The $7B Company That's Built Nothing

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-Don Kaufman, Chief Market Strategist

Don Kaufman here.

Everybody's drunk on AI profits right now.

NVIDIA's up 3% today. Passing Microsoft in market cap. Again. The chip party is raging like it's 1999.

But while everyone's popping champagne, I'm looking at something that should scare the hell out of every AI investor.

There's a company called OKLO worth $7 billion that hasn't built a single nuclear reactor. Not one.

And across the Pacific, there's a Chinese outfit called DeepSeek that's about to crater the entire AI pricing model.

Welcome to the reality check nobody wants to talk about.

The OKLO Fairy Tale Gets Worse

Let me get this straight.

We've got AI companies burning through electricity like drunken sailors. The power demand is so insane that we need nuclear reactors to keep the lights on.

So naturally, the market decides to value OKLO at $7 billion. Before they've produced anything. Before they've gotten their license approved. Before they've even started construction.

Oh, and here's the kicker: The Nuclear Regulatory Commission already told them "no" once.

That's right. In January 2022, the NRC rejected OKLO's license application for "insufficient information." Their homework got sent back with a big red F on it.

But the market says, "Hey, no problem! Here's $7 billion anyway!"

This isn't investing. This is playing the lottery with billion-dollar tickets.

The Timeline That Should Terrify You

OKLO is promising their first reactor will be operational by late 2027 or early 2028.

Let me break down what that really means:

They're resubmitting their license application to the NRC later this year. If everything goes perfectly – and when does anything go perfectly with nuclear regulators? – they might break ground in 2026.

That's assuming no regulatory delays. No construction hiccups. No fuel supply issues. No environmental challenges. No cost overruns.

In the nuclear business.

You know what I call that timeline? Fantasy football.

Meanwhile, they've got 12 gigawatts worth of power purchase agreements lined up. That's like selling tickets to a concert before you've learned to play the guitar.

The Fuel Problem Nobody Mentions

Here's another gem: OKLO needs something called HALEU fuel – high-assay low-enriched uranium.

Guess what? There's a global shortage of this stuff. The entire world can only produce a fraction of what's needed for all these fancy new reactor designs.

OKLO's plan? Recycle old fuel from a 1960s reactor that shut down decades ago. They're literally planning to power the AI revolution with nuclear leftovers from the Kennedy administration.

You can't make this stuff up.

The DeepSeek Problem Nobody's Talking About

Here's what's really going to change everything: DeepSeek.

While NVIDIA shareholders are counting their money, this Chinese company is quietly revolutionizing how AI gets priced. They're running AI like a utility company – peak hours cost more, off-peak hours cost way less.

Smart, right?

But here's the kicker: They're not dependent on NVIDIA chips. They're using Huawei and other alternatives. And their pricing is so aggressive it's going to force everyone else to slash costs.

DeepSeek is going to change how all AI tokens are priced. Period.

When you can get the same AI processing power for a fraction of the cost, what happens to all those premium-priced services? What happens to OKLO's business case when AI companies can run more efficiently and need less power?

NVIDIA's Heyday is Behind Us

Look, I'm not saying NVIDIA is going to zero tomorrow.

But the war is happening. The equipment has been bought. The data centers are built. What we're seeing now is sustaining demand, not explosive growth.

You really think companies are going to double their server capacity? With what power? Where's the electricity coming from?

That's why we're back to nuclear reactors that might exist by 2028. If we're lucky.

The math doesn't add up. The timeline doesn't work. And now we've got cheaper alternatives coming from overseas that don't need as much juice.

NVIDIA had its moment. The question is: what comes next?

The Real Risk Nobody's Pricing In

The market is acting like this AI boom is unstoppable.

But I'm seeing OKLO trading at $7 billion with zero operating reactors and a regulatory rejection in their recent past.

I'm seeing power demands that require infrastructure that won't exist for years. And I'm seeing competitive threats that could slash the entire AI power equation.

The downside risks aren't priced into this marketplace. Everyone's assuming the NRC approves OKLO's resubmission smoothly. Everyone's assuming construction goes according to plan. Everyone's assuming the AI demand stays infinite forever.

What if they're wrong?

What if DeepSeek's pricing model becomes the standard? What if OKLO's timeline slips to 2030? What if the fuel shortage gets worse? What if the AI bubble is bigger than anyone realizes?

Your Move

I'm not telling you to short everything and hide under your desk.

But I am telling you to think beyond the hype.

When everyone's looking at the same shiny object, that's usually when the real opportunities are hiding somewhere else. When companies like OKLO are worth $7 billion before they've generated a single kilowatt-hour, that's usually when reality is about to show up uninvited.

The AI revolution is real. But revolutions have casualties.

Make sure you're not one of them.

To your success,

Don Kaufman

P.S. Look, I've been calling out bubbles for 25 years - from dot-com to housing to crypto. Right now, while everyone's chasing AI fairy tales like OKLO, the real money is being made in 0DTE options. Tomorrow at 1 PM EST, I'm showing you exactly how to profit from market volatility - whether stocks go up, down, or sideways. These same-day trades don't care about OKLO's timeline or DeepSeek's pricing wars. They just print money when the market moves. Don't miss it.

The $7B Company That's Built Nothing

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