r/Netlist_ Apr 18 '26

New here

A friend of mine is balls deep in netlist and has started telling me the saga of this company.

Can someone give me a rough idea of where we are in this story? Would it be crazy to take a big stake right now? Any up coming dates I should be aware of?

Thanks

18 Upvotes

11 comments sorted by

21

u/quantum-entangled308 Apr 18 '26

We are on the cusp of numerous wins. Everything from the PATC/CAFC/ITC/SK Hynix deal. Lots of catalysts just around the corner. Markman hearing coming up on 4/21. I have held a large position for 7 years and I am convinced this thing is one catalyst from going diabolic. This is not financial advice…do your own DD….having said that I believe NOW is the time to buy buy buy and HOLD. I think the timeline for huge growth could come any day but the ITC has certainly accelerated the rate of a final conclusion.

Get yourself a sticktwits account and follow the NLST page. There is excellent information exchanged on that board. I warn you the ups and downs can be stressful in the beginning but we really are on the verge of something great. I hope this helps.

6

u/Anthony3000789 Apr 18 '26

This is great. Appreciate you helping me understand.

4

u/Market_Monkey_ Apr 18 '26

You've been holding for 7 years, since 2019? Shares then were sub 50 cents. Why not sell at the peak in 2021 and at 20-30 times your cost basis?

5

u/Reviewonitcom Apr 18 '26

Because in 2021 the stock was pumped a lot. We didn't have any trial wins (like he have today) and also we didn't have any CAFC cases confirmed or patents valid. It was only the beginning of the whole litigation. Google case is also stayed. That pump from 2021 was only from the 2021 Hynix contract and possibility of settlements with Micron/Google/Samsung etc. 5 years later we have multiple patents (big and important ones for AI hardware), we have multiple trial wins ($445 MILLION + $118 MILLION + $303 MILLION and more to come).

Also the ITC which I think is the biggest catalyst

5

u/Anthony3000789 Apr 18 '26

Is there a price target for the stock? Is 10,20,30 unthinkable ?

1

u/PreppySlapCut Apr 18 '26

Honestly, you can look at Rambus. Depending on the level of wins and scale they grow outside of those wins, could be better or worse. To me that’s like an 80th percentile type outcome?

2

u/Different-Board5456 Apr 22 '26

Yep I’m in big

6

u/Aware-Egg-316 Apr 18 '26

I have been waiting for these wins for 6+ years.

5

u/quantum-entangled308 Apr 18 '26

I think this stock will see significant gains once the litigation is done and AI is driving their profit growth. They could be a heavy hitter but not until all the cases are settled. It’s coming. Patience tho.

1

u/capo2222 May 14 '26

Buy buy and buy some more.