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What the podcasts are saying about
OKLO
In-depth coverage
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Episodes
Latest attributed ideas · most recent first
17 JULMACROVOICES · 12:15
Goldman Sachs catalyst for uranium institutional flows
“A new Goldman Sachs research note highlighting the structural uranium deficit could finally trigger institutional inflows into the sector.”
In depth · 4/5Verify in source →
17 JULMACROVOICES · 21:40
Uranium stocks vulnerable to market shock
“The long-term fundamental case for uranium is exceptionally strong, but high-beta equities face short-term downside risk from broader market corrections.”
Substantive discussion · 3/5Verify in source →
17 JULWHAT BITCOIN DID · 14:10
Micro-nuclear reactors to power AI data centers
“The guest and host argued that the massive energy demands of AI and data centers will force the rapid deployment of small modular nuclear reactors, bypassing historical regulatory red tape.”
In depth · 4/5Verify in source →
16 JULTHE BLOOMBERG SURVEILLANCE · 07:35
Avoid speculative AI derivative power plays
“The bear case argued is that speculative utility and nuclear stocks positioned as AI 'picks and shovels' plays will suffer heavily when the core AI trade unwinds.”
Substantive discussion · 3/5Verify in source →
16 JULMACROVOICES · 01:10
Uranium bull market poised to break higher
“The bull case argued for uranium and uranium equities is that their technical correction is ending, supported by strong structural fundamentals and a domestic nuclear renaissance.”
Core thesis · 5/5Verify in source →
16 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 11:40
SMRs to power AI factories by 2027
“The guest argued that Small Modular Reactors (SMRs) are a viable near-term power source for AI data centers, bypass traditional regulatory timelines when built on federal land.”
In depth · 4/5Verify in source →
4 JULTHE JULIA LA ROCHE SHOW · 04:30
Speculative high-flyers face severe downside risk
“The guest argued that speculative, momentum-driven stocks are fundamentally weak and represent excellent candidates for underperformance.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 02:15
Nuclear energy powers the AI build-out
“The guest argued that nuclear energy, particularly small modular reactors, represents a critical zero-emission power source to satisfy the massive electricity demands of AI.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION