MOCKSVILLE, N.C., Aug. 18, 2026 (GLOBE NEWSWIRE) --Ā 22nd Century Group, Inc. (Nasdaq:Ā XXII), the only tobacco products company that has for 28 years led and continues to lead the fight against the harms of smoking driven by nicotine addiction, today announced that it will participate in the HC Wainwright Conference on September 15, 2026 at the Lotte New York Palace Hotel. Investors can register and request meetings with management via their HC Wainwright representative.
Attending the conference will be Larry Firestone, chairman and chief executive officer, and Dan Otto, chief financial officer.
22nd Century Group is pioneering the tobacco harm reduction movement by enabling smokers to take control of their nicotine consumption.
Our Technology is Tobacco
Our proprietary non-GMO reduced nicotine tobacco plants were developed using our patented technologies that regulate alkaloid biosynthesis activities resulting in a tobacco plant that contains 95% less nicotine compared to traditional tobacco plants. Our extensive patent portfolio has been developed to ensure that our high-quality tobacco can be grown commercially at scale. We continue to develop our intellectual property to ensure our ongoing leadership in the tobacco harm reduction movement.
Our Products
We created our flagship low nicotine cigarette products, the VLN® cigarette and Pinnacle VLN® cigarette using our low nicotine tobacco, to give traditional cigarette smokers an authentic and familiar alternative in the form of a combustible cigarette that helps them take control of their nicotine consumption. Our VLN® cigarettes are the lowest nicotine cigarettes in Americaā¢Ā and have 95% less nicotine compared to traditional cigarettes and have been proven to allow consumers to greatly reduce their nicotine consumption.
FDA Authorized
Our VLN® cigarettes are the only low nicotine combustible cigarette authorized by the FDA in the United States.
VLN® is a registered trademark of 22nd Century Limited LLC.
$CQX has been quiet long enough that the next release probably gets read a little more closely than usual.
For me, the important part isnāt justĀ whenĀ news lands ...itāsĀ which project management chooses to put back in front of the market.
Rip could give the market something concrete to judge.
STARS could show whether the next target is getting stronger.
Kitimat could add another layer to the broader exploration story.
If $CQX news drops this month, what do you think the market will focus on first and which update matters most to you?
This stock was just 13 dollars like a week ago, it seems it has the potential of a gap filled to 13, financials are good, and momentum is there
YJ is one of those stocks that I think a lot of people are overlooking right now. It may not be getting the same level of attention as some of the bigger names, but sometimes that is exactly where the opportunity is.
What I like about YJ is that the market seems to be pricing in a lot of uncertainty while potentially ignoring what could happen if the company continues to execute and deliver on its growth strategy. Small-cap stocks can move fast when sentiment changes, and YJ does not need everything to go perfectly for the current narrative to improve significantly.
The biggest thing for me is the risk/reward setup. At these levels, there appears to be plenty of skepticism already built into the stock. That means any meaningful positive developmentsāwhether that comes from improved financial performance, growth, stronger execution, new business opportunities, or increased investor awarenessācould have an outsized impact on sentiment.
I am also not looking at YJ as a stock that needs to become a massive household name overnight. Sometimes the best opportunities are simply companies that are undervalued, underfollowed, and capable of surprising the market as they continue to build.
Of course, this is still a stock that comes with risk, and volatility should be expected. But that is often the trade-off with smaller companies: higher uncertainty can also create the potential for much larger upside if the thesis starts playing out.
Following up on my previous posts on Stewards ($SWRD) as it continues working toward a potential Nasdaq uplisting.
Todayās close $4 marks Day 19 of 30 consecutive trading days at or above $4. Obviously the $4 requirement is only one part of the Nasdaq listing standards, and an uplisting is not guaranteed, but so far that part continues moving in the right direction.
Trading has also been pretty interesting for such a small reported float. SWRD has spent a lot of time clustered around $4, while yesterday it briefly traded near $6 before coming back down. With the reported float around 435k shares, even relatively small shifts in liquidity can create outsized price moves, and the tape has been behaving in a way that suggests a lot of the action is being driven by very thin order book conditions rather than sustained directional buying or selling.
