Oklo's 9.2% Surge on Air Force Contract and Nuclear Sector Momentum Pushes Stock to 32nd in $1.97 Billion Volume

On August 12, 2025, Oklo (OKLO) surged 9.20% with a trading volume of $1.97 billion, a 63.55% increase from the prior day, ranking 32nd in market activity. The rally aligns with broader momentum in the U.S. nuclear sector driven by policy reforms and technological advancements.

Oklo’s Aurora microreactor was selected by the U.S. Air Force for a 30-year energy resilience agreement at Eielson Air Force Base in Alaska. This 1-2 MW reactor underscores the company’s role in next-generation nuclear solutions for defense and remote applications. Meanwhile, federal regulatory shifts, including the ADVANCE Act and executive orders streamlining reactor approvals, have accelerated deployment of advanced nuclear projects, creating a favorable environment for firms like Oklo.

Private sector interest in nuclear energy has intensified, with tech giants investing in scalable, carbon-free power to meet AI and data center demands. While Oklo’s direct ties to these partnerships remain limited, the sector-wide surge in funding and policy support has bolstered investor confidence. Challenges persist, however, including supply chain constraints for enriched uranium and regulatory scrutiny over safety standards, which could impact long-term growth trajectories.

The strategy of buying the top 500 stocks by daily trading volume and holding them for one day yielded a total profit of $2,340 from 2022 to the present. The maximum drawdown reached -15.3% on October 27, 2022, highlighting the volatility inherent in high-volume trading strategies despite potential gains.