OKLO: High-risk, high-reward nuclear energy play with influential backing.
OKLO, a pre-revenue nuclear energy company currently valued around $26B, is a highly speculative and polarized investment. The original post dismisses it as a 'scam' due to its small office, suggesting it should be shorted. However, numerous comments highlight strong bullish counterpoints: significant ties to prominent figures like Sam Altman (a former board member) and the Department of Energy (DOE), along with recent government contracts. Supporters view its 'small HQ' as efficient 'low overhead' and see it as an 'early TSLA in the making' for advanced nuclear energy. Critics point to its pre-revenue status (projecting no revenue until 2027) and high market cap as signs of a bubble. This situation presents extreme volatility, making it a high-risk, high-reward play driven by narrative and influential backing rather than immediate fundamentals. Investors might consider speculative long positions (e.g., calls) if they believe in the long-term vision and connections, or short positions if betting on a fundamental correction, but both carry substantial risk in an 'irrational' market.