"A Thematic Bet for the Coming Space & Satellites Meta" // a risky & interesting play on the coming Space & Satellites Season recently, the markets has been telegraphing that the biggest space meta in recent times is coming. the $spcx ipo has elon's full and undivided attention for the near future - check the unlock schedules and u'll realize that most of the current phase's unlocks happen between june-august. in other words, market movers are incentivized to bring as much mindshare & attention to the incoming theme of Space, Satellites, Satellite Networks. look into revenue trajectories & realize that spacex's primary growth drivers has always been its Satellites & Satellite Network businesses. guess who is selling shovels in the upcoming 2T space & satellites meta? a 160M mcap company in Hauppauge, New York. the only US-based AI-RAN & SATCOM Satellite Infrastructure provider. $AMPG. dd findings / thesis: 1. AMPG designs, develops, and manufactures precision RF/microwave components specifically optimized for SATCOM and space systems. 2. the flagship “only U.S.” product is their ultra-low noise figure LNBs (Low Noise Block Downconverters) and related Satellite Access Point Block Downconverters (BDCs). 3. these are critical front-end components in satellite ground stations, teleports, satellite dishes, and deep-space communication systems. 4. they receive weak satellite signals (from GEO, MEO, LEO constellations, or deep-space probes), amplify them with the industry’s lowest added noise, and downconvert the frequency for further processing. their directly available, already-positioned markets include: 1. Commercial and military SATCOM (streaming, data, broadband). Small sats, LEO/MEO/GEO satellite networks. 2. Deep-space communications. 3. Test equipment for satellite access point antennas worldwide. in other words, the exact sectors positioned to enjoy one of, if not the highest speculative premium AND growth upside in the upcoming Space meta bullrun. as per statements from AMPG, 1. “the only US based company that makes LNBs with the lowest noise figures in the industry, an essential component at the heart of satellite dishes, ground stations, and teleports that are used in military and commercial streaming and data platforms across the globe.” 2. “Lowest Noise Figure Block Downconverters (LNBs): Essential for satellite ground stations and deep space communications.” not to mention, $AMPG is the only US-based homegrown infra provider for this specific SATCOM infra. in other words - it is also aligned with the current onshoring narrative. this positioning is part of their broader “Made in the USA” / supply-chain security narrative (alongside their claims for 5G O-RAN radios and cryogenic LNAs for quantum). It differentiates them from foreign-dominated suppliers in the SATCOM component space. at the current mc of writing at 160M, if market allows, it is possible for it to be rated higher and look completely normal in a market's selected sector of speculative premium in a given time. interesting to see: $RGTI revenue is $10M with market cap of 7B$. $AMPG revenue is $25M with market cap of 160m$. ..and a likely space && satellites meta upcoming. perhaps the leadup to it itself alone can bring thematic shifts. after all, frontruns has been possible in previous market environments. AMPG isn't a bet on it dominating the entire space - but it is a proxy bet that the satellite infra meta will spike as a direct product of the market pushing spacex - either on its ipo leadup or on post-ipo itself. their SATCOM division, which is the only US-made ultra-low-noise LNBs, ULNAs & LNAs, sits squarely in the middle of the LEO ground-station & teleport supply chain that every major constellation needs. $AMPG makes industry-leading ultra-low-noise-figure LNBs, ULNAs, and LNAs, and they market aggressively for LEO/MEO/GEO ground stations, teleports, and small-sat applications - which makes upside to ride the overall LEO growth wave well-within the table. interesting plays in previous metas include $AXTI going from 90M mcap to $7B mcap in a few months - not saying that this will be the next $AXTI, but if/when the next meta arrives (which is likely to be Space & Satellites atm), it is obvious that the market would be hunting for the next $AXTI or $RGTI for now, $AMPG seems to be the play well-positioned across the space / telecom sector to ride the satellite meta leadup, or hopefully the satellite meta itself - as a US-based company you can't replicate AMPG's AI-RAN infrastructure, you can't replicate AMPG's satellite ULNAs, LNAs infrastructure, you can't replicate AMPG's onshoring-aligned positioning. but most of all, you can't replicate being at the Right Place, at the Right Time. the bet is the leadup to the biggest Space meta bullrun in recent history and hopefully, the biggest Space & Satellites bullrun itself. MP NFA DYOR - always manage risk. this is a 160m mcap stock, it is risky. only bet what you are ok with being at risk. would classify this as a high-risk thematic / narrative play as part of a broader satellite basket if possible, with any further fundamental growth additions being a nice bonus. if market allows, the hope is for a nuclear meta-like space meta. please do your own DD as well 👍 ** also, the play is off a significant pump, please manage risk or even just add it on watchlist rather than blindly fomoing ------ P.S. credits to the guys who found this earlier @rk8215 @chinoalemano @ChapoGrimey. i just got in yesterday at 6$ (160M mcap) from seeing them spot the new customers $NVDA $AMZN being added to ampg's newly launched website's customer list without announcement quite reminiscent of how $DGXX went from 200m to 800m mcap just from the customer list stealth additions, leading up to the announcement - without even counting the upcoming space meta premium. personally i am entering this play knowing that it's high-risk. rationale is that on very favorable string of sequences there is a possibility for microcaps to do very well (we have seen this with $RGTI $AXTI and more) but for every crazy play there's a hundred that doesn't play out, so please don't fomo and manage risk accordingly. ------ note: i like this play and hope it does well, but if market shifts or plays shift for whatever reason, i will reduce my exposure ad-hoc. will say once again to please not over-expose yourself and manage risk accordingly 🙏 these are very high risk plays.

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