Navigated to Nuclear Meme Stocks
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·S29 E5

Nuclear Meme Stocks

September 30
1h 6m

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Episode Description

Nuclear has entered its meme stock moment. Last week, Oklo hit a market capitalization of $20.7 billion—more than established nuclear giants BWXT, Curtiss-Wright, and AtkinsRéalis—despite having zero revenue, no NRC design certification, and a rejected license application. In my conversation with returning guest Michael Seely, aka AtomicBlender, we examine this preposterous valuation built on glossy renderings rather than demonstrated readiness. If Rosatom, with 70 years of R&D and thousands of specialized engineers, struggles to make sodium fast reactors commercially viable, how will a Silicon Valley startup accomplish it in two years? When this bubble bursts, the entire nuclear renaissance may pay the price.

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