This Nuclear Stock Is Down 46%, and It's a Screaming Buy
The Motley Fool's Steven Porrello argues that Oklo (NYSE: OKLO), a nuclear energy company focused on powering AI data centers, is a strong buy despite its stock falling 46% in 2026 and 75% below its 52-week high. The article notes that Oklo was Wall Street's favorite AI energy stock in 2025, backed by partnerships with Meta, Nvidia, and Centrus Energy, and early support from Sam Altman. The decline is attributed to short-term trader impatience with the company's slow progress through NRC approval, lack of commercial track record, and ongoing losses. However, Porrello highlights Oklo's innovative Aurora reactor design, its fuel recycling program, $2.5 billion in liquidity, and recent safety approval for its Groves Isotope Reactor in Texas. The author concludes that bearish sentiment creates a buying opportunity for long-term investors who can tolerate volatility.
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