Key Points Nvidia is the face of today's bull market, but it needs an energy source like Oklo's reactors to continue the rally. If Oklo grows tenfold, its implied market cap would be $67 billion. If Nvidia grows tenfold, its implied market cap would be $53 trillion. A $67 billion market cap is realistic for Oklo if it can commercialize and scale reactors. 10 stocks we like better than Oklo › Nearly every bull market has a signature stock, a company that seems to contain that era's dominant story, investing trend, or valuation in miniature.
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