Category: RJ Hamster

RJ Hamster

Trump DELIVERS a SCATHING Message to Minneapolis Leadership

News Ranger

Trump DELIVERS a SCATHING Message to Minneapolis Leadership

GOP Rep Pushes 10-Year Moratorium as Border Crisis Explodes

Trump Orders Epic New Deployment – Liberals Suffer Melt Down

USA SEIZES RUSSIAN TANKER – Putin Furious!

2 HOURS AGO

The United States military just seized a Russian-flagged oil tanker on the high seas after a weeks-long chase across the Atlantic Ocean, escalating tensions between superpowers and raising critical questions about maritime law enforcement…

Trump DELIVERS a SCATHING Message to Minneapolis Leadership

JANUARY 9, 2026

GOP Rep Pushes 10-Year Moratorium as Border Crisis Explodes

JANUARY 8, 2026

Trump Orders Epic New Deployment – Liberals Suffer Melt Down

JANUARY 8, 2026

CDC NUKES Child Vaccines – MAHA Applauds!

JANUARY 7, 2026

Communist Mayor Demands Cops “Stand Down Now!”

JANUARY 7, 2026

Islamic State FALLS APART – Mullah FLEES to RUSSIA!

JANUARY 6, 2026

Anarchists Sabotage Power Plant – Massive Outage

JANUARY 6, 2026

INSIDER Trading Scandal Rocks Congressman

JANUARY 5, 2026

DAILY NEWS

Cuban President Threatens U.S – Vows America Will Pay!

JANUARY 5, 2026

Cuban President Miguel Díaz-Canel’s fiery condemnation of America following the U.S. military capture of Venezuelan dictator Nicolás Maduro has sparked fears that Cuba could…

Commie Mamdani Axes Jewish Protections – Day One

JANUARY 4, 2026

New York City’s new mayor axed his predecessor’s antisemitism safeguards on day one, igniting fears that protecting Jews just got harder in the world’s…

Woke Governor Just Insulted the Memory of Those Killed on 9/11

JANUARY 4, 2026

Governor Kathy Hochul’s decision to illuminate One World Trade Center in green light for Muslim American Heritage Month has ignited a firestorm of controversy,…

Minnesota Fraud Scandal Linked to Somali Government

JANUARY 3, 2026

Earthquake INTERRUPTS President Mid-Speech — Chilling Timing

JANUARY 3, 2026

Jill Biden’s Ex-Husband’s Wife Dead After Police Called to Residence

JANUARY 2, 2026

Judge HALTS Execution – Parole Board Conflicts Exposed

JANUARY 2, 2026

Deadly Fungus Invades 27 States – Health Alert!

JANUARY 1, 2026

Conflict of Interest Rocks Charlie Kirk Murder Case

JANUARY 1, 2026

FEATURED

Iran Declares TOTAL WAR Against America

December 31, 2025

Walz Deflects Fraud Case Using Pathetic Race Card

December 31, 2025

Ilhan Omar’s Net Worth EXPLODES – 66,000 Percent!

December 30, 2025

Pipebombers CONFESSION Shatters J6 Story

December 30, 2025

Fifth-Grade Teacher BUSTED in Grooming Plot

December 29, 2025

Living Nostradamus Issues Chilling 2026 Prediction

December 29, 2025

KEY INSIGHT

Gallup Awards Senior Trump Official as Most Popular Politician

DECEMBER 28, 2025

Winter Storm CHAOS Across U.S – Travelers Stranded!

DECEMBER 28, 2025

Education Dept Begins Seizing Defaulters Paychecks

DECEMBER 27, 2025

Russell Brand Hit With Third Rape Charge

DECEMBER 27, 2025

Trump Unveils 40,000-Ton Monster Warship

DECEMBER 26, 2025

Shocking Gas Price Dip – Latest Numbers In!

DECEMBER 26, 2025

Tech Giant BANKRUPT – Files Chapter 11

DECEMBER 25, 2025

Crockett Cries Racism After Blistering Vance Speech

DECEMBER 25, 2025

BREAKING NOW

Teacher Sobs in Court – Thousands of Explicit Messages LEAKED

DECEMBER 24, 2025

A fifth-grade teacher exchanged 35,000 text messages with an 11-year-old student about making out and sexual desire, then sobbed in court as she learned…

White House Release Viral Video – Dems Furious!

