OKLO Stock Rises Premarket: Here's Why This Strategist Sees A 'Bigger Opportunity'

Oklo's opportunity lies in recycling approximately 90,000 metric tons of spent US nuclear fuel into usable feedstock, reducing reliance on scarce HALEU fuel needed for advanced reactors. The company's Aurora fast reactors and planned Tennessee recycling facility position it to monetise both power generation and recovered isotopes, expanding its business beyond electricity sales.

This Wire brief sits within Fusion42's coverage of Clean Energy.