Regarding the documents for July: $Oklo(OKLO.US) focuses on the power generation business, while the subsequent power grid transmission, supply, and energy storage aspects are handled by $Liberty Energy(LBRT.US). Additionally, oil-gas hybrid power generation will serve as the largest transitional energy supply. In fact, rather than betting on the former, it's better to bet on the latter. If the former succeeds, the marginal benefits will eventually spill over to the latter, which has fundamental support.

According to the relevant documents, construction has already begun. This means 2029 is a conservative estimate, and most of the 3GW workforce transition should be completed by late 2027 to early 2028. As for this segment, $Fermi(FRMI.US) has shown no intention of execution since its first project was rejected—a PPT company with nothing, yet its market cap is the same as LBRT... But fundamentally, FRMI, like Oklo, relies on future speculative potential.

But back to the main point: previous judgments suggested LBRT's major orders likely come from Oklo's partners or investors. OpenAI is confirmed, but the remaining tech giants may require deeper investigation.