Oklo vs. NuScale: Why One Nuclear Stock Could EXPLODE
Video Overview & Insights
Oklo and NuScale are both chasing the same massive nuclear opportunity, but the way they make money could lead to very different outcomes for investors. In this video, I break down the nuclear power race behind AI data centers, the business model gap, and why one stock may have the stronger long-term setup.
NuScale has the regulatory head start, while Oklo may have the more powerful ownership model if it can execute. I’m comparing the risks, cash positions, customer pipelines, and investor payoff behind these two nuclear stocks so you can better understand which one could benefit most as demand for always-on clean power grows.
Key takeaways:
Since you made this video, the stock had plummeted, it is now trading under 8$. What price do you think it'll hit before rebouncing
✅ Why AI data centers are driving nuclear demand
✅ How Oklo and NuScale make money differently
Ok the last three tickers in a row i wanted to research you have already covered amazing and i love that you pair a competitor a lot of the time as well I'm subscribing RN !!!!
✅ Which company has the stronger regulatory position
✅ Why one model may compound better long term
Japan deal was struck last fall in 2025, now Japan is beginning to spend billions of $ to invest in our nuclear energy, especially via NuScale 🎉🎉 we can thank Mitsubishi electric and other Japanese for the help. They’ll also make ROI via rate fees from USA. NuScale is going to be able to prove reactors are safe here and they recently cleared another safety milestone. If any allies want to use NuScale designs, they can go a head 🎉🎉🎉
Skip ahead:
00:00 - Intro
just bought in at $11.7, wake me up when NuScale is at $117 😴
01:49 - The Setup
02:53 - The Business Models
it feels like joby and acher
05:19 - Regulatory Standing & Deployment Timelines
08:55 - Financial Health & Balance Sheet
OKLO has great announcements and handshakes all the time but show me the power turning the meter !
11:57 - Verdict
#Oklo #OKLO #OkloStock #NuScale #SMR #NuScaleStock #NuclearStocks #NuclearEnergy #SmallModularReactors #SMRStocks #AIStocks #DataCenters #EnergyStocks #CleanEnergyStocks #GrowthStocks #StockMarket #Investing #StockAnalysis #RickOrford
Im buying BOTH
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I like the OKLO business model better.
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What about IMSR??
Rick Orford is a Wall Street Journal best-selling author, serial entrepreneur, and financial expert who achieved financial independence at age 35. Following the sale of two tech startups, Rick was elected to the board of directors for a financial institution managing $200M+.
With 25 years of experience in stocks and options, he authored The Financially Independent Millennial to mentor the next generation of investors. A frequent contributor to Seeking Alpha, Barchart, and The Motley Fool, Rick’s insights have been featured by the most prominent outlets, including Good Morning America. When not thinking about finance, he balances his time between financial coaching, travel, and culinary pursuits.
Two different markets. For temporary locations like oil and mining operations Oklo would make sense, for established long term Nu Scale. Much more cost effective for companies Like Google Microsoft and data centers to own their reactors. For temp locations just rent everything and let the company worry about dismantling it after the oil or minerals run out. The advantage of Nu Scale is that you don't pay by kw, and prices will never fluctuate. They both have good business models . Both are good companies.
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You forgot to mention OKLO runs on HALEU which is basically exotic fuel. The constraints for HALEU are massive. Permits and what I believe to be the biggest hurdle is actually fuel for OKLO. NUSCALE runs on standard Low-Enriched Uranium (LEU) which is readily available. Nuscale has the licenses and the fuel, they just need a signature. OKLO has none of the three
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I like Oklo. But any concerns about the ceo and his wife selling so many shares?
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Oklo is a bubble.
It’s all notes, not even regulatory approvals..
Imagine an empty bags that are heavy!
DISCLAIMER: Stock prices used were the market prices of May 22, 2026. The video was published on May 30, 2026. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. The Motley Fool Stock Advisor returns are 981% as of 12/10/2025 and measured against the S&P 500 returns of 194% as of 12/10/2025. Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.
SMR Stock (MAGA Stock!)?
More User Perspectives
Stock code= SMR Stock (MAGA stock!)
@AbuzerKadayif-m6hJensen Huang will buy shares? It is in MAGA Stock list!
Stock Code = SMR 😉
It is in MAGA Stock list!
Stock Code = SMR 😉
Smr is way to good not to get mad in
@SteokToday, the Prime Minister of Romania stated that the nuclear power plant project in Doicești was allegedly planned on top of a significant natural gas deposit. This raises the question of how the project was allowed to advance to such a late stage without this issue being identified and properly assessed from the beginning.
