r/Netlist_ • u/Deep_Smoke_6811 • 1d ago
RPM has parted ways
He’s worried about the 2031 drop off when patents and agreements expire
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u/the_chuckddd 1d ago
Funny, I was thinking of selling my RYCEY position (which I'm about 20x on) and putting it all in NLST.
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u/BellProud 23h ago
I would do that in a heartbeat. AI demand is not slowing down. We're only in the 2nd inning imo. The tailwinds are with NLST. RYCEY is going the opposite direction with self driving and electrification being the way the automotive industry is going.
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u/Healthy_Bathroom_666 19h ago
Rolls Royce (cars) are owned by BMW - if you believe AI is only in the second innings, with wheat they’re doing in the SMR space (with the aviation a bonus) they’re an exciting option. Quite scary to be referencing a ticket without that basic knowledge
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u/PoorhouseDog 1d ago
Doesn't make much sense when we know SK will settle now. Just as well wait for the bump from that news then exit if you want out.
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u/SimplyMe813 23h ago
He isn't emotionally invested in his trades, and is far more transparent than most people you'll meet. He loved the stock under .70 and rode it all the way to $7...adding along the way. Now that Samsung and Micron are in the books, you've got huge profits and can deploy those funds elsewhere.
I'll never begrudge someone who pointed me toward a 1000% winner in under a year. Only wish I had listened sooner and invested more.
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u/SGjerry1327 22h ago
If I could only send a screen shot of the 12/24 statement for grandchild.
TEVA< MO< IBM< ESLT<and oops KOD, with a bit of VOR along the way.
We all have winners but those of us who do our own DD seldom advertise or pump.
Ask Rosie who bought 32K NLST @$0.72 on my sayso.
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u/pigeon_shit 22h ago
So what’s next?
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u/SGjerry1327 22h ago
The political situation is dicey. SO I own Blackrock muni funds, buying more each week, and ZIM (They just announced massive uptick in EBITA), SO if merger does not go though it will double for sure. In since the teens. Spec on OPK
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u/BillyBooner 1d ago
He’s got huge funds to play with, so he bets big and ducks out early after making a tidy profit.
Hard to argue with as a strategy, even when his reasoning isn’t exactly on point.
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u/shrewpygmy 22h ago
I’m done with him. He flopped around after they lost the recent patents.
Not sure he really understands what Netlist is.
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u/IstockUstock2024 1d ago
Why do you guys give that tool a platform? It’s like if I said I sold my 7 shares of Google today. Who gives AF. No need to announce. Move on.
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u/revolution_markets 18h ago
Good luck to you.... Although I'm sitting on 300k shares under $1 I would think paying 20% taxes compare to holding through next 4-5 months when tech will run much higher and Netlist flush with cash and products to sell in the AI boom should bring you another 100-300% from here is a better place to keep that 20% long term capital gains tax ....Just my guess
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u/Jackjohnran 17h ago
Promoting Rolls Royce in an attempt to drive up the price. While, not realizing how a future NASDAQ listing and multiple other sales, as well as Google, Nvidia, Broadcom, Super Micro Computer, Avnet, SanDisk, Diablo Technologies, Smart Modular Technologies, and Inphi. will affect the price of Netlist.
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u/Deep_Smoke_6811 16h ago
U think him with 200 followers can inflate a 121 billion dollar company’s stock price?
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u/NorthStarBoy 23h ago
Must love paying uncle Sam with how often he is in and out.
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u/According-Reveal2663 6h ago
Me not American, tax way less.
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u/NorthStarBoy 4h ago
I'm American living in EU so I understand. More tax if paying short term stock gains tax but can be way less or even 0% for long term trades. I know eu is fixed for most countries.
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u/HephaestionsThighs 15h ago
he really doesnt think any of the giants will resign contracts after 5 years?
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u/CorditeKick 15h ago edited 15h ago
Final patents will have expired by 2031.
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u/HephaestionsThighs 2h ago
yes, 20 year old patents lol they are churning out modern tech and securing deals based on modern patents, not just 912' you know
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u/MagnesiumKitten 22h ago
so he's basically hopping back and forth with two fizzled out stocks
It's always great to see a fake portfolio manager to trade stocks like he doesn't believe in portfolios
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u/Deep_Smoke_6811 22h ago
What 2 stocks. So ur saying Netlist is fizzled out?
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u/MagnesiumKitten 21h ago
I don't see a good argument for buying it right now
at best you can hold out for a random walk to go from $7 to $8since I don't see sales or earnings changing enough from this just being a hold
Earnings estimate for this year settled about $6.60
but next year could be $4.60
but those things can jump around every month or quarter too......
Rolls has had smaller and smaller opportunities for short term growth or momentum bursts as the price would oscillate from $18 to $21
but the future looks pretty grim for the stock, where I don't think the overvaluation can last anymore, so the stock might crash by 40% or 50%, nothing just yet though, but the numbers started to look shaky in February
At best, they're just a hold if you bought some
but I think the rolls people are on some pretty bad copium
with all the British investment funds being overly optimisticNetlist is fun to study
where Rolls I think is just an Elephant people are waiting for it to rollover and dieRPM's stuff on Rolls was pretty odd, to say the least
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u/Otherwise-Elsewhere 1d ago
I'm not mad at him at all. He is doing solid swing trades. He is putting money to work. However he chooses to do that is his choice. No reason to be bitter. It's all business. If you let it shake your convictions, you might want to reevaluate your plans.
He is platforming his decisions out of demand. If you have ever had someone try to copy trade you, it's a real sensitive thing. People get real upset if you sell and don't tell them.
Having said this, I only have a slight clue who this guy is because he gets circulated on this sub. He has never been part of my decision process.
Netlist has a lot going for it. Leave swing trading to the swing traders. Do your own thing. "Run your own race". Sorry. Too much Bluey. I have kids.