Nuclear Meme Stocks
Decouple30 Syys 2025

Nuclear Meme Stocks

Nuclear has entered its meme stock moment. Last week, Oklo hit a market capitalization of $20.7 billion—more than established nuclear giants BWXT, Curtiss-Wright, and AtkinsRéalis—despite having zero revenue, no NRC design certification, and a rejected license application. In my conversation with returning guest Michael Seely, aka AtomicBlender, we examine this preposterous valuation built on glossy renderings rather than demonstrated readiness. If Rosatom, with 70 years of R&D and thousands of specialized engineers, struggles to make sodium fast reactors commercially viable, how will a Silicon Valley startup accomplish it in two years? When this bubble bursts, the entire nuclear renaissance may pay the price.

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The Fuels Powering Nuclear's Biggest Promises

The Fuels Powering Nuclear's Biggest Promises

5 Maalis 1h 25min

Nuclear Fuel: The Most Sophisticated Industrial Product You've Never Learned About

Nuclear Fuel: The Most Sophisticated Industrial Product You've Never Learned About

Nuclear fuel is nothing like the coal or gas it replaces. Where fossil fuels are destroyed in combustion, nuclear fuel must survive years of continuous fission inside a reactor and come out the other ...

26 Helmi 1h 20min

The Most Boring Path to 10 Gigawatts: Why Nuclear Uprates Matter Right Now

The Most Boring Path to 10 Gigawatts: Why Nuclear Uprates Matter Right Now

For two decades the nuclear conversation has revolved around new builds, advanced reactors, and megaproject risk. Meanwhile, forty Westinghouse pressurized water reactors continue operating at roughly...

17 Helmi 1h 5min

AI with Chinese Characteristics

AI with Chinese Characteristics

In this episode of Decouple, Chris sits down with Kyle Chan of the High Capacity Substack to unpack what “AI with Chinese characteristics” actually means. Rather than framing artificial intelligence a...

12 Helmi 1h 6min

A Case Study of Excellence from Canada’s Nuclear Golden Age

A Case Study of Excellence from Canada’s Nuclear Golden Age

In this special episode of Decouple, Chris Keefer speaks with Ken Petrunik, one of the few leaders in the Western nuclear industry who has taken large reactors from first concrete to operation under b...

29 Tammi 1h 3min

EPR: The Reactor That Tried to Please Everyone and Satisfied No One

EPR: The Reactor That Tried to Please Everyone and Satisfied No One

In this episode of Decouple we deep dive the European Pressurised Reactor and what its troubled construction history reveals about the real constraints on nuclear build out in the modern West. The con...

15 Tammi 1h 17min

Why Nuclear Shipping Is Inherently Niche

Why Nuclear Shipping Is Inherently Niche

Why have we built nuclear ships before, proven they can operate, and still not made them commonplace? Nick Touran breaks down the history of maritime nuclear power, from the Nuclear Ship Savannah and ...

8 Tammi 1h 26min

Janus: The Army’s Second Attempt at Fielding Microreactors

Janus: The Army’s Second Attempt at Fielding Microreactors

In this episode of Decouple, Dr. Jeff Waksman, Principal Deputy Assistant Secretary of the Army for Installations, Energy and Environment, explains how the U.S. Army is making a second attempt at maki...

18 Joulu 20251h 12min

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