New York, USA – July 24, 2025 – A popular retail stock specializing in nuclear power solutions, continues to garner attention from investors and media alike, including frequent discussions by financial pundit Jim Cramer. Despite a remarkable 180% year-to-date gain in its share price, Cramer has consistently maintained that the stock’s surge is primarily driven by sentiment and momentum rather than underlying fundamentals.
During recent appearances, Cramer reiterated his stance on the company: “There’s a stock called Oklo. Which has nuclear. And at 35, I just said I surrender. On Mad Money, I’m just gonna recommend it. Because I’m all behind Oklo. And then it had rigor whatsoever. No rigor. It was just something which I just said, this has momentum.”
Oklo Inc. designs and develops advanced fission powerhouses, including its Aurora Powerhouse reactor, aimed at providing clean, safe, and affordable energy solutions. These compact fast reactors are intended for off-grid applications such as data centers, artificial intelligence facilities, remote communities, and industrial sites, and are designed to operate for up to 10 years without refueling. The company also intends to produce radioisotopes through its nuclear fuel recycling process and fast reactor technology.
Cramer further elaborated on how headlines can significantly impact Oklo’s shares, acknowledging the speculative nature of the investment. “Okay, so let’s talk about this. We know that this is nuclear fission, not nuclear fusion. We know it’s a big spec. We know a lot of people like it. We know it’s up a great deal, 143%. This one, we’re now going to wait for it to come in. Maybe we give it a week, and then we’ll take a look. But I’m not against Oklo, and I can’t be because I’m very pro-nuclear and I do like the uranium stocks too. I do not expect anything short-term, but I know that a headline would move that thing up 25%.”
As of July 24, 2025, Oklo’s stock has surged even further, now showing a 239.9% year-to-date increase, with its price standing at $72.16.
Despite the lack of traditional “rigor” or extensive analyst coverage, Cramer’s continued discussions highlight the growing retail investor interest in nuclear energy, particularly in the context of powering AI data centers. Oklo has indeed been actively pursuing partnerships in this space, including letters of intent to provide electricity for Diamondback Energy’s Permian Basin operations and Wyoming Hyperscale’s data center campus. Additionally, a Reuters report in May 2025 indicated that Oklo is among advanced nuclear developers aiming to fast-track deployment at U.S. Department of Energy sites to power AI data centers as part of a federal initiative.
While Jim Cramer acknowledges the speculative appeal of OKLO, the broader investment landscape sees some analysts advising caution. For investors seeking potentially higher returns with limited downside risk, some AI stocks are being highlighted as more promising, particularly those benefiting from “Trump tariffs” and “onshoring” trends that favor domestic production. Such policies could increase costs for AI companies relying on imported hardware, potentially shifting focus towards domestic suppliers and innovations.