The AI energy arms race is heating up again — and two of the most important players just handed investors a second chance to get in.

Over the last two trading days, both Nano Nuclear Energy (NNE) and Oklo Inc. (OKLO) announced public securities offerings. Normally, these types of moves would spook investors, especially after big price runs. But this time, it’s different.

These aren’t distressed cash grabs. They’re strategic moves by two early-stage nuclear developers taking advantage of favorable stock prices to raise capital for growth. That’s exactly what smart development-stage companies do. When you’re building out next-generation infrastructure — especially in an industry where timelines are measured in years — access to cash is everything.

And when you zoom out, both of these names are at the center of what I’ve called the AI Nuclear Trade — the intersection of surging power demand from artificial intelligence and the only realistic long-term solution to meet it: small, scalable nuclear energy.

Let’s take a closer look at both stocks, the news behind the selloff, and why this dip is a gift.

Why the Offerings Matter — and Why They’re Bullish
Let’s be clear: offerings like this are routine.

In fact, they’re often the best sign of confidence that the companies themselves believe their valuations are strong and worth capitalizing on. That’s especially true in capital-intensive businesses like energy, where large amounts of upfront spending are needed before revenues even materialize.

So far, we’ve seen:

  • Nano Nuclear (NNE) file to sell up to 8 million shares and warrants, aiming to raise cash for continued development of its KRONOS reactor and newly retrofitted testing facility in New York.
  • Oklo Inc. (OKLO) file a $250 million mixed securities shelf registration on May 30, just weeks after going public via SPAC and hitting highs near $58.

These moves follow a massive run in both names over the past several months, fueled by a wave of news, investor interest, and the broader realization that AI needs more than just chips, it needs power.

The Trump Nuclear Executive Orders Change the Game
On top of everything else, these offerings come just days after President Trump issued a series of executive orders aimed at fast-tracking the next wave of American nuclear energy infrastructure.

The orders, part of his declared “energy emergency,” will:

  • Streamline approvals for small modular and microreactors
  • Boost domestic uranium fuel production
  • Incentivize public-private partnerships between the energy and AI sectors

That’s a clear green light for companies like Oklo and Nano Nuclear. Both are in the early stages of building modular solutions specifically designed to serve high-intensity energy demand from data centers, defense, and remote infrastructure.

Headline Momentum Keeps Building
The news flow in the last month has only added to the story:

Nano Nuclear (NNE):

  • May 7: Announced retrofitting of its Westchester testing facility was complete, positioning the company for scaled demonstrations.
  • May 9: Confirmed U.S. Nuclear Regulatory Commission issued a final Safety Evaluation Report on its fuel qualification methodology — a key step toward its construction permit for the KRONOS MMR system.
  • May 28: Participated in the White House’s Advanced Nuclear Summit, reinforcing NNE’s positioning in government-aligned nuclear buildout efforts.

Oklo Inc. (OKLO):

  • May 15: Signed agreement with the Southern Ohio Diversification Initiative to build two commercial-scale Aurora reactors at the Portsmouth site in Piketon, Ohio.
  • May 22: Highlighted the appointment of former Department of Energy and nuclear leaders to its advisory board, cementing its role in shaping post-regulatory design and commercialization strategies.
  • June 1: Filed a $250 million securities shelf, allowing flexible access to capital to accelerate construction timelines.

Oklo Inc. (OKLO): Buy the Dip at $50
Shares of Oklo surged to just under $58 in May before pulling back to the key $50 round-number support level. That type of pullback — about 14% — is entirely normal for a newly listed stock, especially one that ran so hot out of the gate.

Here’s what makes $50 important:

  • It’s a natural psychological level, often defended by short-term buyers.
  • Both the 50-day and 200-day moving averages are trending higher, reinforcing the idea that the stock is still in a long-term uptrend.
  • The offering news is likely to create short-term pressure, but this pullback is offering a clean technical buy zone.

Price Target: $75 in the next 3–6 months as institutional interest continues to build.

Nano Nuclear Energy (NNE): Buy the Dip at $30
Nano Nuclear’s chart has already telegraphed what we’re seeing now.

Back in April, NNE shares rallied as high as $36 following the Trump executive order announcement. Since then, the stock has pulled back about 20% — right into a well-defined buy-the-dip zone around $30.

Here’s the setup:

  • 50-day moving average is in the process of turning bullish. That’s your early warning system that a new uptrend is forming.
  • The 200-day moving average is already in a confirmed bullish trend — a sign of long-term strength.
  • $30 has already held as support during previous pullbacks, making it a textbook technical bounce level.

Price Target: $60 in the next 6–9 months as regulatory milestones continue and investor momentum returns.

The Bottom Line: This Is the Buy Zone
When you zoom out, this isn’t about a one-day pullback or a one-week selloff on an offering headline.

This is about a structural shift in energy — driven by AI — that’s going to reshape how data centers are built, powered, and scaled for the next two decades.

Both Oklo and Nano Nuclear are early-stage players with serious momentum, long-term demand tailwinds, and now, fresh capital to grow.

That makes this selloff not something to fear — but something to buy.

If you missed the initial run in these AI Nuclear stocks, you just got your second chance.

— Chris Johnson

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Source: Money Morning