Roman Iospa
@DevelopAll
Trend-spotting operator | Strategic investor | Built companies across tech, healthcare, VC @VC_Capital Decoding market rotations via 🧵's Happy to be Happy 😉
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Oracle $ORCL just secured ~$18B for its New Mexico AI data-center campus. Given Sam Altman’s dual role (OpenAI × Oklo), a future $ORCL + $OKLO LOI for clean baseload power seems like a real possibility. Keep an eye on the energy behind AI. #OKLO #AI #Datacenters
Vertical integration isn’t something you can claim. It’s something you must build. $MP did — end to end.
OpenAI plans $1.4T in AI infrastructure. The next constraint? #Energy. Each generation of AI models multiplies compute demand & power is the real bottleneck. Companies like $OKLO are positioned to solve this with scalable, zero-carbon microreactors. The AI buildout will belong…
I would like to clarify a few things. First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or…
As AI and data centers push global power demand higher, the U.S. will need reliable baseload energy - not just renewables. Modular nuclear innovators like $OKLO are emerging as strategic assets in the coming power race.
The world needs more power: Global power demand is set to surge +30% by 2035. Data centers’ contribution to total demand is estimated to increase from 1.5% to 3.5%. Meanwhile, renewables will supply 55% of total electricity over the next decade, up from 34% this year, with…
📢 NRC establishes an expedited pathway to approve nuclear fuel line facilities… authorized and tested by DOE… focusing only on new design changes = Interpretation: If a company like $Oklo is building under DOE’s Reactor Pilot Program and demonstrates safety under DOE…
Very significant reactor licensing update with DOE-NRC The expedited commercial licensing pathways will open for both reactors and fuel chain facilities
While critics talk dilution, China’s already building 30+ reactors. U.S. innovators like $OKLO don’t have that luxury of time. The $3.5B shelf isn’t dilution - it’s preparation to compete globally. When AI, defense, and energy collide, speed is the new moat. @oklo
NYT: China is quickly becoming the global leader in nuclear power, with nearly as many reactors under construction as the rest of the world combined. China is making breakthroughs in next-generation nuclear technologies that have eluded the West. nytimes.com/interactive/20…
🧵 The Top Growth Performers of 2025 & Why $OKLO Deserves Its Premium 2025’s biggest winners have one thing in common: they’re building around future tech. Only one — $OKLO — is powering it. Let’s compare : 1. $OKLO (+525%) Builds, owns & operates advanced microreactors powering…
THE TOP GROWTH PERFORMERS OF 2025 1. $OKLO +525% 2. $IREN +519% 3. $OPEN +386% 4. $NBIS +372% 5. $QBTS +341% 6. $MP +304% 7. $CIFR +302% 8. $HOOD +294% 9. $ASTS +280% 10. $NVTS +277% 11. $QS +255% 12. $SYM +241% 13. $PL +233% 14. $EOSE +230% 15. $RGTI +190%
"Yes, power (electricity supply and infrastructure) has emerged as a critical and in many cases the primary bottleneck to the continued exponential scaling & development of AI. Industry leaders and experts now consider energy constraints a more significant challenge than chip…
Proven technology - now reimagined for the modern era via $OKLO ⚡️ Fast reactors have over 400 reactor-years of successful operation globally. Oklo’s design builds on the legendary EBR-II - a U.S. innovation that ran safely for 30 years. What’s different this time? The Oklo team…
Incredible work by the Oklo team - this level of transparency, technical precision & coordination with both the DOE and NRC sets the tone for how advanced nuclear should move forward. Hosting NRC Chair David Wright isn’t just a milestone - it’s validation that Oklo is helping…
Bloomberg calls $Oklo’s vision ‘risky’ - but the real story is that America is finally rebuilding its nuclear backbone. ⚡️ Backed by Altman, Thiel & U.S. energy dominance policy, Oklo is turning Cold War waste into clean baseload power. This isn’t risk - it’s renaissance... 📈…
A Silicon Valley startup is trying to bring nuclear power back to the US. Its backers have wealth and political connections that could undermine nuclear safety bloomberg.com/news/features/…
⚡ Big Tech Earnings = AI CapEx Acceleration - $Oklo's Tailwind Strengthens Meta & Microsoft & Google all posted solid results this week. Even with mixed stock reactions, every one of them said the same thing: > “We’re spending more to build AI infrastructure.” 📊 CapEx Trend…
$DJT: The Untapped #AI Data Play > Everyone’s focused on the crypto balance sheet - few see the hidden AI angle. DJT + #Openai ??? #TruthSocial’s Data = a real-time stream of political, social & economic sentiment - the kind of contextual dataset large models crave. 1. X has…
Interesting how this will play out and which companies will benefit... $DJT holds ~ $2B btc + Cro tokens, misunderstood and looks undervalued. $MSTR $ETHZ $BMNR ...etc All should benefit
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