Oklo rated Buy for its innovative SMR tech and strong AI-driven power demand with major client deals boosting growth potential.

Oklo Inc. is rated a Buy due to its vertically integrated small modular reactor (SMR) technology, unique fuel recycling process, and strong demand driven by AI-powered data centers. The company benefits from a regulatory strategy using the DOE Pilot Program, allowing faster deployment and data collection before full NRC licensing. Major agreements with tech giants like Meta, Switch, and Equinix highlight robust market demand, with potential for significant high-margin earnings. With $1.4 billion in liquidity and a 14 GW customer pipeline, Oklo offers a high-risk, high-reward opportunity in clean energy infrastructure.