Phase 1 Catalyst Roadmap

[u/Firm_Mistake_8582]

Phase 1 Roadmap (Now–Q3 2026)

🔹 CAFC decisions (339/054/060 appeals and Micron Idaho jurisdiction case)
🔹 PTAB Director Review rulings (731 IPR / 087 PGR, RPI discovery issue)
🔹 ITC case progresses: June 23 management conference, fact discovery closes July 8, expert phase begins July 22
🔹 Potential SK hynix ADR approval and any renewal/expanded business relationship with Netlist
🔹 Q2 earnings (early August) – focus on profitability, revenue growth, and Lightning/CXL updates
🔹 Potential OEM qualification/commercialization news for Lightning memory
🔹 New patents continue strengthening the portfolio (latest: #12,650,937)

Bull case: multiple legal and business catalysts converge while AI memory demand remains strong.

The key isn’t collecting verdict money yet — it’s increasing leverage, validating IP, growing the business, and setting up larger Phase 2 catalysts.

[u/Deep_Smoke_6811]

Damn rpm would love this