Over the last two trading days, both Nano Nuclear Energy and Oklo Inc. announced public securities offerings. Normally, these types of moves would spook investors, especially after big price runs. But this time, it’s different.
These aren’t distressed cash grabs. They’re strategic moves by two early-stage nuclear developers taking advantage of favorable stock prices to raise capital for growth. That’s exactly what smart development-stage companies do.
And when you zoom out, both of these names are at the center of what I’ve called the AI Nuclear Trade — the intersection of surging power demand from artificial intelligence and the only realistic long-term solution to meet it: small, scalable nuclear energy.
Let’s take a closer look at both stocks, the news behind the selloff, and why this dip is a gift.
This post originally appeared at Money Morning.