One Bit Bet - OKLOOklo Inc. Class ABATS:OKLOSardinhaDePlantaoOklo is a pure-play company in Small Modular Reactors (SMRs) and fast fission microreactors, with a vertically integrated design (reactor + recycled fuel). Its main focus is delivering 24/7 clean, dispatchable power directly to AI data centers under long-term “power-as-a-service” contracts. Pipeline: >14 GW with major clients (Meta, Switch, Equinix, US Air Force, DOE). Cash position: ~US$2.5B; long runway with controlled burn. Deployment: First commercial reactor targeted for 2028. Valuation: Market cap ~US$10–11B; mid-cap pricing future execution. Thesis: AI data centers will consume 8%+ of U.S. electricity by 2030; nuclear is the only reliable baseload solution. Scenarios: Base case 3–5x by 2031; bull case 8–15x (25–40% probability). 👉 In short, Oklo is seen as the “Tesla of nuclear”, positioned as the most asymmetric bet on powering the AI boom with scalable, modular nuclear reactors.