Names like Oklo (OKLO) and MP Materials (MP) benefit from secular tailwinds (nuclear microreactors, rare earths) but remain volatile—Oklo is still pre-revenue, and MP’s earnings are uneven despite U.S. strategic demand. CRCL, IREN, NBIS are higher-risk plays with less visibility; momentum could flip fast.
Meanwhile, the top gainers (+200%+) are already extended—buying now means chasing momentum, not value. The smarter approach may be a barbell: keep exposure to proven winners while taking only small, sized bets on select dip plays with credible turnaround potential.
👉 Unless you have high risk tolerance and a long horizon, focus on quality rather than hope for rebounds.
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- Merle Ted·09-25Oklo party is over, the rest of it is downhill or freefall. Look for other parties elsewhere that just began, such as HTZ party that started skyrocketing right now. Sell OKLO, and buy HTZ, you'll get rich soon!LikeReport
- Athena Spenser·09-25OKLO/MP have secular tailwinds! Small dip buys on these could pay off long-term!LikeReport
- Valerie Archibald·09-25falling knife back to 80-90LikeReport
- EdRoy·09-24Such a thorough analysisLikeReport