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Welcome to the VIP edition newsletter from ALPHA, our Stock Deep Dive! We're committed to delivering top-notch financial insights, expert analysis and research, and market updates to help you make informed investment decisions.
In this edition, you’ll read an in-depth analysis of a great stock we’ve been watching: 👇
Stock Deep Dive: Oklo Inc. (OKLO-US, $2.79B MCAP)
This is Homer Simpson’s year.
Nuclear energy is seeing a revival as what was previously seen as taboo is now undergoing a renaissance of acceptance.
This acceptance is out of necessity, as we are seeing step-ups in demand of energy across new use cases.
While large nuclear facilities can take a lot of time and capital to get up and running, there is a smaller, more agile younger brother that is busting onto the scene.
What started out mostly as a science project is now much closer to scalability and feasibility.
This new technology has a lot of questions still - but even more promise.
My pick this week is on the speculative side, and investors should be patient for a pullback before starting a position. This primer will bring you up to speed on the name so that you’ll be ready to pounce when the time comes.
Before we dive in 👉 a quick note on the upcoming U.S. election:
Do you think Trump is going to become President again? Do you have a strong feeling about Kamala’s chances in Georgia?
Whatever way you lean, Kalshi now has a way for you to trade it.
With Kalshi’s “event contracts,” you can speculate on major events, from politics to economics.
Just a couple weeks ago, Kalshi received approval for its "Congressional Control Contracts" – allowing you to bet on which party will control the House and Senate in November.
Even more exciting, thanks to this regulatory approval, you can now trade on who you think will win the White House. For context, the last time election markets were legal in the U.S. was 1924.
Get in on the action and place your Presidential Election trade today, whether you’re hedging your bets or showing your support.
If you don’t want to place a trade, you can always look at Kalshi’s live odds as to where people are betting their money in these political races.
Get $20 free when you deposit $100 or more and make your first trade.
This is a paid endorsement by Kalshi Inc.
Let’s dig in!
What is an SMR? 👉 How Does it Work?
Why now?👉 Megacaps Investing in SMRs
Overview 👉 What Does Oklo Do?
Key Timelines 👉 Regulatory Approval, SPAC, Expected First Commercialization
By The Numbers 👉 Key Metrics
Risks 👉 Potential Pitfalls
