Before the market opened Friday, Meta announced big deals with three nuclear energy providers (Oklo, Vistra, and TerraPower, which is private). I’ve put OKLO and VST below along with a related company, Nano Nuclear (NNE), all of which blasted higher. I wasn’t short any of this, mercifully, although I did short into strength for OKLO. I wanted to get into VST as well but, sadly, thinkorswim (my source for portfolio quotes) is still throwing out random garbage numbers for VST, which makes it impractical, so – – that’s the silliest reason ever for not taking a position, but that’s the truth!

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