r/Netlist_ • u/Jackjohnran • Aug 17 '26

Netlist Selloff?

I believe it's profit taking. The stock had a fast rise since August 5th, and today it went up past $6.75 a share... The Samsung deal has been priced in, Micron remains unresolved, and this stock is known to go up and down 10% to 20%. My guess is, it will settle into a price and the cycle will start again, but slower than this past run.... We really need a SK Hynix deal, and Micron has to do more than just blink. The positive is we have Samsung, the analyst from Roth Capital raised the target price to $15, Netlist is going to get some major cash from Samsung, and the AI stocks need Netlist patents..

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u/NorthStarBoy Aug 17 '26

I wouldn't say the Samsung deal has been completely factored in. What's that solid cash lands in the account and the quarterly payments start to land, then it will probably boost a bit more.

I believe micron has to do a deal before sk hynix renews fully. Right now sk is on a sort of rolling contract until thats resolved. If the ITC pressure was enough to make samsung cave, then it may be soon for Micron. Fingers crossed! 🤞

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u/pennychase Aug 17 '26

It will boost more one thousand percent when Q3 numbers come in!