Significant Wednesday Options Activity: QNST, VICR, OKLO
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 22 2025
0mins
Source: NASDAQ.COM
Vicor Corp Options Activity: Vicor Corp (VICR) has seen a trading volume of 3,287 options contracts today, equating to about 328,700 underlying shares, which is 84.9% of its average daily trading volume over the past month.
High Volume Call Option: The $85 strike call option for Vicor, expiring January 16, 2026, has particularly high activity with 295 contracts traded, representing approximately 29,500 underlying shares.
Oklo Inc Options Activity: Oklo Inc (OKLO) has reported a significant options volume of 208,070 contracts today, translating to around 20.8 million underlying shares, or 83.4% of its average daily trading volume.
High Volume Put Option: The $110 strike put option for Oklo, expiring October 24, 2025, has seen notable trading with 15,234 contracts exchanged, representing about 1.5 million underlying shares.
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Analyst Views on OKLO
Wall Street analysts forecast OKLO stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 68.090
Low
90.00
Averages
125.11
High
175.00
Current: 68.090
Low
90.00
Averages
125.11
High
175.00
About OKLO
Oklo Inc. is an advanced nuclear technology company. The Company is engaged in developing fast fission power plants to provide clean, reliable, and affordable energy at scale. It is developing advanced fuel recycling technologies in collaboration with the United States Department of Energy and United States National Laboratories. It provides 24/7 clean energy to data centers, factories, industrial sites, communities, and defense facilities. It offers heat and power through power purchase agreements. Its powerhouse product line, Aurora, is designed to be inherently safe, to be able to run on fresh or recycled fuel, and to produce 15-50 megawatts electric (MWe) and with the potential to expand powerhouse size to produce 100 MWe of electricity. The Company intends to develop specialized radioisotope production capabilities to address urgent supply shortages in life-saving medical radioisotopes and advanced industrial applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Oklo's Market Positioning: Oklo focuses on small modular reactors (SMRs), with its 'microreactor' design enabling local deployment in data centers, and a streamlined licensing and deployment timeline of just 6 to 12 months enhances its competitive edge in the market.
- NuScale's Strategic Approach: NuScale is pursuing grid-scale deployments, exemplified by its 6-gigawatt system agreement with the Tennessee Valley Authority, with a power purchase agreement expected to close by year-end, solidifying its position in the low-carbon power sector.
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- NuScale's Strategic Advantage: NuScale Power is focused on grid-scale deployments, exemplified by its agreement with the Tennessee Valley Authority for a 6-gigawatt system, with a power purchasing agreement anticipated to be finalized by year-end, further solidifying its market position.
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- Construction Delays: Local opposition has blocked or delayed at least $64 billion in U.S. data center construction projects since 2024, and this figure is expected to rise as more projects face local zoning boards, highlighting the critical role of local governance in project approvals.
- Nuclear Solution: Nuclear company Oklo is building its first small modular reactor prototype, expected to provide 75 MW of power sufficient for about 50,000 homes, and has partnered with Vertiv to develop a cooling system that serves both the data center and the reactor, enhancing energy efficiency.
- Market Outlook: Although Oklo's business plan and technology remain highly speculative, Gallup's findings show that nuclear power plant construction is 18 percentage points more favorable than AI data centers, suggesting that if Oklo successfully launches its nuclear-powered data centers, its stock could become a significant long-term investment opportunity.
See More
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- Business Model Differences: Oklo focuses on providing reliable power to data centers through power purchase agreements, while NuScale partners with ENTRA1 to sell its small modular reactor technology, offering global market opportunities despite a more complex model.
- Client Appeal: Oklo's direct approach allows it to meet data center demands more rapidly, having established significant partnerships with clients like Equinix, Switch, and Meta Platforms, whereas NuScale has yet to secure major deals with large data centers.
- Regulatory Risk Considerations: While Oklo's business model is more appealing, it lacks NRC approval for its reactor designs, whereas NuScale can leverage partners to manage the complexities of nuclear projects, providing greater regulatory certainty.
See More
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- Significant Market Opportunity: Oklo and NuScale are developing small nuclear reactors, expected to drive growth in the nuclear sector, with Bank of America estimating this market opportunity at $10 trillion, indicating potential returns for decades to come.
- Differing Business Models: Oklo plans to sell electricity directly to customers through power purchase agreements, while NuScale partners with ENTRA1 to sell its reactor technology; although NuScale's model is more complex, it provides access to the global market.
- Alignment with Client Needs: Oklo's model is particularly suited for industrial clients like data centers that seek clean, reliable power without the complexities of owning and operating a power plant, making Oklo more attractive in the market.
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