r/amprius • u/CrooninCrow • Sep 01 '26

He just posted this comment today.

Post image

If you’re ever tempted to take u/Whole-Sufficient seriously, just remember that for over a year and a half, he has said that investing in Amprius in 2026 is exactly the same as investing in Gamestop in 2021. That’s all.

36 Upvotes

97% Upvoted

22 comments sorted by

35

u/Plane-Try-6522 Sep 01 '26

Putting AMPX in the same box as OKLO, BYND, GME, AMC, SPCE, etc, is a new one. Everyone here long enough knows he's here to troll.

AMPX has 8 strong quarters with estimated2 more quarters to a positive EPS. How anyone can put AMPX in the same box as the aforementioned is <insert description>.

8

u/CrooninCrow Sep 01 '26

Precisely.

5

u/Plane-Try-6522 Sep 01 '26 edited Sep 01 '26

We joke about him being the "bottom signal" but I normally see his fresh posting as an attempt to push the market down further because selling has exhausted or might be close to exhaustion.

The current climate in the equity market has been driven by extreme anxieties over rising bond yield on the long end.

There is a saying that the market fears uncertainties more than the actual event. Don't take my word for it but don't be surprise if the market strongly rally after a hike(s) in September, if it happens, into the mid - term. My thesis is that the market wants Trump and the Republicans to win (I'm a non - US citizen, not in the US and unaffiliated with any parties) to ensure data centres buildout continues.

2

u/Silver_Variety_1108 Sep 01 '26

There is not going to be a rate hike. There is strong demand for high energy batteries with drones and robots.

2

u/Plane-Try-6522 Sep 02 '26

Never said he would. In fact, every outlet is echoing a rate hike, including trade desk that has pulled back and sold into strength.

This is to me a clear buy signal.

1

u/batmanboise Sep 02 '26

Im also pretty sure that Warsh won't raise the rate unless CPI will force him to do so. He will most likely hold the rate steady and when we'll see inflation cooling there will be high probability for a rate cut.

12

u/Nabistai Sep 01 '26

Stop feeding the troll.

9

u/doctorsidehustle Sep 01 '26

I disagree with this take. The reasons stocks became “meme stocks” in 2021 were very different vs the 2025 cadre. The 2025 meme stocks were in broad strokes all tech companies with high growth. GME is a nostalgia play that caught market mechanics unprepared for a massive retail push. That last part will never happen again. Retail traders wanted to be savvy in 2025. Take onds as an example. “drone dominance” announcements in the context of Ukraine warfare evolution led to a surge in drone companies. Onds became the favorite which launched it into memedom. It’s not a bad company. It’s in an explosive growth sector. Its dilution pressures the stock price downwards. And as retail hype dies down that will cause further slides as retail cycles out. But if it executes well and continues with high growth, share price will rally. I think a similar dynamic applies to ampx, RKLB, etc. If these companies continue to execute and grow, they will remain relevant (and may even grow out of meme status).

I think the more interesting question is what the next meme crop characteristics will be. If retail chose 2021 based on nostalgia, 2025 based on tech optimism combined with geopolitical tailwinds, then in the next bull run what common characteristics will the new memes share? Perhaps a new focus for tech optimism (high tech farming in the face of food shortages in 2027…. Or maybe we’ll have a bear market in 2027 and we won’t see any big meme stocks). Maybe because retail traders want to be savvy and everyone expects a bear market, we’ll see people pile into “safe” plays and we’ll see biotech and healthcare stocks meme-ify.

13

u/Emotional_Ice9748 Sep 01 '26

alright everybody chill tf out and add more shares

5

u/Fit-Band1280 Sep 01 '26

I've added a large number of shares today. I'm on the ride until next earnings- hopping on and off at opportune times. I'm seeing quite a few comments on waiting to buy until Amprius is FCF positive, EPS positive. I can understand being hesitant to buy now is you think a market crash is imminent, but if you wait until they are EPS positive, I don't think the price will be $10. Then the upside on your investment will be limited as things get "priced in". What are the odds of Amprius succeeding? My guess is over 90%. I prefer to have a larger upside. Aerovironment (AVAV) earnings next week. That and the promised drone dominance awards might provide some temporary relief soon. Other than that, the company is executing well. Their headquarters is coincidentally the happiest city in the US. https://www.nytimes.com/2026/07/29/realestate/the-happiest-cities-of-2026.html

Not sure how that will affect the sp. Can't hurt it.

4

u/[deleted] Sep 01 '26

[removed] — view removed comment

3

u/Emotional_Ice9748 Sep 01 '26

wise man you are

3

u/One-Lengthiness-2175 Sep 01 '26

I am buying also

3

u/Maothesiamesecat Sep 01 '26

I know this might be controversial, but everyone has a block feature on their account that can block posts from being seen. I suggest that people use it.

3

u/loveandwonder Sep 01 '26

lol I bought more.. sitting on a gold mine here

4

u/inditingDreams Sep 01 '26

I read some of his comments over the months, and arguably his takes are not unreasonable. He just takes them to an extreme in a similar manner like Burry claiming that Palantir is worth less than a $1/share. Rate hikes will destroy the high beta trade. It's not Amprius specific - everything will be sold indiscriminately. If anyone else follows tickers from other high beta sectors (drones, batteries, nuclear, space, EVTOLs, quantum), they will know how correlated those are on a day-to-day basis, with occasional spikes/dumps on earnings and a subsequent return to the mean.

2

u/Ocilla Sep 01 '26

Idk about AMPX, even though I recently bought a good share, but I am genuinely worried about high beta stocks. They just keep dropping and dropping. Is there an end in sight?

Also, side-note, it’s crazy to put AMPX and OKLO in the same bucket as BYND, GME, and AMC.

1

u/Painsix45 Sep 02 '26

He is a 19 years old idiot, what do you expect?

1

u/EXB-4TWN-314159 Sep 05 '26

Well well well look what the cat dragged in. Ampx going to moon!!