U.S. Aims to Give Cold War Plutonium to Start-Ups for Nuclear Fuel - The New York Times
Energy
The DOE has selected Oklo for advanced negotiations under the Surplus Plutonium Utilization Program, giving the Sam Altman-backed startup a potential pathway to Cold War-era weapons-grade plutonium as reactor fuel feedstock. This validates Oklo's fast reactor technology thesis but hits on a day where insiders have been consistently selling and the stock is already up 4.3% on the news.
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Angle
↓ SHORT-12% target+8% stop1-2 weeks
Fade the OKLO pop — insider selling (14 sells, 0 buys in 30 days) into a binary policy catalyst with no near-term revenue impact is a sell-the-news setup.