NumberedCorporation

@atcoinlonzo Agreed!

@NumberedCorp People will be hyping this stock in couple of months on X. Just wait, it’s just a matter of time

Jensen Huang has a master plan for Nvidia, and almost nobody’s heard of one of the key players. Meet $AMPG (AmpliTech). At its core, this tiny micro-cap builds high-performance "hearing aids for radios." Here is why the market is totally blind to it. 👇

@RKLBMan Nobody’s gonna call out a typo with the level of content you’re providing.

I've been horrendous with typos lately. Really need to reread my posts 😂 You think by now X would have a spell check option or something

Nvidia is building the brains of global AI telecom infrastructure. AmpliTech owns the only certified, domestic "mouth" the brain can use to talk to the world.  At a tiny $112M cap, it’s an un-bypassable juggernaut in waiting. And it’s priced like a speculative gamble.

Enter $AMPG Northeastern's Open6G lab just certified AmpliTech’s 64T64R massive MIMO radio platform alongside Nvidia AI Aerial software. It's the ONLY radio of its configuration with this open certification, and the ONLY one designed and built by an American company.

@bennybigbull Grim Tech has to be the most depressing —and badass — drone company name ever.

$AVAV competing for gauntlet phase 2!

@EhrmantrautCap_ “Together with a global coalition of industry leaders, NVIDIA is building AI-RAN to transform the world's telecom networks into AI infrastructure everywhere." That Jensen Huang, from last week’s EC. I mean…

$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.

Bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck, bottleneck.

Some additional context on your $AMPG explanation — they’re the only U.S. manufacturer of a 5G O-RAN massive MIMO radio, which was just selected as the central hardware platform for a breakthrough AI-RAN prototype running NVIDIA AI Aerial software. From what I can gather, O-RAN (Open Radio Access Network) is huge, because it doesn’t require single vendor lock-in for your full system (with Ericsson and other legacy players, buying their antennas means buying their terminals, software, etc.). AmpliTech can set you up, then you can choose the vendors you want. And they’ve just been certified across Canada and the U.S. to do just that with 5G networks, with a major U.S. carrier already signed. On the Nvidia front, $AMPG was involved in an AI-RAN prototype at Northeastern University. It’s not a contract, but it is a extremely telling validation - especially considering Jensen Huang’s quote from last week’s EC: “Together with a global coalition of industry leaders, NVIDIA is building AI-RAN to transform the world's telecom networks into AI infrastructure everywhere." Connect the dots however you like, but when I do they create a very bullish shape.

New names floating around with high volume and sentiment / mindshare with retard explanations at the end of each. > $HYLN - their product KARNO generator is an alternate option instead of fuel cells in data centers (fuel cell expensive and bad life span, generator not.) > $025560 Mirae Corp - post packaging chip inspection tools into CXMT / sk hynix (the machines that test memory chips after they're packaged) > $HLIT - 95% market share in virtualized cable modem termination systems (the software running cable internet upgrades for most of the industry) > $SMTC - high speed signal integrity platform for 800G, 1.6T and 3.2T transmitters (the chips that move faster data inside AI clusters) > $SEDG - solar inverter maker, pivoting into AI data center power hardware (sun make energy for stuff) > $AMPG - only US maker of a 5G tower antenna , NVIDIA just picked it as the hardware for AI on cell tower. (the box on top of cell towers that beams signal to thousands of phones at once in cities and stadiums)

Plus, their O-RAN 5G systems JUST got certified for US/Canadian markets. And their hardware was just paired with Nvidia software for a landmark Northeastern University AI-RAN prototype. Direct quote from Jensen Huang during last week’s Nvidia EC: “Together with a global coalition of industry leaders, NVIDIA is building AI-RAN to transform the world's telecom networks into AI infrastructure everywhere.”

