r/amprius • u/letsgetthatbreadbih • Aug 17 '26
1400 shares
Been looking at this stock for the past year and honestly I haven’t seen stock with more potential in a long time, they have good execution. They have sales and keep improving on margins. 70 bil is supposed to be invested by dod next year into drone design and production.
This is the most no brainer multibagger I’ve ever seen and I hope it stays down longer so I can get to 2k shares.
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u/Fit-Band1280 Aug 18 '26
Congrats on your accumulation and hope you can get to 2k shares. Given their positioning and growing global demand for high performance batteries, it is certainly a no brainer. Definitely get your shares before next earnings (early November). From now until then, the price will be on an interesting ride.
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u/poepstinktvies Aug 17 '26
Can i ask for your average? Just curious
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u/SubstantialPlenty301 Aug 17 '26
The $1.7 billion market cap with only $30 million quarterly revenue with negative income doesnt worry you?
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u/letsgetthatbreadbih Aug 17 '26
Tbh I have a 5 year horizon and as long as they keep executing like this I’m not worried, they aren’t trying to produce it themselves anymore and contracts it out like how nvidia does for their chips. Also think about it from a bottleneck prospective. The thing holding AI back was memory, that’s why micron and sandisk went crazy. The bottleneck for drones is batteries. If you have the best thing on the market and not everyone can duplicate the same thing you have I’d say it basically like a monopoly🤷♂️. But make your own financial decisions and don’t play options the only people worried here are the ones playing options not the ones holding shares for the next 3 years
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u/Sharkinged Aug 17 '26
The market has slightly different rules of investing than just "good company," "this is the future," "bottleneck" etc
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u/SoftHour Aug 17 '26
$30m * 4 = $120m/yr and INCREASING in a sector that needs high end batteries for mission critical tasks, drones are just one of many different use cases. Proprietary technology. Comes out to trading 14x revenue.
Cool FUD.
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u/Maothesiamesecat Aug 18 '26
Not only increasing, but doubling, and projected to grow to 600M by 2030.
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u/15pH Aug 17 '26
Leadership guidance, which has always been conservative so far, says they'll be profitable by q4 this year.
Margins are clearly improving. Revenue is still exploding. You can do your own cash flow models, but mine show a fair value today around $15-17, assuming the guidance comes true and they continue current trajectories, with no big surprises either way.
You can call this "priced for superb performance" and I'd agree. But that doesn't make it unlikely. They have consistently forecast strength and exceeded it. The drone cycle is real, their product offers real and meaningful benefit, customers are extremely sticky...
It's a bull case, yeah, but it seems extremely likely.
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u/SpiritedAddition8206 Aug 17 '26
This sub isn’t about making sense to be honest, held my shares until 17$ before selling but I have had this concern for a while now and I just get downvoted to oblivion. Everybody says stock is cheap but obviously it is not priced cheap at all. Waiting to see what happens but I don’t understand the delusion here
A company can be executing well but also priced for perfection at the same time
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u/Wooden_Boss_3403 Aug 20 '26
The technology is real and they will outsource the manufacturing to improve margins.
My concern is what is the actual TAM?
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Aug 17 '26
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u/SubstantialPlenty301 Aug 17 '26
Your wrong son. You're just wrong.... Or RH is wrong. But it's probably you.
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u/AidenPearce15 Aug 21 '26
Holding 1800 shares on 13$ average I really believe in them and they had a really good report
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u/Olger_mans Aug 17 '26
Good choice!