DECEMBER 24, 2025

The White House just turned a Democrat celebrity’s viral dance into official government propaganda, and the timing couldn’t be more suspicious.Story SnapshotWhite House used…

Trump’s $3,000 “Gift” Hides Chilling Ultimatum

DECEMBER 23, 2025

The Trump administration just offered undocumented migrants a $3,000 “holiday gift” to leave the country voluntarily by year’s end, but there’s a chilling ultimatum…

Trump Snubs Disaster Victims – They’re DESPERATE!

DECEMBER 23, 2025

FRIGHTENING Dem Impeachment Plot Leaked – WARNING!

DECEMBER 22, 2025

Beloved Child Star FOUND Living on Streets!

DECEMBER 22, 2025

20% Americans SKIPPING Christmas – Find Out Why?

DECEMBER 21, 2025

Constitutional Chaos: Trump’ Meets Lawyer – Third Term Twist?

DECEMBER 21, 2025

MIDNIGHT Negotiations Save Republicans From Disaster Vote

DECEMBER 20, 2025

LATEST REPORTS

Trump REBRANDS Major Subsidies Program – Congress STUNNED!

December 20, 2025

DISASTROUS Train Crash – Cause of Accident Revealed!

December 19, 2025

Whoopi FORCED into Apology After Shocking Trump Blunder

December 19, 2025

Trump Hints at GENEROUS Tax Returns – Makes Announcement

December 18, 2025

AOC SLAMS Hegseth – Goes on Unhinged Rant

December 18, 2025

Trump Aide Drops Bizarre Memoire – SPILLS Everything!

December 17, 2025

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NEWS WARDEN

Trump UNLEASHES $10 Billion Destruction Lawsuit – Legal Missile!

DECEMBER 17, 2025

RANGER REPORTS

Hidden TSA Program Shares Passenger Data with ICE

DECEMBER 16, 2025

NEWS WARDEN

MAGA Panic Ignites Over Campus Shooting – See Why

DECEMBER 16, 2025

EDITOR’S SELECTION

If a headline raises questions, you can count on us to investigate and provide the clarity it deserves.

PROGRESS & POTENTIAL

Trump NARROWS Fed Pick to Two – Decision Imminent

DECEMBER 15, 2025

PROGRESS & POTENTIAL

Death Row Inmate Walks Free – After 30-YEARS!

DECEMBER 15, 2025

PROGRESS & POTENTIAL

Canada CRIMINALIZES Biblical Quotes – Churches STUNNED

DECEMBER 14, 2025

NEWS WARDEN

BLM Leader INDICTED – Facing 25 Counts!

DECEMBER 14, 2025

PROGRESS & POTENTIAL

Mamdani’s Radical Allies TURN – Latest Move Sparks Fury

DECEMBER 13, 2025

NEWS WARDEN

Candace Owens BLASTS Kirk’s Widow – Issues WILD Theory

DECEMBER 13, 2025

News

Canada’s Massive Bomb Buy – Stockpiles $2BN+ Worth!

December 8, 2025

Eurovision Firestorm Erupts – Major Countries BOYCOTT Event

December 8, 2025

Major Airport COLLAPSES – Zero Flights Moving

December 7, 2025

Pipe Bomber’s Confession Shocks ENTIRE January 6 Story

December 7, 2025

Real ID Takeover Triggers TSA Surveillance Nightmare

December 6, 2025

Navy Admiral DEFENDS Hegseth – Says He DIDN’T Do It

December 6, 2025

RJ Hamster

🤘 Tickets are LIVE: St. Madness, Undertow, and N2…

RJ Hamster

250 Years Ago, Part 8: The Revolutionary War and…

RJ Hamster

This is how $7,300 quietly turned into permanent income

This is how $7,300 quietly turned into permanent income MAXDIVIDENDSJAN 9 READ IN APP 💡 MaxDividends Mission: Helping people build growing passive income, retire early, and live off dividends.Every Friday, I share what I’m buying — real moves, no fluff. The plan is simple: mix high yield with dividend growth to build income that grows year after year.My goal is $12,000/month in 10 years. This journey is open to anyone — it’s about creating a legacy, taking care of loved ones, and leaving behind a stream of income that outlives you.⭐️Premium Hub | 🎬 MaxDividends App: 2-Minute VideoHi — Max here.Let me start with something simple.Over the last 18 months, my dividend portfolio has quietly grown into a business that now pays me about $850 every single month.Not next year. Not “in theory.” Right now.That money shows up whether I’m working, traveling, or spending time with my kids.And last week, it got heavier again. Over the first two weeks of 2026, I put $7,300 to work:$6,300 from my regular weekly investing~$1,000 from December dividends that came in and were immediately reinvestedSame rhythm. Same system. Same snowball.No guessing. No timing. Just ownership.This is what the $12K in 120 Months strategy looks like when it starts to mature.This is what a real dividend roadmap looks like. No guessing. No spreadsheets. Just a clear plan — tracked, forecasted, and executed inside the MaxDividends App.Every week, I buy real, cash-generating companies. Every month, they pay me. Every raise compounds the next decade of income.And here’s the part people underestimate…⭐️ Unlock Full Access ⭐️What you get instantly: Full access to the newsletter, community, in-depth research, and founder portfolios + 🎁 MaxDividends App & Dividend Eagles👉 Get Full Access & Unlock the SystemOnce you get past the first few hundred dollars per month, the flywheel changes. Each dividend dollar starts buying more dividend dollars. Momentum becomes visible.That’s where this portfolio is now. Some real-life things it already covers on autopilot:Phone & internetUtilitiesGroceriesGym, streaming, family appsCoffee, lunches, and small joysWeekend activities with the kidsInsuranceEven 1–2 flights per yearAnd the next big target is already forming:🏠 Rent — $2,700/monthIt’s only 6% covered so far — but that’s exactly how every major milestone starts.
Once housing gets touched by dividends, everything feels different.Now, here’s the part most people don’t see.None of this is tracked in spreadsheets. None of this is guessed.Inside the MaxDividends App, I see:Every dividend paymentEvery raiseMy 10-year income forecastExactly which expenses are already coveredExactly how close I am to $12,000/monthIt’s my roadmap and dashboard.MaxDividends App. Top Payers: a handful of names lead the way, but more than 80% of the income comes from a broad, diversified base.That’s why my decisions feel calm. That’s why I don’t chase headlines. That’s why this keeps compounding quietly.👉 If you want to see what this looks like in real life — not in theory — this week’s full portfolio update is now live for Premium members.You’ll see:Exactly what I boughtWhy I bought itHow the income engine movedAnd where the snowball stands today👉 Get full access here⭐️ Upgrade to Premium ⭐️What you get instantly: Full access to the newsletter, community, in-depth research, and founder portfolios + 🎁 MaxDividends App & Dividend EaglesAnd if you want to build your own dividend roadmap — not just read mine — the app is included.You’ll be able to:Track your own dividend incomeForecast your future cash flowSee which companies are strengthening or weakeningAnd finally know how close you are to financial freedomYour price is locked in when you join. The features keep growing.That’s how long-term investing should work.P.S. Premium members also get full access to the MaxDividends App, all Dividend Eagles lists, portfolios, and ongoing research — everything in one place.Max
Founder, MaxDividends 🦅***MaxDividends CommunityMaxDividends Mission: Helping people build growing passive income, retire early, and live off dividends.Someone’s sitting in the shade today because someone planted a tree a long time ago. ― Warren Buffett.Andy
“I really believe in your dividend system. I’m starting a little late, but I’m using this as a tool to teach my two sons so they can fully realize the gains from this opportunity.”John
“I am nearing retirement but am an inexperienced investor. I’m very happy to have your guidance on how to invest in dividend stocks to retire with!”Mark A.
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“Your insights are sharp, well-researched, and refreshingly practical.”We follow our time-tested strategy for tapping into overlooked dividend plays that can make your portfolio more resistant to recessions and other market panics and pack on consistent gains for years to come.👉 Upgrade to Premium Today👉 Unlock Full Access 👍Your future self will thank youLearn the MaxDividends WayStart Here📖 What is the MaxDividends Idea & Concept | E-Book🎯 What is the MaxDividends Strategy🔑 Explore the Premium Hub (exclusive — upgrade to unlock)Guides & Step-by-StepGetting Started: Your Step-by-Step Dividend Plan How Do We Select MaxDividends StocksDeep Insights📖 I ❤️ Dividends: Why I Believe Dividend Investing Is the Best Strategy | E-BookHow Effective is the MaxDividends Strategy for Building Growing Passive Income One More Secret Ingredient for the MaxDividends StrategyHelp & SupportGot a question about dividends? Ask Max, your AI Dividend Assistant!Didn’t get the answer you need? Reach out: max@maxdividends.appor team@maxdividends.app — we’ll help you out.Refer a friend*Disclaimer: This article reflects the author’s personal opinions and is intended for educational and entertainment purposes only. It does not constitute financial advice in any form. Always do your own research and consult a licensed financial advisor. The author may hold positions in some of the stocks mentioned, in line with the views expressed. This is a disclosure, not a recommendation to buy or sell any securities.As a reader of MaxDividends, you agree to our disclaimer. You can read the full disclaimer here.📖 Now on Amazon!The 5 Timeless Rules of Dividend Investing — available in paperback.👉 Get your copy on Amazon💡 Prefer digital? Grab the free PDF:How to Build Growing Passive Income, Live Off Dividends, Retire Early and Leave a LegacyYou’re currently a free subscriber to Max Dividends. For the full experience, upgrade your subscription.Upgrade to paid LIKE COMMENT RESTACK © 2026 BeatMarket Oy – MaxDividends
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RJ Hamster

New Year Special! Roadside Assistance from $49.95/yr.

RJ Hamster

“What Expenses Can I Deduct From Capital Gains Tax…

If you’ve built substantial wealth, capital gains taxes may quietly erode far more of your investment returns than you realize.

The good news? The tax code offers legitimate ways to potentially help minimize that bill – if you know where to look.

Here are three high-impact areas where strategic planning may help minimize your capital gains tax.

1. Investment-Related Expenses
Certain advisory fees, margin interest, and other investment-related costs may qualify for deductions or adjustments, depending on how they’re structured and reported.

2. Cost Basis Adjustments
Adding eligible purchase, improvement, and transaction costs to your cost basis may help minimize any taxable gain when selling investments or property.

3. Selling Costs on Real Estate
Commissions, staging and certain closing costs tied to a property sale may be deducted from any potential gain.

Each of these opportunities may come with complex rules, thresholds, and IRS definitions.What qualifies (and how much you can deduct) may often depend on timing, account type, asset class, and your broader tax picture.

That could be why affluent investors turn to fiduciary financial advisors and wealth managers – not just for investment management, but for tax-forward wealth strategies that may integrate with their CPA’s planning.

Wondering how to get help designing a personalized capital gains tax strategy? Try SmartAsset’s no-cost tool to find vetted financial advisors serving your area, each legally bound to work in your best interest. Get your financial advisor matches today.

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Special Report

Verizon: Out of the Doghouse and Into Your Dividend Portfolio

Written by Thomas Hughes. First Published: 12/29/2025.

Article Highlights

Verizon is the highest-yielding Dogs of the Dow stock for 2025, with a yield near 7%.
Institutions are accumulating the stock and providing a solid support base, limiting downside risk.
A CEO transition and an unused 100 million-share buyback authorization could become meaningful catalysts if cash flow keeps improving.

Verizon (NYSE: VZ) is 2025’s Dog of the Dow. The Dogs of the Dow list includes the index’s top 10 dividend yields, which are expected to outperform the index over the following year, according to the popular theory.

On the official 2025 Dogs of the Dow list (ranked by dividend yield as of Dec. 31, 2024), Verizon sat at the top with a yield of about 6.8%.

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Trading at a historically low valuation, Verizon is well-positioned to cover its dividend and could deliver a market-beating advance in 2026, potentially producing a double-digit total return for investors.

The Dow Jones Industrial Average (NYSEARCA: DIA) is forecast to advance by as much as 13% in 2026.

Tailwinds — including lower interest rates and tax relief for lower-income workers — are expected to support healthy consumer spending and business investment. Those factors, together with continued AI-related investment, should underpin a broad market rally.

Verizon is forecast to rise by at least 17%, according to the 2025 year-end analyst consensus, with upside to about 20% at the high end of analysts’ target ranges.

2026 Will Be Pivotal for Verizon

2026 is expected to be a pivotal year for Verizon’s business. The company has leaned into cost-cutting, debt reduction, and investments in broadband and 5G over the past few years, and those efforts are starting to pay off. Verizon is on track to monetize assets while AI offers additional avenues for efficiency gains, new revenue streams, and a more cost-effective operating model. Improved, reliable cash flow provides strong support for the dividend and a favorable outlook for share buybacks.

The company chose not to repurchase shares in 2025, focusing instead on reducing debt and enhancing cash flow.

Verizon currently has ample buyback authorization in place — roughly 100 million shares, or about 2.4% of the outstanding share count.

Another potential 2026 catalyst is outperformance. Although Verizon is expected to widen margins and drive growth next year, analyst forecasts remain conservative. MarketBeat’s reported consensus calls for a low-single-digit revenue advance with slightly stronger earnings growth.

