Business ModelThe analyst upgrades Oklo to an Outperform rating, indicating a positive outlook on Oklo’s business model due to elevated power prices and policy incentives.
Market DemandRising market demand for off-grid energy supply presents an opportunity for Oklo, evidenced by their strategic alliance with Liberty Energy on combined power solutions.
Regulatory ApprovalFavourable policies emerging from the AI Action Plan are seen as a positive signal for a potential acceleration in the Nuclear Regulatory Commission license approval process for Oklo.