OKLO ripped 15% today. Added a few billion in market cap.

The catalyst? They started taking soil samples for a reactor site. A site planned for 2045. That's twenty years from now.

Let's be clear about what we're dealing with here.

OKLO has a $17.4 billion market cap. They have 113 employees. They have zero revenue. They lost $74.5 million last year.

And today they're worth billions more because someone stuck a shovel in the ground.

The stock is up 425% YTD. It ran from $17 to almost $194 before pulling back. Currently sitting at $111.65, still 42% off its all-time high. Trading at 14.5x book value for a company that doesn't sell anything yet.

Here's the thing. OKLO isn't unique right now.

A lot of beaten-down names are breaking out of their consolidation patterns. Stuff that got crushed is suddenly ripping again. Speculative appetite is back.

OKLO is just the poster child. Nuclear AI power play with Sam Altman on the cap table. It checks every box for the current market mood.

Short float is sitting at 15.5%. So yeah, squeeze mechanics are in play. That explains some of the violence in the move.

Look, I'm not saying nuclear is fake. The thesis is real. Data centers need power. AI needs compute. Compute needs electricity. The math works.

But adding billions in market cap because you started digging dirt for something that might exist in 2045? That's not investing. That's vibes.

This is a trade, not a position.

When your catalyst is soil samples, you're not early. You're in the part of the cycle where stories matter more than spreadsheets.

Act accordingly.