However, forecasts for 5G and the Internet of Things (IoT) — two areas where Verizon has shown strength — point to much stronger growth.

Both are expected to sustain mid-teens compound annual growth rates (CAGRs) in the near term.

That growth should be driven by subscriber gains and deeper penetration, with IoT devices, edge computing, and autonomous/mission-critical technologies underpinning activity.

Additional catalysts for investors to watch in 2026 include the new CEO’s strategic initiatives, continuing business results, and capital-return policies.

Verizon: High-Yield Value Tracking for Inclusion in the Dividend Aristocrat Index

Verizon’s stock price and dividend yield offer an attractive risk-reward profile. Trading near 8.5x earnings in late 2025, the stock sits well below its 10-year average of roughly 12x, which suggests it may be undervalued.

Its dividend yield of nearly 7% is above the long-run average, and the payout is expected to grow. The company has paid dividends for decades and has increased its dividend annually for 20 years. The planned 2026 increase would put Verizon within four years of achieving Dividend Aristocrat status — an appealing prospect for buy-and-hold investors.

Institutions, the visible face of buy-and-hold investing, have been accumulating VZ stock. 2025 data show total institutional activity declining sequentially from Q1 to Q4, but each quarter remained above average — bullish overall. For the year, institutions bought more than $2 for every $1 sold, providing solid support and a floor for price action.

Assuming this institutional support persists, VZ shares are unlikely to fall below $40 and stay there for long. It is more likely the stock will continue trading within its established range, eventually retesting the high end and potentially reaching new highs by the end of 2026.

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Check This Out: Nvidia Chief: Billions Could Flow Here Next… (From StocksToTrade)

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Wall Street Legend Names #1 Stock of 2026 Live…

Dear Reader,

The legendary quant who built one of Wall Street’s most popular buying indicators just announced the #1 stock to buy for 2026.

And for a limited time, he’s sharing this new recommendation live on-camera, completely free of charge.

He spent 50 years working alongside legendary investors like George Soros, Michael Steinhardt, Steve Cohen, and Paul Tudor Jones.

His work is coded into every Bloomberg terminal on Wall Street, and is still used by hundreds of banks, brokerages, and hedge funds to this day.

So why is he giving away his #1 buy recommendation for FREE?

It’s all comes back to a shocking new market prediction for 2026.

This same legend – who accurately predicted the 2020 covid crash, the 2022 bear market, and the 2023 bank run – is now calling for an abrupt, surprising shift in the U.S. stock market.

The last time this happened, average investors lost over a fifth of their portfolio in just a matter of months.

So I got him to agree to an exclusive sit-down interview, where I got the whole story.

You’ll get his #1 buy recommendation for 2026 when you click here.

To pick these recommendations, he consulted the same system that he used when CNBC’s Jim Cramer said he’d never bet against him.

So I urge you to take advantage before it’s too late.

Go here now to see the names and tickers while you can.

Regards,

Kelly Brown
Host, Chaikin Analytics

Red Screens, Green Future: 2 Ways to Buy the Nuclear Sector Dip

Submitted by Jeffrey Neal Johnson. Posted: 12/30/2025.

What You Need to Know

Artificial intelligence data centers are driving unprecedented demand for reliable, clean baseload energy that only nuclear power can reliably supply.
NuScale Power continues to solidify its leadership position through strategic utility partnerships and the commercialization of its regulator-approved design.
Oklo is advancing physically with site preparation while maintaining a robust balance sheet to support its unique business model of selling power to end users.

If you’re checking your portfolio at the end of December and you’re invested in advanced nuclear, the view can look ugly. The industry, a darling of the 2025 market, is currently flashing red warnings to close out the year.

Oklo Inc. (NYSE: OKLO) has slid 36% in the past three months. NuScale Power Corporation (NYSE: SMR) has taken an even steeper hit, down nearly 62% in the same period. For investors who bought into this nuclear renaissance narrative earlier in the year, those declines might feel like a signal to exit.

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However, successful investing requires separating short-term price action from long-term business value. The recent chart meltdown does not match the physical progress under way at construction sites in Idaho or in engineering offices in Oregon. The fundamental drivers that pushed these stocks higher—most notably the massive energy demand from artificial intelligence data centers—haven’t disappeared overnight.

What we’re seeing instead is a seasonal market phenomenon that has temporarily detached stock prices from fundamentals. For opportunistic investors, that disconnect can be a rare chance to acquire high-growth assets at a discount as the new year begins.

