Bouycn

829 posts

Bouycn

Bouycn

@bouycn

Katılım Kasım 2024
107 Takip Edilen48 Takipçiler
Bouycn retweetledi
ConcreteCrypto99
ConcreteCrypto99@99QQ111971·
100 percent in Agreement with you. $MNTS with a market cap of 31 million or $AMPG with a market cap of 75 million can jump to a 2x-100x easier than a pumped market Cap of 1-4- Trillion. Unfortunately many people do not understand Market Cap. $RDW with a market cap of 2.8 billion is my Favorite space play at the moment. lets go Space X
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Scam killer
Scam killer@DVLT146025·
@kkk_is_lol I don't like this kind of exaggeration, but $AMPG is highly likely to expand significantly into the quantum computing, defense, and space industries in the future. This is because their signal amplification semiconductors are the most precise in the world.
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Scam killer
Scam killer@DVLT146025·
My opinion is always fact. And $ALMU is rubbish. Of these, only $ALMU is scheduled to begin mass production after 2029. There are no orders, and it only has government subsidies; it's not even clear if mass production is theoretically possible.
Scam killer@DVLT146025

@chess999999 Poet> lwlg>atom>almu Yes, that's definitely the order in my opinion.

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COBBER
COBBER@cobber_32·
On a overall red day $AMPG ended green. Sowing strength
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Bouycn
Bouycn@bouycn·
@the_analyst_24 As they said some new PO instead of LOI will be released soon. Let us see what kind of PO and the volume. If that is contract with tier one carriers with substantial amount, the PPS will surely explode
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The Analyst
The Analyst@the_analyst_24·
@bouycn Yes, they need to deliver now the next quarters and announce maybe some new contracts, then the market should slowly wake up.
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The Analyst
The Analyst@the_analyst_24·
THE "MADE IN USA" 5G JUGGERNAUT IS DELIVERING! Deep Dive into AmpliTech Group $AMPG Q1 2026 Earnings I just read the latest earnings and conference call from AmpliTech Group. The underlying fundamental engine is accelerating, margins are exploding, and the balance sheet is an absolute fortress. Here is why the telecom sector needs to pay close attention to this micro-cap: 1️⃣ Financials: Hyper-Growth & Margin Explosion • Revenue: Hit $5.35M (+48.6% YoY) driven by immense demand for their 5G and Manufacturing/Engineering product lines. • Gross Profit: $2.57M (+116.1% YoY). • Gross Margin: Expanded massively to 48% (from 33% a year ago). A 1,500 bps jump proves their advanced tech can scale profitably! • Net Loss improved by 17.3% as R&D transitions into full-fledged commercialization. • Note on SG&A: Expenses temporarily ticked up due to Q1 seasonality (audit, D&O insurance, NASDAQ fees, MWC trade show), paving the way for high operating leverage moving forward. 2️⃣ The O-RAN Moat & Resumed Shipments AmpliTech remains the WORLD'S ONLY company certified by OTIC for 64T64R O-RAN 5G Massive MIMO radios. This third-party validation is a massive de-risker for Tier-1 mobile network operators (MNOs). • Shipments under their critical $40M LOI with a North American MNO resumed in April. • Order backlog currently exceeds $20M. • Their larger >$70M LOI is delayed due to global supply chain/macro factors, but management expects deployment later this year. 3️⃣ Valuation & Fortress Balance Sheet (Updated May 2026) • Current Stock Price: ~$2.87 • Market Cap: ~$72.7M • Net Debt: Deeply negative! They hold $18.4M in cash, cash equivalents, and marketable securities and are completely debt-free. • Working Capital surged to $25.4M, with a Current Ratio of 4.25. With over $16M raised via recent offerings, they have the war chest needed to execute their massive pipeline without the burden of interest payments. 4️⃣ Forward Outlook: The Pipeline Conversion While macroeconomic tensions and supply chain constraints require a back-half weighted revenue profile, the short term looks extremely robust. COO Jorge Flores stated Q2 is projected to be "definitely much higher than Q1." Furthermore, CEO Fawad Maqbool noted that advanced discussions with major MNOs will likely bypass LOIs entirely, moving straight to direct Purchase Orders (POs) very soon. 5️⃣ The Big Picture With a unique position servicing commercial MNOs, military applications, and private enterprise networks (like Northeastern University's campus-wide 5G deployment), $AMPG is a prime candidate for massive scaling. They are delivering on the "Open RAN" holy grail, allowing carriers to break free from proprietary hardware lockdowns. For a company maintaining its $50M full-year revenue guidance, trading at these multiples with a pristine balance sheet is a severe market disconnect. Disclaimer: Not a financial advice. Always do your own DD. #5G #AMPG #Investing #Telecom #TechStocks #StockMarket #ORAN #Equities
The Analyst tweet media
The Analyst@the_analyst_24

