"The real question isn't whether the nuclear thesis is valid. It's whether Oklo can convert a massive pipeline into cash before the market loses patience. Two Narrow Channels to 2026 Cash Flow The Aurora powerhouse won't generate revenue until late 2027 at the earliest, pending NRC approval, which makes it a long-term play for investors."
"Neither is transformative alone, but together they give Oklo its first real near-term cash inflows. With roughly $917 million in cash and a 2024 burn rate of $53 million, the runway stretches roughly seven years at the current pace. The pipeline is striking: roughly 14 GW of committed and letter-of-intent agreements, including a 12 GW deal with Switch."
"A binding Siemens Energy contract for Aurora's power conversion system, announced in February 2026, further de-risks the supply chain. Reddit Is Bullish, But the Speculation Is Loud The month's loudest post came from r/wallstreetbets, where a user outlined targeting $250 by July 4, 2026."
Oklo stock has declined 24% over the past month to $66, down from a 52-week high of $193.84, yet retail sentiment remains bullish across Reddit. The company posted zero revenue in FY2024 with a $73.6 million net loss, with Aurora not generating revenue until late 2027 pending NRC approval. Near-term cash flows depend on two channels: Atomic Alchemy radioisotope operations launching July 2026 and Meta's 1.2 GW agreement with prepayment mechanisms. With $917 million in cash and a $53 million annual burn rate, Oklo has approximately seven years of runway. The company maintains a striking 14 GW pipeline including a 12 GW Switch deal and a Siemens Energy contract for Aurora's power conversion system.
Read at 24/7 Wall St.
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