The Silent Catalyst: Tax-Loss Harvesting

This is the time of year when the calendar can matter as much as the balance sheet. In the final trading days of December, tax-driven flows often dominate—especially in volatile, high-beta names that ran hard earlier in the year and then reversed.

2025 was volatile. While many sectors soared, specific stocks experienced extreme swings. Oklo is a clear example: the stock surged speculatively in October, peaking near $193 per share, then corrected sharply into the $70–$80 range. Investors who bought near those highs are now sitting on unrealized losses.

By selling those shares before year-end, investors can realize losses to offset capital gains they may owe on other profitable holdings—such as in the semiconductor market or AI tech stocks.

While the intense selling pressure can worry holders, it likely reflects year-end tax deadlines—not failed reactors or broken customer contracts.

History shows this effect often reverses once the new tax year begins. Artificial supply floods the market in December, depressing prices, then dries up in January, allowing the stock to find its true floor.

Safety in Numbers: NuScale’s 6 GW Pipeline

Although tax-loss selling affects the whole sector, NuScale Power presents a distinct value proposition for risk-averse investors.

In a market crowded with paper reactors that exist mostly in simulations, NuScale is the only Small Modular Reactor (SMR) manufacturer with a design fully approved by the Nuclear Regulatory Commission (NRC).

The drop in NuScale’s share price seems to overlook the substantial commercial progress the company made late this year.

The most significant development is the program involving its exclusive partner, ENTRA1 Energy, and the Tennessee Valley Authority (TVA). Together, they are targeting the deployment of up to 6 gigawatts (GW) of SMR capacity.

To put 6 GW into perspective:

It is roughly equivalent to the output of six large traditional nuclear plants.
It is enough power to support widespread industrial decarbonization or large data center campuses.

Financially, NuScale is maturing. The company has moved beyond a pure research-and-development phase to become a revenue-generating business. Throughout 2025, revenue rose, driven mainly by engineering services for the RoPower project in Romania. The company is not running on fumes; it ended the third quarter of 2025 with about $753.8 million in cash and investments. That liquidity provides the runway needed to execute large-scale utility deals. Investors selling today are effectively discarding the most regulatorily advanced company in the western hemisphere at a discount.

From PowerPoint to Powerhouse: Oklo’s Physical Progress

Oklo Inc. requires a different analysis because it follows a different business model. While NuScale sells the reactor, Oklo plans to sell the electricity.

Its Power-as-a-Service model is similar to a utility: Oklo builds, owns, and operates plants, selling power directly to end users—such as data centers. This approach can deliver higher long-term margins but requires significant upfront capital.

Market anxiety about regulatory timelines often clouds judgment. Critics point to delays in the NRC’s Part 53 framework and new rules for advanced reactors as reasons to sell. But that view overlooks two critical facts.

#1: The Dirt Is Moving

Despite the paperwork, Oklo has shifted from design to execution. Construction and site preparation have begun at the Aurora site in Idaho. For investors, excavators in the ground are a major de-risking event: they show the project is transitioning from concept to physical asset.

#2: The Financial Fortress

Building power plants is expensive, but Oklo is prepared. The company holds approximately $1.2 billion in cash and marketable securities.

That matters because many high-growth companies fail by running out of money while waiting for permits. Oklo’s sizable cash position means it can weather regulatory delays without diluting shareholders to raise emergency funds.

The drop in Oklo’s stock price over the past three months essentially discounts this cash position. The company has the capital to survive the wait and the equipment to build the plant. The disconnect between share price and balance sheet suggests the sell-off may be overextended.

The AI Energy Crunch: Smart Money vs. Fast Money

When you strip away daily volatility and year-end tax selling, the macro picture for 2026 remains bullish. The world faces an acute AI energy crunch. Tech giants are a new class of energy buyers: they need gigawatts of power, available 24/7, and carbon-free to meet their climate pledges.

Wind and solar power are intermittent; they cannot reliably run a server farm overnight without prohibitively expensive battery storage. Nuclear power is the only scalable, always-on solution. The easy-money phase of the hype cycle—when speculative capital chased any nuclear stock—is over. We are now entering an accumulation phase. This is where long-term investors look for companies with real contracts, real cash, and real regulatory progress, and begin buying the dips.

The declines in Oklo and NuScale are uncomfortable, but they act as a filter: they shake out short-term traders and create an opportunity for long-term believers. These corrections are not signs of failure; they are an invitation to buy the future of energy at 2025 prices, just before the 2026 demand curve kicks in.

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