The Trump administration is working on a deal to give weapons-grade plutonium to energy companies - CNN
Energy
The Trump administration is advancing a program to transfer Cold War-era weapons-grade plutonium to private energy companies, with Oklo selected by the DOE for advanced negotiations under the Surplus Plutonium Utilization Program. This is a meaningful policy catalyst for Oklo's fuel supply chain, but the stock is already up 4.3% on the news and insiders have been net sellers.
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Angle
↓ SHORT-10% target+7% stop1-3 weeks tactical
Fade the OKLO pop short-term — insider selling is heavy (14 sales / 0 buys in 30d) and the stock has already repriced on DOE selection news, leaving limited near-term upside before the next hard catalyst.