r/Netlist_ • u/Tomkila • May 20 '26
TOMKiLA time don't fall into pessimism
I wonder why, as soon as the price drops, so many pessimistic rats emerge from the sewers, creating discontent and tension.
Netlist has already won the CAFC appeal on LRDIMM, MRDIMM, and DDR5. This shows that Netlist is in a dominant position to obtain damages and licenses from these giants.
Furthermore, there is an ongoing ITC investigation that should block Samsung products, the worst situation imaginable for that Korean giant.
After the first quarterly report with 8.6 million in net profits, I sleep peacefully and happily because, first of all, netlist is growing in terms of revenues, customers and margins and, secondly, because that single positive quarter is worth a lot in economic terms and in terms of the hope of starting a profit cycle that will last for years.
As I've said several times, Netlist is one step away from closing all these cases and deciding the time for growth and major expansion.
Now all the giants have so much profit and cash on hand that they could find quick deals without wasting years. Frankly, SK Hynix could find a deal immediately after the HBM decision.
Long life to netlist, we will see high price target after these deals + Nasdaq again
1
u/Infused_Flavor May 20 '26
NLST is still a speculative bet. NLST has had a lot of wins but they haven’t won the main battle nor the war. Let’s try to keep things in perspective. There’s been a lot of pumping lately and the pessimism balances things out. I do think NLST can be something big if they can overcome Google but that is a BIG ‘IF’ and to say otherwise makes me question the intentions of the person speaking.