AlphaBeta

$AMPG; The only American company at the intersection of 5G, Open RAN, and $NVDA's AI infrastructure buildout AMPG just had its radio selected as the central hardware in the world's first open-source Massive MIMO AI-RAN prototype at Northeastern University's Open6G OTIC, powered by NVIDIA $NVDA GPUs. Here's why this is a big deal. - AMPG is the only American company to design and commercialize an O-RAN CAT B 64T64R Massive MIMO radio. There is no domestic competitor for this certification. - AI-RAN (AI-native Radio Access Network) is the next trillion-dollar infrastructure wave. Every carrier building out 5G/6G AI networks needs hardware that plugs into AI acceleration stacks like NVIDIA AI Aerial. $AMPG's radio just proved it can. - ORAN 5G infrastructure is projected at 33%+ CAGR, reaching $42 billion globally by 2030. $AMPG is showing proof that they are well-positioned to massively win in this segment. $AMPG is poised to generate $50m revenue in 2026 and become profitable too, with ~45% gross margin and an incredible moat. Yet, it is only trading at a market cap of ~$130 million. We are so early.

"The Iran war is finally ending and the Strait of Hormuz will be opened."

46 people. Four of the most demanding customers on earth. A fully certified 5G stack ready to ship across North America. And a market cap that has not caught up yet. $AMPG is the most undervalued setup I have seen in small cap in a long time and today’s FCC certification just changed the entire trajectory of this company. Here is what most people still do not understand about AmpliTech. The hardest part of building a defense and telecom hardware company is not the technology. It is the qualification. Getting into the supply chains of Lockheed Martin, Boeing, Raytheon, and NASA simultaneously requires years of security clearances, technical audits, and product validation that eliminate the vast majority of companies before they ever ship a single unit. $AMPG already did all of that. With 46 people. Now they have a fully FCC and Canadian ISED certified indoor 5G Native DAS solution covering the entire US and Canadian market with zero regulatory friction. Carrier orders already placed. Shipments starting later this year. And then behind it a $140 million LOI pipeline. 100% revenue growth guidance for 2026. Gross margins at 48% and climbing. Zero debt. And Europe has not even started yet. Carriers across the EU are under mandate to rip out Huawei. $AMPG’s certified O-RAN hardware is exactly what they need. That market is completely unpriced today. Defense contracts. Carrier revenue starting. EU mandate tailwind coming. All stacking on top of each other inside a company most people have never heard of. The qualification was the hardest part. They already did it. $AMPG

The more I look into Sivers < $SIVE / $SIVEF > the more I wonder: How is the laser company for the hyperscaler photonic supply chains… Valued at ~$200M USD MC? All the companies that buy and repackage their lasers are now worth $1-4B+? Pre-product SV AI companies are worth billions? Pre revenue Photonic companies in development phase line $LWLG are worth $1B+? Yet the company that makes the silicon photonics/CPO scale up & scale out work. And has actual revenue. ~$200M… Reminds me of early $AXTI when I had zero clue how a company worth $500M MC controlled the InP substrate/feedstock supply chain for photonics. Either I’m completely wrong… or this is the most undervalued and unknown photonics company on the market.

"I've kind of fallen back in love with this" Brooks is so back 😮‍💨