📡 AmpliTech Group $AMPG: The "Silent Engine" of 5G & Quantum is Revving Up! 🚀 AmpliTech Group isn't just a component maker; it’s becoming the backbone of US-made 5G infrastructure. After a deep dive into their tech and market position, here is why $AMPG is a key player to watch in 2026. 🧵👇 1. Company Profile 🏢 a. The Company: Based in New York, AmpliTech $AMPG designs world-leading signal processing tools. From satellite links to 5G and Quantum Computing, they solve the "noise" problem in wireless data. b. Shareholder Structure: Strong alignment with a ~12.6% insider stake (led by Founder/CEO Fawad Maqbool). Institutional backing (~22%) from giants like Vanguard provides a solid floor. 2. The Product Edge: Why they win 🛠️ The "LNA" Secret: Their Low Noise Amplifiers offer the world’s lowest noise figures. Better signal purity = more range + less power consumption. O-RAN First: The first US company with a certified 64T64R MIMO radio platform. This is the "Open RAN" holy grail that allows carriers to break free from proprietary hardware lockdowns. Beyond Earth: Their "Space-Qualified" tech is built for the vacuum of orbit, while their Cryogenic amps power the sub-zero world of Quantum Computing. 3. Valuation Snapshot (March 2026) 📊 Market Cap: ~$65.65M (Still a micro-cap with massive upside). Enterprise Value (EV): ~$57.26M. Net Debt: -$8.39M (Strong cash position, effectively debt-free). EBITDA: Positive momentum started in late 2025; scaling rapidly now. 4. Earnings & Growth 💰 2025 Performance: Revenue hit ~$25M+ (160% YoY growth). 2026 Target: On track for $50M+ with a pivot to full-year profitability. The Pipeline: A massive $118M in LOIs (Letters of Intent) provides huge revenue visibility for the next 24 months. 5. The "Ericsson" Factor & Peer Group 🔍 While peers like Airgain or Eltek focus on standard RF, $AMPG is a prime M&A target. The Synergy: As Ericsson $ERIC shifts to O-RAN (notably the $14B AT&T deal), AmpliTech’s US-made, certified hardware is the "Perfect Match" to fill their hardware gap. Growth: Outpacing the industry average with a projected 44% revenue CAGR. 6. Forecast 2030 🔮 Vision 2030: Targeting a 25-30% sustained CAGR. Goal: To be the #1 US-based supplier for domestic 5G/6G infrastructure, leveraging "Made in USA" incentives like the CHIPS Act. 7. Opportunities & Risks ⚖️ ✅ Wins: Strategic O-RAN lead, high barriers to entry in Cryo-tech, and a clean, debt-free balance sheet. ⚠️ Risks: Small-cap volatility, execution risk on the $118M pipeline, and competition from global giants. 8. Conclusion 🏁 AmpliTech is a "Small Fish in a $20B Pond." With its unique ability to serve both the ground (5G) and space (SatCom) segments, it is perfectly positioned for the next era of connectivity. Whether as a standalone grower or a takeover target for a giant like Ericsson, the value is clear. Disclaimer: Not financial advice. Always do your own DD. #5G #QuantumComputing #StockMarket #AMPG #Investing #ORAN #Ericsson #TechStocks #SpaceEconomy #MadeInUSA globenewswire.com/news-release/2…

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Space Investor
Space Investor@SpaceInvestor_D·
WHAT A WEEK 🚀 $VELO 39% $SATL 31% $AMPG 30% $RDW 26% $VOYG 16% $RKLB 15% $LUNR 15% $SIDU 11% $SPIR 8% $FLY 8% $ASTS 7% $PL 6% $BKSY 1% $HAWK -1% $VSAT -4% $YSS -30% Have a great weekend Conviction Pays 🫡
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Bouycn
Bouycn@bouycn·
@cobber_32 It is the turn of AMPG to be insane🔥
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COBBER
COBBER@cobber_32·
@bouycn That would be insane 🤣 but I sure hope so
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Bouycn
Bouycn@bouycn·
@alphaportai Maybe now is the best time to enter if we look back after 10 years
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ALPHAPORT.AI
ALPHAPORT.AI@alphaportai·
$AMPG Revenue & Gross Profit — 3 years quarterly. Revenue has shown some fluctuation, but gross profit remains relatively stable. via @alphaportai
ALPHAPORT.AI tweet media
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BlankBets
BlankBets@BlankBetss·
Give this a read if you miss the earnings call for $AMPG It’s getting interesting , will be shock if we see a major dip.
BlankBets@BlankBetss

