Just published my $AMPG deep dive, don't bash me too hard, it's just my take :) Edit: I'm not long the stock currently

I’ve been watching $AMPG for a while now and, honestly, I think today’s move was one of the most bullish developments we’ve seen in a long time. A lot of people will look at today’s price action and just call it a short squeeze. I think that’s missing the bigger picture. The reason today’s move matters is because it happened in a stock that already has a huge short position against it. Shorts have spent months betting that the company would fail to execute, that revenues wouldn’t materialise, and that the stock would continue drifting lower. Instead, the exact opposite has been happening. Revenue is growing. Margins are improving. The company is debt-free. They’re expanding their presence in Open RAN, Massive MIMO, private 5G, SATCOM and defense. These aren’t small markets either. They’re some of the biggest technology growth opportunities of the next decade. What I think caught shorts off guard today is that there simply weren’t enough sellers. When a heavily shorted stock starts attracting real buying interest, things can get out of hand quickly. Shorts eventually become buyers because they have to close their positions. That creates a feedback loop where every move higher puts more pressure on the remaining shorts. The interesting thing is that this move wasn’t driven by a random meme-stock pump. The company has been stacking catalysts for months. Strong revenue growth, improving gross margins, major customer relationships, certifications, product development and a healthy balance sheet. Eventually the market starts paying attention. To me, today felt less like a squeeze and more like a re-rating. For months, $AMPG has traded like a company that nobody believed in. Today’s action felt like the market finally starting to price in what the business could actually become if management keeps executing. And that’s why I’m bullish. Because if today’s move was caused purely by shorts covering, it probably fades. But if today’s move is the start of investors recognising the value of the business, then we’re potentially looking at the beginning of a much bigger move. The shorts aren’t just fighting momentum anymore.They’re fighting improving fundamentals. And that’s a much harder battle to win.

This was from $AMPG's last earnings call (Q1 2026) but it cannot be stressed enough: COO Jorge Flores: "We are projecting Q2 to be definitely much higher than Q1." CEO Fawad Maqbool: "We've had very productive discussions with major MNOs, and it's more likely they'll go straight to POs, no LOIs. We'll be announcing those in the next quarter or so." In the next couple of months, we should be seeing new purchase orders being announced by $AMPG, and that is from multiple major MNOs. We are still not bullish enough on $AMPG. This is not some pre-revenue company. They are already actively generating commercial revenue and receiving purchase orders from major customers.

Morning all! Coffee smashed and a list of stock research blocked out for today! Let me know what you think of these names. $ADEA $AMPG $NUAI $KULR $SILC $CVU

Not even red markets stopped the $AMPG rerate, with green markers this goes faster to $1B. Massively undervalued. Shorts trapped too.

There aren't many deep tech companies with substance like $AMPG. A CEO who doesn't sell shares, a consistent business, strong revenue prospects, genuine technology, and sought-after partners by industry leaders. Such companies are truly rare.