According to the statements, during water drilling operations, a high-pressure gas flow was reportedly encountered. The situation is even more sensitive given that this phenomenon was observed only a few hundred meters from the proposed site of the NuScale Power plant.
Got 20 shares of OKLO
@JarrenlamarIf you have a lot of time and patience, nuclear is a good investment. Aren't there a lot startups round the country that actually didn't "start up"? Seems that would be a good path.
@billwilliams9527NuScale's Idaho project was terminated 3 years ago. They currently have a memorandum of understanding with the Romanian government to build a cluster of reactors and the Korean government is also courting them for a project.
EDIT:
Now we can add Japan to that list.
Mind doing a video for imsr?
@SeanUC-lx6ttWe have a real plus for SMR in that President Doofus has mentioned Nuscale and also said he’s getting rid of most of the NRC's safety regulations so that they can be built more quickly. And as you know, has the builder gene. 👍
@blipco5Id like to add something…NuScale will ultimately fail because nobody wants to own and operate and be responsible for a nuclear reactor..With OKLO, you can have nuclear power and OKLO will take care of everything…Thats a much better proposition with much less headaches and liability if you’re a business owner
@NineteenpointfiveOKLO in July!
@vonersion$MR ! $MR ! $MR!
@primemeridian0SMR, - 40% and praying.
@Roman_VqzSmr IS undervalued waiting for smrs contracts then 50/60$ not less
@AntonioLopez-2050It'll explode alright.
@mpendulomdluli496Thank you
@SatoshiMKDon’t invest Nuscale .It's suspected of fraud. Shareholders are initiating a lawsuit. Smr paid Entra1 $500 million last year. As a result, Entra1 is simply a shell company with only three people.
@Aike_ShiNo, you are wrong in two counts. 1st, OKLO has 2.5 b cash and SMR has 1.2. OKLO spends upward of 450 million per year. SMR’s first quarter expenditure is 57 million. But your mistake is not realizing that the first quarter expenditure is one off. SMR has its design done, so it has plenty of runway. If the company can get cash flow positive at the end of 2026, it’s run way is even longer. 2nd, SMR is taking the approach of being a technology company, selling advanced products as OME. As future SMR designs mature, SMR will sell advanced products. Conversely, OKLO wants to operate as a utility, with fixed design per site. One is a technology company, the other a utility. Where do you want to put your money?
@gon-yenshen5311solar and wind are moronic
@TheVaccineMachineOklo, you own the risk of operation for -40 years, cleanup decommissioning, etc. And you have to get community ( which doesn't want the Data center) participation in the Emergency plan prior to startup. Look how that worked for Seabrook.
@mikesgarage394The motley fool gave me too much bad advice. I don’t trust them anymore. Bye Fool
@teresa606606SMR. Jensen himself has said in 5 years there will be small modular nuclear reactors powering all of this AI/Datacenter development.
@xDarkjoyWhy not both.
@jameskim4642You are right the data centers need power - not someday but right now. That is why Oklo and Nuscale are still very speculative plays - momentum takes them up, reality takes them down. No issue putting a little money into them for the long term but I would say BE and GEV are the better ways to play data center energy needs. Buy on pull backs that are happening now.
@Jims-VanLifeGreat video mate, Oklo is my pick also ❤
@paulover6819i am going heavy into NuScale
@Midoriana85One thing I have learned about the stock market is that it is very very manipulated. It will not let investors know when it go up or down. It will always do the opposite what investors think it might do... If investors can figure out what the market is going to do, companies will go bankruptcy.... So I don't waste my time and energy to bother what the market is going to do...... for me .. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a Portfolio of around 38 bitcoins in the space of a few months in the space of a few months.Thanks again, Leilanie Wolfe for the regular updates,
@RajiKannan-sp8gwOKLO secured its NRC 5 days ago news.
@benjaminlee8129Why not both?!
@PPp-px6orThere is another company that should draw attention and that is X-Energy. They have a 80 MWatt SMR in development and had $100 million in revenue last year. They also produce nuclear fuel, so they already have a revenue stream.
The smart move is to buy all three. They will most likely all grow substantially, but one of these companies will explode as energy demand outstrips current energy capacity. This could be like buying AMD, Intel, or Nvida five years ago.
I dont even think OP exists, hes AI.
@OdinsDepositionBot city
@J-BagsI feel like I'm stuck in ground hogs day where idiots keep talking about failed nuclear companies (ie Nuscale) to appease their corporate overlords. Dudes literally made over 100 videos with Oklo (undervalued) included and yet he acts like its the first time every time. This guy works for Big Banks.
@OdinsDeposition