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“Oklo: Oklo’s product isn’t the reactor - it’s the de-risking package that gets a customer to ‘yes’: licensing path clarity, HALEU/fuel plan…”
@Climate Drift
Mini nuclear reactors could give AI campuses 24/7 clean power; the win goes to whoever packages it so customers and lenders say yes.
OKLOLONG@ $66.40
$39.15-41.04%
since call Feb 16
“Nuclear restarts tend to be the lowest-cost clean firm option (sunk capex)”
@Climate Drift
Restarting an old nuclear plant is the cheapest fast way to give AI data centers huge clean power, and this firm is doing exactly that.
CEGLONG@ $282.11
$263.73-6.51%
since call Feb 16
“Among the leading innovators, QuantumScape currently looks best positioned on the combination of performance potential, program maturity…”
@Climate Drift
Among solid-state battery startups, this company looks best placed to actually make its cells at car-factory scale, the real prize.
QSLONG@ $7.56
$5.24-30.73%
since call Feb 16
“Bloom Energy: The current market leader in traction, Bloom’s key differentiator is proven Solid Oxide technology, which allows for highly efficient…”
@Climate Drift
AI data centers can't wait years for grid power, so they buy fuel cells that switch on in months; this company is the front-runner.
BELONG@ $142.56
$205.91+44.44%
since call Feb 16
peak +76.8%
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