Summary

• Oklo is rated a Buy, driven by its vertically integrated SMR technology, unique fuel recycling, and strong AI-driven power demand.
• OKLO's regulatory strategy leverages the DOE Pilot Program, enabling faster deployment and operational data collection ahead of NRC licensure.
• Major agreements with Meta, Switch, and Equinix signal robust demand, with even modest execution potentially yielding hundreds of millions in high-margin EBITDA.
• With $1.4B in liquidity, a 14 GW customer pipeline, and optionality in fuel and isotope segments, OKLO offers high-risk/high-reward exposure to clean energy infrastructure.

Oklo Inc.'s (OKLO) investment opportunity stems from a unique combination of technology, business model, and competitive advantages relative to other SMRs. The company has created a vertically integrated SMR with an in-house design for reactors, fuel recycling

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