Most of this map is noise to the average investor. But one name is quietly sitting on the layer everything else depends on, and almost nobody sees it. That name is $AMPG. The one that I think will do a parabolic move like $SIVE or $AAOI. Let me tell you the whole story. Look at where it sits: Connectivity & RF. The re-shored, certified domestic alternative for 5G, SATCOM and defense. One name in its lane. Here's why that lane is the one almost nobody is pricing correctly. Look at every other layer on this list. Photonics. Compute. Physical AI. Drones. Space. Energy. Every single one of them, at some point, has to move its signal somewhere. Data has to travel. And the layer that moves it through the air is RF, the radio. It's the connective tissue under the entire map. No radio, nothing else talks to anything. Now the problem that makes this a thesis and not just a product. America does not make its own radios. The companies that build the RF backbone of modern networks are all foreign: Nokia (Finland), Ericsson (Sweden), Samsung (Korea). The Chinese ones, Huawei and ZTE, are banned outright on national-security grounds. So the most powerful country on Earth, about to wire its economy, its defense and its AI into a wireless network, depends on other countries for the physical layer it runs on. That is a strategic vulnerability. Washington knows it. That's the gap $AMPG fills. AmpliTech is the only American company that designs and commercializes a 64T64R Massive MIMO O-RAN radio. That's the highest-capacity radio configuration in the modern stack, and it's the physical hardware that open AI-RAN runs on. Not the only one on Earth, Nokia and Ericsson make them too. The only American one. In a decade defined by re-shoring critical tech, that single word, American, is the whole point. And this isn't a pitch deck. It's already real. It's deployed at Telus, a Tier-1 North American carrier, running on live Open RAN sites alongside Samsung. It's a Strategic Partner in Open6G, the wireless hub funded by the US Department of Defense and run by Northeastern, sitting in the top partner tier right next to NVIDIA, Dell and Qualcomm. Its radio was the physical unit in the world's first open-source Massive MIMO AI-RAN demo, running with NVIDIA's Aerial software. And it was the only American-designed 64T64R radio to pass multi-vendor interoperability at the O-RAN ALLIANCE Global PlugFest. Then look at who shows up on its customer wall: NVIDIA, Amazon, IBM, Boeing, Lockheed Martin, Northrop Grumman, L3Harris, NASA. You do not land defense primes by accident. Those relationships take years of qualification before you're even in the room. That's a moat you can't fake. Now the fundamentals, because a thesis needs a business under it. 48% gross margins, up from 33%. Debt-free. $50M revenue guidance for the year (and they hit their prior guide, they don't have a habit of underdelivering). And managament promised even more. Real backlog, real LOIs. This is a company that already makes money doing this, today, with the radio. And stacked on top, for free, two pieces of optionality. AI-RAN, where towers become intelligent edge nodes, the demo with NVIDIA points at exactly where this goes. And quantum, where AMPG makes the cryogenic amplifiers superconducting quantum computers need for qubit readout (it's delivered proof-of-concept units to names like IBM and Google). I'll be honest about both: optionality, not the core thesis. Cheap call options on top of a real business, not the reason to own it. Here's the honest framing that actually makes this stronger, not weaker. $AMPG is not a chokepoint nobody can replace. AI runs without it. Other radio makers exist. I won't pretend it's irreplaceable, because it isn't. What it is, is the sovereign alternative. The American option in a layer the US increasingly refuses to outsource That's a strategic preference backed by policy and funding, not a technical monopoly. And strategically favored can re-rate a sub-$1B company just as hard as technically indispensable can. And the timing isn't subtle. The US just restricted its most advanced AI models from all foreign nationals, even allies. When a country starts walling off its critical tech from its own friends, it tells you exactly how it's going to treat the physical layer its AI economy runs on. It's going to want that made at home. So in a map full of chokepoints and physical inputs, $AMPG is the layer that moves the signal, re-shored, certified, and American. The screens get the attention. The infrastructure gets the returns. Not financial advice. I'm long $AMPG. DYOR. 📡

$AMPG 😅🔥

$AMPG IS SUPER EARLY.

JUST IN: Donald Trump has made peace with AI-RAN. Great news for $AMPG. Shorts getting squeezed.

Was it too late to buy $AXTI or $SIVE at $30, after they'd already run 600%? The answer is obvious: no, it wasn't. The people who stayed out "because it had already gone up too much" missed most of the move. Lately people ask me "Is it too late to buy $AMPG"? I haven't sold a single share. And that alone answers the question. Because if I truly believed it was too late to buy, what I'd really be telling you is that it's time to sell. They're the same sentence with a different face. "Too late to buy" and "time to sell" mean exactly the same thing. And I'm not selling. So I can't tell you it's too late without my own actions calling me a liar. Here's what people get backwards. "Late" and "early" feel like they're about the price. About the chart. About whether you caught the move or missed it. They're not. Not for a company at this stage. It comes down to one thing only: whether you trust what the company actually is. Think about AXTI and SIVE. The people who sold or never entered "because it had already run 600%" were staring at the chart, not the business. The ones who held or bought were looking at the thesis. If you trusted the company, $30 was just a stop on a much longer road. If you didn't, you thought it was late, and you'd have thought it was late at any price. Because that's the trap: if you don't trust the company, it was late at $3, it's late at $8, and it'll still feel late at $20. The chart was never your real question. Your real question was always whether you believed in it, just disguised as "timing". So instead of asking me about timing, ask yourself whether you believe the thesis. Let me tell you why I do. This is the only American company commercializing the 64T64R AI-RAN radio, the physical hardware the open AI-RAN future runs on. It's already deployed at Telus, a Tier-1 carrier. It's a Strategic Partner in the DoD-funded Open6G hub, in the top tier next to NVIDIA, Dell and Qualcomm, with its radio already tested alongside NVIDIA's Aerial software. That's not a meme. That's a real position in a layer the US is actively trying to re-shore for national security. Underneath that sits a real business: 48% gross margins, debt-free, revenue growing fast, defense primes and NASA on the customer wall. And stacked on top, for free, genuine optionality in quantum and in space. The kind of upside you don't even pay for at this valuation. I won't insult you by pretending it's risk-free. It isn't. There's customer concentration, there's dilution, there's execution risk. I've said all of it openly. A company is never a sure thing. But "is it too late" was never the question that matters. The question that matters is this: do you understand this company well enough to hold it through the noise, the FUD, the red days, and the people screaming that you're late? Because that conviction is the only thing that decides whether you actually capture the story or get shaken out halfway. So here's my honest answer, the one I can stand behind: It's late if you don't trust the company. It's early if you do. And the only person who can answer which one you are is you. Do the work. Read the filings. Build your own conviction, or don't. But don't outsource it to a chart, and don't outsource it to me. I just know which side I'm on. And I haven't sold a share. Not financial advice. I'm long $AMPG. DYOR. 📡

$AMPG's vertically integrated LNA/MMIC stack gives it a defensible hardware moat at the intersection of O-RAN certification, AI-RAN trials, and cryogenic quantum readout, while trading at 6.4x sales as it approaches first-time profitability on a $50M FY2026 revenue guide. Up 4% today. Big day ahead.

If you want to actually understand $AMPG, stop scrolling hype and read this. Coffe House Stocks just put out one of the most thorough breakdowns of AMPG I've seen. Not a pump. Real research: the business model, the patent moat, the catalysts, and (refreshingly) the risks laid out honestly. A few things it nails that most threads skip: The moat is vertical integration. AMPG designs the MMIC chip in-house, packages it natively, and builds it into its own antennas. Competitors stitch that together from separate vendors, which adds noise and loss. That's a real, structural edge, backed by a stack of granted patents (2025 and beyond). The catalysts are concrete, not vibes. ➟ Open6G OTIC certification (only US-designed 64T64R certified there). ➟ The NVIDIA AI Aerial integration. ➟ FCC and ISED clearance for the full 5G DAS stack. ➟ Sole 64T64R vendor at the O-RAN Global PlugFest. ➟ And LOIs converting into real funded POs. The framing I keep coming back to: a valuation floor (cash, zero debt, real IP, P/S of ~6x) under a genuinely uncapped ceiling across O-RAN, SATCOM and quantum. And I would add: ➟ Management said they will close deals this quarters, probably straight POs and not LOIs. ➟ Management with bullish vibes, on Linkedin and earnings call. Asymmetry, with eyes open. This is the kind of DD this name deserves. Go read the whole thing and follow @CoffeeHouseStks. Not financial advice. I'm long $AMPG. DYOR. 📡

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.

$AMPG and O-RAN is interesting combo. When you research $AMPG you will eventually see words "4K Cryogenic LNA". That will lead you to rabbit hole of Quantum computing and supply chains. You will quickly find out that the whole american quantum and O-RAN revolution is dependant on $AMPG.

$AMPG Current price = $8.40 $10 = $260 million market cap $15 = $390 million market cap $20 = $520 million market cap $30 = $780 million market cap $40 = $1 billion market cap $50 = $1.3 billion market cap We are still so early. ⏳

$AMPG is the only US company capable of building the 64T64R monster machine, the ORAN, and boasts the world's best performance. That's why Northeastern University, a leader in the communications industry, has placed this small company, $AMPG, at the table of giants.

The US government just set a precedent. It ripped the most powerful American AI model away from every foreigner on earth. Critical tech is becoming a "made in America, controlled by America" game. I expect $AMPG to re-rate aggressively on this news, and here's why: AmpliTech is the ONLY American company with a commercialized, O-RAN certified 64T64R Massive MIMO radio. The highest radio config in the entire 5G stack. Not the only one on earth, but the only American one. When Washington starts walling off the supply chain, that one word "American" becomes their moat. The same company also manufactures 4K cryogenic LNAs for quantum readout and defense/satcom RF. American-made, across the exact categories the US just declared strategic. And here's where it gets interesting: Telus is investing $66 billion to modernize its fibre and 5G network and to convert corporate buildings into residential housing. This is exactly what CEO Fawad Maqbool talked about on LinkedIn three weeks ago. Connect the dots. And that's just one project from one telecom company. After this news, do you think US telecom companies will want to keep building on Korean, Swedish, or Finnish radios from the likes of Samsung, $ERIC or $NOK and risk retrofitting the entire network later with American-made tech? No. They'll go straight to AmpliTech, which has the only American commercial product and the patent portfolio behind it. When you buy $AMPG, you're not just betting on the future of O-RAN and quantum computing. You're buying a $200M micro-cap that's the only American-made way to do it. The market hasn't priced this in yet at all. It will. NFA.

Thoughts on $AMPG? US based 5g play