Calls
2
Jacob DeWitte
CEO, Oklo
Win Rate
0.0%
return
-25.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 09
$59.98
-31.5%
"We are working together to change the paradigm... where it makes sense to put conversion, fuel fabrication to support the reactors that we announced." The geopolitical energy shock highlights the urgent need for domestic baseload energy independence. By co-locating Centrus's enrichment facility with Oklo's fuel fabrication in Ohio, they are removing critical supply chain bottlenecks for advanced nuclear reactors, supported by heavy Department of Energy funding. LONG. The macro environment heavily incentivizes the rapid deployment, funding, and scaling of domestic nuclear infrastructure to bypass global fossil fuel choke points. Regulatory delays, failure to reach pilot criticality targets, or cost overruns in the joint venture facility.
"We are working together to change the paradigm... where it makes sense to put conversion, fuel fabrication to support the reactors that we announced." The geopolitical energy shock highlights the urgent need for domestic baseload energy independence. By co-locating Centrus's enrichment facility with Oklo's fuel fabrication in Ohio, they are removing critical supply chain bottlenecks for advanced nuclear reactors, supported by heavy Department of Energy funding. LONG. The macro environment heavily incentivizes the rapid deployment, funding, and scaling of domestic nuclear infrastructure to bypass global fossil fuel choke points. Regulatory delays, failure to reach pilot criticality targets, or cost overruns in the joint venture facility.
Grid Equipment
Long
Mar 09
$191.54
-18.5%
"We are working together to change the paradigm... where it makes sense to put conversion, fuel fabrication to support the reactors that we announced." The geopolitical energy shock highlights the urgent need for domestic baseload energy independence. By co-locating Centrus's enrichment facility with Oklo's fuel fabrication in Ohio, they are removing critical supply chain bottlenecks for advanced nuclear reactors, supported by heavy Department of Energy funding. LONG. The macro environment heavily incentivizes the rapid deployment, funding, and scaling of domestic nuclear infrastructure to bypass global fossil fuel choke points. Regulatory delays, failure to reach pilot criticality targets, or cost overruns in the joint venture facility.
"We are working together to change the paradigm... where it makes sense to put conversion, fuel fabrication to support the reactors that we announced." The geopolitical energy shock highlights the urgent need for domestic baseload energy independence. By co-locating Centrus's enrichment facility with Oklo's fuel fabrication in Ohio, they are removing critical supply chain bottlenecks for advanced nuclear reactors, supported by heavy Department of Energy funding. LONG. The macro environment heavily incentivizes the rapid deployment, funding, and scaling of domestic nuclear infrastructure to bypass global fossil fuel choke points. Regulatory delays, failure to reach pilot criticality targets, or cost overruns in the joint venture facility.
Grid Equipment
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Jacob DeWitte has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: OKLO, LEU.