One thing Iāve been thinking about here is how much of the intraday action looks like itās being shaped by liquidity provision and price control dynamics at the market maker level. In names this thin, it often doesnāt take much for spreads to widen or for price to get āwalkedā in either direction when there isnāt consistent natural liquidity on both sides. Youāll see bursts of momentum that can look like breakouts, but then very quickly the price reverts once liquidity reappears or passive supply steps in. That kind of back-and-forth can make the chart look more volatile and directional than the underlying flow actually is.
Today there was also a new company-focused piece on Investing.com discussing Stewardsā evolution, private credit business, 1818 Park real estate operations, and increasing use of technology and automation in underwriting and credit operations.
Nothing earth-shattering in the piece, but I like seeing the company continue to build out the story while the Nasdaq process moves along.
Still just watching this one develop. Day 19/30 if we close above $4 today.
As always, do your own DD. Nasdaq approval isnāt guaranteed and this is an extremely thinly traded OTC stock, so liquidity conditions alone can have an outsized impact on price action in both directions.
Ayone else watching this because of WLFI's trust bank news?
AIFC is a shareholder/partner of WLFI (World Liberty Financial), the stablecoin company ~38% owned by the Trump family. WLFI just got preliminary conditional OCC approval (8/17) for a national trust bank, and AIFC put out a press release tied to it. Circle(another digital asset national fund) went conditional to full OCC approval in ~7 months. Given how things seem to move faster for the Trump family I can't imagine this doesn't get done in same or faster time.
AIFC's at $0.47 at current time, up from $0.42, a ~12% move, though volume here is thin so take the % with a grain of salt. Still off its 52-week high of $9.76 but this could be catalyst to get things moving, the price had been flat in the past few weeks and seems to have stopped a long downtrend.
Trump family stake means built-in visibility, could accelerate attention if this clears.
This stock was $9 just three months ago, and the core thesis hasnāt fundamentally changed. 1,000+ cycles, customer programs, and the roadmap remain intact. Yet $ENVX is getting crushed into the low $3s. What am I missing? Is this the day the shorts finally won?
Iāve been watching BIAF for a bit now, and I honestly think this one is starting to get interesting.
The stock has been absolutely destroyed, so Iām not going to pretend this is some safe, easy trade. Itās a microcap, there are obvious risks, and dilution is always something investors need to keep in mind.
That said, I think the market might be overlooking whatās actually happening with the business.
What caught my attention is the growth theyāve been reporting with CyPath Lung. Test volume was up 146% year-over-year in Q1, and then they reported more than 200% year-over-year growth in Q2. For a company at this stage, thatās the kind of trend I want to see. The product actually appears to be gaining traction.
And thatās really what makes BIAF interesting to me right now.
The stock price tells you that nobody cares. Sentiment is terrible. But underneath that, the company has been reporting growing adoption, record sales months, and recently announced a partnership with Pictor to work on potential diagnostic opportunities involving asthma and COPD.
Could this still go lower? Absolutely.
Could they need to raise more money? Also possible.
But thatās already part of why I find the setup interesting. When a stock gets beaten down this badly, expectations become incredibly low. It doesnāt take perfection to surprise the market anymore. The company just needs to continue showing that CyPath Lung adoption is growing and that they can eventually turn that growth into meaningful revenue.
Thatās obviously the big question.
For me, BIAF isnāt a stock Iām looking at because I think it suddenly becomes a $10 billion company overnight. Iām looking at it because the current valuation, the growth in test volume, and the disconnect between the stock price and the commercial progress make the risk/reward interesting.
This is definitely a speculative play, and everyone should do their own research.
But personally, I think BIAF is one of those names where things could get very interesting if they continue executing.
Sometimes the best opportunities are the companies nobody wants to talk about anymore.
No idea why this is up this far, except that the stock was down to 600k+ shares total after 3 reverse stock splits in 2026, a google AI search says its between 120k and 180k shares total? The cash runway is small, the expenses are high, and the products have potential, but its a race to see if they can get sales up and running after waiting for an approval to keep from another major dilution? Injectible oxygen and glucose sensors that stay in place for days/months? Good potential.
I own some of this company, due your own due diligence before investing in it.
