@Leo_Traydes already had a good run. would love to see a very healthy consolidation. that being said it seems it is just starting so i wont be selling for a few years and if we get back to 5’s ill buy more
Below is some of my thoughts on $AMPG from research:
I'm super impressed with the company. Great financial health is key and often a worry with small-caps, btu this doesn't seem to be the case here.
-> Awesome Tech
-> ENORMOUS TAM - especially with Quantum
-> Great valuation - p/s only 6.4x, which is above peers but $AMPG has much more room for growth.
The main questions are focused on execution and scalability over time. Excited to cover this name in more depth over the coming weeks.
Give this 2000 word overview a read this weekend.
This might be the most underrated $AMPG fact on the entire timeline.
AmpliTech isn't pitching Telus.
It's already DESIGNED IN.
Straight from Telus's own VP: every single Open RAN site on its network runs a combination of Samsung AND AmpliTech antennas.
Of the 5 radios per sector, 2 are AmpliTech's.
Not a trial.
Not an LOI.
Live, deployed, multi-vendor hardware, on a Tier-1 carrier's network, right next to one of the biggest names on Earth.
And here's what makes it explode: only ~15% of Telus's relevant sites are Open RAN today.
That's not the ceiling, it's the starting line.
Every new Open RAN site Telus turns on means more AmpliTech radios in the ground.
The position is already won; it just scales with the ramp. (And AMPG has $118M in LOIs across several more carriers.)
But Telus is only the leg you can already see on the income statement.
Now look at the two relationships stacking on top.
📡 NVIDIA. This is the one people underrate. AMPG's 64T64R radio was the hardware in the world's first open-source AI-RAN demo, running hand-in-hand with NVIDIA's Aerial software, inside the DoD-funded Open6G hub.
And it matters because of what NVIDIA wants next: it's pushing to put GPU compute inside the radio itself.
But NVIDIA doesn't make radios, it makes the brain, not the body. AMPG makes exactly the body that brain has to run on. They've already worked together, and AMPG just put NVIDIA on its "Customers" wall.
(Honest: that's a collaboration/demo, not a signed supply deal, but the direction is loud.)
➟ https://t.co/7WkP552eOt
🛰️ AMAZON / KUIPER. Back in Dec 2024, AMPG disclosed it shipped space-qualified amplifiers to an unnamed "Fortune 50 satellite systems provider," for a LEO constellation, with tens of thousands of units expected.
Do the detective work and only one name fits: Amazon, the single Fortune 50 building its own LEO network (Project Kuiper).
And as of this month?
Amazon is on AMPG's customer wall too. (Honest: still a deduction, and a prototype, not a confirmed production contract. But the breadcrumbs keep pointing the same way.)
➟ https://t.co/GDnikTl0Dt
⚛️ And quietly underneath it all: AMPG is the only US maker of the cryogenic amplifiers superconducting qubits need, Google and IBM named as proof-of-concept recipients.
So step back and see the whole board:
A sub-$200M company, debt-free, 48% gross margins, designed into a Tier-1 Open RAN buildout with Samsung, collaborating with NVIDIA on AI-RAN, breadcrumbs all over an Amazon/Kuiper space deal, and the only American name in cryogenic quantum.
Telus is what's already printing.
NVIDIA and Kuiper are the optionality stacked on top, and it's all still at the very beginning of the curve.
Not financial advice. I'm long $AMPG. DYOR.