Analyst Says Oklo (OKLO) Reminds Her of 'Dot-Com Era' - Here's Why

We recently published 10 Stocks Everyone’s Discussing Amid Latest Earnings Season. Oklo Inc (NYSE:OKLO) is one of the stocks everyone's discussing.

Lauren Taylor Wolfe, Impactive Capital managing partner, said in a recent program on CNBC that Oklo’s “insane” market cap and stock gains remind her of the dotcom era.

“I look at AI today, right? Oklo Inc (NYSE:OKLO). It is the largest weight in the Russell 2000 Value Index, right? It has no revenues for three years. It started the year at 3 billion. Today it’s 25 billion of market cap with no revenues in the Russell 2000 Small Cap Value Index. That’s insane. So it reminds me a lot of the dot era and what was the right thing to do in the com era. It wasn’t to short the bubble companies, right? It was to look where no one else is looking. Look at the areas where people are ignoring.”

While we acknowledge the potential of OKLO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.