Roman Iospa @DevelopAll
Trend-spotting operator | Strategic investor | Built companies across tech, healthcare, VC @VC_Capital Decoding market rotations via 🧵's Happy to be Happy 😉 linkedin.com/in/developall USA Joined June 2009-
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AI datacenters aren’t just about chips, servers, and networking. The true bottleneck is energy ⚡️ without 24/7 reliable baseload power, nothing runs. That’s where $OKLO (advanced nuclear, DOE/DoD fast-track, clean baseload for hyperscalers & defense) and $LBRT (Liberty Energy,…
AI datacenters aren’t just about chips, servers, and networking. The true bottleneck is energy ⚡️ without 24/7 reliable baseload power, nothing runs. That’s where $OKLO (advanced nuclear, DOE/DoD fast-track, clean baseload for hyperscalers & defense) and $LBRT (Liberty Energy,…
🚀 Frontier Tech Trio: Energy + Compute for the AI Era Today’s charts say a lot: $OKLO → advanced nuclear, DOE/DoD fast-track, powering hyperscalers & defense $RGTI → superconducting quantum, chasing scalable quantum advantage $IONQ → trapped ion quantum, partnering with cloud…
Nvidia crossing $4.5T proves the AI trade isn’t fading - it’s accelerating. But chips alone won’t carry this wave. The real constraint is #energy ⚡️ Without breakthroughs in advanced nuclear and next-gen power solutions from companies like #Oklo, AI’s climb toward the next $10T…
#OpenAI’s $4.3B in revenue in just half a year - alongside $2.5B burned on R&D - is proof the AI trade isn’t over. It’s evolving. The bigger story now is that AI growth is already outpacing global energy capacity. Without a step-change in power infrastructure, this trajectory…
#OpenAI’s $4.3B in revenue in just half a year - alongside $2.5B burned on R&D - is proof the AI trade isn’t over. It’s evolving. The bigger story now is that AI growth is already outpacing global energy capacity. Without a step-change in power infrastructure, this trajectory…
$Oklo secures NRC acceptance of its Principal Design Criteria report on an accelerated timeline. This streamlines future licensing, avoids duplicative reviews & builds a clearer regulatory path forward. A key step for advanced nuclear powering AI, data centers, and critical…
$Oklo secures NRC acceptance of its Principal Design Criteria report on an accelerated timeline. This streamlines future licensing, avoids duplicative reviews & builds a clearer regulatory path forward. A key step for advanced nuclear powering AI, data centers, and critical…
$OKLO -> Okay so nowwe have #NRC submission, it's time to follow the next prediction - An ORDER from Oracle $ORCL ... it's just a matter of time... 😉 I wonder how much OKLO will move on such news? 10-20-25%++
$OKLO -> Okay so nowwe have #NRC submission, it's time to follow the next prediction - An ORDER from Oracle $ORCL ... it's just a matter of time... 😉 I wonder how much OKLO will move on such news? 10-20-25%++
🚨 Big regulatory win for $OKLO 🚨 The NRC has accepted Oklo’s Principal Design Criteria (PDC) report for review under an accelerated timeline - cutting the process nearly in half. Why it matters: The PDC sets the fundamental safety & performance framework for advanced reactors.…
$OKLO × Blykalla: Transatlantic fast-reactor partnership for the AI power era. Oklo and Sweden’s Blykalla just announced a strategic partnership + Joint Technology Development Agreement to: finance.yahoo.com/news/oklo-blyk… Co-develop tech & supply chains (materials, components,…
Institutional ownership in $OKLO is climbing fast - now over 514 funds holding ~36% of the float. They’re quietly building positions before the real growth stage: DOE pilot reactors, USAF contract, Equinix/data center deals & a $1.7B fuel recycling facility. When institutions…
$LBRT @FortuneMagazine nailed it - the old oilfield image of grease and grit is fading. Liberty Energy is a case study in how AI is transforming energy infrastructure. fortune.com/2025/09/13/rou… From frac spreads to data centers, Liberty is proving it isn’t just oilfield services —…
The growth of #AI isn’t just about chips - it’s about energy.⚡️ Hyperscalers & data center operators are realizing one truth: there is no AI scale without 24/7 clean baseload power. That’s where $OKLO comes in. Backed by the DOE and already holding a 500MW MOU with Equinix,…
A Must watch Jensen and Gurley discussing the future of ai and what's to grow alongside of it... Share your feedback after you watch it: youtu.be/pE6sw_E9Gh0?si…

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