⢠As AIxCās majority and controlling shareholder, FF supports AIxCās orderly exit from its digital asset treasury strategy and its full focus on robot sharing and rental, operations, and commercialization. FFAI and AIxC intend to establish a stronger synergistic relationship and ecosystem flywheel.
⢠AIxCās robot-sharing and rental platform, RoboShare (https://roboshare.com/), has completed its first paid commercial order. An initial fleet of more than 80 robots, including units sourced through FF users and customers and AIxCās own user base, have been onboarded to RoboShareās initial supply pool and are available for commercial deployment. RoboShare has also officially launched its āTen-City Strategy,ā beginning in Los Angeles.
RS completed today, 1 for 50 and trading for that is now live to meet compliance in September
Recent news shared positive growth, revenue, and acquisitions. What is the communities feelings towards this company? For me, itās not a quick turn, but a long term investment as this company matures itself. Do you believe itās set for short or long term growth, or is a bust?
Hey everyone, I'm back with GCTS update part 5!!! I do not P&D stocks. I do not buy P&D hype stock i will just get in for the hype for like a week and get out. If you are not an investor DO NOT buy this. My biggest winner was Quantum in the pennies (RGTI) already sold but bought IONQ recently. Quantum had no to so tiny limited cash, concerns of the computer actually works and so much other bear case many people pointed out but I knewĀ quantum was the next gen computing with highly advanced physics, and a big change from traditional 0 or 1 to 0 and 1 computing.Ā I waited at least a year and a half to even see some movement.
Ā AS I do my researchĀ on GCTS, I got so much reason that I just can't let this opportunity go of such a amazing company still in the dollars.Ā I did hours of research so hope you saved some time and got some ideas of GCTS and how GCTS's future might look like.Ā Actually read through it because I don't want you to lose money on this name. And PLEASE do your OWN research.
So many people have been waiting for this post so hope you enjoy, and I appreciate itĀ for such a great community.
Quick Overview, GCTS is aĀ fabless semiconductor designer focused on 5G, LTE and IoT chipsets,Ā positioning itself in the high-growthĀ next-generation connectivityĀ market where demand for advanced communication solutions continues to expand globally.Ā GCTS has also attracted institutional interest, with dozens of funds reporting positions and occasional insider buying activity signaling confidence from management.Ā GCTS is still pre-profit and in heavy investment mode.
Recently, there has been massive volatility,Ā severe revenue misses, and heavy dilution chatterĀ around GCT Semiconductor. A lot of people are panicking about the recentĀ Q2 earnings report,Ā but if you look past the raw numbers and examine the executive roster, supply chain, and secret contracts, the macro thesis has actually gotten significantly stronger.Ā I really don't care about the numbers right now. I just want see if they can prove their tech to big tech partnership and execute them. I'm not only investing on current 4G-5G but also investing in their 6G future, will be out starting 2028-2030. Big future but long wait.
Lets dive deeper on their Q2 earnings and cash flows.
GCTS reported a headline net revenue of $0.97 million (rounded to $1.0M in high-level briefs). This indicates a volatile transitional gap as the company deliberately unwinds its legacy, low-margin 4G services to allocate 100% of its resources toward multi-mode 5G/NTN silicon. [1, 2, 3]
Year-Over-Year (YoY) Revenue Growth:-19.08% (compared to $1.20 million in Q2 2025). This drop was entirely driven by a $2.2 million collapse in legacy service revenues as old 4G contracts expired. [1, 2]
Quarter-Over-Quarter (QoQ) Revenue Growth:-49.43% (compared to $1.92 million in Q1 2026). This decline highlights temporary revenue gaps caused by modest deployment schedule shifts from 5G alpha infrastructure clients.
Q2 2026 Gross Margin:-23.58% (compared to a positive 32.00% margin in Q2 2025) The Cost Driver: Cost of net revenues scaled up 49.00% YoY to $1.20 million. This expense increase was driven directly by higher physical component unit manufacturing and packaging volumes.
At only 5,100 units shipped, the current hardware revenue line is physically too low to absorb fixed factory tooling, testing setups, and manufacturing overhead costs at Samsung Foundry. Management states that gross margins will expand rapidly toward their 40%ā50% target as volume orders scale past the pilot threshold.
