Oklo ($OKLO) deep dive: the Aurora liquid-metal fast reactor, the build-own-operate model that sets it apart from $SMR NuScale, the multi-gigawatt data-center pipeline ($EQIX, $FANG, Switch), the HALEU fuel bottleneck ($LEU, $BWXT), the ~$788M cash position, the risks, and the 2026 catalysts.
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