Why isn't it possible yet to have ChatGPT interact with Apple apps (Calendar, Notes, Reminders...) the way it works with Claude? In my opinion, this is a huge limitation, so much so that it's made me stop using ChatGPT altogether.
A few weeks ago I had € 3,000 burning a hole in my pocket and exactly one idea: double it before summer ends. No strategy, just the itch.
Before buying anything I made the mistake of actually doing the math. Doubling in a few months means something like +300–700% annualized. The best hedge fund in history returned 39% a year. I was casually planning to beat it by a factor of ten. This thought stayed with me for a while.
So I changed my mind. If I was going to take a risk I wanted to make sure it was an one. Something with a real, dated event coming up. Something already beaten down, not a hype top. Something with enough cash that it wouldn’t blow up on me before the trade even plays out.
I spent a couple of weeks going through the obvious moonshot names. Quantum computing was the first thing I looked at, and the valuations are genuinely insane. The crypto miners are basically just a leveraged crypto bet. Biotech I just don’t feel equipped to call.
Then I landed on Oklo.
Oklo builds small nuclear reactors designed to power AI data centers. It’s pre-revenue, it’s speculative, and I want to be honest about that. But it has a concrete catalyst coming up in about two weeks: its isotopes subsidiary is targeting reactor criticality around July 4. The stock is sitting roughly 70% below its highs. It has $2.5 billion in cash so it’s not going anywhere soon. And about 20% of the float is short, which means if the news is good the squeeze could be violent.
The thing that actually pushed me over the edge was the Meta contract, a binding agreement for 1.2 gigawatts. The AI power story is going to need nuclear and Oklo is one of the few pure plays positioned for it.
I know the odds. I know the July 4 event is the small isotopes reactor, not the flagship Aurora. I know two months don’t change the company’s actual trajectory. I’m not pretending this is anything other than a short-term bet on a re-pricing around one event. But it’s the most interesting setup I’ve found and I’m in.
Has anyone else traded this one through a milestone? Does it actually move on news or is it always sell-the-news? Genuinely curious what the bears are seeing that I’m not.