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OKLO

Oklo Inc.
3.2%
Mindshare
+1.00
情绪
2
提及
2
帖子
2
作者
声量趋势 · 近 48h(每小时提及数)

看多论点

  • Bullish on AI electricity.
  • Bullish on the cash-flowing nuclear play.
  • $CEG, $SMR and $OKLO are getting bid as the market wakes up to the AI electricity bottleneck.
  • Bullish on the nuclear and power theme.

看空论点

板块分布

提及来自哪些 subreddit
r/wallstreetbets
2
r/stockmarket
1

关联叙事

AI 资本开支

近 24h 有 6 篇讨论聚焦「AI 资本开支」,整体偏多(情绪 +0.67)。代表标的:AI、NVDA、CEG、SMR、OKLO。

AI 电力 / 核能

近 24h 有 2 篇讨论聚焦「AI 电力 / 核能」,整体偏多(情绪 +1.00)。代表标的:CEG、SMR、OKLO、AI。

相关讨论

3 篇
1.7k
Wr/wallstreetbets· N u/nuclear_nick· 3 小时前DD
OKLO and SMR are the AI power picks for the next decade

Small modular reactors are the answer to datacenter power demand.

230看多★ 高信号OKLOSMRCEGAIAI 资本开支AI 电力 / 核能
1.3k
Wr/wallstreetbets· N u/nuclear_nick· 1 天前DD
CEG is the boring nuclear winner of the AI power trade

While everyone gambles on $OKLO and $SMR, $CEG actually has the largest nuclear fleet and is signing datacenter power deals.

180看多OKLOSMRCEGAIAI 资本开支AI 电力 / 核能
1.1k
Sr/stockmarket· E u/energy_ed· 6 小时前Discussion
AI is an electricity story - nuclear names are waking up

Datacenters need enormous power.

210看多CEGSMROKLOAIAI 资本开支AI 电力 / 核能