Just finished listening to $AMPG Q1 Earnings Call, these are my key takeaways: Revenue & Shipments • Revenue of $5.35M, up 48.6% YoY — but impacted by delays from increased logistics costs and supply chain disruptions driven by global memory and AI component demand • Resumed shipments to North American MNO under the $40M LOI in April (post-quarter) • Revenue recognized from LOI activity in Q1 was approximately +$3M • $78M LOI (international customer) — revenue recognition expected later this year; overseas logistics are the primary bottleneck • Management guided that Q2 revenue will be "much higher" than Q1, citing ramping supply chain and increased LOI order flow Order Pipeline & Backlog • Distribution segment holds $20M+ in backlog orders • MWC Barcelona generated significant customer acquisition activity: Ongoing discussions with major MNOs going straight to PO (purchase order), bypassing the LOI stage; finalizing details expected announcement next quarter • Sudden demand interest including from military customers • Active outreach expanding into European markets Product & Technology • Achieved additional certification for 64T64R Massive MIMO radio platform • University partnerships progressing — Northeastern University planning to deploy AmpliTech's private 5G system on campus after successful testing, with other universities in the pipeline • Several military applications under discussion; Department of War expressing interest in private 5G • Private 5G enterprise demand growing, driven by increasing automation and AI tool adoption Margins & Cost Structure • Gross margin of 48.0% — but management cautioned margins will be non-linear as production is still in ramp-up phase • On sustainability of margins at scale: management sees a good chance of margin expansion as the company has already invested in supply chain infrastructure ahead of demand • SG&A was elevated in Q1 due to seasonal factors — audit expenses, insurance renewals, and compliance costs typically front-loaded in Q1 (Note: Might have some inaccuracy as I do not have the transcript available yet.)

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Lily Funds
Lily Funds@LilyFunds·
$AMPG as we heard on the call is Hyper- Focused w/ onboarding MNOs (Mobile Network Operator) bc the global Open RAN (O-RAN) market is on fire w/ ‘26 projections in this report is at $8.3B & expected to reach over $40B by ‘33, driven by 5G rollouts &North American, Japanese, & European adoption. 🐂 It is being deployed, particularly in North America, to diversify suppliers, enhance network flexibility, & reduce long-term costs, with high demand for 5G. Seems like a tremendous opportunity for $AMPG hence the 4+ yrs of building, planning & setting up 🧑‍🚀 persistencemarketresearch.com/market-researc…
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Lily Funds
Lily Funds@LilyFunds·
$AMPG Q1 ‘26 conf call snippet New Customers coming 💭 oh Yay! Credit to @MaximGrp analyst Jack Vander Aarde questions; CEO/Founder Fawad Maqbool (who has NEVER sold & made many purchases in past) replied when asked about new customers pipeline, “Yes. So we have had very productive discussions and conversations with major MNOs and we will probably - it's more likely that they'll go straight to Pos, no Lols.” Hear for yourself 🐂🧑‍🚀🐂
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Lily Funds
Lily Funds@LilyFunds·
Here is $AMPG customer prospect short list they already have TELUS 🇨🇦 that’s the $40LOI that’s been funded 🧑‍🚀
Lily Funds tweet media
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Lily Funds
Lily Funds@LilyFunds·
$AMPG @MaximGrp analyst question about Q2 outlook take a listen 🐂🧑‍🚀🐂
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Bouycn
Bouycn@bouycn·
@BlankBetss 😀if the stock starts to be noticed by more, it really could skyrocket. It is related to a lot of fields:5G/6G/quantum/space communication/chip design distribution etc. all depends on the execution of the management. Not surprised to see it becoming a giant in the future
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Bouycn
Bouycn@bouycn·
@LilyFunds Still super optimistic. Ampg has now about 18million cash which means they have funds for R&D and donot worry about funds shortage in the coming years, especially the company is expected to have positive cash flow this year. Hope they can focus on the right thing,could be 100x
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Lily Funds
Lily Funds@LilyFunds·
Right now at $2.87, $AMPG trades at 1.44x forward sales on the $50M guide. Every peer doing meaningful growth in the 5G/RF infrastructure space trades at 2–2.75x P/S. The margin alone of 48% gross margins justifies the upper range imo. As the $50M guide holds & margins stay at 48%, this stock should trade at $5–7 on peer multiples alone. 🚨 That’s before giving any credit to quantum, space, or Nokia/Ericsson OEM supply chain optionality, private 5G w/ colleges, hospitals, etc 🧑‍🚀
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