Key points

  • A viral X post credits Nvidia chief Jensen Huang with "stock calls" on Oklo (OKLO), Bloom Energy (BE) and Energy Fuels (UUUU). Huang has praised nuclear power repeatedly; he has never recommended a stock.
  • Bloom Energy closed Friday at $252.87, up 7.4% in one session and 191% in 2026, after S&P Dow Jones Indices said it joins the S&P 500 on September 21.
  • Oklo ended the week at $41.27, still 42.5% lower in 2026, and Energy Fuels at $14.47, flat for the year after a 28.9% jump in August.

The post, from trader Brett Hale on Tuesday, lists the three tickers under the headline "Jensen Huang's Latest Stock Calls" and quotes Huang saying nuclear is "a wonderful source of energy." It credits him with earlier "calls" on Nebius, Intel and Micron, and tells readers not to "miss out again."

The quote traces to a Bloomberg Television interview in September 2024. "Nuclear is a wonderful way forward as one of the sources of energy, one of the sources of sustainable energy," Huang said. He returned to the theme on The Joe Rogan Experience in December, describing AI data centers as "gigawatt factories" and predicting "a whole bunch of small nuclear reactors" would power them within six to seven years. Oklo rose as much as 24% in one session that week.

Nvidia has put money behind some of those earlier names, including a $5 billion Intel stake at $23.28 a share in September 2025 and a place in Nebius's $700 million financing in December 2024. Huang has never published a buy list; the post repackages his remarks.

The three stocks

Bloom Energy is the one with real news. On September 4, S&P Dow Jones Indices said the fuel-cell maker will replace Molson Coors in the S&P 500 before the open on September 21. The stock climbed 16.4% over two sessions to $252.87 on Friday, 191% above its start to 2026.

Second-quarter revenue rose 165.5% over the year-earlier quarter to $1.07 billion, and the company lifted its full-year forecast to $3.9 billion to $4.2 billion. A disclosure filed in August showed Nancy Pelosi's household bought Bloom shares in two tranches on July 24 and July 28, worth between $1.5 million and $6 million.

Oklo, the small-reactor developer, closed at $41.27 on Friday, 42.5% lower in 2026 and 76% below its October 14 closing high of $174.14. The 20 analysts covering it have an average target of $79.88. Energy Fuels, the uranium and rare-earth producer, closed at $14.47, roughly flat in 2026 after rising 28.9% in August alongside uranium prices.

What insiders did

No insider at any of the three companies has made an open-market purchase this year, according to SEC Form 4 filings reviewed by InsiderBuying.com. At Oklo, co-founders Jacob DeWitte, the chief executive, and Caroline Cochran, the operating chief, reported the sale of 120,000 jointly held shares on September 1 for about $4.6 million at $38.40 to $39.15, under a trading plan adopted in March 2025. Finance chief Craig Bealmear sold 16,430 shares the same day for $636,827.

At Bloom, director Jeffrey Immelt sold 30,000 shares for $7.2 million on August 17, and director John Chambers sold 30,000 shares for $6.8 million across August 3 and August 13. Energy Fuels shows only stock awards and tax withholding.

Full Form 4 records and Insider Scores are on the Bloom Energy, Oklo and Energy Fuels pages; the Pelosi purchase is in our earlier report. Insider Access members track insider buying across the power names in real time.

Informational only, not investment advice.