U.S. Aims to Give Cold War Plutonium to Start-Ups for Nuclear Fuel - The New York Times
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The story
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.
The two-sided take
The house read
Wrong ifA formal DOE contract announcement or a second major policy catalyst (e.g. Congressional funding for the program) could extend the squeeze; retail momentum in high-profile AI/nuclear crossover names like OKLO can persist well beyond fundamental justification.
Published read · research, not advice