Jacob DeWitte

CEO, Oklo
@jakedewitte · tracked since Mar 2026
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
OKLO long +6.2%
LEU long +3.8%
Worst Calls
No live losers yet
Most Mentioned
OKLO ×2
LEU ×1
Recent Calls
LEU long 2 months ago
OKLO long 2 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 50%
30d 0%
90d
Average Return +5.0% Long Return +5.0% Short Return -
Average Return
7d +5.3%
30d -8.5%
90d
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 09
$59.98
+6.2%
"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.
Energy
Long
Mar 09
$191.54
+3.8%
"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.
Energy
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