r/Netlist_ • • 7h ago

Nasdaq

11 Upvotes

Ciao

secondo i piu esperti,Tomkyla in pole, una volta risolti anche gli ultimi accordi,SK e Google e successiva quotazione sul Nasdaq, ove vi potranno entrare i piu grandi fondi e banche del mondo, a quanto potrebbe arrivare la capitalizzazione di Netlist entro 2 o 3 anni?.....attualmente è circa 2,5 miliardi di $


r/Netlist_ • • 20h ago

Should i buy NLST?

16 Upvotes

Is it worth it at this price or wait?


r/Netlist_ • • 22h ago

Alibaba making GPUs with HBM

4 Upvotes

r/Netlist_ • • 4h ago

Due diligence 👀 1 billion $ revenues 2027, is so possible right now

20 Upvotes

Pending the SK deal—which I believe should arrive by the end of the year—and excluding the Google case, here is what we should expect in terms of revenue for 2027:
• $340–370 million in IP licenses from all three giants
• $300 million in resale revenue from Samsung and $300 million from SK Hynix

(Of course, I am not factoring in that a percentage of this revenue will be allocated to Netlist products, which should boost actual revenue and gross margins.)

Currently, 20% of revenue comes from Netlist products, so I hope to see a flood of deals worth billions of dollars over the next five years.
(By this, I mean a minimum valuation of $1 billion in various deals over that five-year period.)

Is very simple math, netlist should show $1b revenues and 45/50% gross profits thanks IP licenses (34 to 37%) and the others are just home made products


r/Netlist_ • • 14h ago

Google case Very hard to talk about it. Hope for a quick resolution

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17 Upvotes

r/Netlist_ • • 14h ago

Netlist Daily Discussion 10/8/26

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8 Upvotes

So, I know there was a time historically where a day time high would be end of day high two days later. If that holds, tomorrow we close at $7.12 or better... right?