Reported about 23 hours ago
Kerrisdale Capital Management's Founder, Sahm Adrangi, has raised concerns about Oklo Inc.'s viability in the nuclear sector, emphasizing that the company is struggling with the economic feasibility of its small modular reactors (SMRs) needed for AI data centers. Despite recent stock gains due to nuclear enthusiasm, Kerrisdale believes Oklo is lagging behind competitors and criticizes its management for a lack of real-world experience.
Source: YAHOO