Oklo Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Oklo Inc trades at $34.24 (market cap $6.43B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.12 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 321.9× Oklo Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Oklo Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Oklo Inc for 31 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| OKLO | TSM | |
|---|---|---|
Market Cap | $6.43B | $2.07T |
Volume | 16,238,368 | 13,244,224 |
Sector | Utilities | Technology |
52-Week High | $174.14 | $485.80 |
52-Week Low | $34.57 | $275.06 |
Typical Hold Time | 31 Days | 110 Days |
Enterprise Value | $3.97B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
OKLO trades at $34.29, down 6.88% on the day, with bearish technical signals and negative earnings momentum. The company shows no revenue in 2025 and substantial losses, though it maintains strong analyst support with a $78.63 consensus price target. Recent news highlights nuclear energy sector volatility and OKLO's $1 billion stock sale activity.
OKLO represents a high-risk, high-reward opportunity in the emerging nuclear sector. While analyst consensus remains strongly bullish, the company faces significant execution risks, negative profitability, and dilution concerns from recent financing activities. The stock's potential hinges on successful project commercialization in the growing nuclear energy market.
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Oklo Inc. is a company focused on developing and commercializing advanced fission power plants. The company specializes in micro-reactor technology, specifically the Aurora design, which uses advanced fuel to produce reliable, clean, and cost-competitive power. Oklo aims to provide scalable, on-site power solutions to various customers, including remote communities, industrial facilities, and government entities, positioning itself as an innovator in the next generation of nuclear energy.
Read more on OKLO →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →