#  @DevelopAll Roman Iospa Roman Iospa posts on X about $oklo, ai, meta, data centers the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::47478750/interactions)  - [--] Week [------] +33% - [--] Month [-------] +294% - [--] Months [-------] -89% - [--] Year [---------] -85% ### Mentions: [--] [#](/creator/twitter::47478750/posts_active)  - [--] Week [---] +75% - [--] Month [---] +312% - [--] Months [-----] +118% - [--] Year [-----] +3,370% ### Followers: [-----] [#](/creator/twitter::47478750/followers)  - [--] Week [-----] +2.20% - [--] Month [-----] +8.90% - [--] Months [-----] +30% - [--] Year [-----] +461% ### CreatorRank: [---------] [#](/creator/twitter::47478750/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) 30.36% [stocks](/list/stocks) 25% [finance](/list/finance) 9.82% [celebrities](/list/celebrities) 2.68% [countries](/list/countries) 2.23% [cryptocurrencies](/list/cryptocurrencies) 1.34% [financial services](/list/financial-services) 0.89% [automotive brands](/list/automotive-brands) 0.89% [vc firms](/list/vc-firms) 0.45% **Social topic influence** [$oklo](/topic/$oklo) #12, [ai](/topic/ai) 64.29%, [meta](/topic/meta) 25.45%, [data centers](/topic/data-centers) 18.75%, [$meta](/topic/$meta) #718, [$msft](/topic/$msft) #666, [$googl](/topic/$googl) 7.14%, [$amzn](/topic/$amzn) 6.7%, [data](/topic/data) 6.7%, [$600b](/topic/$600b) 6.7% **Top accounts mentioned or mentioned by** [@zerohedge](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@wsj](/creator/undefined) [@energy](/creator/undefined) [@cnbc](/creator/undefined) [@oklo](/creator/undefined) [@dasails](/creator/undefined) [@fortunemagazine](/creator/undefined) [@tradewarfan](/creator/undefined) [@mpmaterials](/creator/undefined) [@elonmusk](/creator/undefined) [@firstadopter](/creator/undefined) [@oguzerkan](/creator/undefined) [@deitaone](/creator/undefined) [@stockmktnewz](/creator/undefined) [@yahoofinance](/creator/undefined) [@bravocycles](/creator/undefined) [@fiscalai](/creator/undefined) [@kobeissiletter](/creator/undefined) [@42traders](/creator/undefined) **Top assets mentioned** [Oklo Inc. (OKLO)](/topic/$oklo) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NuScale Power Corporation (SMR)](/topic/$smr) [Centrus Energy Corp. (LEU)](/topic/$leu) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [MP Materials Corp. (MP)](/topic/$mp) [GE Vernova Inc. (GEV)](/topic/$gev) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [BlackRock Inc (BLK)](/topic/blackrock) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) ### Top Social Posts Top posts by engagements in the last [--] hours "The U.S. Department of Defense isnt just watching- it's funding. $MP Materials is now the only US company building a full supply chain for heavy rare earth elements like Dy & Tb- critical for defense tech EVs & magnet stability. Strategic. Scalable. Irreplaceable. @MPMaterials 🧲📈 #RareEarths #NationalSecurity #MPMaterials #DoD #EVs #CriticalMinerals #Reshore #DefenseTech #ChinaPlusOne #SMP #MidCap #Magnets #HeavyREE #GreenEnergy" [X Link](https://x.com/anyuser/status/1937467704912326779) 2025-06-24T11:07Z [----] followers, [----] engagements "Wow $MP Front page Wall Street Journal @WSJ is a Big deal Today's offering is at a perfect timing = things are going as planned by @MPMaterials - are my post for offering details: https://x.com/DevelopAll/status/1945592524124401804s=19 Reindustrialization just went front page. This weeks news isnt just a milestone for MPits a signal to the entire industry. This is a national priority. A mainstream movement. Lets go https://t.co/37lln6dt6z https://x.com/DevelopAll/status/1945592524124401804s=19 Reindustrialization just went front page. This weeks news isnt just a milestone for MPits a signal" [X Link](https://x.com/anyuser/status/1945616718505640082) 2025-07-16T22:49Z [----] followers, [----] engagements "$AMAT Beats Raises forecast. Chips Data centers Power. The chain is intact. Hard to argue AI is rolling over when AMAT is guiding up and hyperscalers are still booking capacity. If anything this reinforces the infrastructure layer beneath the AI stack. #chips #energy #datacenters #ai https://twitter.com/i/web/status/2022081294461505766 https://twitter.com/i/web/status/2022081294461505766" [X Link](https://x.com/DevelopAll/status/2022081294461505766) 2026-02-12T22:52Z [----] followers, [---] engagements "Nuclear energy is bankable again Consider this: Bank of America has recognized that nuclear energy represents a $10 trillion potential market opportunity that could hold the answer to the worlds power shortages. That is not a headline to overlook. Morgan Stanley has reached similar conclusions noting that investors are now far more open to nuclear energy than in the past when it was often excluded from investment portfolios. Analysts point out that banks are now discarding those outmoded rules and project [---] gigawatts of new nuclear capacity by [----]. That translates to serious investment in" [X Link](https://x.com/DevelopAll/status/2022275679845310747) 2026-02-13T11:44Z [----] followers, [----] engagements "$OKLO Nice bounce - Right now its a potential W attempt. Up volume. Oklo ($OKLO) Current & Upcoming Catalysts: Near-Term (Next [--] Months) NRC design / licensing milestone updates Potential NRC design acceptance or procedural clarity Additional commercial offtake announcements Hyperscaler / data center partnership updates Earnings commentary and forward guidance Uranium market strength (fuel contracting trends) AI capex acceleration headlines from hyperscalers Macro tailwinds (falling yields risk-on rotation) Medium-Term (39 Months) Site development progress (Idaho / INL milestones) Fuel" [X Link](https://x.com/DevelopAll/status/2022364408689680702) 2026-02-13T17:37Z [----] followers, [---] engagements "This is an important - Hyperscalers are locking in long-duration firm capacity not just buying short-term power. AI demand is forcing multi-decade #energy planning. Ohios Perry nuclear plant is aiming to operate into the 2060s following a long term power deal tied to Metas data center demand. Plant officials say the agreement supports a [---] MW uprate and a new NRC license extension push reinforcing nuclears role as firm baseload for AI https://t.co/0ycchQTI19 Ohios Perry nuclear plant is aiming to operate into the 2060s following a long term power deal tied to Metas data center demand. Plant" [X Link](https://x.com/DevelopAll/status/2022389027979333805) 2026-02-13T19:14Z [----] followers, [---] engagements "Blackrock Inc filled [-----------] shares $OKLO ownership. 9.2% Ref: https://d18rn0p25nwr6d.cloudfront.net/CIK-0001849056/2fcb0280-4988-4c23-a8d1-d4bdb332ef31.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001849056/2fcb0280-4988-4c23-a8d1-d4bdb332ef31.pdf" [X Link](https://x.com/DevelopAll/status/2014031891666522434) 2026-01-21T17:46Z [----] followers, [----] engagements "Updated Institutional Ownership of $OKLO (Jan 2026) Institution Shares Held Increase (Latest Filing) Ownership % BlackRock Inc. [--------] +78.5% 9.2% Vanguard Group [--------] +33.4% 7.42% Mirae Asset Global [-------] +71.8% 4.65% Van Eck Associates [-------] +61.0% 2.22% Geode Capital [-------] +17.0% 1.68% State Street Corp [-------] +15.8% https://twitter.com/i/web/status/2017679102182871215 https://twitter.com/i/web/status/2017679102182871215" [X Link](https://x.com/DevelopAll/status/2017679102182871215) 2026-01-31T19:19Z [----] followers, [----] engagements "@elonmusk AI growth exposes the real constraint: power. If the grid cant scale fast enough on-site nuclear $OKLO becomes a necessity not a preference" [X Link](https://x.com/DevelopAll/status/2017680154902856149) 2026-01-31T19:23Z [----] followers, [---] engagements "This is a big deal. DOE creating a NEPA categorical exclusion for advanced nuclear removes a major process bottleneck. Not deregulation - time certainty. This is exactly what modular repeatable designs like $OKLO are built for. Licensing still matters but one major parallel risk just got taken off the table. this is bullish for $SMR and $OKLO https://t.co/crG4Fy9zth this is bullish for $SMR and $OKLO https://t.co/crG4Fy9zth" [X Link](https://x.com/DevelopAll/status/2018101160582774853) 2026-02-01T23:16Z [----] followers, [----] engagements "Longer-form take on market rotation & why $OKLO sits at the crossroads 👇 Theres a growing narrative on CNBC and across desks that the market is starting to look beyond chips and software. Not because AI demand is fading - but because valuations are crowded and disruption risk inside software is accelerating. When that happens capital doesnt disappear. It rotates. And historically the Russell [----] is the canary in the coal mine for that rotation. Why Small caps feel regime shifts first: Rates Domestic growth Infrastructure spend Real assets Policy alignment Now heres where it gets" [X Link](https://x.com/DevelopAll/status/2018842764167778340) 2026-02-04T00:23Z [----] followers, [---] engagements "Oracles $ORCL CDS just dropped after its $50B AI data-center financing plan. Thats the bond market voting confidence. But AI capex only works with reliable long-duration power. Software is disruptable. Chips are cyclical. Energy is the bottleneck. Thats where $OKLO fits" [X Link](https://x.com/DevelopAll/status/2018867815458001146) 2026-02-04T02:02Z [----] followers, [----] engagements "Idaho is doing exactly what serious states do when they see where energy is heading. Advanced nuclear. Workforce. Fuel. Manufacturing. Data centers. When state leadership + INL + regulators align projects move. This is how $OKLO goes from concept to infrastructure. Idaho's 20-person Advanced Nuclear Energy Task Force started up yesterday. They will study nuclear options for the state to determine what types of nuclear facilities may want. Power plants Fuel cycle facilities Component construction facilities Article link in reply. https://t.co/S8S7ogLqw7 Idaho's 20-person Advanced Nuclear" [X Link](https://x.com/DevelopAll/status/2018942753791516762) 2026-02-04T07:00Z [----] followers, [---] engagements "@firstadopter If AWS never retires 6-year-old GPUs because demand supply the real bottleneck isnt compute anymore - its power. AI doesnt slow down. Grids get stressed. Energy becomes the limiting factor. $OKLO" [X Link](https://x.com/DevelopAll/status/2019033289978458482) 2026-02-04T13:00Z [----] followers, [---] engagements "Ugly tape today no doubt. $OKLO flushed into long-term trend support as small caps and pre-revenue names got de-risked across the board. Nothing here suggests a broken story - this looks like macro + positioning not fundamentals. Energy demand isnt slowing regulatory tailwinds are real and execution milestones still matter more than day-to-day price. Volatility first clarity later. https://twitter.com/i/web/status/2019090251893911664 https://twitter.com/i/web/status/2019090251893911664" [X Link](https://x.com/DevelopAll/status/2019090251893911664) 2026-02-04T16:46Z [----] followers, [---] engagements "Execution & policy matters. let's see how fast $oklo rebounds. Lot's to look forward to. Key Catalysts to Watch Near-term (weeksmonths): Regulatory momentum: NRC activity under Part [--] + DOE categorical exclusions under NEPA reduce permitting friction for advanced reactors. Federal alignment: DOE RFIs on Nuclear Lifecycle Innovation Campuses favor vertically integrated players (fuel deployment recycling). State-level support: Idaho (INL) Tennessee Texas actively rolling out red carpet policies for advanced nuclear. Market rotation: Capital rotating out of software/SaaS into real assets" [X Link](https://x.com/DevelopAll/status/2019136383701389323) 2026-02-04T19:50Z [----] followers, [---] engagements ""#Energy is where AI money goes once software stops feeling safe." This is not a philosophical shift. Its visible in #capex numbers: $GOOGL $116B capex $MSFT $72B in [--] months $META $115135B guided $ORCL $50B financing plan That money cannot go into more code. It must go into atoms electrons steel and permits. $OKLO is that trade. https://twitter.com/i/web/status/2019249684091457617 https://twitter.com/i/web/status/2019249684091457617" [X Link](https://x.com/DevelopAll/status/2019249684091457617) 2026-02-05T03:20Z [----] followers, [---] engagements "Nuclear isnt just back. Its bankable again. Banks hyperscalers and Washington are aligning around one reality: AI needs reliable baseload power. Thats why names like $OKLO matter - not as a trade but as infrastructure. Equity re-pricing usually comes after financing does. https://thehill.com/opinion/energy-environment/5721699-nuclear-power-financing-options/ https://thehill.com/opinion/energy-environment/5721699-nuclear-power-financing-options/" [X Link](https://x.com/DevelopAll/status/2019446106854203436) 2026-02-05T16:20Z [----] followers, [---] engagements "Gas turbine lead times are now 5+ years. AI demand is here now. That mismatch matters. Even with cheap U.S. gas equipment bottlenecks delay capacity exactly when hyperscalers need 24/7 power. Thats where dispatchable nuclear steps in. $OKLO isnt competing with gas on fuel - its competing on time to reliable power. https://oilprice.com/Energy/Energy-General/US-Power-Boom-Triggers-Global-Gas-Turbine-Shortage.html https://oilprice.com/Energy/Energy-General/US-Power-Boom-Triggers-Global-Gas-Turbine-Shortage.html" [X Link](https://x.com/DevelopAll/status/2019463305723551839) 2026-02-05T17:29Z [----] followers, [---] engagements "$BTC selling isnt just risk-off. Its a fight for Energy. AI data centers outbid miners for power grid access & reliability. When compute scales baseload wins. Thats where $OKLO fits" [X Link](https://x.com/DevelopAll/status/2019472344654270842) 2026-02-05T18:05Z [----] followers, [----] engagements "This is where theory turns into deployment. Midwest + NRC + DOE is where timelines get real. Visibility matters. Execution matters more. $OKLO Heading to the Midwestern Governors Association Nuclear Summit in DC next week. Speakers include DOE leadership NEI and advanced nuclear companies like Holtec Oklo X-energy and GE Vernovaplus an NRC commissioner fireside chat. Topics range from federal/state nuclear https://t.co/V9h4lsDmPX Heading to the Midwestern Governors Association Nuclear Summit in DC next week. Speakers include DOE leadership NEI and advanced nuclear companies like Holtec Oklo" [X Link](https://x.com/DevelopAll/status/2019486188877320274) 2026-02-05T19:00Z [----] followers, [---] engagements "@zerohedge [----] CAPEX - All need #Energy availability to grow. $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *today vs $145B est Some of the benefactors: $OKLO $SMR $LEU $GEV $BWXT +++ likely the next leading sector/wave" [X Link](https://x.com/DevelopAll/status/2019505825425838496) 2026-02-05T20:18Z [----] followers, [---] engagements "@conorsen [----] CAPEX - All need #Energy availability to grow. $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *today vs $145B est Some of the benefactors: $OKLO $SMR $LEU $GEV $BWXT +++ likely the next leading sector/wave" [X Link](https://x.com/DevelopAll/status/2019506226975879405) 2026-02-05T20:19Z [----] followers, [---] engagements "@oguzerkan Everyones focused on chips but AI runs on electrons. $680B hyperscaler capex means massive reliable baseload power. Energy is the real bottleneck - not silicon. Thats the setup for $OKLO 📈" [X Link](https://x.com/DevelopAll/status/2019506804854780150) 2026-02-05T20:21Z [----] followers, [---] engagements "This is a big deal for $OKLO Fuel recycling isnt a side quest - its how nuclear scales. +95% energy utilization -90% waste Lower fuel risk This is exactly where OKLO differentiates. 👏 Stop 👏 calling 👏 it 👏 waste The following companies were selected to help solve the economic and technological challenges associated with nuclear fuel recycling technologies that also meet the nations strict nonproliferation standards and national security goals: https://t.co/Nk7El4Pede 👏 Stop 👏 calling 👏 it 👏 waste The following companies were selected to help solve the economic and technological" [X Link](https://x.com/DevelopAll/status/2019515418214334857) 2026-02-05T20:56Z [----] followers, [---] engagements "$OKLO - This is the part that matters. Recycling isnt just about waste reduction - its about fuel security cost stability and scale. If AI data centers need 24/7 baseload for decades closing the fuel loop is a strategic advantage. This is how nuclear becomes infrastructure not just generation. ⚛🔁 https://twitter.com/i/web/status/2019754196136833072 https://twitter.com/i/web/status/2019754196136833072" [X Link](https://x.com/DevelopAll/status/2019754196136833072) 2026-02-06T12:45Z [----] followers, [----] engagements "@DeItaone @DivesTech $650B into AI is really $650B into power constraints. Chips and data centers dont run on narratives - they run on 24/7 reliable baseload energy. This is where advanced nuclear and companies like $OKLO move from optional to strategic infrastructure" [X Link](https://x.com/DevelopAll/status/2019764803380605168) 2026-02-06T13:27Z [----] followers, [---] engagements "This is how #nuclear actually scales - regulatory and community readiness before projects are announced. States that do this early become natural homes for advanced reactors and SMRs when demand shows up. Exactly the groundwork companies like $OKLO need to deploy faster when commercial and AI-driven power demand accelerates. The KY Public Service Commission just opened statewide public meetings to gather input on nuclear generation and storagepart of a legislative directive to ensure regulators are ready for future siting and construction decisions. Institutional groundwork: Regulatory" [X Link](https://x.com/DevelopAll/status/2019765913663185352) 2026-02-06T13:31Z [----] followers, [---] engagements "@StockSavvyShay All of this capex assumes one thing thats still the bottleneck: reliable 24/7 power. Chips and data centers dont run without baseload energy. Thats where advanced nuclear like $OKLO fits - upstream of the entire AI spend cycle" [X Link](https://x.com/DevelopAll/status/2019766533208092863) 2026-02-06T13:34Z [----] followers, [---] engagements "@KatieMiller @elonmusk Solar scales fast. Nuclear scales reliably. China is doing both - thats the lesson. AI grids & industry need 24/7 baseload which is where advanced nuclear like $OKLO fits alongside renewables" [X Link](https://x.com/DevelopAll/status/2019769149996617754) 2026-02-06T13:44Z [----] followers, [---] engagements "@wallstengine @RedDogT3 $650B+ in AI capex is meaningless without firm power. The market is still pricing chips faster than electrons. Advanced nuclear like $OKLO sits at the foundation of this buildout" [X Link](https://x.com/DevelopAll/status/2019774799216529734) 2026-02-06T14:06Z [----] followers, [---] engagements "@business $1T in chips is impressive - but silicon doesnt run on optimism. AI fabs data centers and advanced manufacturing all need massive 24/7 baseload power. #Energy is the real bottleneck next and advanced #nuclear like $OKLO is part of how that scales" [X Link](https://x.com/DevelopAll/status/2019775907607584899) 2026-02-06T14:11Z [----] followers, [---] engagements "The $1T semiconductor industry isnt powered by chips alone. AI data centers are on track to consume [----] TWh/year of electricity by [----] equivalent to [---] GW of always-on power. Thats $50$100B/year in energy spend just to run the compute. Chips scale fast. Power is the real bottleneck. This is where firm 24/7 nuclear like $OKLO quietly becomes core infrastructure for AI. The semiconductor industry will reach $1 trillion in revenue this year for the first time ever fueled by AI and the spread of computer chips to virtually every part of the economy https://t.co/ImLdbW5ZGJ The semiconductor" [X Link](https://x.com/DevelopAll/status/2019779957992366273) 2026-02-06T14:27Z [----] followers, [---] engagements "$OKLO This is exactly the unlock. Fuel recycling isnt theoretical anymore - its about extending fuel supply lowering costs and securing domestic baseload power. Companies working on closing the fuel cycle will be critical for scaling advanced reactors & supporting long-duration demand like data centers via a major $655B CapEx #'s announced in recent days https://twitter.com/i/web/status/2019787727718220136 https://twitter.com/i/web/status/2019787727718220136" [X Link](https://x.com/DevelopAll/status/2019787727718220136) 2026-02-06T14:58Z [----] followers, [---] engagements "AI capex power baseload nuclear $OKLO belongs in that chain & todays price action says its being treated that way again. Nothing fundamental broke: Hyperscaler CapEx is accelerating Gas turbines are bottlenecked Grid constraints are real Nuclear policy + DOE support are moving forward Fuel recycling and advanced reactors are tailwinds not noise Yesterday was a shakeout. Today is a regroup. 📈 https://twitter.com/i/web/status/2019795949363884157 https://twitter.com/i/web/status/2019795949363884157" [X Link](https://x.com/DevelopAll/status/2019795949363884157) 2026-02-06T15:30Z [----] followers, [----] engagements "@StockMKTNewz @YahooFinance $650B+ in AI capex still needs electrons. Power is the real limiting factor. $OKLO & #nuclear is likely the next leader of the #CapEx beneficiary wave 🌊 + 📈" [X Link](https://x.com/DevelopAll/status/2019797559800160408) 2026-02-06T15:37Z [----] followers, [---] engagements "@ecommerceshares Cloud growth is real. So is the #power bill. AI capex only works if energy scales too. $OKLO (nuclear reactors / SMRS)" [X Link](https://x.com/DevelopAll/status/2019799263065108675) 2026-02-06T15:44Z [----] followers, [--] engagements "@ChrisCamillo Wall Street hates puzzles. AI capex data centers The missing piece is power. $OKLO" [X Link](https://x.com/DevelopAll/status/2019801165349753252) 2026-02-06T15:51Z [----] followers, [--] engagements "@BraVoCycles Q: AI capex data centers A: Power. $OKLO" [X Link](https://x.com/DevelopAll/status/2019801926808838629) 2026-02-06T15:54Z [----] followers, [--] engagements "Yesterday: shorts pressed everything. Today: shorts getting squeezed. $OKLO The market finally sees the missing link: #power is the constraint" [X Link](https://x.com/DevelopAll/status/2019804474509033975) 2026-02-06T16:04Z [----] followers, [---] engagements "@EconomyApp $ AI capex data centers Power. $OKLO" [X Link](https://x.com/DevelopAll/status/2019805758616142256) 2026-02-06T16:09Z [----] followers, [---] engagements "@modestproposal1 Capex up. Chips up. Data centers everywhere. Whats missing Baseload power. Thats the next money flow. $OKLO" [X Link](https://x.com/DevelopAll/status/2019809251317919757) 2026-02-06T16:23Z [----] followers, [---] engagements "@SergeyCYW The real question isnt AI capex. Its what enables it. Chips dont scale without reliable baseload energy. Thats where the next bottleneckand capitalgoes. $OKLO" [X Link](https://x.com/DevelopAll/status/2019809591161135257) 2026-02-06T16:25Z [----] followers, [--] engagements "@schaeffers AI capex keeps rising but chips alone dont create growth. Data centers need 24/7 baseload energy to scale. Thats where the next capital cycle flows. SMRs. Power. $OKLO" [X Link](https://x.com/DevelopAll/status/2019810063775682905) 2026-02-06T16:27Z [----] followers, [--] engagements "@RyanDetrick @WSJ Everyones asking where all this AI capex actually flows. Chips data centers You dont scale compute without baseload power. #Energy is the missing link. $OKLO" [X Link](https://x.com/DevelopAll/status/2019810262900224419) 2026-02-06T16:27Z [----] followers, [---] engagements "@fiscal_ai Wall Street hates puzzles. AI capex data centers The missing piece is power. $OKLO" [X Link](https://x.com/DevelopAll/status/2019810520518566093) 2026-02-06T16:28Z [----] followers, [--] engagements "@garyblack00 Capex may flex but power constraints dont. AI ROI debates aside data centers still need reliable baseload energy to function. That spend isnt discretionary. Different cycle this time. $OKLO" [X Link](https://x.com/DevelopAll/status/2019810990993666336) 2026-02-06T16:30Z [----] followers, [---] engagements "@WOLF_Financial In order to scale Quickly - a part of the capex needs to be deployed into #energy. AI capex data centers Power. $OKLO" [X Link](https://x.com/DevelopAll/status/2019811859625607322) 2026-02-06T16:34Z [----] followers, [---] engagements "Everyones asking where this $600B+ AI capex actually goes Chips Obvious. Data centers Already priced. The missing piece is Power. You cant deploy GPUs at scale without reliable 24/7 baseload energyand the grid is already strained before this avalanche hits. Thats where the next growth leg is. $OKLO https://twitter.com/i/web/status/2019813895750201693 https://twitter.com/i/web/status/2019813895750201693" [X Link](https://x.com/DevelopAll/status/2019813895750201693) 2026-02-06T16:42Z [----] followers, [---] engagements "@StockSavvyShay Shay you know what $NVDA needs to grow beyond this market cap #Energy. Chips + data centers scale only if baseload power scales with them. That $620B CapEx wave doesnt stop at GPUs - it flows into power. $OKLO is positioned right where the next bottleneck is forming. ⚡" [X Link](https://x.com/DevelopAll/status/2019814571247292510) 2026-02-06T16:44Z [----] followers, [---] engagements "@ElliotTurn AI CapEx data centers power Now ask: who cant wait for the grid $MSFT (nuclear precedent) $AMZN (scale + urgency) $ORCL (AI pivot smaller grid access) $GOOGL (load growth exploding) $META already answered. $OKLO is the solution" [X Link](https://x.com/DevelopAll/status/2019817939533537527) 2026-02-06T16:58Z [----] followers, [---] engagements "CapEx needs power. Power needs speed. Who calls $OKLO first $MSFT $AMZN $ORCL $GOOGL ( $META already did.)" [X Link](https://x.com/DevelopAll/status/2019818256023056675) 2026-02-06T16:59Z [----] followers, [---] engagements "@stevenfiorillo When AI CapEx hits power constraints hyperscalers wont move together. The first mover advantage matters. My short list watching $OKLO: $MSFT $AMZN $ORCL $GOOGL ( $META already placed the bet.)" [X Link](https://x.com/DevelopAll/status/2019818760425947171) 2026-02-06T17:01Z [----] followers, [---] engagements "@MorningBrew AI CapEx data centers power Now ask: who cant wait for the grid $MSFT (nuclear precedent) $AMZN (scale + urgency) $ORCL (AI pivot smaller grid access) $GOOGL (load growth exploding) $META already answered. $OKLO is the solution" [X Link](https://x.com/DevelopAll/status/2019819229667815708) 2026-02-06T17:03Z [----] followers, [---] engagements "@peterwildeford @theobearman Big Tech just showed its hand: $700B in AI CapEx. Chips Check. Data centers Check. Missing piece: Power. CapEx has to be deployed now not years from now. Meta already moved with $OKLO - whos next" [X Link](https://x.com/DevelopAll/status/2019831705486639202) 2026-02-06T17:52Z [----] followers, [---] engagements "@LeverageShares Big Tech just showed its hand: $600B+ in AI CapEx. Chips Check. Data centers Check. Missing piece: Power. CapEx has to be deployed now not years from now. Meta already moved with $OKLO whos next $AMZN $MSFT $GOOG $ORCL" [X Link](https://x.com/DevelopAll/status/2019832672852627638) 2026-02-06T17:56Z [----] followers, [---] engagements "@zerohedge Chips take [--] years to size. Power is needed now. $600B in AI CapEx just told you whats missing. Baseload energy SMRs $OKLO. Thats the next buildout. 🌊" [X Link](https://x.com/DevelopAll/status/2019834052262478168) 2026-02-06T18:02Z [----] followers, [---] engagements "@aleabitoreddit Big Tech just showed its hand: $600B+ in CapEx. They also exposed the missing piece: #Power. This CapEx has to be deployed now not years from now. $META already moved. $OKLO is the solution. Whos next $AMZN $GOOG $MSFT $ORCL " [X Link](https://x.com/DevelopAll/status/2019835675734945957) 2026-02-06T18:08Z [----] followers, [---] engagements "@StockMKTNewz If AI demand takes [--] years to size whos building the power to run it today Hint: SMRs. $OKLO $META moved first with OKLO who's next $MSFT $GOOG $AMZN $ORCL" [X Link](https://x.com/DevelopAll/status/2019836574989480245) 2026-02-06T18:12Z [----] followers, [---] engagements "@BraVoCycles 100% on grid - but thats phase [--]. Phase [--] is getting reliable baseload online fast. Thats where SMRs & $OKLO come in with on-site grid independent. I wonder who will move first post capex announcements $AMZN $GOOG $MSFT . $META already did with OKLO small nuclear reactors" [X Link](https://x.com/DevelopAll/status/2019838872159400143) 2026-02-06T18:21Z [----] followers, [---] engagements "Oklo isnt doing PUREX or laser enrichment. Theyre focused on pyroprocessing / electrochemical recycling tailored for fast reactors - recovering transuranics from used fuel to close the fuel cycle. Enrichment recycling. This is about reusing the 95% energy still left in spent fuel. https://twitter.com/i/web/status/2019855986887217353 https://twitter.com/i/web/status/2019855986887217353" [X Link](https://x.com/DevelopAll/status/2019855986887217353) 2026-02-06T19:29Z [----] followers, [--] engagements "@EdwardConard The market worries capex returns. Reality: AI scales only as fast as power does. Chips are solved. Compute is scaling. Energy is the bottleneck. $OKLO" [X Link](https://x.com/DevelopAll/status/2019856916013335009) 2026-02-06T19:33Z [----] followers, [--] engagements "@Reematendulkar Everyones focused on GPU lifecycles. Wrong question. AI capex data centers power. That demand doesnt depreciate every [--] months. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2019857471787909491) 2026-02-06T19:35Z [----] followers, [--] engagements "@tgof137 That table answers where the last $450B went. The next question is what breaks at $600B+. Hint: its not GPUs. Its power. - $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2019857881084862971) 2026-02-06T19:37Z [----] followers, [--] engagements "@LSDinmycoffee Agree. The rotation chain ends at energy because its the constraint. AI GPUs data centers baseload power. Thats not a hedge its the foundation. $OKLO" [X Link](https://x.com/DevelopAll/status/2019865196618301906) 2026-02-06T20:06Z [----] followers, [--] engagements "To add context + catalysts 👇 $OKLO Hyperscalers just committed $600B+ in [----] capex $AMZN $GOOGL $MSFT + $META (already is OKLO client) OpenAI / Sam Altman (OKLO co-founder) is raising more capital now more compute more power demand Oracle $ORCL is levering up to fund massive data-center expansion GPUs + data centers scale fast - baseload power does not This is the missing link markets are starting to price. $OKLO sits at the intersection: SMRs designed for data-center scale Off-grid faster deploy than traditional plants Fuel recycling = strategic advantage $10B market cap vs trillions" [X Link](https://x.com/DevelopAll/status/2019869133865689412) 2026-02-06T20:21Z [----] followers, [---] engagements "@YahooFinance $650B in AI capex is great. Chips are step one. Power is step zero. Thats where $OKLO fits" [X Link](https://x.com/DevelopAll/status/2019881445993640438) 2026-02-06T21:10Z [----] followers, [---] engagements "@WatcherGuru Rips are easy. Sustaining them isnt. AI capex data centers power. Energy is the missing leg of this rally. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2019881876341522853) 2026-02-06T21:12Z [----] followers, [---] engagements "@danielnewmanUV Id tweak this: [--]. AI builders [--]. AI adopters [--]. Everyone else [--]. Those supplying the power that makes AI possible $OKLO" [X Link](https://x.com/DevelopAll/status/2019883456789115286) 2026-02-06T21:18Z [----] followers, [---] engagements "@TheEconomist Wealth compounds at the speed of compute. Compute compounds at the speed of power. Energy is the bottleneck the market is just waking up to. $OKLO" [X Link](https://x.com/DevelopAll/status/2019884003155657206) 2026-02-06T21:20Z [----] followers, [---] engagements "@CNBC Jensens right: compute demand keeps doubling. What also has to double - Baseload power. Chips scale fast. Grids dont. That gap is where $OKLO sits" [X Link](https://x.com/DevelopAll/status/2019888037560480194) 2026-02-06T21:36Z [----] followers, [---] engagements "@thisisorlando Yep. Wedge bounce + volume says selling exhausted. Add in $600B AI capex power as the bottleneck and SMRs moving before grid upgrades - $OKLO has more going for it than just a technical bounce. 🌊 Early not euphoric" [X Link](https://x.com/DevelopAll/status/2019900768946405797) 2026-02-06T22:27Z [----] followers, [---] engagements "@Cointelegraph $650B in AI capex is great. Chips are step one. Power is step zero. Thats where $OKLO fits" [X Link](https://x.com/DevelopAll/status/2019903463719866628) 2026-02-06T22:38Z [----] followers, [---] engagements "@Schuldensuehner The market worries capex returns. Reality: AI scales only as fast as power does. Chips are solved. Compute is scaling. #Energy is the bottleneck. $OKLO" [X Link](https://x.com/DevelopAll/status/2019903904482291827) 2026-02-06T22:39Z [----] followers, [---] engagements "@coinbureau Big Tech just showed its hand: $600B+ in AI CapEx. Chips Check. Data centers Check. Missing piece: Power. CapEx has to be deployed now not years from now. Meta already moved with $OKLO whos next $AMZN $MSFT $GOOG $ORCL" [X Link](https://x.com/DevelopAll/status/2019904951418241503) 2026-02-06T22:44Z [----] followers, [---] engagements "Thread 🧵: Why $OKLO is part of the AI trade (in plain English) 1/ Everyone knows AI = chips. $NVDA $AMD $MSFT $META $GOOGL. But chips dont run on hype. They run on electricity. And thats the part most people are missing. 👇" [X Link](https://x.com/DevelopAll/status/2020153728603435114) 2026-02-07T15:12Z [----] followers, [---] engagements "2/ AI CapEx GPUs Data Centers ❓ The missing link is POWER. Data centers dont just need more power. They need 24/7 always-on reliable power. Solar and wind dont do that alone. Gas is constrained. Grids are maxed. $OKLO 🌊 👇" [X Link](https://x.com/DevelopAll/status/2020154253822570851) 2026-02-07T15:14Z [----] followers, [--] engagements "3/ This is where Oklo comes in. $OKLO builds small nuclear reactors (SMRs) designed to: Sit next to data centers Run 24/7 Scale as compute scales Operate independent of the grid Think: power plants for AI 👇" [X Link](https://x.com/DevelopAll/status/2020154394256298264) 2026-02-07T15:15Z [----] followers, [--] engagements "4/ Why this (Energy) matters now: Big Tech just committed $600B+ in AI CapEx. Chips can be ordered in months. Data centers take years. Power takes the longest. If you dont plan energy early the whole AI stack breaks. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020154764198044022) 2026-02-07T15:16Z [----] followers, [--] engagements "5/ Meta already moved with OKLO Others will follow. $GOOG $AMZN $MSFT $ORCL ++ Why Because whoever solves energy controls AI throughput. No power = idle GPUs Idle GPUs = lost revenue Lost revenue = failed AI strategy $OKLO 🌊 👇" [X Link](https://x.com/DevelopAll/status/2020155173604090260) 2026-02-07T15:18Z [----] followers, [--] engagements "6/ Oklo isnt competing with Nvidia. It enables Nvidia. No power no compute No compute no AI Energy is the foundation layer of the AI stack. $NVDA enabled by $OKLO 👇" [X Link](https://x.com/DevelopAll/status/2020155451606802704) 2026-02-07T15:19Z [----] followers, [--] engagements "7/ Most AI stocks are already trillion-dollar names. $OKLO is $10B market cap. Thats why its interesting: Early in the cycle Structural demand tailwind Not software hype Not dependent on ad budgets Tied to physical infrastructure 👇" [X Link](https://x.com/DevelopAll/status/2020155676031414736) 2026-02-07T15:20Z [----] followers, [--] engagements "8/ Simple way to think about it: If AI is the brain 🧠 Chips are the neurons ⚡ Energy is the heartbeat ❤ No heartbeat no brain. @oklo 👇" [X Link](https://x.com/DevelopAll/status/2020156162591629521) 2026-02-07T15:22Z [----] followers, [--] engagements "@oklo 9/ $OKLO isnt a nuclear trade. Its an AI infrastructure trade. Compute scales energy must scale faster. Thats the bet" [X Link](https://x.com/DevelopAll/status/2020156454351565065) 2026-02-07T15:23Z [----] followers, [--] engagements "@oklo 10/ You dont need to pick the best AI model. You just need to understand: AI growth is capped by power. $OKLO exists to remove that cap. @oklo" [X Link](https://x.com/DevelopAll/status/2020157516810723606) 2026-02-07T15:27Z [----] followers, [--] engagements "@samsolid57 Compute demand is real. Capex is real. The missing link is power. GPUs dont run on optimism - they run on #electricity. Thats the quiet setup for $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020169123393630491) 2026-02-07T16:13Z [----] followers, [--] engagements "Demand isnt slowing - agreed. But compute doesnt exist in a vacuum. Capex GPUs data centers power constraints. Chips scale fast. Electricity doesnt. Thats why the next bottleneck - and next spend - is baseload energy not more silicon. This is where $OKLO fits into the AI stack. https://twitter.com/i/web/status/2020169468899381602 https://twitter.com/i/web/status/2020169468899381602" [X Link](https://x.com/DevelopAll/status/2020169468899381602) 2026-02-07T16:15Z [----] followers, [---] engagements "@Kylechasse Nailed it. One layer deeper: chips dont scale without power. The next capex wave isnt silicon - its #energy infrastructure. $OKLO" [X Link](https://x.com/DevelopAll/status/2020170012116316594) 2026-02-07T16:17Z [----] followers, [--] engagements "@StockSavvyShay @fiscal_ai Cash buys chips. Chips need data centers. Data centers need baseload power. Thats the layer most people still underestimate. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020170918786642052) 2026-02-07T16:20Z [----] followers, [----] engagements "@SeekingAlpha Market sees capex pressure. Question is: where does that capex actually land Chips data centers electricity. #Power is the missing link. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020171489849311287) 2026-02-07T16:23Z [----] followers, [--] engagements "@WSJ Bitcoin didnt just sell off. #Power got repriced. AI turns electrons into revenue. Thats where capital is flowing now. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020172306467717302) 2026-02-07T16:26Z [----] followers, [---] engagements "@charliebilello These companies are now bigger than most countries. Countries care about #energy security. So will Big Tech. AI turns revenue into electrons. $OKLO imo 🌊" [X Link](https://x.com/DevelopAll/status/2020174897658351934) 2026-02-07T16:36Z [----] followers, [---] engagements "The IEA just confirmed were entering the Age of Electricity. Power demand is now growing faster than GDP driven by AI and data centers. Chips arent the bottleneck anymore. #Electricity is. Thats why small modular on-site nuclear like $OKLO sits at the center of the AI buildout - before the grid catches up. IEAs Electricity [----] report quantifies what the Age of Electricity actually means: Global power demand is forecast to grow 3.6% per year through [----] adding [----] TWh annually and reaching [-----] TWh Electricity demand is now growing faster than global GDP driven https://t.co/tJDyqAFY4x IEAs" [X Link](https://x.com/DevelopAll/status/2020176081752367384) 2026-02-07T16:41Z [----] followers, [---] engagements "@KobeissiLetter AI keeps getting smarter. Compute keeps getting hungrier. #Power is the constraint. The next phase of the AI race isnt models - its energy. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020176624549867767) 2026-02-07T16:43Z [----] followers, [--] engagements "@firstadopter Were going to need more GPUs also means were going to need more power. GPUs dont scale in isolation. Compute data centers baseload electricity. The AI arms race is quietly becoming an #energy arms race. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020177247869759555) 2026-02-07T16:46Z [----] followers, [----] engagements "@WSJ Software gets disrupted first. Infrastructure gets built next. AIs real bottleneck isnt talent or chips anymore - its power. Thats the trade most people are late to. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020179677000650846) 2026-02-07T16:55Z [----] followers, [--] engagements "@leadlagreport Last year AI was the accelerant. This year its exposing the constraint. That constraint isnt models or GPUs - its baseload power. Markets arent killing AI. Theyre repricing where the real leverage is. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020180458001101161) 2026-02-07T16:58Z [----] followers, [---] engagements "⚡$60B just to keep the Western grid from breaking. [-----] miles of new transmission by [----] - and even that wont arrive fast enough for AI + data center demand. This is why on-site grid-independent baseload matters. SMRs dont wait for wires. Thats the $OKLO thesis. 🌊 This is one of the most important issues for the next decade. Technological advances are straining the power grid to the breaking point. There will be fights over who pays for improvements but they must happen. #electricity #energy https://t.co/I8uhrUh36H This is one of the most important issues for the next decade. Technological" [X Link](https://x.com/DevelopAll/status/2020186636584423810) 2026-02-07T17:23Z [----] followers, [----] engagements "@CustomHester Exactly. The grid fight is real - and its slow political & expensive $60B. Thats why on-site dispatchable power becomes critical for AI + data centers. You dont wait a decade for transmission. You bring power to the load. This is where SMRs like $OKLO matter" [X Link](https://x.com/DevelopAll/status/2020186922254233679) 2026-02-07T17:24Z [----] followers, [--] engagements "@MichaelAArouet Exactly. Density + uptime matter. AI data centers & industry dont run on 25% capacity factors. They need 24/7 baseload power with a small footprint. Thats why nuclear - especially SMRs like $OKLO - keeps coming back into the conversation" [X Link](https://x.com/DevelopAll/status/2020188757039968304) 2026-02-07T17:31Z [----] followers, [--] engagements "This is why the AI buildout changes the energy debate. Chips data centers & factories need always-on power not intermittent supply. Land steel time - all become constraints. #Nuclear (SMRs) solves that. $OKLO sits right in that gap. Its not only the amount of land needed for the same amount of clean energy. Wind turbines require a lot of steel and concrete and operate only about 25% of the time. If we are serious about climate change why dont we build more nuclear power plants instead of wind turbines https://t.co/IqvscJCbXa Its not only the amount of land needed for the same amount of clean" [X Link](https://x.com/DevelopAll/status/2020189050624262242) 2026-02-07T17:32Z [----] followers, [---] engagements "@zephyr_z9 Semis & AI supply chain are obvious. But what do GPUs actually run on AI data centers power. That layer is still underowned. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020206869575528959) 2026-02-07T18:43Z [----] followers, [---] engagements "@StockSavvyShay $Meta didnt just win on AI. Theyre thinking one step deeper: #energy security. No power = no scale. Thats where SMRs come in. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020207835838316614) 2026-02-07T18:47Z [----] followers, [---] engagements "@DLeBlancNB @cameconews This is how the nuclear stack comes together: fuel security (Cameco) + next-gen reactors (SMRs) + hyperscaler demand. The AI power buildout isnt theoretical anymore" [X Link](https://x.com/DevelopAll/status/2020209644715598045) 2026-02-07T18:54Z [----] followers, [---] engagements "@buccocapital AI commoditizes software. Power becomes the constraint. Constraints capture value. $OKLO & SMRs likely a key part of the next 🌊" [X Link](https://x.com/DevelopAll/status/2020249422202904779) 2026-02-07T21:32Z [----] followers, [---] engagements "@FortuneMagazine Next-gen nuclears tipping point: Meta and hyperscalers start deals with Bill Gates TerraPower Sam Altman-backed Oklo and more After decades of stagnation U.S. nuclear is hitting a real inflection point. A new generation of small modular reactors (SMRs) is converging with: exploding AI/data-center power demand hyperscalers willing to sign long-term power deals faster friendlier U.S. regulatory pathways Meta has already partnered with TerraPower and $OKLO on [--] GW of SMR projects. Analysts expect other Big Tech players to follow in [----]. SMRs can be built faster scaled modularly" [X Link](https://x.com/DevelopAll/status/2020269057572802788) 2026-02-07T22:50Z [----] followers, [--] engagements "Next-gen nuclears tipping point: Meta and hyperscalers start deals with Bill Gates TerraPower Sam Altman-backed Oklo and more After decades of stagnation U.S. nuclear is hitting a real inflection point. A new generation of small modular reactors (SMRs) is converging with: exploding AI/data-center power demand hyperscalers willing to sign long-term power deals faster friendlier U.S. regulatory pathways Meta has already partnered with TerraPower and $OKLO on [--] GW of SMR projects. Analysts expect other Big Tech players to follow in [----]. SMRs can be built faster scaled modularly and colocated" [X Link](https://x.com/DevelopAll/status/2020269759124619690) 2026-02-07T22:53Z [----] followers, [---] engagements "@FortuneMagazine This confluence is real: faster regulation + AI demand + modular nuclear. Hyperscalers get it. $OKLO & TerraPower is part of that shift. 🌊" [X Link](https://x.com/DevelopAll/status/2020270459837989059) 2026-02-07T22:56Z [----] followers, [---] engagements "@zerohedge FYi via @FortuneMagazine Next-gen nuclears tipping point: Meta and hyperscalers start deals with Bill Gates TerraPower Sam Altman-backed Oklo and more $OKLO https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/" [X Link](https://x.com/DevelopAll/status/2020304552189391329) 2026-02-08T01:11Z [----] followers, [--] engagements "@DogeMemery @zerohedge Fyi https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/" [X Link](https://x.com/DevelopAll/status/2020305069669786103) 2026-02-08T01:13Z [----] followers, [---] engagements "NuScale $SMR Powers TVA Deal Puts Largest US SMR Fleet In View The nuclear 🌊 is starting. NuScale Power (NYSE:SMR) has signed a memorandum of understanding with the Tennessee Valley Authority to deploy up to [--] GW of small modular reactor capacity across seven U.S. states. The agreement represents the largest planned SMR deployment program in U.S. history. https://finance.yahoo.com/news/nuscale-power-tva-deal-puts-001901267.html https://finance.yahoo.com/news/nuscale-power-tva-deal-puts-001901267.html" [X Link](https://x.com/DevelopAll/status/2020316738483601653) 2026-02-08T02:00Z [----] followers, [---] engagements "NuScale $SMR TVA validates SMRs at utility scale. $OKLO is solving the harder problem: fast modular on-site nuclear for AI. Different lanes. Same destination. 🌊+🌊" [X Link](https://x.com/DevelopAll/status/2020317147281440930) 2026-02-08T02:01Z [----] followers, [---] engagements "Grid reliability isnt theoretical anymore its being stress-tested in real time. Cold snaps heat waves AI load growth intermittent sources fail when demand spikes. Baseload wins. Thats why nuclear (and next-gen SMRs like $OKLO) just moved from future tech to national infrastructure priority. Yesterday I hosted a press conference highlighting grid reliability and the importance of energy affordability amid winter storms. During this recent cold snap @ENERGY prevented blackouts and saved Americans thanks to the Trump Administration's energy addition policies. https://t.co/deZeizmBEc Yesterday I" [X Link](https://x.com/DevelopAll/status/2020323060012736662) 2026-02-08T02:25Z [----] followers, [---] engagements "@SecretaryWright @ENERGY This is what policy + physics look like aligning. Grid reliability affordability and security all point to baseload power. Nuclear isnt optional anymore its structural. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020323180594806941) 2026-02-08T02:25Z [----] followers, [---] engagements "@StockSavvyShay This is classic demand-led supply economics. Hyperscalers anchor load projects get financed power gets cheaper. Intermittent cant do this alone. Baseload can. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020501654769181112) 2026-02-08T14:15Z [----] followers, [---] engagements "Exactly. Demand pulls supply. Hyperscale data centers create the certainty that makes new power worth building. Thats why baseload matters. Nuclear scales because demand is real. This is the missing link in the AI buildout - and why $OKLO sits right at the center. 🌊 The U.S. Secretary of Energy explains why electricity gets cheaper when more power is built which is why fast-growing data center states often have cheaper power than NY CA & MA. Big data centers create the demand that makes new power projects worth building. https://t.co/IbkTeTrm2G The U.S. Secretary of Energy explains why" [X Link](https://x.com/DevelopAll/status/2020501758657921068) 2026-02-08T14:15Z [----] followers, [---] engagements "@42traders The market needed to load shorts to go higher. Thats exactly what this chart shows. If $OKLO holds above $70 and demand continues 👉 $105+ is not a fantasy - its a mechanical outcome. Major media coverage + $600B capex should help that move https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/" [X Link](https://x.com/DevelopAll/status/2020504120806027397) 2026-02-08T14:24Z [----] followers, [--] engagements "🧵1/10: 🚨 AI CAPEX BOMBSHELL: Hyperscalers just dropped $600B+ for [----] on chips data centers & infra (Amazon $200B Google $175B+ Meta $115B+ MSFT $110B+). But here's the twistALL this compute runs on POWER. Without it it's worthless. Enter the hidden AI play: Nuclear & $OKLO. 🛑 Most see only $NVDA $META $GOOG. Time to wake up. #AI #Nuclear" [X Link](https://x.com/DevelopAll/status/2020505223916032505) 2026-02-08T14:29Z [----] followers, [---] engagements "2/10: The math is brutal: AI data centers guzzle 24/7 baseload powerthink 1GW+ per campus (enough for a city). Grid's maxed out renewables intermittent gas turbines scarce. Big Tech's scrambling: "We can't build without dedicated power." Jensen Huang $NVDA calls $660B buildout "sustainable"but only if energy follows. #EnergyCrisis https://twitter.com/i/web/status/2020505504993198279 https://twitter.com/i/web/status/2020505504993198279" [X Link](https://x.com/DevelopAll/status/2020505504993198279) 2026-02-08T14:30Z [----] followers, [--] engagements "3/10: Fortune Mag just nailed it (Feb 7) "Next-gen nuclears tipping point." Meta's inking deals for 4GW with Bill Gates' TerraPower & Sam Altman's $OKLO. Oklo's getting support for 1.2GW Ohio campusprepayments accelerating reactors online by [----]. This isn't hype; it's the "American nuclear renaissance" per Energy Sec. Chris Wright. https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/" [X Link](https://x.com/DevelopAll/status/2020505856547160206) 2026-02-08T14:31Z [----] followers, [--] engagements "4/10: Why $OKLO They're not old-school nuclear: Fast-spectrum reactors recycle fuel (turning waste into power) modular/off-grid design perfect for AI sites. Avoids grid drama cuts costs. $Meta's deal Precedent for Amazon Google MSFT Oracle to follow. Trump's pro-nuclear push Expedited regs = rocket fuel. #SMRs https://twitter.com/i/web/status/2020506069223551276 https://twitter.com/i/web/status/2020506069223551276" [X Link](https://x.com/DevelopAll/status/2020506069223551276) 2026-02-08T14:32Z [----] followers, [--] engagements "5/10: The opportunity: AI demand doubles U.S. electricity by [----] (per experts). Nuclear's share surges $OKLO 's pipeline (1.35GW MOUs) could convert to contracts fast. Pre-revenue now but $Meta cash inflows change that. Valuation From $14B cap to $PLTR-like rerate ($100B+) if they nail execution. #Investing https://twitter.com/i/web/status/2020506311939576131 https://twitter.com/i/web/status/2020506311939576131" [X Link](https://x.com/DevelopAll/status/2020506311939576131) 2026-02-08T14:33Z [----] followers, [--] engagements "6/10: Peers validating: $VST $CEG popping on similar AI power plays. Uranium prices up SMR peers (NuScale Kairos) inking deals. But $OKLO's edge: Altman backing fuel recycling (500+ reactor-years tech) DoD/Idaho Lab ties. This is the "missing link" in AI stackupstream from chips. https://twitter.com/i/web/status/2020506501035495630 https://twitter.com/i/web/status/2020506501035495630" [X Link](https://x.com/DevelopAll/status/2020506501035495630) 2026-02-08T14:34Z [----] followers, [---] engagements "7/10: Risks Sure- regs timelines (2030+) dilution. But the bottleneck is REAL: Electricity prices at records hyperscalers warning of delays. If AI capex hits $700B power scarcity = chaos. #Nuclear wins. $OKLO could 10x as the go-to SMR for tech giants" [X Link](https://x.com/DevelopAll/status/2020506717319201000) 2026-02-08T14:35Z [----] followers, [--] engagements "8/10: X fam: You're all over $NVDA calls & $META $AMZN $MSFT earnings. But zoom out - AI's next wave is #ENERGY. Don't sleep on $OKLO. Research the Fortune piece Meta announcements capex guides. This is structural not speculative. Who's on it 🔥 #AIenergy" [X Link](https://x.com/DevelopAll/status/2020507130881847750) 2026-02-08T14:36Z [----] followers, [--] engagements "9/10: Quick chart watch: $OKLO bouncing from wedge lows ($62 $71 today). MACD turning RSI room to run. Hold $70 support Targets $80$105+ short-term on more deals. Long-term Sky's limit if hyperscalers pile in" [X Link](https://x.com/DevelopAll/status/2020507582515859574) 2026-02-08T14:38Z [----] followers, [---] engagements "10/10: Thread end. RT if this opened your eyes to nuclear as THE AI play. Follow @DevelopAll for more on energy/AI rotations. What's your take - $OKLO bull or wait Drop below 📈 #OKLO 🌊 #NuclearRenaissance @oklo" [X Link](https://x.com/DevelopAll/status/2020508049631588526) 2026-02-08T14:40Z [----] followers, [---] engagements "@faststocknewss Impressive CapEx going into [----]. Next step - removing bottlenecks such as #Energy $OKLO - next 🌊 Ref: https://x.com/i/status/2020505223916032505 🧵1/10: 🚨 AI CAPEX BOMBSHELL: Hyperscalers just dropped $600B+ for [----] on chips data centers & infra (Amazon $200B Google $175B+ Meta $115B+ MSFT $110B+). But here's the twistALL this compute runs on POWER. Without it it's worthless. Enter the hidden AI play: Nuclear & https://t.co/VwjVXuMrCp https://x.com/i/status/2020505223916032505 🧵1/10: 🚨 AI CAPEX BOMBSHELL: Hyperscalers just dropped $600B+ for [----] on chips data centers &" [X Link](https://x.com/DevelopAll/status/2020508806451474610) 2026-02-08T14:43Z [----] followers, [--] engagements "Excellent CapEx explainer 🔥 Right now hyperscalers are dropping $600B+ on AI infra in [----] - but the real bottleneck is power. Thats why $Meta just backed $OKLO for [---] GW of dedicated nuclear for their AI data centers. CapEx is moving upstream to energy. Nuclear is the play.🌊 Great post https://twitter.com/i/web/status/2020511248790458617 https://twitter.com/i/web/status/2020511248790458617" [X Link](https://x.com/DevelopAll/status/2020511248790458617) 2026-02-08T14:53Z [----] followers, [---] engagements "Spot on Deirdre - Big Tech is absolutely becoming the "new utilities" with this CapEx explosion ($720B$900B '26/'27 range is staggering). But the real story is the #power constraint they're building toward. All those data centers need 24/7 baseload electricity - grid's maxed renewables can't keep up gas is bottlenecked. That's why we're seeing hyperscalers go straight to nuclear: $Meta just backed $Oklo for [---] GW dedicated SMR power (Ohio campus prepayments accelerating). Fortune called it the "tipping point" for next-gen nuclear this week. Ref: If this CapEx wave keeps rolling the upstream" [X Link](https://x.com/DevelopAll/status/2020513225473753380) 2026-02-08T15:01Z [----] followers, [--] engagements "Excellent chart 🔥 Massive CapEx ramp in India's power sector - Power Grid NTPC Coal India all stepping up big time. This is happening globally. In the US hyperscalers (Amazon Google Meta Microsoft) are guiding $700B$900B CapEx in '26/'27 - mostly for AI data centers that need 24/7 baseload power. Grid constraints everywhere are pushing demand toward nuclear & SMRs. Meta just backed Oklo for [---] GW dedicated nuclear power - shows how serious the power shortage is becoming. Power infrastructure is the next mega theme worldwide. thanks for sharing. What's your view on nuclear's role in India's" [X Link](https://x.com/DevelopAll/status/2020515839481442545) 2026-02-08T15:11Z [----] followers, [--] engagements "@HayekAndKeynes Explosive chart - $600B hyperscaler CapEx in [----] is massive. Today the limiting factor isnt chips or cloud - its #power. Metas [---] GW deal with $Oklo shows exactly where this spend is heading next: dedicated nuclear for AI. Power is the new bottleneck. Thanks for sharing" [X Link](https://x.com/DevelopAll/status/2020517062330736931) 2026-02-08T15:16Z [----] followers, [---] engagements "Great list Justin - $OKLO as "nuclear for AI" is spot on right now. With hyperscaler capex exploding to $600B+ in [----] and electricity prices spiking double-digits in many states the real bottleneck is 24/7 baseload power. Metas [---] GW commitment + DOE fuel recycling award show $Oklo is executing exactly where the demand is heading. This name feels like its just getting started in the energy rotation. ⚡and the chart seems to be ready for the next 🌊 https://twitter.com/i/web/status/2020520461621219436 https://twitter.com/i/web/status/2020520461621219436" [X Link](https://x.com/DevelopAll/status/2020520461621219436) 2026-02-08T15:29Z [----] followers, [---] engagements "RT: Huge. DOE: "Industry will deliver the American nuclear renaissance and @ENERGY is here to help." With $Meta already backing $Oklo for [---] GW & hyperscalers w/ $650B in Capital Expenditure racing for power this is the green light. The renaissance isnt coming - its here. ⚡ Industry will deliver the American nuclear renaissance and @ENERGY is here to help. Industry will deliver the American nuclear renaissance and @ENERGY is here to help" [X Link](https://x.com/DevelopAll/status/2020567934674858139) 2026-02-08T18:38Z [----] followers, [---] engagements "RT: This is the signal weve been waiting for. DOE saying out loud: "Industry leads the American nuclear renaissance - and were here to help." With AI capex exploding ($650B+ in 2026) and electricity prices spiking double digits the need for reliable baseload is now. $OKLO NuScale TerraPower - the private sector is ready to deliver. Government backing just lit the fuse. ⚡☢ https://twitter.com/i/web/status/2020568623375327455 https://twitter.com/i/web/status/2020568623375327455" [X Link](https://x.com/DevelopAll/status/2020568623375327455) 2026-02-08T18:41Z [----] followers, [---] engagements "Love the count - if (3) really kicks in those $OKLO Jan [----] 65c LEAPs could absolutely print 3x+. The structure still has some chop in the corrective waves but that $70 support hold + volume reversal is the key bullish flip for me right now. Heres what Im watching as the big catalysts that could drive [--] much higher: [--]. NRC PDC Draft Safety Evaluation - expected early March [----]. Favorable feedback = major de-risking on the design path (accelerated timeline already confirmed by NRC) [--]. $Meta [---] GW Deal Execution - prepayments flowing site work ramping Phase [--] targeted [----] - this is the live" [X Link](https://x.com/DevelopAll/status/2020600533212655701) 2026-02-08T20:48Z [----] followers, [---] engagements "$OKLO base bottom retest on Friday + strong volume reversal does look like the short covering has flipped the tape now. Catalysts lining up to fuel the next leg: - NRC PDC draft evaluation expected March (major de-risking milestone) - Meta [---] GW deal execution ramping (prepayments site work) - Hyperscaler FOMO - Amazon/MSFT/Oracle likely next to secure power slots - DOE pilot progress (INL criticality mid-2026 target fuel recycling facility) If we stay above $70 & one of those hits in $100$120 opens fast. + Coverage from Fortune Magazine ⚡☢" [X Link](https://x.com/DevelopAll/status/2020619953997762946) 2026-02-08T22:05Z [----] followers, [---] engagements "@StockSavvyShay This is the part of the AI stack people keep skipping. Compute doesnt scale without firm local always-on power. GPUs are the bottleneck today. Energy is the bottleneck tomorrow. Thats why the AI utility layer matters - and why $OKLO & nuclear belongs in this conversation" [X Link](https://x.com/DevelopAll/status/2020849065685082538) 2026-02-09T13:15Z [----] followers, [---] engagements "@tradewarfan @SunriseTrader Right. This isnt hype. Its infrastructure catching up to compute. $OKLO next wave is building up 🌊. many catalysts in the pipeline" [X Link](https://x.com/DevelopAll/status/2020853644199932064) 2026-02-09T13:33Z [----] followers, [--] engagements "@Yes_BigBoss Technicals lining up with fundamentals again. Weekly div + structural demand for power = asymmetric setup. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020854320304918956) 2026-02-09T13:36Z [----] followers, [---] engagements "@MikeZaccardi AI capex is outrunning cash flow. When that happens the constraint moves to #power. Thats why capital is flowing into nuclear & names like $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2020855943794131401) 2026-02-09T13:42Z [----] followers, [---] engagements "AI is breaking software. AI is creating #power scarcity. Thats why $OKLO quietly sits in the defensive bucket of this cycle - upstream of AI not threatened by it. The constraint moved from code electrons. Ref https://www.bloomberg.com/news/articles/2026-02-09/goldman-says-hedge-funds-add-record-shorts-on-us-stocks-in-rout https://www.bloomberg.com/news/articles/2026-02-09/goldman-says-hedge-funds-add-record-shorts-on-us-stocks-in-rout" [X Link](https://x.com/DevelopAll/status/2020868069816467514) 2026-02-09T14:31Z [----] followers, [---] engagements "Green basket running this morning - market repositioning: $PLTR $OKLO $NVDA $AMD $AVGO $CRWV $MSFT" [X Link](https://x.com/DevelopAll/status/2020874357321469961) 2026-02-09T14:56Z [----] followers, [---] engagements "This is a really helpful framework. What stands out to me is how MMRs vs SMRs map directly to AI use cases. $OKLO sits right at the intersection: fast reactor + HALEU + off-grid / data-center-scale deployment. Thats exactly where hyperscaler demand is forming. The reactor type matters now - not all nuclear is created equal. https://twitter.com/i/web/status/2020885954437800140 https://twitter.com/i/web/status/2020885954437800140" [X Link](https://x.com/DevelopAll/status/2020885954437800140) 2026-02-09T15:42Z [----] followers, [---] engagements "AI shifts value to energy #nuclear A clear sign for $OKLO to benefit.🌊 "Let's bump that up" More than 18% of the nations power comes from nuclear energy. Lets bump that up. https://t.co/76o4YZ5bBY More than 18% of the nations power comes from nuclear energy. Lets bump that up. https://t.co/76o4YZ5bBY" [X Link](https://x.com/DevelopAll/status/2020892545274798530) 2026-02-09T16:08Z [----] followers, [---] engagements "RT @ENERGY: DOE is basically saying the quiet part out loud: AI leadership = energy leadership. Models + chips dont matter if the electrons arent there. Thats why nuclear / SMRs and names like $OKLO are in the conversation now. 🌊 https://t.co/0YuN155iSl https://t.co/0YuN155iSl" [X Link](https://x.com/DevelopAll/status/2020905111971651978) 2026-02-09T16:58Z [----] followers, [---] engagements "@ENERGY Public-private consortium is exactly how the U.S. scales. But the gating item is still the same: reliable baseload power + grid capacity. AI leadership is an energy buildout story. #Nuclear should benefit. $oklo $leu $smr $bwxt ++" [X Link](https://x.com/DevelopAll/status/2020905378024686021) 2026-02-09T16:59Z [----] followers, [----] engagements "@michaeljburry Thats exactly why names tied to baseload power matter. When AI capex outruns cash flow the constraint becomes electricity - not models. Thats where nuclear and $OKLO $LEU $SMR ++ sit in the stack. And hyperscalers are taking action: https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/" [X Link](https://x.com/DevelopAll/status/2020907093310538122) 2026-02-09T17:06Z [----] followers, [---] engagements "GE Vernova selling out gas turbine capacity through [--------] tells you one thing: = The grid is already constrained & demand is inelastic. Utilities and hyperscalers arent debating whether to build power - theyre scrambling for whatever can come online. This is classic bottleneck behavior. #nuclear $oklo $leu $smr $bwxt $gev $ceg https://www.barrons.com/articles/ge-vernova-is-getting-cash-today-for-deliveries-in-2030-e6a567d1 https://www.barrons.com/articles/ge-vernova-is-getting-cash-today-for-deliveries-in-2030-e6a567d1" [X Link](https://x.com/DevelopAll/status/2020911282577432936) 2026-02-09T17:22Z [----] followers, [---] engagements "@joealertz Excellent breakdown - you nailed the key pieces on $OKLO Adding a few more layers that are stacking right now: - NRC PDC draft evaluation expected in Early March [----] - this is the next big regulatory de-risking milestone. Even a mostly acceptable draft would be a massive green light after the accelerated review timeline. - DOE / INL pilot momentum - fuel recycling facility progress (Tennessee/Texas) radioisotope pilot advancing INL Aurora criticality still targeted mid-2026. These are real execution steps that start turning MOUs into tangible progress. - Hyperscaler FOMO is" [X Link](https://x.com/DevelopAll/status/2020926836536918410) 2026-02-09T18:24Z [----] followers, [---] engagements "This is why names like $OKLO sit at the intersection of AI growth and energy security - #infrastructure not hype. 🌊+🌊" [X Link](https://x.com/DevelopAll/status/2020928763727605884) 2026-02-09T18:32Z [----] followers, [---] engagements "This is where nuclear buildout really accelerates. Not headlines - policy fluency state engagement & permitting pathways. Advanced nuclear players like $OKLO benefit when regulators and lawmakers are aligned before projects hit execution. 🌊 Virginias nuclear community is hosting the [----] American Nuclear Society Day on the Hill in Richmond on Feb [--]. Industry professionals will meet directly with lawmakers to discuss nuclear policy educate legislators and advocate for measures that support advanced energy https://t.co/DwLAKIGEqL Virginias nuclear community is hosting the [----] American" [X Link](https://x.com/DevelopAll/status/2020986033069031798) 2026-02-09T22:19Z [----] followers, [---] engagements "The White House is "quietly" forcing the AI industrys next move. Hyperscalers must now pay 100% for their own power - generation transmission reliability. That changes everything. This is exactly why deals like Meta $OKLO happen before the market fully prices it in. Power isnt a side issue anymore. Its the bottleneck. ⚡☢ and the next 🌊 @politico https://www.politico.com/news/2026/02/09/trump-administration-eyes-data-center-agreements-amid-energy-price-spikes-00772024 https://www.politico.com/news/2026/02/09/trump-administration-eyes-data-center-agreements-amid-energy-price-spikes-00772024" [X Link](https://x.com/DevelopAll/status/2021033789934186660) 2026-02-10T01:29Z [----] followers, [---] engagements "@zerohedge This was never about headlines. #Nuclear isnt software - its infrastructure. The work happens quietly then all at once. DOE groundwork White House alignment hyperscalers writing checks. Meta didnt sign a PPA with $OKLO for optics. The nuclear 🌊 is happening" [X Link](https://x.com/DevelopAll/status/2021035589525701055) 2026-02-10T01:36Z [----] followers, [---] engagements "$OKLO Compressing at demand with a volume vacuum above. Once this resolves the path to $120 isnt crowded. Catalysts lining up: NRC PDC draft feedback (regulatory de-risk) Hyperscaler follow-on deals post-META DOE acceleration / pilot milestones AI data center power commitments shifting to firm baseload This is pressure building not distribution. I see 🌊+🌊+🌊 https://twitter.com/i/web/status/2021045335758447075 https://twitter.com/i/web/status/2021045335758447075" [X Link](https://x.com/DevelopAll/status/2021045335758447075) 2026-02-10T02:15Z [----] followers, [---] engagements "Agree on $OKLO bottom. This looks like compression at demand Not distribution. The difference this cycle: $650B AI capex + power constraints + White House/DOE alignment + NRC milestones. $META already validated the model. Once this resolves the path higher isnt crowded. 🌊+🌊+🌊 https://twitter.com/i/web/status/2021046651511525540 https://twitter.com/i/web/status/2021046651511525540" [X Link](https://x.com/DevelopAll/status/2021046651511525540) 2026-02-10T02:20Z [----] followers, [---] engagements "@kholov23 This is no longer a stock searching for buyers - its buyers waiting for a reason to move price. $OKLO 🌊+🌊" [X Link](https://x.com/DevelopAll/status/2021048952766738626) 2026-02-10T02:29Z [----] followers, [---] engagements "Oklo is embedding itself into the spine of U.S. nuclear policy. It is not just selling power anymore. Its positioning itself as infrastructure for the entire advanced nuclear ecosystem. $oklo 🌊" [X Link](https://x.com/DevelopAll/status/2021154819797340503) 2026-02-10T09:30Z [----] followers, [---] engagements "$OKLO chart resembles $PLTR chart in a similar structure before it 📈. Do you see it Heres where OKLO may actually be earlier and sharper than PLTR was: PLTR catalysts were gradual Earnings Contract drip Narrative acceptance over quarters OKLO catalysts are binary and policy-driven DOE / White House compacts Hyperscaler PPAs NRC milestones Fuel recycling approval paths AI power mandates forcing long-term contracts That means: The time compression could be tighter than PLTRs was. 🌊+🌊+🌊 https://twitter.com/i/web/status/2021167072412139829 https://twitter.com/i/web/status/2021167072412139829" [X Link](https://x.com/DevelopAll/status/2021167072412139829) 2026-02-10T10:19Z [----] followers, [----] engagements "The volume profile $OKLO is the smoking gun There is very little volume above [------] Thats a volume vacuum Once price escapes the wedge theres not much structural resistance until that zone $PLTR had far more overhead supply when it broke. OKLO has less" [X Link](https://x.com/DevelopAll/status/2021168691262492702) 2026-02-10T10:25Z [----] followers, [---] engagements "Agree. Its the setup. Falling wedge + ATL VWAP bounce + weekly MACD curl = accumulation not distribution. The move comes when boredom turns into urgency - now. $OKLO Add the macro tailwinds (AI power demand White House pressure on hyperscalers to self-fund energy DOE acceleration) and this starts to look less like a trade and more like positioning before repricing. 🌊 https://twitter.com/i/web/status/2021177430786933226 https://twitter.com/i/web/status/2021177430786933226" [X Link](https://x.com/DevelopAll/status/2021177430786933226) 2026-02-10T11:00Z [----] followers, [---] engagements "@da_sails People underestimate how much policy engagement determines speed to power. This is how you shorten timelines reduce friction and actually build. Not noise - infrastructure. Seeing progress in realtime. 🌊" [X Link](https://x.com/DevelopAll/status/2021189546537279774) 2026-02-10T11:48Z [----] followers, [--] engagements "@KobeissiLetter Meta + White House + DOE are all converging on the same conclusion: AI scale needs firm #Power. Nuclear isnt a theme anymore - its infrastructure. $OKLO is building it 🌊+🌊" [X Link](https://x.com/DevelopAll/status/2021195896201883724) 2026-02-10T12:13Z [----] followers, [---] engagements "@alvinfoo Exponential AI buildout shifts the bottleneck from chips grids generation. $700B in capex doesnt work without firm scalable power. This is where #nuclear DOE alignment and names like $OKLO stop being thematic and start being necessary" [X Link](https://x.com/DevelopAll/status/2021214390221943115) 2026-02-10T13:27Z [----] followers, [---] engagements "Exponential compute means exponential power demand. Chips scale fast. Grids dont. Markets always reprice the bottleneck. $OKLO benefits. 🌊 Nvidias Jensen Huang says the AI infrastructure buildout will continue to grow exponentially for the next [--] years before reaching a level that will need to be sustained. Amazon Meta Google and Microsoft are expected to spend around $700B in capex in [----] up 60% vs [----]. https://t.co/t3NC2r7bwj Nvidias Jensen Huang says the AI infrastructure buildout will continue to grow exponentially for the next [--] years before reaching a level that will need to be" [X Link](https://x.com/DevelopAll/status/2021214529825144993) 2026-02-10T13:27Z [----] followers, [---] engagements "That critique fits legacy grid nuclear. Oklo isnt competing with gas turbines - its solving time-to-power reliability and grid congestion for customers who cant wait. Different buyer different economics. $OKLO @UnoMasReactor US nuke vendors can't compete with offshore vendors without massive government subsidies stripmined from American families. In the US new nuke power costs 2-3x that of combined cycle gas turbines. That cost is unsustainable overseas https://t.co/SPaiRL47zy @UnoMasReactor US nuke vendors can't compete with offshore vendors without massive government subsidies stripmined" [X Link](https://x.com/DevelopAll/status/2021222786983747707) 2026-02-10T14:00Z [----] followers, [---] engagements "As AI labs move toward IPO the abstraction ends. Public markets force clarity on power contracts & durability. Capital flows through software but it ultimately settles in energy. The first AI IPO that has to explain how it powers scale will reprice energy - and $OKLO sits directly beneath that explanation. https://twitter.com/i/web/status/2021229799214027159 https://twitter.com/i/web/status/2021229799214027159" [X Link](https://x.com/DevelopAll/status/2021229799214027159) 2026-02-10T14:28Z [----] followers, [---] engagements "OpenAI's massive $100B+ raise (target $750$830B val) is rolling in phases: - Nvidia: $20$30B piece reportedly close (next [--] weeks) - Amazon: up to $50B in advanced talks - SoftBank: partial closes done more expected - MSFT: likely $10B+ add-on - UAE/Saudi funds: $50B+ targeted First major milestone likely mid-Feb to early March [----] bulk close Q1. Altmans energy ties make this a huge tailwind for $OKLO if power deals follow. Whats your bet on who announces first 🚀 #OpenAI #AI https://twitter.com/i/web/status/2021268924453556651 https://twitter.com/i/web/status/2021268924453556651" [X Link](https://x.com/DevelopAll/status/2021268924453556651) 2026-02-10T17:03Z [----] followers, [---] engagements "@da_sails Mirions $MIR results suggest: The nuclear renaissance is no longer just a macro thesis. It is starting to show up in: Backlogs Services revenue Installed base expansion Those are lagging indicators. When lagging indicators confirm early ones repricing phases tend to follow 🌊" [X Link](https://x.com/DevelopAll/status/2021350912808394879) 2026-02-10T22:29Z [----] followers, [---] engagements "@jackprandelli @PhuketPotato SMRs change the equation. AIs biggest constraint isnt chips - its power. As hyperscalers lock in long-term electricity (see $OKLO + $Meta) advanced reactors move from future tech to infrastructure. The real race is who powers AI at scale" [X Link](https://x.com/DevelopAll/status/2021429324759588981) 2026-02-11T03:41Z [----] followers, [---] engagements "Nick - technicals are the surface. The real Q is: Whats forcing the next repricing Look at the backdrop: $650B+ hyperscaler AI capex wave OpenAI / frontier labs raising massive capital Meta building multi-GW campuses Oklo + Meta power linkage already in place (sample $ path) DOE fast-tracking microreactors Nuclear capital markets reopening (Holtec IPO SMR attention) States aligning policy for deployment AIs bottleneck isnt chips. Its electricity. Capital flows through software & settles in power. If AI spend stays exponential as it is now energy rerates rapidly. Chart may be compressing. The" [X Link](https://x.com/DevelopAll/status/2021447724004979055) 2026-02-11T04:54Z [----] followers, [--] engagements "$OKLO & nuclear is getting ready - Look at the catalists: $650B+ hyperscaler AI capex wave OpenAI / frontier labs raising massive capital Meta building multi-GW campuses Oklo + Meta power linkage already in place DOE fast-tracking microreactors Nuclear capital markets reopening (Holtec IPO SMR attention) States aligning policy for deployment AIs bottleneck isnt chips. Its electricity. Capital flows through software - and settles in power. If AI spend stays exponential energy rerates. Chart may be compressing. The cycle is expanding. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2021559948522496429) 2026-02-11T12:20Z [----] followers, [--] engagements "@da_sails Great share - ARC Act directly tackles the financing bottleneck that's held back FOAK projects like Oklos Aurora. Bipartisan push + DOE support is the exact combo needed to accelerate commercialization. $OKLO positioned perfectly here. ⚡☢ 🌊 New bipartisan legislation aims to de-risk advanced nuclear builds. Sens. Risch & Gallego introduced the ARC Act to protect first-of-a-kind reactor projects from cost overruns through enhanced DOE loan guarantees and limited federal cost sharing. The goal: accelerate https://t.co/1uecWAUZJ3 New bipartisan legislation aims to de-risk advanced" [X Link](https://x.com/DevelopAll/status/2021561847053201715) 2026-02-11T12:27Z [----] followers, [---] engagements "Power is the AI bottleneck. Renewables scale. Nuclear stabilizes. Policy + funding + hyperscaler capex are converging. When firm power gets repriced advanced nuclear developers like $OKLO sit directly in that gap.🌊 By [----] renewables and nuclear power are together expected to generate half of the worlds electricity. Output from natural gas is also expected to grow while coal power is forecast to decline slightly as renewable capacity expands. Read more ➡ https://t.co/dDAAL4Edxc https://t.co/ZmmPObFpKQ By [----] renewables and nuclear power are together expected to generate half of the worlds" [X Link](https://x.com/DevelopAll/status/2021574131943129330) 2026-02-11T13:16Z [----] followers, [---] engagements "Well said.agree. $OKLO should benefit the new 🌊 is setting up. Robert Friedland: There is not enough electricity to power Americas high-tech ambitions. - Everything including AI is limited by energy. - Data centers are consuming the equivalent of Japans electricity consumption. - One ChatGPT search uses 30x more energy than a Google https://t.co/xZgz7GupnM Robert Friedland: There is not enough electricity to power Americas high-tech ambitions. - Everything including AI is limited by energy. - Data centers are consuming the equivalent of Japans electricity consumption. - One ChatGPT search" [X Link](https://x.com/DevelopAll/status/2021575057345020187) 2026-02-11T13:20Z [----] followers, [---] engagements "Energy is the real AI bottleneck. Capital is flowing to models. Land is being secured for data centers. But firm power is scarce. This cycle wont be decided by GPUs alone. It will be decided by who can deliver reliable electrons at scale. AI runs on electricity. SMRs & $oklo benefits. https://twitter.com/i/web/status/2021575533574701283 https://twitter.com/i/web/status/2021575533574701283" [X Link](https://x.com/DevelopAll/status/2021575533574701283) 2026-02-11T13:22Z [----] followers, [---] engagements "Bipartisan engagement around advanced nuclear continues to grow. Policy alignment + innovation = execution. $OKLO 🌊" [X Link](https://x.com/DevelopAll/status/2021576564001866162) 2026-02-11T13:26Z [----] followers, [---] engagements "Jacob DeWitte CEO of $OKLO speaking at AR Summit XIII alongside NRC DOE INL utilities & institutional capital. This isnt theory anymore. When regulators financiers and reactor developers are in the same room - thats deployment coordination. Advanced nuclear is moving from slides to steel. Watch the rooms where capital meets licensing. ⚛ https://twitter.com/i/web/status/2021630363236544751 https://twitter.com/i/web/status/2021630363236544751" [X Link](https://x.com/DevelopAll/status/2021630363236544751) 2026-02-11T17:00Z [----] followers, [---] engagements "@luckyzzzzzz2026 Licensing is one track. Fuel HALEU site prep & commercial partnerships ( $META + $OKLO) are moving in parallel. DOE + NRC engagement is active. This isnt legacy nuclear timelines. What normally took [--] years is happening in real time" [X Link](https://x.com/DevelopAll/status/2021639104023142576) 2026-02-11T17:34Z [----] followers, [---] engagements "What this Siemens partnership really means for $OKLO: Binding contract not MOU Long-lead turbine + generator procurement started Engineering underway now De-risks supply chain + timeline Uses proven industrial hardware (SST-600) Fuel secured. Site secured. Industrial partner secured. Execution phase. Advanced nuclear is moving from concept construction logic. https://twitter.com/i/web/status/2021668150836965839 https://twitter.com/i/web/status/2021668150836965839" [X Link](https://x.com/DevelopAll/status/2021668150836965839) 2026-02-11T19:30Z [----] followers, [---] engagements "@stocktradingleo Fyi $OKLO https://procurementmag.com/news/oklo-siemens-strategic-procurement-clean-energy https://procurementmag.com/news/oklo-siemens-strategic-procurement-clean-energy" [X Link](https://x.com/DevelopAll/status/2021673732545089622) 2026-02-11T19:52Z [----] followers, [---] engagements "@ekwufinance Fyi Oklo and Siemens: Strategic Procurement for Clean Energy https://procurementmag.com/news/oklo-siemens-strategic-procurement-clean-energy https://procurementmag.com/news/oklo-siemens-strategic-procurement-clean-energy" [X Link](https://x.com/DevelopAll/status/2021675342059188283) 2026-02-11T19:58Z [----] followers, [--] engagements "@DeItaone $Meta is thinking [---] years out. AI workloads data centers power bottleneck. Theyve already moved to secure long-term clean baseload via $OKLO. Infrastructure first. Monetization later. Ackman doesnt buy headlines - he buys positioning" [X Link](https://x.com/DevelopAll/status/2021776787240272197) 2026-02-12T02:42Z [----] followers, [---] engagements "$Meta isnt just betting on AI. Theyre building forward capacity: Data center expansion Multi-year capex acceleration Securing long-term clean baseload (incl. $OKLO partnership) If AI scales electricity becomes strategy. Capital + compute + power. Ackman likely sees the full stack. https://twitter.com/i/web/status/2021777126177873987 https://twitter.com/i/web/status/2021777126177873987" [X Link](https://x.com/DevelopAll/status/2021777126177873987) 2026-02-12T02:43Z [----] followers, [---] engagements "@amitisinvesting $Meta isnt just buying GPUs. Theyre securing multi-decade power. Thats where $OKLO fits. AI winners will be those who control compute & electricity" [X Link](https://x.com/DevelopAll/status/2021777729842983183) 2026-02-12T02:45Z [----] followers, [---] engagements "@joecarlsonshow AI is capital intensive. Energy is constraint intensive. Meta is addressing both. Thats not noise - thats positioning" [X Link](https://x.com/DevelopAll/status/2021778044826857939) 2026-02-12T02:47Z [----] followers, [---] engagements "@TrendSpider @BillAckman When $2B funds move into AI beneficiaries look at what underpins them. Meta = AI + data center expansion + energy security. They already locked in long-term nuclear via $OKLO. The energy layer is where the constraint sits" [X Link](https://x.com/DevelopAll/status/2021778266298691749) 2026-02-12T02:47Z [----] followers, [---] engagements "@PolymarketMoney AI demand is exponential. Power supply isnt. $Meta expanding capacity & securing nuclear baseload isnt optional - its defensive positioning. Energy is becoming the real AI trade" [X Link](https://x.com/DevelopAll/status/2021778375468007640) 2026-02-12T02:48Z [----] followers, [---] engagements "@DividendTalks AI isnt just software - its infrastructure. $Meta is scaling data centers and securing long-term baseload power (incl. $OKLO). Compute without power is theory. Serious capital is moving into the full stack" [X Link](https://x.com/DevelopAll/status/2021778593760567750) 2026-02-12T02:49Z [----] followers, [---] engagements "@oguzerkan Watch what Meta is doing not just what its saying. Capex up. Data centers expanding. Energy partnerships secured. The AI buildout is becoming an electricity story" [X Link](https://x.com/DevelopAll/status/2021778922711519514) 2026-02-12T02:50Z [----] followers, [---] engagements "@JPATrades Watch what Meta is doing not just what its saying. Capex up. Data centers expanding. Energy partnerships secured. The AI buildout is becoming an electricity story" [X Link](https://x.com/DevelopAll/status/2021781970250821843) 2026-02-12T03:02Z [----] followers, [---] engagements "@WSJ When $2B funds move into AI beneficiaries look at what underpins them. $Meta = AI + data center expansion + energy security. They already locked in long-term nuclear via $OKLO. The energy layer is where the constraint sits" [X Link](https://x.com/DevelopAll/status/2021782952246489267) 2026-02-12T03:06Z [----] followers, [---] engagements "@DimitryNakhla AI scaling requires durable baseload. Meta has already moved to hedge that risk via advanced nuclear partnerships. Ackmans bet may be more structural than cyclical" [X Link](https://x.com/DevelopAll/status/2021783117913104431) 2026-02-12T03:07Z [----] followers, [--] engagements "@CNBC AI is capital intensive. Energy is constraint intensive. Meta is addressing both. Thats not noise - thats positioning" [X Link](https://x.com/DevelopAll/status/2021783637272691101) 2026-02-12T03:09Z [----] followers, [--] engagements "@StockMarketNerd When $2B funds move into AI beneficiaries look at what underpins them. $Meta = AI + data center expansion + energy security. They already locked in long-term nuclear via $OKLO. The energy layer is where the constraint sits" [X Link](https://x.com/DevelopAll/status/2021784438850404769) 2026-02-12T03:12Z [----] followers, [---] engagements "Meta (via Oklo Inc. Vistra and TerraPower) has secured up to [---] GW of nuclear energy by [----] to fuel AI setting the stage for a "nuclear renaissance". Following Meta's move other tech giants are actively pursuing SMRs for 24/7 carbon-free power with Oracle ($50B for SMR-powered data centers) Amazon Google (Kairos Power) and Microsoft expected to be the next major players. Key Players and Developments: Oracle: Reportedly planning a gigawatt-scale data center campus powered by a trio of small modular reactors (SMRs) and raising $50 billion. Google: Signed a deal with Kairos Power to deploy" [X Link](https://x.com/DevelopAll/status/2021788512610074719) 2026-02-12T03:28Z [----] followers, [---] engagements "Theyre working with DOE to accelerate the NRC pathway while advancing fuel qualification and site development in parallel. HALEU supply pilot fuel work and commercial offtake discussions are already underway. This isnt 1990s nuclear. Execution is happening concurrently not sequentially. https://twitter.com/i/web/status/2021925544514757081 https://twitter.com/i/web/status/2021925544514757081" [X Link](https://x.com/DevelopAll/status/2021925544514757081) 2026-02-12T12:33Z [----] followers, [---] engagements "Dan AI capex is clear. The next question is infrastructure durability. On $OKLO nuclear side: INL site secured NRC via DOE pathway progressing Fuel program advancing Siemens long-lead procurement started Hyperscaler demand visible Grid constraints intensifying Advanced fission moves from concept to execution phase. Baseload is becoming strategic. $OKLO 🌊+🌊 I know your position on this 📈 https://twitter.com/i/web/status/2021927665712730487 https://twitter.com/i/web/status/2021927665712730487" [X Link](https://x.com/DevelopAll/status/2021927665712730487) 2026-02-12T12:41Z [----] followers, [--] engagements "Fusion is a different timeline. The near-term solution is advanced "fission" SMRs - that's $OKLO. Meta & others are locking in multi-year energy agreements now not in [----]. That means: Prepayments Early procurement Accelerated NRC pathways Fuel qualification in parallel The market isnt waiting. Execution has already started. $OKLO is setting up. fyi https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/" [X Link](https://x.com/DevelopAll/status/2021933349686632664) 2026-02-12T13:04Z [----] followers, [---] engagements "@zerohedge Japan restarts. France builds. US funds. AI demands. This isnt a comeback story. Its a capital cycle" [X Link](https://x.com/DevelopAll/status/2021938889506926958) 2026-02-12T13:26Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DevelopAll Roman Iospa
Roman Iospa posts on X about $oklo, ai, meta, data centers the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +33%
- [--] Month [-------] +294%
- [--] Months [-------] -89%
- [--] Year [---------] -85%
Mentions: [--] #
- [--] Week [---] +75%
- [--] Month [---] +312%
- [--] Months [-----] +118%
- [--] Year [-----] +3,370%
Followers: [-----] #
- [--] Week [-----] +2.20%
- [--] Month [-----] +8.90%
- [--] Months [-----] +30%
- [--] Year [-----] +461%
CreatorRank: [---------] #
Social Influence
Social category influence technology brands 30.36% stocks 25% finance 9.82% celebrities 2.68% countries 2.23% cryptocurrencies 1.34% financial services 0.89% automotive brands 0.89% vc firms 0.45%
Social topic influence $oklo #12, ai 64.29%, meta 25.45%, data centers 18.75%, $meta #718, $msft #666, $googl 7.14%, $amzn 6.7%, data 6.7%, $600b 6.7%
Top accounts mentioned or mentioned by @zerohedge @stocksavvyshay @wsj @energy @cnbc @oklo @dasails @fortunemagazine @tradewarfan @mpmaterials @elonmusk @firstadopter @oguzerkan @deitaone @stockmktnewz @yahoofinance @bravocycles @fiscalai @kobeissiletter @42traders
Top assets mentioned Oklo Inc. (OKLO) Metadium (META) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) NuScale Power Corporation (SMR) Centrus Energy Corp. (LEU) BWX Technologies, Inc. (BWXT) MP Materials Corp. (MP) GE Vernova Inc. (GEV) Palantir Technologies Inc. (PLTR) BlackRock Inc (BLK) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD)
Top Social Posts
Top posts by engagements in the last [--] hours
"The U.S. Department of Defense isnt just watching- it's funding. $MP Materials is now the only US company building a full supply chain for heavy rare earth elements like Dy & Tb- critical for defense tech EVs & magnet stability. Strategic. Scalable. Irreplaceable. @MPMaterials 🧲📈 #RareEarths #NationalSecurity #MPMaterials #DoD #EVs #CriticalMinerals #Reshore #DefenseTech #ChinaPlusOne #SMP #MidCap #Magnets #HeavyREE #GreenEnergy"
X Link 2025-06-24T11:07Z [----] followers, [----] engagements
"Wow $MP Front page Wall Street Journal @WSJ is a Big deal Today's offering is at a perfect timing = things are going as planned by @MPMaterials - are my post for offering details: https://x.com/DevelopAll/status/1945592524124401804s=19 Reindustrialization just went front page. This weeks news isnt just a milestone for MPits a signal to the entire industry. This is a national priority. A mainstream movement. Lets go https://t.co/37lln6dt6z https://x.com/DevelopAll/status/1945592524124401804s=19 Reindustrialization just went front page. This weeks news isnt just a milestone for MPits a signal"
X Link 2025-07-16T22:49Z [----] followers, [----] engagements
"$AMAT Beats Raises forecast. Chips Data centers Power. The chain is intact. Hard to argue AI is rolling over when AMAT is guiding up and hyperscalers are still booking capacity. If anything this reinforces the infrastructure layer beneath the AI stack. #chips #energy #datacenters #ai https://twitter.com/i/web/status/2022081294461505766 https://twitter.com/i/web/status/2022081294461505766"
X Link 2026-02-12T22:52Z [----] followers, [---] engagements
"Nuclear energy is bankable again Consider this: Bank of America has recognized that nuclear energy represents a $10 trillion potential market opportunity that could hold the answer to the worlds power shortages. That is not a headline to overlook. Morgan Stanley has reached similar conclusions noting that investors are now far more open to nuclear energy than in the past when it was often excluded from investment portfolios. Analysts point out that banks are now discarding those outmoded rules and project [---] gigawatts of new nuclear capacity by [----]. That translates to serious investment in"
X Link 2026-02-13T11:44Z [----] followers, [----] engagements
"$OKLO Nice bounce - Right now its a potential W attempt. Up volume. Oklo ($OKLO) Current & Upcoming Catalysts: Near-Term (Next [--] Months) NRC design / licensing milestone updates Potential NRC design acceptance or procedural clarity Additional commercial offtake announcements Hyperscaler / data center partnership updates Earnings commentary and forward guidance Uranium market strength (fuel contracting trends) AI capex acceleration headlines from hyperscalers Macro tailwinds (falling yields risk-on rotation) Medium-Term (39 Months) Site development progress (Idaho / INL milestones) Fuel"
X Link 2026-02-13T17:37Z [----] followers, [---] engagements
"This is an important - Hyperscalers are locking in long-duration firm capacity not just buying short-term power. AI demand is forcing multi-decade #energy planning. Ohios Perry nuclear plant is aiming to operate into the 2060s following a long term power deal tied to Metas data center demand. Plant officials say the agreement supports a [---] MW uprate and a new NRC license extension push reinforcing nuclears role as firm baseload for AI https://t.co/0ycchQTI19 Ohios Perry nuclear plant is aiming to operate into the 2060s following a long term power deal tied to Metas data center demand. Plant"
X Link 2026-02-13T19:14Z [----] followers, [---] engagements
"Blackrock Inc filled [-----------] shares $OKLO ownership. 9.2% Ref: https://d18rn0p25nwr6d.cloudfront.net/CIK-0001849056/2fcb0280-4988-4c23-a8d1-d4bdb332ef31.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001849056/2fcb0280-4988-4c23-a8d1-d4bdb332ef31.pdf"
X Link 2026-01-21T17:46Z [----] followers, [----] engagements
"Updated Institutional Ownership of $OKLO (Jan 2026) Institution Shares Held Increase (Latest Filing) Ownership % BlackRock Inc. [--------] +78.5% 9.2% Vanguard Group [--------] +33.4% 7.42% Mirae Asset Global [-------] +71.8% 4.65% Van Eck Associates [-------] +61.0% 2.22% Geode Capital [-------] +17.0% 1.68% State Street Corp [-------] +15.8% https://twitter.com/i/web/status/2017679102182871215 https://twitter.com/i/web/status/2017679102182871215"
X Link 2026-01-31T19:19Z [----] followers, [----] engagements
"@elonmusk AI growth exposes the real constraint: power. If the grid cant scale fast enough on-site nuclear $OKLO becomes a necessity not a preference"
X Link 2026-01-31T19:23Z [----] followers, [---] engagements
"This is a big deal. DOE creating a NEPA categorical exclusion for advanced nuclear removes a major process bottleneck. Not deregulation - time certainty. This is exactly what modular repeatable designs like $OKLO are built for. Licensing still matters but one major parallel risk just got taken off the table. this is bullish for $SMR and $OKLO https://t.co/crG4Fy9zth this is bullish for $SMR and $OKLO https://t.co/crG4Fy9zth"
X Link 2026-02-01T23:16Z [----] followers, [----] engagements
"Longer-form take on market rotation & why $OKLO sits at the crossroads 👇 Theres a growing narrative on CNBC and across desks that the market is starting to look beyond chips and software. Not because AI demand is fading - but because valuations are crowded and disruption risk inside software is accelerating. When that happens capital doesnt disappear. It rotates. And historically the Russell [----] is the canary in the coal mine for that rotation. Why Small caps feel regime shifts first: Rates Domestic growth Infrastructure spend Real assets Policy alignment Now heres where it gets"
X Link 2026-02-04T00:23Z [----] followers, [---] engagements
"Oracles $ORCL CDS just dropped after its $50B AI data-center financing plan. Thats the bond market voting confidence. But AI capex only works with reliable long-duration power. Software is disruptable. Chips are cyclical. Energy is the bottleneck. Thats where $OKLO fits"
X Link 2026-02-04T02:02Z [----] followers, [----] engagements
"Idaho is doing exactly what serious states do when they see where energy is heading. Advanced nuclear. Workforce. Fuel. Manufacturing. Data centers. When state leadership + INL + regulators align projects move. This is how $OKLO goes from concept to infrastructure. Idaho's 20-person Advanced Nuclear Energy Task Force started up yesterday. They will study nuclear options for the state to determine what types of nuclear facilities may want. Power plants Fuel cycle facilities Component construction facilities Article link in reply. https://t.co/S8S7ogLqw7 Idaho's 20-person Advanced Nuclear"
X Link 2026-02-04T07:00Z [----] followers, [---] engagements
"@firstadopter If AWS never retires 6-year-old GPUs because demand supply the real bottleneck isnt compute anymore - its power. AI doesnt slow down. Grids get stressed. Energy becomes the limiting factor. $OKLO"
X Link 2026-02-04T13:00Z [----] followers, [---] engagements
"Ugly tape today no doubt. $OKLO flushed into long-term trend support as small caps and pre-revenue names got de-risked across the board. Nothing here suggests a broken story - this looks like macro + positioning not fundamentals. Energy demand isnt slowing regulatory tailwinds are real and execution milestones still matter more than day-to-day price. Volatility first clarity later. https://twitter.com/i/web/status/2019090251893911664 https://twitter.com/i/web/status/2019090251893911664"
X Link 2026-02-04T16:46Z [----] followers, [---] engagements
"Execution & policy matters. let's see how fast $oklo rebounds. Lot's to look forward to. Key Catalysts to Watch Near-term (weeksmonths): Regulatory momentum: NRC activity under Part [--] + DOE categorical exclusions under NEPA reduce permitting friction for advanced reactors. Federal alignment: DOE RFIs on Nuclear Lifecycle Innovation Campuses favor vertically integrated players (fuel deployment recycling). State-level support: Idaho (INL) Tennessee Texas actively rolling out red carpet policies for advanced nuclear. Market rotation: Capital rotating out of software/SaaS into real assets"
X Link 2026-02-04T19:50Z [----] followers, [---] engagements
""#Energy is where AI money goes once software stops feeling safe." This is not a philosophical shift. Its visible in #capex numbers: $GOOGL $116B capex $MSFT $72B in [--] months $META $115135B guided $ORCL $50B financing plan That money cannot go into more code. It must go into atoms electrons steel and permits. $OKLO is that trade. https://twitter.com/i/web/status/2019249684091457617 https://twitter.com/i/web/status/2019249684091457617"
X Link 2026-02-05T03:20Z [----] followers, [---] engagements
"Nuclear isnt just back. Its bankable again. Banks hyperscalers and Washington are aligning around one reality: AI needs reliable baseload power. Thats why names like $OKLO matter - not as a trade but as infrastructure. Equity re-pricing usually comes after financing does. https://thehill.com/opinion/energy-environment/5721699-nuclear-power-financing-options/ https://thehill.com/opinion/energy-environment/5721699-nuclear-power-financing-options/"
X Link 2026-02-05T16:20Z [----] followers, [---] engagements
"Gas turbine lead times are now 5+ years. AI demand is here now. That mismatch matters. Even with cheap U.S. gas equipment bottlenecks delay capacity exactly when hyperscalers need 24/7 power. Thats where dispatchable nuclear steps in. $OKLO isnt competing with gas on fuel - its competing on time to reliable power. https://oilprice.com/Energy/Energy-General/US-Power-Boom-Triggers-Global-Gas-Turbine-Shortage.html https://oilprice.com/Energy/Energy-General/US-Power-Boom-Triggers-Global-Gas-Turbine-Shortage.html"
X Link 2026-02-05T17:29Z [----] followers, [---] engagements
"$BTC selling isnt just risk-off. Its a fight for Energy. AI data centers outbid miners for power grid access & reliability. When compute scales baseload wins. Thats where $OKLO fits"
X Link 2026-02-05T18:05Z [----] followers, [----] engagements
"This is where theory turns into deployment. Midwest + NRC + DOE is where timelines get real. Visibility matters. Execution matters more. $OKLO Heading to the Midwestern Governors Association Nuclear Summit in DC next week. Speakers include DOE leadership NEI and advanced nuclear companies like Holtec Oklo X-energy and GE Vernovaplus an NRC commissioner fireside chat. Topics range from federal/state nuclear https://t.co/V9h4lsDmPX Heading to the Midwestern Governors Association Nuclear Summit in DC next week. Speakers include DOE leadership NEI and advanced nuclear companies like Holtec Oklo"
X Link 2026-02-05T19:00Z [----] followers, [---] engagements
"@zerohedge [----] CAPEX - All need #Energy availability to grow. $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *today vs $145B est Some of the benefactors: $OKLO $SMR $LEU $GEV $BWXT +++ likely the next leading sector/wave"
X Link 2026-02-05T20:18Z [----] followers, [---] engagements
"@conorsen [----] CAPEX - All need #Energy availability to grow. $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *today vs $145B est Some of the benefactors: $OKLO $SMR $LEU $GEV $BWXT +++ likely the next leading sector/wave"
X Link 2026-02-05T20:19Z [----] followers, [---] engagements
"@oguzerkan Everyones focused on chips but AI runs on electrons. $680B hyperscaler capex means massive reliable baseload power. Energy is the real bottleneck - not silicon. Thats the setup for $OKLO 📈"
X Link 2026-02-05T20:21Z [----] followers, [---] engagements
"This is a big deal for $OKLO Fuel recycling isnt a side quest - its how nuclear scales. +95% energy utilization -90% waste Lower fuel risk This is exactly where OKLO differentiates. 👏 Stop 👏 calling 👏 it 👏 waste The following companies were selected to help solve the economic and technological challenges associated with nuclear fuel recycling technologies that also meet the nations strict nonproliferation standards and national security goals: https://t.co/Nk7El4Pede 👏 Stop 👏 calling 👏 it 👏 waste The following companies were selected to help solve the economic and technological"
X Link 2026-02-05T20:56Z [----] followers, [---] engagements
"$OKLO - This is the part that matters. Recycling isnt just about waste reduction - its about fuel security cost stability and scale. If AI data centers need 24/7 baseload for decades closing the fuel loop is a strategic advantage. This is how nuclear becomes infrastructure not just generation. ⚛🔁 https://twitter.com/i/web/status/2019754196136833072 https://twitter.com/i/web/status/2019754196136833072"
X Link 2026-02-06T12:45Z [----] followers, [----] engagements
"@DeItaone @DivesTech $650B into AI is really $650B into power constraints. Chips and data centers dont run on narratives - they run on 24/7 reliable baseload energy. This is where advanced nuclear and companies like $OKLO move from optional to strategic infrastructure"
X Link 2026-02-06T13:27Z [----] followers, [---] engagements
"This is how #nuclear actually scales - regulatory and community readiness before projects are announced. States that do this early become natural homes for advanced reactors and SMRs when demand shows up. Exactly the groundwork companies like $OKLO need to deploy faster when commercial and AI-driven power demand accelerates. The KY Public Service Commission just opened statewide public meetings to gather input on nuclear generation and storagepart of a legislative directive to ensure regulators are ready for future siting and construction decisions. Institutional groundwork: Regulatory"
X Link 2026-02-06T13:31Z [----] followers, [---] engagements
"@StockSavvyShay All of this capex assumes one thing thats still the bottleneck: reliable 24/7 power. Chips and data centers dont run without baseload energy. Thats where advanced nuclear like $OKLO fits - upstream of the entire AI spend cycle"
X Link 2026-02-06T13:34Z [----] followers, [---] engagements
"@KatieMiller @elonmusk Solar scales fast. Nuclear scales reliably. China is doing both - thats the lesson. AI grids & industry need 24/7 baseload which is where advanced nuclear like $OKLO fits alongside renewables"
X Link 2026-02-06T13:44Z [----] followers, [---] engagements
"@wallstengine @RedDogT3 $650B+ in AI capex is meaningless without firm power. The market is still pricing chips faster than electrons. Advanced nuclear like $OKLO sits at the foundation of this buildout"
X Link 2026-02-06T14:06Z [----] followers, [---] engagements
"@business $1T in chips is impressive - but silicon doesnt run on optimism. AI fabs data centers and advanced manufacturing all need massive 24/7 baseload power. #Energy is the real bottleneck next and advanced #nuclear like $OKLO is part of how that scales"
X Link 2026-02-06T14:11Z [----] followers, [---] engagements
"The $1T semiconductor industry isnt powered by chips alone. AI data centers are on track to consume [----] TWh/year of electricity by [----] equivalent to [---] GW of always-on power. Thats $50$100B/year in energy spend just to run the compute. Chips scale fast. Power is the real bottleneck. This is where firm 24/7 nuclear like $OKLO quietly becomes core infrastructure for AI. The semiconductor industry will reach $1 trillion in revenue this year for the first time ever fueled by AI and the spread of computer chips to virtually every part of the economy https://t.co/ImLdbW5ZGJ The semiconductor"
X Link 2026-02-06T14:27Z [----] followers, [---] engagements
"$OKLO This is exactly the unlock. Fuel recycling isnt theoretical anymore - its about extending fuel supply lowering costs and securing domestic baseload power. Companies working on closing the fuel cycle will be critical for scaling advanced reactors & supporting long-duration demand like data centers via a major $655B CapEx #'s announced in recent days https://twitter.com/i/web/status/2019787727718220136 https://twitter.com/i/web/status/2019787727718220136"
X Link 2026-02-06T14:58Z [----] followers, [---] engagements
"AI capex power baseload nuclear $OKLO belongs in that chain & todays price action says its being treated that way again. Nothing fundamental broke: Hyperscaler CapEx is accelerating Gas turbines are bottlenecked Grid constraints are real Nuclear policy + DOE support are moving forward Fuel recycling and advanced reactors are tailwinds not noise Yesterday was a shakeout. Today is a regroup. 📈 https://twitter.com/i/web/status/2019795949363884157 https://twitter.com/i/web/status/2019795949363884157"
X Link 2026-02-06T15:30Z [----] followers, [----] engagements
"@StockMKTNewz @YahooFinance $650B+ in AI capex still needs electrons. Power is the real limiting factor. $OKLO & #nuclear is likely the next leader of the #CapEx beneficiary wave 🌊 + 📈"
X Link 2026-02-06T15:37Z [----] followers, [---] engagements
"@ecommerceshares Cloud growth is real. So is the #power bill. AI capex only works if energy scales too. $OKLO (nuclear reactors / SMRS)"
X Link 2026-02-06T15:44Z [----] followers, [--] engagements
"@ChrisCamillo Wall Street hates puzzles. AI capex data centers The missing piece is power. $OKLO"
X Link 2026-02-06T15:51Z [----] followers, [--] engagements
"@BraVoCycles Q: AI capex data centers A: Power. $OKLO"
X Link 2026-02-06T15:54Z [----] followers, [--] engagements
"Yesterday: shorts pressed everything. Today: shorts getting squeezed. $OKLO The market finally sees the missing link: #power is the constraint"
X Link 2026-02-06T16:04Z [----] followers, [---] engagements
"@EconomyApp $ AI capex data centers Power. $OKLO"
X Link 2026-02-06T16:09Z [----] followers, [---] engagements
"@modestproposal1 Capex up. Chips up. Data centers everywhere. Whats missing Baseload power. Thats the next money flow. $OKLO"
X Link 2026-02-06T16:23Z [----] followers, [---] engagements
"@SergeyCYW The real question isnt AI capex. Its what enables it. Chips dont scale without reliable baseload energy. Thats where the next bottleneckand capitalgoes. $OKLO"
X Link 2026-02-06T16:25Z [----] followers, [--] engagements
"@schaeffers AI capex keeps rising but chips alone dont create growth. Data centers need 24/7 baseload energy to scale. Thats where the next capital cycle flows. SMRs. Power. $OKLO"
X Link 2026-02-06T16:27Z [----] followers, [--] engagements
"@RyanDetrick @WSJ Everyones asking where all this AI capex actually flows. Chips data centers You dont scale compute without baseload power. #Energy is the missing link. $OKLO"
X Link 2026-02-06T16:27Z [----] followers, [---] engagements
"@fiscal_ai Wall Street hates puzzles. AI capex data centers The missing piece is power. $OKLO"
X Link 2026-02-06T16:28Z [----] followers, [--] engagements
"@garyblack00 Capex may flex but power constraints dont. AI ROI debates aside data centers still need reliable baseload energy to function. That spend isnt discretionary. Different cycle this time. $OKLO"
X Link 2026-02-06T16:30Z [----] followers, [---] engagements
"@WOLF_Financial In order to scale Quickly - a part of the capex needs to be deployed into #energy. AI capex data centers Power. $OKLO"
X Link 2026-02-06T16:34Z [----] followers, [---] engagements
"Everyones asking where this $600B+ AI capex actually goes Chips Obvious. Data centers Already priced. The missing piece is Power. You cant deploy GPUs at scale without reliable 24/7 baseload energyand the grid is already strained before this avalanche hits. Thats where the next growth leg is. $OKLO https://twitter.com/i/web/status/2019813895750201693 https://twitter.com/i/web/status/2019813895750201693"
X Link 2026-02-06T16:42Z [----] followers, [---] engagements
"@StockSavvyShay Shay you know what $NVDA needs to grow beyond this market cap #Energy. Chips + data centers scale only if baseload power scales with them. That $620B CapEx wave doesnt stop at GPUs - it flows into power. $OKLO is positioned right where the next bottleneck is forming. ⚡"
X Link 2026-02-06T16:44Z [----] followers, [---] engagements
"@ElliotTurn AI CapEx data centers power Now ask: who cant wait for the grid $MSFT (nuclear precedent) $AMZN (scale + urgency) $ORCL (AI pivot smaller grid access) $GOOGL (load growth exploding) $META already answered. $OKLO is the solution"
X Link 2026-02-06T16:58Z [----] followers, [---] engagements
"CapEx needs power. Power needs speed. Who calls $OKLO first $MSFT $AMZN $ORCL $GOOGL ( $META already did.)"
X Link 2026-02-06T16:59Z [----] followers, [---] engagements
"@stevenfiorillo When AI CapEx hits power constraints hyperscalers wont move together. The first mover advantage matters. My short list watching $OKLO: $MSFT $AMZN $ORCL $GOOGL ( $META already placed the bet.)"
X Link 2026-02-06T17:01Z [----] followers, [---] engagements
"@MorningBrew AI CapEx data centers power Now ask: who cant wait for the grid $MSFT (nuclear precedent) $AMZN (scale + urgency) $ORCL (AI pivot smaller grid access) $GOOGL (load growth exploding) $META already answered. $OKLO is the solution"
X Link 2026-02-06T17:03Z [----] followers, [---] engagements
"@peterwildeford @theobearman Big Tech just showed its hand: $700B in AI CapEx. Chips Check. Data centers Check. Missing piece: Power. CapEx has to be deployed now not years from now. Meta already moved with $OKLO - whos next"
X Link 2026-02-06T17:52Z [----] followers, [---] engagements
"@LeverageShares Big Tech just showed its hand: $600B+ in AI CapEx. Chips Check. Data centers Check. Missing piece: Power. CapEx has to be deployed now not years from now. Meta already moved with $OKLO whos next $AMZN $MSFT $GOOG $ORCL"
X Link 2026-02-06T17:56Z [----] followers, [---] engagements
"@zerohedge Chips take [--] years to size. Power is needed now. $600B in AI CapEx just told you whats missing. Baseload energy SMRs $OKLO. Thats the next buildout. 🌊"
X Link 2026-02-06T18:02Z [----] followers, [---] engagements
"@aleabitoreddit Big Tech just showed its hand: $600B+ in CapEx. They also exposed the missing piece: #Power. This CapEx has to be deployed now not years from now. $META already moved. $OKLO is the solution. Whos next $AMZN $GOOG $MSFT $ORCL "
X Link 2026-02-06T18:08Z [----] followers, [---] engagements
"@StockMKTNewz If AI demand takes [--] years to size whos building the power to run it today Hint: SMRs. $OKLO $META moved first with OKLO who's next $MSFT $GOOG $AMZN $ORCL"
X Link 2026-02-06T18:12Z [----] followers, [---] engagements
"@BraVoCycles 100% on grid - but thats phase [--]. Phase [--] is getting reliable baseload online fast. Thats where SMRs & $OKLO come in with on-site grid independent. I wonder who will move first post capex announcements $AMZN $GOOG $MSFT . $META already did with OKLO small nuclear reactors"
X Link 2026-02-06T18:21Z [----] followers, [---] engagements
"Oklo isnt doing PUREX or laser enrichment. Theyre focused on pyroprocessing / electrochemical recycling tailored for fast reactors - recovering transuranics from used fuel to close the fuel cycle. Enrichment recycling. This is about reusing the 95% energy still left in spent fuel. https://twitter.com/i/web/status/2019855986887217353 https://twitter.com/i/web/status/2019855986887217353"
X Link 2026-02-06T19:29Z [----] followers, [--] engagements
"@EdwardConard The market worries capex returns. Reality: AI scales only as fast as power does. Chips are solved. Compute is scaling. Energy is the bottleneck. $OKLO"
X Link 2026-02-06T19:33Z [----] followers, [--] engagements
"@Reematendulkar Everyones focused on GPU lifecycles. Wrong question. AI capex data centers power. That demand doesnt depreciate every [--] months. $OKLO 🌊"
X Link 2026-02-06T19:35Z [----] followers, [--] engagements
"@tgof137 That table answers where the last $450B went. The next question is what breaks at $600B+. Hint: its not GPUs. Its power. - $OKLO 🌊"
X Link 2026-02-06T19:37Z [----] followers, [--] engagements
"@LSDinmycoffee Agree. The rotation chain ends at energy because its the constraint. AI GPUs data centers baseload power. Thats not a hedge its the foundation. $OKLO"
X Link 2026-02-06T20:06Z [----] followers, [--] engagements
"To add context + catalysts 👇 $OKLO Hyperscalers just committed $600B+ in [----] capex $AMZN $GOOGL $MSFT + $META (already is OKLO client) OpenAI / Sam Altman (OKLO co-founder) is raising more capital now more compute more power demand Oracle $ORCL is levering up to fund massive data-center expansion GPUs + data centers scale fast - baseload power does not This is the missing link markets are starting to price. $OKLO sits at the intersection: SMRs designed for data-center scale Off-grid faster deploy than traditional plants Fuel recycling = strategic advantage $10B market cap vs trillions"
X Link 2026-02-06T20:21Z [----] followers, [---] engagements
"@YahooFinance $650B in AI capex is great. Chips are step one. Power is step zero. Thats where $OKLO fits"
X Link 2026-02-06T21:10Z [----] followers, [---] engagements
"@WatcherGuru Rips are easy. Sustaining them isnt. AI capex data centers power. Energy is the missing leg of this rally. $OKLO 🌊"
X Link 2026-02-06T21:12Z [----] followers, [---] engagements
"@danielnewmanUV Id tweak this: [--]. AI builders [--]. AI adopters [--]. Everyone else [--]. Those supplying the power that makes AI possible $OKLO"
X Link 2026-02-06T21:18Z [----] followers, [---] engagements
"@TheEconomist Wealth compounds at the speed of compute. Compute compounds at the speed of power. Energy is the bottleneck the market is just waking up to. $OKLO"
X Link 2026-02-06T21:20Z [----] followers, [---] engagements
"@CNBC Jensens right: compute demand keeps doubling. What also has to double - Baseload power. Chips scale fast. Grids dont. That gap is where $OKLO sits"
X Link 2026-02-06T21:36Z [----] followers, [---] engagements
"@thisisorlando Yep. Wedge bounce + volume says selling exhausted. Add in $600B AI capex power as the bottleneck and SMRs moving before grid upgrades - $OKLO has more going for it than just a technical bounce. 🌊 Early not euphoric"
X Link 2026-02-06T22:27Z [----] followers, [---] engagements
"@Cointelegraph $650B in AI capex is great. Chips are step one. Power is step zero. Thats where $OKLO fits"
X Link 2026-02-06T22:38Z [----] followers, [---] engagements
"@Schuldensuehner The market worries capex returns. Reality: AI scales only as fast as power does. Chips are solved. Compute is scaling. #Energy is the bottleneck. $OKLO"
X Link 2026-02-06T22:39Z [----] followers, [---] engagements
"@coinbureau Big Tech just showed its hand: $600B+ in AI CapEx. Chips Check. Data centers Check. Missing piece: Power. CapEx has to be deployed now not years from now. Meta already moved with $OKLO whos next $AMZN $MSFT $GOOG $ORCL"
X Link 2026-02-06T22:44Z [----] followers, [---] engagements
"Thread 🧵: Why $OKLO is part of the AI trade (in plain English) 1/ Everyone knows AI = chips. $NVDA $AMD $MSFT $META $GOOGL. But chips dont run on hype. They run on electricity. And thats the part most people are missing. 👇"
X Link 2026-02-07T15:12Z [----] followers, [---] engagements
"2/ AI CapEx GPUs Data Centers ❓ The missing link is POWER. Data centers dont just need more power. They need 24/7 always-on reliable power. Solar and wind dont do that alone. Gas is constrained. Grids are maxed. $OKLO 🌊 👇"
X Link 2026-02-07T15:14Z [----] followers, [--] engagements
"3/ This is where Oklo comes in. $OKLO builds small nuclear reactors (SMRs) designed to: Sit next to data centers Run 24/7 Scale as compute scales Operate independent of the grid Think: power plants for AI 👇"
X Link 2026-02-07T15:15Z [----] followers, [--] engagements
"4/ Why this (Energy) matters now: Big Tech just committed $600B+ in AI CapEx. Chips can be ordered in months. Data centers take years. Power takes the longest. If you dont plan energy early the whole AI stack breaks. $OKLO 🌊"
X Link 2026-02-07T15:16Z [----] followers, [--] engagements
"5/ Meta already moved with OKLO Others will follow. $GOOG $AMZN $MSFT $ORCL ++ Why Because whoever solves energy controls AI throughput. No power = idle GPUs Idle GPUs = lost revenue Lost revenue = failed AI strategy $OKLO 🌊 👇"
X Link 2026-02-07T15:18Z [----] followers, [--] engagements
"6/ Oklo isnt competing with Nvidia. It enables Nvidia. No power no compute No compute no AI Energy is the foundation layer of the AI stack. $NVDA enabled by $OKLO 👇"
X Link 2026-02-07T15:19Z [----] followers, [--] engagements
"7/ Most AI stocks are already trillion-dollar names. $OKLO is $10B market cap. Thats why its interesting: Early in the cycle Structural demand tailwind Not software hype Not dependent on ad budgets Tied to physical infrastructure 👇"
X Link 2026-02-07T15:20Z [----] followers, [--] engagements
"8/ Simple way to think about it: If AI is the brain 🧠 Chips are the neurons ⚡ Energy is the heartbeat ❤ No heartbeat no brain. @oklo 👇"
X Link 2026-02-07T15:22Z [----] followers, [--] engagements
"@oklo 9/ $OKLO isnt a nuclear trade. Its an AI infrastructure trade. Compute scales energy must scale faster. Thats the bet"
X Link 2026-02-07T15:23Z [----] followers, [--] engagements
"@oklo 10/ You dont need to pick the best AI model. You just need to understand: AI growth is capped by power. $OKLO exists to remove that cap. @oklo"
X Link 2026-02-07T15:27Z [----] followers, [--] engagements
"@samsolid57 Compute demand is real. Capex is real. The missing link is power. GPUs dont run on optimism - they run on #electricity. Thats the quiet setup for $OKLO 🌊"
X Link 2026-02-07T16:13Z [----] followers, [--] engagements
"Demand isnt slowing - agreed. But compute doesnt exist in a vacuum. Capex GPUs data centers power constraints. Chips scale fast. Electricity doesnt. Thats why the next bottleneck - and next spend - is baseload energy not more silicon. This is where $OKLO fits into the AI stack. https://twitter.com/i/web/status/2020169468899381602 https://twitter.com/i/web/status/2020169468899381602"
X Link 2026-02-07T16:15Z [----] followers, [---] engagements
"@Kylechasse Nailed it. One layer deeper: chips dont scale without power. The next capex wave isnt silicon - its #energy infrastructure. $OKLO"
X Link 2026-02-07T16:17Z [----] followers, [--] engagements
"@StockSavvyShay @fiscal_ai Cash buys chips. Chips need data centers. Data centers need baseload power. Thats the layer most people still underestimate. $OKLO 🌊"
X Link 2026-02-07T16:20Z [----] followers, [----] engagements
"@SeekingAlpha Market sees capex pressure. Question is: where does that capex actually land Chips data centers electricity. #Power is the missing link. $OKLO 🌊"
X Link 2026-02-07T16:23Z [----] followers, [--] engagements
"@WSJ Bitcoin didnt just sell off. #Power got repriced. AI turns electrons into revenue. Thats where capital is flowing now. $OKLO 🌊"
X Link 2026-02-07T16:26Z [----] followers, [---] engagements
"@charliebilello These companies are now bigger than most countries. Countries care about #energy security. So will Big Tech. AI turns revenue into electrons. $OKLO imo 🌊"
X Link 2026-02-07T16:36Z [----] followers, [---] engagements
"The IEA just confirmed were entering the Age of Electricity. Power demand is now growing faster than GDP driven by AI and data centers. Chips arent the bottleneck anymore. #Electricity is. Thats why small modular on-site nuclear like $OKLO sits at the center of the AI buildout - before the grid catches up. IEAs Electricity [----] report quantifies what the Age of Electricity actually means: Global power demand is forecast to grow 3.6% per year through [----] adding [----] TWh annually and reaching [-----] TWh Electricity demand is now growing faster than global GDP driven https://t.co/tJDyqAFY4x IEAs"
X Link 2026-02-07T16:41Z [----] followers, [---] engagements
"@KobeissiLetter AI keeps getting smarter. Compute keeps getting hungrier. #Power is the constraint. The next phase of the AI race isnt models - its energy. $OKLO 🌊"
X Link 2026-02-07T16:43Z [----] followers, [--] engagements
"@firstadopter Were going to need more GPUs also means were going to need more power. GPUs dont scale in isolation. Compute data centers baseload electricity. The AI arms race is quietly becoming an #energy arms race. $OKLO 🌊"
X Link 2026-02-07T16:46Z [----] followers, [----] engagements
"@WSJ Software gets disrupted first. Infrastructure gets built next. AIs real bottleneck isnt talent or chips anymore - its power. Thats the trade most people are late to. $OKLO 🌊"
X Link 2026-02-07T16:55Z [----] followers, [--] engagements
"@leadlagreport Last year AI was the accelerant. This year its exposing the constraint. That constraint isnt models or GPUs - its baseload power. Markets arent killing AI. Theyre repricing where the real leverage is. $OKLO 🌊"
X Link 2026-02-07T16:58Z [----] followers, [---] engagements
"⚡$60B just to keep the Western grid from breaking. [-----] miles of new transmission by [----] - and even that wont arrive fast enough for AI + data center demand. This is why on-site grid-independent baseload matters. SMRs dont wait for wires. Thats the $OKLO thesis. 🌊 This is one of the most important issues for the next decade. Technological advances are straining the power grid to the breaking point. There will be fights over who pays for improvements but they must happen. #electricity #energy https://t.co/I8uhrUh36H This is one of the most important issues for the next decade. Technological"
X Link 2026-02-07T17:23Z [----] followers, [----] engagements
"@CustomHester Exactly. The grid fight is real - and its slow political & expensive $60B. Thats why on-site dispatchable power becomes critical for AI + data centers. You dont wait a decade for transmission. You bring power to the load. This is where SMRs like $OKLO matter"
X Link 2026-02-07T17:24Z [----] followers, [--] engagements
"@MichaelAArouet Exactly. Density + uptime matter. AI data centers & industry dont run on 25% capacity factors. They need 24/7 baseload power with a small footprint. Thats why nuclear - especially SMRs like $OKLO - keeps coming back into the conversation"
X Link 2026-02-07T17:31Z [----] followers, [--] engagements
"This is why the AI buildout changes the energy debate. Chips data centers & factories need always-on power not intermittent supply. Land steel time - all become constraints. #Nuclear (SMRs) solves that. $OKLO sits right in that gap. Its not only the amount of land needed for the same amount of clean energy. Wind turbines require a lot of steel and concrete and operate only about 25% of the time. If we are serious about climate change why dont we build more nuclear power plants instead of wind turbines https://t.co/IqvscJCbXa Its not only the amount of land needed for the same amount of clean"
X Link 2026-02-07T17:32Z [----] followers, [---] engagements
"@zephyr_z9 Semis & AI supply chain are obvious. But what do GPUs actually run on AI data centers power. That layer is still underowned. $OKLO 🌊"
X Link 2026-02-07T18:43Z [----] followers, [---] engagements
"@StockSavvyShay $Meta didnt just win on AI. Theyre thinking one step deeper: #energy security. No power = no scale. Thats where SMRs come in. $OKLO 🌊"
X Link 2026-02-07T18:47Z [----] followers, [---] engagements
"@DLeBlancNB @cameconews This is how the nuclear stack comes together: fuel security (Cameco) + next-gen reactors (SMRs) + hyperscaler demand. The AI power buildout isnt theoretical anymore"
X Link 2026-02-07T18:54Z [----] followers, [---] engagements
"@buccocapital AI commoditizes software. Power becomes the constraint. Constraints capture value. $OKLO & SMRs likely a key part of the next 🌊"
X Link 2026-02-07T21:32Z [----] followers, [---] engagements
"@FortuneMagazine Next-gen nuclears tipping point: Meta and hyperscalers start deals with Bill Gates TerraPower Sam Altman-backed Oklo and more After decades of stagnation U.S. nuclear is hitting a real inflection point. A new generation of small modular reactors (SMRs) is converging with: exploding AI/data-center power demand hyperscalers willing to sign long-term power deals faster friendlier U.S. regulatory pathways Meta has already partnered with TerraPower and $OKLO on [--] GW of SMR projects. Analysts expect other Big Tech players to follow in [----]. SMRs can be built faster scaled modularly"
X Link 2026-02-07T22:50Z [----] followers, [--] engagements
"Next-gen nuclears tipping point: Meta and hyperscalers start deals with Bill Gates TerraPower Sam Altman-backed Oklo and more After decades of stagnation U.S. nuclear is hitting a real inflection point. A new generation of small modular reactors (SMRs) is converging with: exploding AI/data-center power demand hyperscalers willing to sign long-term power deals faster friendlier U.S. regulatory pathways Meta has already partnered with TerraPower and $OKLO on [--] GW of SMR projects. Analysts expect other Big Tech players to follow in [----]. SMRs can be built faster scaled modularly and colocated"
X Link 2026-02-07T22:53Z [----] followers, [---] engagements
"@FortuneMagazine This confluence is real: faster regulation + AI demand + modular nuclear. Hyperscalers get it. $OKLO & TerraPower is part of that shift. 🌊"
X Link 2026-02-07T22:56Z [----] followers, [---] engagements
"@zerohedge FYi via @FortuneMagazine Next-gen nuclears tipping point: Meta and hyperscalers start deals with Bill Gates TerraPower Sam Altman-backed Oklo and more $OKLO https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/"
X Link 2026-02-08T01:11Z [----] followers, [--] engagements
"@DogeMemery @zerohedge Fyi https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/"
X Link 2026-02-08T01:13Z [----] followers, [---] engagements
"NuScale $SMR Powers TVA Deal Puts Largest US SMR Fleet In View The nuclear 🌊 is starting. NuScale Power (NYSE:SMR) has signed a memorandum of understanding with the Tennessee Valley Authority to deploy up to [--] GW of small modular reactor capacity across seven U.S. states. The agreement represents the largest planned SMR deployment program in U.S. history. https://finance.yahoo.com/news/nuscale-power-tva-deal-puts-001901267.html https://finance.yahoo.com/news/nuscale-power-tva-deal-puts-001901267.html"
X Link 2026-02-08T02:00Z [----] followers, [---] engagements
"NuScale $SMR TVA validates SMRs at utility scale. $OKLO is solving the harder problem: fast modular on-site nuclear for AI. Different lanes. Same destination. 🌊+🌊"
X Link 2026-02-08T02:01Z [----] followers, [---] engagements
"Grid reliability isnt theoretical anymore its being stress-tested in real time. Cold snaps heat waves AI load growth intermittent sources fail when demand spikes. Baseload wins. Thats why nuclear (and next-gen SMRs like $OKLO) just moved from future tech to national infrastructure priority. Yesterday I hosted a press conference highlighting grid reliability and the importance of energy affordability amid winter storms. During this recent cold snap @ENERGY prevented blackouts and saved Americans thanks to the Trump Administration's energy addition policies. https://t.co/deZeizmBEc Yesterday I"
X Link 2026-02-08T02:25Z [----] followers, [---] engagements
"@SecretaryWright @ENERGY This is what policy + physics look like aligning. Grid reliability affordability and security all point to baseload power. Nuclear isnt optional anymore its structural. $OKLO 🌊"
X Link 2026-02-08T02:25Z [----] followers, [---] engagements
"@StockSavvyShay This is classic demand-led supply economics. Hyperscalers anchor load projects get financed power gets cheaper. Intermittent cant do this alone. Baseload can. $OKLO 🌊"
X Link 2026-02-08T14:15Z [----] followers, [---] engagements
"Exactly. Demand pulls supply. Hyperscale data centers create the certainty that makes new power worth building. Thats why baseload matters. Nuclear scales because demand is real. This is the missing link in the AI buildout - and why $OKLO sits right at the center. 🌊 The U.S. Secretary of Energy explains why electricity gets cheaper when more power is built which is why fast-growing data center states often have cheaper power than NY CA & MA. Big data centers create the demand that makes new power projects worth building. https://t.co/IbkTeTrm2G The U.S. Secretary of Energy explains why"
X Link 2026-02-08T14:15Z [----] followers, [---] engagements
"@42traders The market needed to load shorts to go higher. Thats exactly what this chart shows. If $OKLO holds above $70 and demand continues 👉 $105+ is not a fantasy - its a mechanical outcome. Major media coverage + $600B capex should help that move https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/"
X Link 2026-02-08T14:24Z [----] followers, [--] engagements
"🧵1/10: 🚨 AI CAPEX BOMBSHELL: Hyperscalers just dropped $600B+ for [----] on chips data centers & infra (Amazon $200B Google $175B+ Meta $115B+ MSFT $110B+). But here's the twistALL this compute runs on POWER. Without it it's worthless. Enter the hidden AI play: Nuclear & $OKLO. 🛑 Most see only $NVDA $META $GOOG. Time to wake up. #AI #Nuclear"
X Link 2026-02-08T14:29Z [----] followers, [---] engagements
"2/10: The math is brutal: AI data centers guzzle 24/7 baseload powerthink 1GW+ per campus (enough for a city). Grid's maxed out renewables intermittent gas turbines scarce. Big Tech's scrambling: "We can't build without dedicated power." Jensen Huang $NVDA calls $660B buildout "sustainable"but only if energy follows. #EnergyCrisis https://twitter.com/i/web/status/2020505504993198279 https://twitter.com/i/web/status/2020505504993198279"
X Link 2026-02-08T14:30Z [----] followers, [--] engagements
"3/10: Fortune Mag just nailed it (Feb 7) "Next-gen nuclears tipping point." Meta's inking deals for 4GW with Bill Gates' TerraPower & Sam Altman's $OKLO. Oklo's getting support for 1.2GW Ohio campusprepayments accelerating reactors online by [----]. This isn't hype; it's the "American nuclear renaissance" per Energy Sec. Chris Wright. https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/"
X Link 2026-02-08T14:31Z [----] followers, [--] engagements
"4/10: Why $OKLO They're not old-school nuclear: Fast-spectrum reactors recycle fuel (turning waste into power) modular/off-grid design perfect for AI sites. Avoids grid drama cuts costs. $Meta's deal Precedent for Amazon Google MSFT Oracle to follow. Trump's pro-nuclear push Expedited regs = rocket fuel. #SMRs https://twitter.com/i/web/status/2020506069223551276 https://twitter.com/i/web/status/2020506069223551276"
X Link 2026-02-08T14:32Z [----] followers, [--] engagements
"5/10: The opportunity: AI demand doubles U.S. electricity by [----] (per experts). Nuclear's share surges $OKLO 's pipeline (1.35GW MOUs) could convert to contracts fast. Pre-revenue now but $Meta cash inflows change that. Valuation From $14B cap to $PLTR-like rerate ($100B+) if they nail execution. #Investing https://twitter.com/i/web/status/2020506311939576131 https://twitter.com/i/web/status/2020506311939576131"
X Link 2026-02-08T14:33Z [----] followers, [--] engagements
"6/10: Peers validating: $VST $CEG popping on similar AI power plays. Uranium prices up SMR peers (NuScale Kairos) inking deals. But $OKLO's edge: Altman backing fuel recycling (500+ reactor-years tech) DoD/Idaho Lab ties. This is the "missing link" in AI stackupstream from chips. https://twitter.com/i/web/status/2020506501035495630 https://twitter.com/i/web/status/2020506501035495630"
X Link 2026-02-08T14:34Z [----] followers, [---] engagements
"7/10: Risks Sure- regs timelines (2030+) dilution. But the bottleneck is REAL: Electricity prices at records hyperscalers warning of delays. If AI capex hits $700B power scarcity = chaos. #Nuclear wins. $OKLO could 10x as the go-to SMR for tech giants"
X Link 2026-02-08T14:35Z [----] followers, [--] engagements
"8/10: X fam: You're all over $NVDA calls & $META $AMZN $MSFT earnings. But zoom out - AI's next wave is #ENERGY. Don't sleep on $OKLO. Research the Fortune piece Meta announcements capex guides. This is structural not speculative. Who's on it 🔥 #AIenergy"
X Link 2026-02-08T14:36Z [----] followers, [--] engagements
"9/10: Quick chart watch: $OKLO bouncing from wedge lows ($62 $71 today). MACD turning RSI room to run. Hold $70 support Targets $80$105+ short-term on more deals. Long-term Sky's limit if hyperscalers pile in"
X Link 2026-02-08T14:38Z [----] followers, [---] engagements
"10/10: Thread end. RT if this opened your eyes to nuclear as THE AI play. Follow @DevelopAll for more on energy/AI rotations. What's your take - $OKLO bull or wait Drop below 📈 #OKLO 🌊 #NuclearRenaissance @oklo"
X Link 2026-02-08T14:40Z [----] followers, [---] engagements
"@faststocknewss Impressive CapEx going into [----]. Next step - removing bottlenecks such as #Energy $OKLO - next 🌊 Ref: https://x.com/i/status/2020505223916032505 🧵1/10: 🚨 AI CAPEX BOMBSHELL: Hyperscalers just dropped $600B+ for [----] on chips data centers & infra (Amazon $200B Google $175B+ Meta $115B+ MSFT $110B+). But here's the twistALL this compute runs on POWER. Without it it's worthless. Enter the hidden AI play: Nuclear & https://t.co/VwjVXuMrCp https://x.com/i/status/2020505223916032505 🧵1/10: 🚨 AI CAPEX BOMBSHELL: Hyperscalers just dropped $600B+ for [----] on chips data centers &"
X Link 2026-02-08T14:43Z [----] followers, [--] engagements
"Excellent CapEx explainer 🔥 Right now hyperscalers are dropping $600B+ on AI infra in [----] - but the real bottleneck is power. Thats why $Meta just backed $OKLO for [---] GW of dedicated nuclear for their AI data centers. CapEx is moving upstream to energy. Nuclear is the play.🌊 Great post https://twitter.com/i/web/status/2020511248790458617 https://twitter.com/i/web/status/2020511248790458617"
X Link 2026-02-08T14:53Z [----] followers, [---] engagements
"Spot on Deirdre - Big Tech is absolutely becoming the "new utilities" with this CapEx explosion ($720B$900B '26/'27 range is staggering). But the real story is the #power constraint they're building toward. All those data centers need 24/7 baseload electricity - grid's maxed renewables can't keep up gas is bottlenecked. That's why we're seeing hyperscalers go straight to nuclear: $Meta just backed $Oklo for [---] GW dedicated SMR power (Ohio campus prepayments accelerating). Fortune called it the "tipping point" for next-gen nuclear this week. Ref: If this CapEx wave keeps rolling the upstream"
X Link 2026-02-08T15:01Z [----] followers, [--] engagements
"Excellent chart 🔥 Massive CapEx ramp in India's power sector - Power Grid NTPC Coal India all stepping up big time. This is happening globally. In the US hyperscalers (Amazon Google Meta Microsoft) are guiding $700B$900B CapEx in '26/'27 - mostly for AI data centers that need 24/7 baseload power. Grid constraints everywhere are pushing demand toward nuclear & SMRs. Meta just backed Oklo for [---] GW dedicated nuclear power - shows how serious the power shortage is becoming. Power infrastructure is the next mega theme worldwide. thanks for sharing. What's your view on nuclear's role in India's"
X Link 2026-02-08T15:11Z [----] followers, [--] engagements
"@HayekAndKeynes Explosive chart - $600B hyperscaler CapEx in [----] is massive. Today the limiting factor isnt chips or cloud - its #power. Metas [---] GW deal with $Oklo shows exactly where this spend is heading next: dedicated nuclear for AI. Power is the new bottleneck. Thanks for sharing"
X Link 2026-02-08T15:16Z [----] followers, [---] engagements
"Great list Justin - $OKLO as "nuclear for AI" is spot on right now. With hyperscaler capex exploding to $600B+ in [----] and electricity prices spiking double-digits in many states the real bottleneck is 24/7 baseload power. Metas [---] GW commitment + DOE fuel recycling award show $Oklo is executing exactly where the demand is heading. This name feels like its just getting started in the energy rotation. ⚡and the chart seems to be ready for the next 🌊 https://twitter.com/i/web/status/2020520461621219436 https://twitter.com/i/web/status/2020520461621219436"
X Link 2026-02-08T15:29Z [----] followers, [---] engagements
"RT: Huge. DOE: "Industry will deliver the American nuclear renaissance and @ENERGY is here to help." With $Meta already backing $Oklo for [---] GW & hyperscalers w/ $650B in Capital Expenditure racing for power this is the green light. The renaissance isnt coming - its here. ⚡ Industry will deliver the American nuclear renaissance and @ENERGY is here to help. Industry will deliver the American nuclear renaissance and @ENERGY is here to help"
X Link 2026-02-08T18:38Z [----] followers, [---] engagements
"RT: This is the signal weve been waiting for. DOE saying out loud: "Industry leads the American nuclear renaissance - and were here to help." With AI capex exploding ($650B+ in 2026) and electricity prices spiking double digits the need for reliable baseload is now. $OKLO NuScale TerraPower - the private sector is ready to deliver. Government backing just lit the fuse. ⚡☢ https://twitter.com/i/web/status/2020568623375327455 https://twitter.com/i/web/status/2020568623375327455"
X Link 2026-02-08T18:41Z [----] followers, [---] engagements
"Love the count - if (3) really kicks in those $OKLO Jan [----] 65c LEAPs could absolutely print 3x+. The structure still has some chop in the corrective waves but that $70 support hold + volume reversal is the key bullish flip for me right now. Heres what Im watching as the big catalysts that could drive [--] much higher: [--]. NRC PDC Draft Safety Evaluation - expected early March [----]. Favorable feedback = major de-risking on the design path (accelerated timeline already confirmed by NRC) [--]. $Meta [---] GW Deal Execution - prepayments flowing site work ramping Phase [--] targeted [----] - this is the live"
X Link 2026-02-08T20:48Z [----] followers, [---] engagements
"$OKLO base bottom retest on Friday + strong volume reversal does look like the short covering has flipped the tape now. Catalysts lining up to fuel the next leg: - NRC PDC draft evaluation expected March (major de-risking milestone) - Meta [---] GW deal execution ramping (prepayments site work) - Hyperscaler FOMO - Amazon/MSFT/Oracle likely next to secure power slots - DOE pilot progress (INL criticality mid-2026 target fuel recycling facility) If we stay above $70 & one of those hits in $100$120 opens fast. + Coverage from Fortune Magazine ⚡☢"
X Link 2026-02-08T22:05Z [----] followers, [---] engagements
"@StockSavvyShay This is the part of the AI stack people keep skipping. Compute doesnt scale without firm local always-on power. GPUs are the bottleneck today. Energy is the bottleneck tomorrow. Thats why the AI utility layer matters - and why $OKLO & nuclear belongs in this conversation"
X Link 2026-02-09T13:15Z [----] followers, [---] engagements
"@tradewarfan @SunriseTrader Right. This isnt hype. Its infrastructure catching up to compute. $OKLO next wave is building up 🌊. many catalysts in the pipeline"
X Link 2026-02-09T13:33Z [----] followers, [--] engagements
"@Yes_BigBoss Technicals lining up with fundamentals again. Weekly div + structural demand for power = asymmetric setup. $OKLO 🌊"
X Link 2026-02-09T13:36Z [----] followers, [---] engagements
"@MikeZaccardi AI capex is outrunning cash flow. When that happens the constraint moves to #power. Thats why capital is flowing into nuclear & names like $OKLO 🌊"
X Link 2026-02-09T13:42Z [----] followers, [---] engagements
"AI is breaking software. AI is creating #power scarcity. Thats why $OKLO quietly sits in the defensive bucket of this cycle - upstream of AI not threatened by it. The constraint moved from code electrons. Ref https://www.bloomberg.com/news/articles/2026-02-09/goldman-says-hedge-funds-add-record-shorts-on-us-stocks-in-rout https://www.bloomberg.com/news/articles/2026-02-09/goldman-says-hedge-funds-add-record-shorts-on-us-stocks-in-rout"
X Link 2026-02-09T14:31Z [----] followers, [---] engagements
"Green basket running this morning - market repositioning: $PLTR $OKLO $NVDA $AMD $AVGO $CRWV $MSFT"
X Link 2026-02-09T14:56Z [----] followers, [---] engagements
"This is a really helpful framework. What stands out to me is how MMRs vs SMRs map directly to AI use cases. $OKLO sits right at the intersection: fast reactor + HALEU + off-grid / data-center-scale deployment. Thats exactly where hyperscaler demand is forming. The reactor type matters now - not all nuclear is created equal. https://twitter.com/i/web/status/2020885954437800140 https://twitter.com/i/web/status/2020885954437800140"
X Link 2026-02-09T15:42Z [----] followers, [---] engagements
"AI shifts value to energy #nuclear A clear sign for $OKLO to benefit.🌊 "Let's bump that up" More than 18% of the nations power comes from nuclear energy. Lets bump that up. https://t.co/76o4YZ5bBY More than 18% of the nations power comes from nuclear energy. Lets bump that up. https://t.co/76o4YZ5bBY"
X Link 2026-02-09T16:08Z [----] followers, [---] engagements
"RT @ENERGY: DOE is basically saying the quiet part out loud: AI leadership = energy leadership. Models + chips dont matter if the electrons arent there. Thats why nuclear / SMRs and names like $OKLO are in the conversation now. 🌊 https://t.co/0YuN155iSl https://t.co/0YuN155iSl"
X Link 2026-02-09T16:58Z [----] followers, [---] engagements
"@ENERGY Public-private consortium is exactly how the U.S. scales. But the gating item is still the same: reliable baseload power + grid capacity. AI leadership is an energy buildout story. #Nuclear should benefit. $oklo $leu $smr $bwxt ++"
X Link 2026-02-09T16:59Z [----] followers, [----] engagements
"@michaeljburry Thats exactly why names tied to baseload power matter. When AI capex outruns cash flow the constraint becomes electricity - not models. Thats where nuclear and $OKLO $LEU $SMR ++ sit in the stack. And hyperscalers are taking action: https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/"
X Link 2026-02-09T17:06Z [----] followers, [---] engagements
"GE Vernova selling out gas turbine capacity through [--------] tells you one thing: = The grid is already constrained & demand is inelastic. Utilities and hyperscalers arent debating whether to build power - theyre scrambling for whatever can come online. This is classic bottleneck behavior. #nuclear $oklo $leu $smr $bwxt $gev $ceg https://www.barrons.com/articles/ge-vernova-is-getting-cash-today-for-deliveries-in-2030-e6a567d1 https://www.barrons.com/articles/ge-vernova-is-getting-cash-today-for-deliveries-in-2030-e6a567d1"
X Link 2026-02-09T17:22Z [----] followers, [---] engagements
"@joealertz Excellent breakdown - you nailed the key pieces on $OKLO Adding a few more layers that are stacking right now: - NRC PDC draft evaluation expected in Early March [----] - this is the next big regulatory de-risking milestone. Even a mostly acceptable draft would be a massive green light after the accelerated review timeline. - DOE / INL pilot momentum - fuel recycling facility progress (Tennessee/Texas) radioisotope pilot advancing INL Aurora criticality still targeted mid-2026. These are real execution steps that start turning MOUs into tangible progress. - Hyperscaler FOMO is"
X Link 2026-02-09T18:24Z [----] followers, [---] engagements
"This is why names like $OKLO sit at the intersection of AI growth and energy security - #infrastructure not hype. 🌊+🌊"
X Link 2026-02-09T18:32Z [----] followers, [---] engagements
"This is where nuclear buildout really accelerates. Not headlines - policy fluency state engagement & permitting pathways. Advanced nuclear players like $OKLO benefit when regulators and lawmakers are aligned before projects hit execution. 🌊 Virginias nuclear community is hosting the [----] American Nuclear Society Day on the Hill in Richmond on Feb [--]. Industry professionals will meet directly with lawmakers to discuss nuclear policy educate legislators and advocate for measures that support advanced energy https://t.co/DwLAKIGEqL Virginias nuclear community is hosting the [----] American"
X Link 2026-02-09T22:19Z [----] followers, [---] engagements
"The White House is "quietly" forcing the AI industrys next move. Hyperscalers must now pay 100% for their own power - generation transmission reliability. That changes everything. This is exactly why deals like Meta $OKLO happen before the market fully prices it in. Power isnt a side issue anymore. Its the bottleneck. ⚡☢ and the next 🌊 @politico https://www.politico.com/news/2026/02/09/trump-administration-eyes-data-center-agreements-amid-energy-price-spikes-00772024 https://www.politico.com/news/2026/02/09/trump-administration-eyes-data-center-agreements-amid-energy-price-spikes-00772024"
X Link 2026-02-10T01:29Z [----] followers, [---] engagements
"@zerohedge This was never about headlines. #Nuclear isnt software - its infrastructure. The work happens quietly then all at once. DOE groundwork White House alignment hyperscalers writing checks. Meta didnt sign a PPA with $OKLO for optics. The nuclear 🌊 is happening"
X Link 2026-02-10T01:36Z [----] followers, [---] engagements
"$OKLO Compressing at demand with a volume vacuum above. Once this resolves the path to $120 isnt crowded. Catalysts lining up: NRC PDC draft feedback (regulatory de-risk) Hyperscaler follow-on deals post-META DOE acceleration / pilot milestones AI data center power commitments shifting to firm baseload This is pressure building not distribution. I see 🌊+🌊+🌊 https://twitter.com/i/web/status/2021045335758447075 https://twitter.com/i/web/status/2021045335758447075"
X Link 2026-02-10T02:15Z [----] followers, [---] engagements
"Agree on $OKLO bottom. This looks like compression at demand Not distribution. The difference this cycle: $650B AI capex + power constraints + White House/DOE alignment + NRC milestones. $META already validated the model. Once this resolves the path higher isnt crowded. 🌊+🌊+🌊 https://twitter.com/i/web/status/2021046651511525540 https://twitter.com/i/web/status/2021046651511525540"
X Link 2026-02-10T02:20Z [----] followers, [---] engagements
"@kholov23 This is no longer a stock searching for buyers - its buyers waiting for a reason to move price. $OKLO 🌊+🌊"
X Link 2026-02-10T02:29Z [----] followers, [---] engagements
"Oklo is embedding itself into the spine of U.S. nuclear policy. It is not just selling power anymore. Its positioning itself as infrastructure for the entire advanced nuclear ecosystem. $oklo 🌊"
X Link 2026-02-10T09:30Z [----] followers, [---] engagements
"$OKLO chart resembles $PLTR chart in a similar structure before it 📈. Do you see it Heres where OKLO may actually be earlier and sharper than PLTR was: PLTR catalysts were gradual Earnings Contract drip Narrative acceptance over quarters OKLO catalysts are binary and policy-driven DOE / White House compacts Hyperscaler PPAs NRC milestones Fuel recycling approval paths AI power mandates forcing long-term contracts That means: The time compression could be tighter than PLTRs was. 🌊+🌊+🌊 https://twitter.com/i/web/status/2021167072412139829 https://twitter.com/i/web/status/2021167072412139829"
X Link 2026-02-10T10:19Z [----] followers, [----] engagements
"The volume profile $OKLO is the smoking gun There is very little volume above [------] Thats a volume vacuum Once price escapes the wedge theres not much structural resistance until that zone $PLTR had far more overhead supply when it broke. OKLO has less"
X Link 2026-02-10T10:25Z [----] followers, [---] engagements
"Agree. Its the setup. Falling wedge + ATL VWAP bounce + weekly MACD curl = accumulation not distribution. The move comes when boredom turns into urgency - now. $OKLO Add the macro tailwinds (AI power demand White House pressure on hyperscalers to self-fund energy DOE acceleration) and this starts to look less like a trade and more like positioning before repricing. 🌊 https://twitter.com/i/web/status/2021177430786933226 https://twitter.com/i/web/status/2021177430786933226"
X Link 2026-02-10T11:00Z [----] followers, [---] engagements
"@da_sails People underestimate how much policy engagement determines speed to power. This is how you shorten timelines reduce friction and actually build. Not noise - infrastructure. Seeing progress in realtime. 🌊"
X Link 2026-02-10T11:48Z [----] followers, [--] engagements
"@KobeissiLetter Meta + White House + DOE are all converging on the same conclusion: AI scale needs firm #Power. Nuclear isnt a theme anymore - its infrastructure. $OKLO is building it 🌊+🌊"
X Link 2026-02-10T12:13Z [----] followers, [---] engagements
"@alvinfoo Exponential AI buildout shifts the bottleneck from chips grids generation. $700B in capex doesnt work without firm scalable power. This is where #nuclear DOE alignment and names like $OKLO stop being thematic and start being necessary"
X Link 2026-02-10T13:27Z [----] followers, [---] engagements
"Exponential compute means exponential power demand. Chips scale fast. Grids dont. Markets always reprice the bottleneck. $OKLO benefits. 🌊 Nvidias Jensen Huang says the AI infrastructure buildout will continue to grow exponentially for the next [--] years before reaching a level that will need to be sustained. Amazon Meta Google and Microsoft are expected to spend around $700B in capex in [----] up 60% vs [----]. https://t.co/t3NC2r7bwj Nvidias Jensen Huang says the AI infrastructure buildout will continue to grow exponentially for the next [--] years before reaching a level that will need to be"
X Link 2026-02-10T13:27Z [----] followers, [---] engagements
"That critique fits legacy grid nuclear. Oklo isnt competing with gas turbines - its solving time-to-power reliability and grid congestion for customers who cant wait. Different buyer different economics. $OKLO @UnoMasReactor US nuke vendors can't compete with offshore vendors without massive government subsidies stripmined from American families. In the US new nuke power costs 2-3x that of combined cycle gas turbines. That cost is unsustainable overseas https://t.co/SPaiRL47zy @UnoMasReactor US nuke vendors can't compete with offshore vendors without massive government subsidies stripmined"
X Link 2026-02-10T14:00Z [----] followers, [---] engagements
"As AI labs move toward IPO the abstraction ends. Public markets force clarity on power contracts & durability. Capital flows through software but it ultimately settles in energy. The first AI IPO that has to explain how it powers scale will reprice energy - and $OKLO sits directly beneath that explanation. https://twitter.com/i/web/status/2021229799214027159 https://twitter.com/i/web/status/2021229799214027159"
X Link 2026-02-10T14:28Z [----] followers, [---] engagements
"OpenAI's massive $100B+ raise (target $750$830B val) is rolling in phases: - Nvidia: $20$30B piece reportedly close (next [--] weeks) - Amazon: up to $50B in advanced talks - SoftBank: partial closes done more expected - MSFT: likely $10B+ add-on - UAE/Saudi funds: $50B+ targeted First major milestone likely mid-Feb to early March [----] bulk close Q1. Altmans energy ties make this a huge tailwind for $OKLO if power deals follow. Whats your bet on who announces first 🚀 #OpenAI #AI https://twitter.com/i/web/status/2021268924453556651 https://twitter.com/i/web/status/2021268924453556651"
X Link 2026-02-10T17:03Z [----] followers, [---] engagements
"@da_sails Mirions $MIR results suggest: The nuclear renaissance is no longer just a macro thesis. It is starting to show up in: Backlogs Services revenue Installed base expansion Those are lagging indicators. When lagging indicators confirm early ones repricing phases tend to follow 🌊"
X Link 2026-02-10T22:29Z [----] followers, [---] engagements
"@jackprandelli @PhuketPotato SMRs change the equation. AIs biggest constraint isnt chips - its power. As hyperscalers lock in long-term electricity (see $OKLO + $Meta) advanced reactors move from future tech to infrastructure. The real race is who powers AI at scale"
X Link 2026-02-11T03:41Z [----] followers, [---] engagements
"Nick - technicals are the surface. The real Q is: Whats forcing the next repricing Look at the backdrop: $650B+ hyperscaler AI capex wave OpenAI / frontier labs raising massive capital Meta building multi-GW campuses Oklo + Meta power linkage already in place (sample $ path) DOE fast-tracking microreactors Nuclear capital markets reopening (Holtec IPO SMR attention) States aligning policy for deployment AIs bottleneck isnt chips. Its electricity. Capital flows through software & settles in power. If AI spend stays exponential as it is now energy rerates rapidly. Chart may be compressing. The"
X Link 2026-02-11T04:54Z [----] followers, [--] engagements
"$OKLO & nuclear is getting ready - Look at the catalists: $650B+ hyperscaler AI capex wave OpenAI / frontier labs raising massive capital Meta building multi-GW campuses Oklo + Meta power linkage already in place DOE fast-tracking microreactors Nuclear capital markets reopening (Holtec IPO SMR attention) States aligning policy for deployment AIs bottleneck isnt chips. Its electricity. Capital flows through software - and settles in power. If AI spend stays exponential energy rerates. Chart may be compressing. The cycle is expanding. $OKLO 🌊"
X Link 2026-02-11T12:20Z [----] followers, [--] engagements
"@da_sails Great share - ARC Act directly tackles the financing bottleneck that's held back FOAK projects like Oklos Aurora. Bipartisan push + DOE support is the exact combo needed to accelerate commercialization. $OKLO positioned perfectly here. ⚡☢ 🌊 New bipartisan legislation aims to de-risk advanced nuclear builds. Sens. Risch & Gallego introduced the ARC Act to protect first-of-a-kind reactor projects from cost overruns through enhanced DOE loan guarantees and limited federal cost sharing. The goal: accelerate https://t.co/1uecWAUZJ3 New bipartisan legislation aims to de-risk advanced"
X Link 2026-02-11T12:27Z [----] followers, [---] engagements
"Power is the AI bottleneck. Renewables scale. Nuclear stabilizes. Policy + funding + hyperscaler capex are converging. When firm power gets repriced advanced nuclear developers like $OKLO sit directly in that gap.🌊 By [----] renewables and nuclear power are together expected to generate half of the worlds electricity. Output from natural gas is also expected to grow while coal power is forecast to decline slightly as renewable capacity expands. Read more ➡ https://t.co/dDAAL4Edxc https://t.co/ZmmPObFpKQ By [----] renewables and nuclear power are together expected to generate half of the worlds"
X Link 2026-02-11T13:16Z [----] followers, [---] engagements
"Well said.agree. $OKLO should benefit the new 🌊 is setting up. Robert Friedland: There is not enough electricity to power Americas high-tech ambitions. - Everything including AI is limited by energy. - Data centers are consuming the equivalent of Japans electricity consumption. - One ChatGPT search uses 30x more energy than a Google https://t.co/xZgz7GupnM Robert Friedland: There is not enough electricity to power Americas high-tech ambitions. - Everything including AI is limited by energy. - Data centers are consuming the equivalent of Japans electricity consumption. - One ChatGPT search"
X Link 2026-02-11T13:20Z [----] followers, [---] engagements
"Energy is the real AI bottleneck. Capital is flowing to models. Land is being secured for data centers. But firm power is scarce. This cycle wont be decided by GPUs alone. It will be decided by who can deliver reliable electrons at scale. AI runs on electricity. SMRs & $oklo benefits. https://twitter.com/i/web/status/2021575533574701283 https://twitter.com/i/web/status/2021575533574701283"
X Link 2026-02-11T13:22Z [----] followers, [---] engagements
"Bipartisan engagement around advanced nuclear continues to grow. Policy alignment + innovation = execution. $OKLO 🌊"
X Link 2026-02-11T13:26Z [----] followers, [---] engagements
"Jacob DeWitte CEO of $OKLO speaking at AR Summit XIII alongside NRC DOE INL utilities & institutional capital. This isnt theory anymore. When regulators financiers and reactor developers are in the same room - thats deployment coordination. Advanced nuclear is moving from slides to steel. Watch the rooms where capital meets licensing. ⚛ https://twitter.com/i/web/status/2021630363236544751 https://twitter.com/i/web/status/2021630363236544751"
X Link 2026-02-11T17:00Z [----] followers, [---] engagements
"@luckyzzzzzz2026 Licensing is one track. Fuel HALEU site prep & commercial partnerships ( $META + $OKLO) are moving in parallel. DOE + NRC engagement is active. This isnt legacy nuclear timelines. What normally took [--] years is happening in real time"
X Link 2026-02-11T17:34Z [----] followers, [---] engagements
"What this Siemens partnership really means for $OKLO: Binding contract not MOU Long-lead turbine + generator procurement started Engineering underway now De-risks supply chain + timeline Uses proven industrial hardware (SST-600) Fuel secured. Site secured. Industrial partner secured. Execution phase. Advanced nuclear is moving from concept construction logic. https://twitter.com/i/web/status/2021668150836965839 https://twitter.com/i/web/status/2021668150836965839"
X Link 2026-02-11T19:30Z [----] followers, [---] engagements
"@stocktradingleo Fyi $OKLO https://procurementmag.com/news/oklo-siemens-strategic-procurement-clean-energy https://procurementmag.com/news/oklo-siemens-strategic-procurement-clean-energy"
X Link 2026-02-11T19:52Z [----] followers, [---] engagements
"@ekwufinance Fyi Oklo and Siemens: Strategic Procurement for Clean Energy https://procurementmag.com/news/oklo-siemens-strategic-procurement-clean-energy https://procurementmag.com/news/oklo-siemens-strategic-procurement-clean-energy"
X Link 2026-02-11T19:58Z [----] followers, [--] engagements
"@DeItaone $Meta is thinking [---] years out. AI workloads data centers power bottleneck. Theyve already moved to secure long-term clean baseload via $OKLO. Infrastructure first. Monetization later. Ackman doesnt buy headlines - he buys positioning"
X Link 2026-02-12T02:42Z [----] followers, [---] engagements
"$Meta isnt just betting on AI. Theyre building forward capacity: Data center expansion Multi-year capex acceleration Securing long-term clean baseload (incl. $OKLO partnership) If AI scales electricity becomes strategy. Capital + compute + power. Ackman likely sees the full stack. https://twitter.com/i/web/status/2021777126177873987 https://twitter.com/i/web/status/2021777126177873987"
X Link 2026-02-12T02:43Z [----] followers, [---] engagements
"@amitisinvesting $Meta isnt just buying GPUs. Theyre securing multi-decade power. Thats where $OKLO fits. AI winners will be those who control compute & electricity"
X Link 2026-02-12T02:45Z [----] followers, [---] engagements
"@joecarlsonshow AI is capital intensive. Energy is constraint intensive. Meta is addressing both. Thats not noise - thats positioning"
X Link 2026-02-12T02:47Z [----] followers, [---] engagements
"@TrendSpider @BillAckman When $2B funds move into AI beneficiaries look at what underpins them. Meta = AI + data center expansion + energy security. They already locked in long-term nuclear via $OKLO. The energy layer is where the constraint sits"
X Link 2026-02-12T02:47Z [----] followers, [---] engagements
"@PolymarketMoney AI demand is exponential. Power supply isnt. $Meta expanding capacity & securing nuclear baseload isnt optional - its defensive positioning. Energy is becoming the real AI trade"
X Link 2026-02-12T02:48Z [----] followers, [---] engagements
"@DividendTalks AI isnt just software - its infrastructure. $Meta is scaling data centers and securing long-term baseload power (incl. $OKLO). Compute without power is theory. Serious capital is moving into the full stack"
X Link 2026-02-12T02:49Z [----] followers, [---] engagements
"@oguzerkan Watch what Meta is doing not just what its saying. Capex up. Data centers expanding. Energy partnerships secured. The AI buildout is becoming an electricity story"
X Link 2026-02-12T02:50Z [----] followers, [---] engagements
"@JPATrades Watch what Meta is doing not just what its saying. Capex up. Data centers expanding. Energy partnerships secured. The AI buildout is becoming an electricity story"
X Link 2026-02-12T03:02Z [----] followers, [---] engagements
"@WSJ When $2B funds move into AI beneficiaries look at what underpins them. $Meta = AI + data center expansion + energy security. They already locked in long-term nuclear via $OKLO. The energy layer is where the constraint sits"
X Link 2026-02-12T03:06Z [----] followers, [---] engagements
"@DimitryNakhla AI scaling requires durable baseload. Meta has already moved to hedge that risk via advanced nuclear partnerships. Ackmans bet may be more structural than cyclical"
X Link 2026-02-12T03:07Z [----] followers, [--] engagements
"@CNBC AI is capital intensive. Energy is constraint intensive. Meta is addressing both. Thats not noise - thats positioning"
X Link 2026-02-12T03:09Z [----] followers, [--] engagements
"@StockMarketNerd When $2B funds move into AI beneficiaries look at what underpins them. $Meta = AI + data center expansion + energy security. They already locked in long-term nuclear via $OKLO. The energy layer is where the constraint sits"
X Link 2026-02-12T03:12Z [----] followers, [---] engagements
"Meta (via Oklo Inc. Vistra and TerraPower) has secured up to [---] GW of nuclear energy by [----] to fuel AI setting the stage for a "nuclear renaissance". Following Meta's move other tech giants are actively pursuing SMRs for 24/7 carbon-free power with Oracle ($50B for SMR-powered data centers) Amazon Google (Kairos Power) and Microsoft expected to be the next major players. Key Players and Developments: Oracle: Reportedly planning a gigawatt-scale data center campus powered by a trio of small modular reactors (SMRs) and raising $50 billion. Google: Signed a deal with Kairos Power to deploy"
X Link 2026-02-12T03:28Z [----] followers, [---] engagements
"Theyre working with DOE to accelerate the NRC pathway while advancing fuel qualification and site development in parallel. HALEU supply pilot fuel work and commercial offtake discussions are already underway. This isnt 1990s nuclear. Execution is happening concurrently not sequentially. https://twitter.com/i/web/status/2021925544514757081 https://twitter.com/i/web/status/2021925544514757081"
X Link 2026-02-12T12:33Z [----] followers, [---] engagements
"Dan AI capex is clear. The next question is infrastructure durability. On $OKLO nuclear side: INL site secured NRC via DOE pathway progressing Fuel program advancing Siemens long-lead procurement started Hyperscaler demand visible Grid constraints intensifying Advanced fission moves from concept to execution phase. Baseload is becoming strategic. $OKLO 🌊+🌊 I know your position on this 📈 https://twitter.com/i/web/status/2021927665712730487 https://twitter.com/i/web/status/2021927665712730487"
X Link 2026-02-12T12:41Z [----] followers, [--] engagements
"Fusion is a different timeline. The near-term solution is advanced "fission" SMRs - that's $OKLO. Meta & others are locking in multi-year energy agreements now not in [----]. That means: Prepayments Early procurement Accelerated NRC pathways Fuel qualification in parallel The market isnt waiting. Execution has already started. $OKLO is setting up. fyi https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/ https://fortune.com/2026/02/07/next-gen-nuclear-tipping-point-meta-hyperscalers-bill-gates-terrapower-sam-altman-oklo/"
X Link 2026-02-12T13:04Z [----] followers, [---] engagements
"@zerohedge Japan restarts. France builds. US funds. AI demands. This isnt a comeback story. Its a capital cycle"
X Link 2026-02-12T13:26Z [----] followers, [---] engagements
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