2 min read
The AI buildout, July 1: memory tightens, nuclear rips
HBM supply is the new chokepoint as Micron guides higher, the neocloud trade re-rates, and utilities keep pricing in a decade of datacenter demand.
macro compute memory energy
OKLO
Oklo Power/Nuclear $68.90 ▲8.94%
Price
$68.90
Day change
▲8.94%
Day change ($)
+5.66
Market cap
$10.2B
Segment
Power/Nuclear
WSB mentions
318
Retail attention: 318 WSB mentions, rank up 6. Attention, not a signal.
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Informational only — delayed data, not financial advice. No buy/sell ratings.