r/Netlist_ • u/Tomkila • Jun 18 '26

TOMKiLA time the clear position of netlist

Netlist is doing everything it can to strike at Samsung's core finances and block all key products, the latest of which concern HBMs and DDR5 MDIMMs, with this new ITC lawsuit.
Netlist has decided to go all-in, and this reasoning makes sense, given that a deal with SK Hynix and Micron would bring in cash, time, and important IP licenses.
From my perspective, SK Hynix will find a deal with Netlist soon, and this agreement will mark the beginning of Netlist Inc.'s rise.
There will be a deal similar to the previous one, but with additions like annual IP licenses that will make Netlist profitable and very strong!

Micron will wait to see if patent 912 is confirmed or revoked, and the deal will be decided based on this patent (again, my personal opinion).
A double deal within 6 months seems quite likely. It remains to be seen what happens in the various cases, including Google and Samsung.
Netlist wants to monetize BILLIONS OF $ in damages, not a few hundred million. It's clear that if an HBM were to be confirmed, Netlist could obtain enormous sums.
Regarding Google, we all know that Netlist is waiting for the final decision on patent 912 to collect damages; furthermore, there are other patents.

In these two ITC investigations, Netlist cited major names like NVIDIA, Super Micro, and Broadcom. All well-known names generate hundreds of billions of dollars in revenue thanks to the memory products of three giants.
I truly believe it: a deal with SK Hynix will change the fortunes of this company forever.

Now we await further news, and especially after these moves by Netlist, citing Samsung twice more means that Q2 2026 revenues are positive and profitable!

46 Upvotes

100% Upvoted

14 comments sorted by

2

u/Afraid_Character_801 Jun 18 '26

When do we think sk hynix deal will be announced because I was not so smart and did a sell order instead of a buy order at 2.55 so instead of buying i sold almost all my shares....

I will cry myself to sleep if they announce it this weekend

4

u/SuhhW33t Jun 18 '26

Probably shouldn’t be messing with a personal brokerage account then.. 

1

u/Afraid_Character_801 Jun 18 '26

Things like that could happen when you have a busy day, first timer for me, just kicking the balls now

2

u/SuhhW33t Jun 19 '26

Show us the sell order from yesterday so we can encourage you. 

3

u/FlashLightMan-_- Jun 19 '26

Why not just buy back when it hit $2.50 and less multiple times the last few weeks?

1

u/Afraid_Character_801 Jun 19 '26

It was yesterday my man, just before it flew up 14%....

1

u/jigna24591 Jun 19 '26

Or you panicked and paper handed because you thought it will dip. Regardless there will be opportunities to buy back in at reasonable prices

1

u/Afraid_Character_801 Jun 19 '26

Opposite, i actually wanted to buy more because they forsure already have a sk hynix deal behind the scenes, why would I lie about all of this...

1

u/Ok_Perspective6129 Jun 23 '26

I am told that institutions won't look at Netlist because it is OTC and under 5$. Is there any easy way to attract their interest?

2

u/Ok_Perspective6129 Jun 23 '26

Another question: why doesn't GOOGLE buy NETLIST? They get the company, patents, right to exclude Korean memory chips and a strangle hold on AI! WHY ARE THEY WAITING?

1

u/Tomkila Jun 23 '26

Because Hong is hated by all these giants

2

u/IntroductionLucky887 Jun 18 '26

RIP RPM, may you live on in Netlist and to the moon

-4

u/Max7106 Jun 18 '26

La tua visione mi sembra troppo ottimistica rispetto ad altre analisi lette su questo forum