Could $NLST Be the Next $NVDA? šŸ‘€

Michael Esther
08-15

I havenā€™t seen a setup like this since $NVIDIA(NVDA)$ was trading under $20.

Here is the set-up:

$Netlist, Inc.(NLST)$ just signed a 5 year alliance with $Samsung Electronics Co., Ltd.(SSNLF)$ . Patent cross license. Up to $750M in license fees. $1.5B in memory supply.

On a $1.7B market cap.

Then two days ago they filed a fresh ITC action against $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Hewlett Packard Enterprise(HPE)$ and Lenovo.

$MU is the last holdout. There's already a $445M willful infringement verdict sitting there from 2024.

$SK hynix(SKHY)$ licensed in 2021. Samsung just licensed in 2026. Micron is the domino.

Q2 revenue $109.8M. Gross margin 16.2%. Up 440% YTD.

This is still trading in the OTC markets though, but its has $NVDA potential!

Here check out its financial statements:

$NLST financial statements take a look with my notes on it.

I actually have 6 more stocks I really like under $20 that hasn't exploded like $NVDA!

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