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Why analysts are watching it
Analysts are watching NWE, or Oklo Inc., because of its potential in the advanced microreactor sector. On May 3, 2026, Business With Brian highlighted NWE in his video, "I Called the AI Trade. Now I'm Calling This," as a company to watch, noting its backing from Sam Altman. This connection to a prominent tech figure and its involvement in advanced nuclear technology appears to be drawing significant attention. Given it's a new technology, there are inherent risks associated with regulatory hurdles and commercialization.
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"First on the list is Oklo, the Sam Altman-backed advanced microreactor company."
— I Called the AI Trade. Now I'm Calling This