OKLO Earnings, Nuclear Power's A.I. "Narrative Trade" & Other Stocks to Watch
Schwab Network · Schwab Network
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Show Notes
Jason Britton says Oklo Inc. (OKLO) traders are justifying the rally on hype behind nuclear power's future role in the A.I. narrative. He sees small nuclear reactors needing to prove power capabilities in the short-term but sees the long-term thesis for nuclear power. Joe Rinaldi considers the space one that people need to invest in for the long-term. For now, he likes the momentum behind BWX Technologies (BWXT) due to its involvement with government contracts.
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