – NRC finalizes Part 53. This is the modern licensing path Oklo needed.
Mar 17 – A whole cluster of federal stuff hits at once: • DOE signs off on the Groves isotope test • Groves reactor moves forward in the DOE pilot program • NRC gives them an isotope materials license • DOE also signs off on the Aurora safety design at INL
Mar 25 – CEO Jacob DeWitte gets appointed to PCAST. That’s a pretty big signal of federal visibility.
Mar 30 – Bykalla expands their partnership. More engineers, more capital, faster development.
So yeah… that’s all Q1.
Reverse Cramer?