Cramer hit Oklo twice this year already:
* “Oklo is not a commercial enterprise.” (Jan 2026)
* “Very little prospects for making any money any time in the future.” (Apr 2026)
So I went back and looked at what Oklo actually did in Q1, and honestly the contrast is kind of wild.
Here’s the rundown, not in corporate‑speak, just straight:
**Jan 9** – Meta signs a *1.2 GW* power purchase + prepayment deal.
Biggest private nuclear deal ever.
**Early Feb** – Oklo and Centrus link up on HALEU + fuel cycle.
This basically solves their biggest bottleneck.
**Early March** – NRC finalizes Part 53.
This is the modern licensing path Oklo needed.
**Mar 17** – A whole cluster of federal stuff hits at once:
• DOE signs off on the Groves isotope test
• Groves reactor moves forward in the DOE pilot program
• NRC gives them an isotope materials license
• DOE also signs off on the Aurora safety design at INL
**Mar 25** – CEO Jacob DeWitte gets appointed to PCAST.
That’s a pretty big signal of federal visibility.
**Mar 30** – Bykalla expands their partnership.
More engineers, more capital, faster development.
So yeah… that’s all Q1.
Reverse Cramer?