Oklo has been selected by the DOE for advanced negotiations under the Surplus Plutonium Utilization Program, giving it access to weapons-grade plutonium as reactor fuel — a meaningful catalyst for its microreactor business model. However, the stock has already jumped 4.3% on the news and insiders have been aggressively selling (14 sells, 0 buys in 30 days), which tempers conviction on chasing this move higher.