AmpliTech Group $AMPG's Q1 2026 numbers (released on May 13th): Revenue: $5.35 million, +48.6% y/y compared to Q1 2025. Net profit: -$1.52 million, an improvement of +17.3% y/y Gross margin: 48%, a significant increase compared to 33% in Q1 2025 Manufacturing and Engineering segment was the primary driver of revenue growth and margin expansion, with revenue scaling to $3.28M compared to $0.99M in the prior-year quarter. This is the most interesting segment, which includes their 5G Open RAN systems (AGTGSS), custom low-noise amplifiers, MMIC microchips, and satellite communications equipment, and has a higher gross margin of over 55%. Management guides 2026 revenue to be $50 million, however the CEO notes that revenue recognition will likely be heavily weighted towards the 2nd half of 2026, due to current production timelines and delivery schedules. The company's liquidity is strong with cash & cash equivalents rising to $18.4 million. Although dilution fears are still there, the strong cash position gives reassurance and the company is at the inflection point of commercializing and becoming profitable for the year 2026.

@The4FsMission Thanks very much!

@NumberedCorp That’s a great thesis. Very wise to not have blinders on.

Who’s the best account to follow for full time $ASTS coverage!? $ASTS is now my 2nd largest position, and I need someone to hold my hand to and thru the SpaceX IPO. Mainly so I have a good idea when to sell. I’m not riding this baby all the way back down.❌

If the full TAM can be realized? Absolutely. What is unlocking e-commerce and digital entrepreneurship across rural India worth? That’s one piece of a gigantic puzzle, with each bit holding massive potential. Execution is another story. If they had their own launch capability, I would throw every investable dollar I had at $ASTS, at today’s price, without hesitation. But that’s not the reality here, and the race to LEO is very much on for Kuiper and StarLink as well. Long way of saying that no, it’s not my belief. But I’m happy to hold and see how this plays out.

@NumberedCorp Is that your belief too?

@InvestmentGuru_ Don’t sleep on $AMPG - just got certified (US and Canada) for full stack O-RAN 5G networks, and their hardware was recently paired with Nvidia’s software in Northwestern’s first open platform AI-RAN system - the future of AI. AmpliTech a baby juggernaut.

10 stocks setting up for a potential big move. $BB – Cybersecurity + IoT turnaround story, quietly rebuilding. $JOBY – eVTOL leader with FAA progress and commercial launch ahead. $QS – Solid-state battery disruption, massive upside if commercialization scales. $SOUN – Voice AI growth accelerating with enterprise adoption. $PATH – AI automation leader as enterprises cut costs and boost efficiency. $SATL – Satellite connectivity play in a rapidly expanding space economy. $ONDS – Defense + drone communication systems gaining traction. $OSS – Edge AI and high-performance computing infrastructure exposure. $EOSE – Energy storage demand rising as grid modernization accelerates. $KOPN – Microdisplay + defense optics, strong exposure to AR and military tech. Themes are lining up: AI, energy, aerospace, defense, and next-gen mobility. These names can move fast when momentum returns — keep them on watch.

This is great! I wonder if you’ve checked out AmpliTech ($AMPG) yet. Their O-RAN Massive MIMO radio unit was just used as the central hardware platform in Northeastern University's demonstration of the world's first open-source prototype of a Massive MIMO AI-RAN system (with Nvidia’s AI Aerial software). Exciting company, I think it can play a big role in what’s coming.

@pennycheck Haven’t been an $IONQ fan since day one, and they stole my $SKYT hopes and dreams out from under me. But love $IONQ. The best kind of nerds making real, critical stuff. They rule.

I absolutely love the fact they gave INfQ and not IONQ 😚

🎯

@beezlebuddy @data168 That’s not noise, Ryan — that’s the signal.

@data168 how much better will ai models have to get so I don't have to keep reading THEY DIDN'T DO X THEY DID Y every third twitter post???

I hope you realize what just happened. Anthropic didn’t just drop a bomb, they just flipped the whole AI market on its head. Every AI stock, every sector, no exceptions, is about to get rerated hard. We’re talking infrastructure, chips, data centers, software, power, networking… all of it. The market’s about to wake up and start repricing the entire AI trade overnight.