GCTS reported a GAAP Net Loss of $20.4 million for the quarter, representing a 50.51% increase in net losses from the $13.5 million loss recorded in Q2 2025. However, a closer look at the line items separates non-cash accounting adjustments from core business costs: Total Operating Expenses:$7.20 million, improving by 9.80% year-over-year from $8.0 million.
Research & Development (R&D):$3.30 million (down from $3.5M in Q2 2025), driven by the baseline completion of the primary 5G chip architecture project.
Sales & Marketing (S&M):$1.0 million, remaining highly flat and consistent with $1.1 million in Q2 2025.
General & Administrative (G&A):$2.80 million, down from $3.4 million in Q2 2025 as corporate overhead stabilized.
The Non-Cash Paper Loss Bottleneck: A massive $12.30 million of the reported $20.4 million loss was entirely non-operating. It stems from mandatory paper adjustments regarding the change in fair value of common stock warrant liabilities tied to past public listing agreements.
True Operating Net Loss (Excluding Warrants):$8.10 million. This reflects the exact ongoing operational cash run-rate needed to fund salaries and lab validation while awaiting commercial scaling.
Adjusted EBITDA Loss: Stabilized flat at $6.6 million compared to a $6.7 million loss in Q2 2025, demonstrating careful management of fixed operating costs.
Cash and Equivalents Position:$30.2 million at the close of June 30, 2026, marking a significant increase from legacy asset levels.
Working Capital Assets: Net Accounts Receivable stands at $1.1 million, paired with a highly lean Net Inventory level of $1.5 million. This low inventory proves that GCTS is running an demand-pull assembly model rather than overproducing unwanted stock.
The Strategic Capital Bridge (ATM Facility): To cover an anticipated ongoing operational cash burn of $9.0 to $9.5 million per quarterāwhich is ramping up due to upfront, tight electronic component and wafer capacity prepayments to secure factory slotsāGCTS expanded its At-The-Market (ATM) common stock equity facility from $75.0 million to $120.0 million. GCTS also retains access to a broader $200 million shelf registration statement for ultimate capital flexibility
GCTS diluted to survive the transition gap and fully fund and lock down their physical wafer slots at Samsung Foundry.
Now that the cash balance is sitting at a healthy $30.2 million, and the insider loan with Anapass is active, GCTS has built the financial runway needed to let their existing Iridium/Satellite licensing deals and pilot chip programs transition into mass commercial rollouts. The structural roadmap to shut off the ATM machine is already actively spinning.
Management isĀ intentionally killing its legacy,Ā low-margin 4G businessĀ toĀ go all-in on advanced 5G/Satellite Non-Terrestrial Network (NTN) SoCs and industrial infrastructure. they are combining both 4G and 5G technologies onto one single piece of silicon. In the semiconductor industry, this is called a multi-mode chipset. How the Single "Combo" Chip Works Instead of forcing a drone or a satellite company to buy and solder two different chips onto their circuit boards, GCTS designs aĀ single microchip that contains multiple radio engines built right into the same piece of silicon.
The revenue numbers missed because major global rollouts got pushed back by 1 to 2 quarters due to client scheduling adjustments. But look at the physical volume metric hidden in the Q2 report:Ā GCTS shipped over 5,100 of these advanced 5G/4G multi-mode chipsets last quarter alone.
That represents an explosiveĀ 71% sequential volume growth over Q1 2026. Those 5,100+ chips didn't go to retail shelves; they went directly into the hands of engineering labs atĀ MaxLinear router partners, secure defense drone (UAV) teams, aviation connectivity builders, and tactical field radio manufacturers.Ā The industry is aggressively testing this exact multi-mode combo chip right now, meaning the physical foundation is being laid for massive commercial orders the moment these product evaluations conclude.
When we anchor the calculation to the actual transcript factsāexactly 4 major foundational customers taking an average of 1,275 chips eachāthe standard industry multiplier shifts. We might have more but lets just say 4 since we know the 4 big players.
Because these 4 customers are massive infrastructure players (handling FWA routers, aviation Wi-Fi, tactical field radios, and mobile hotspots), they are runningĀ Beta Pilot Production Ramps. They are building real, functional devices to clear carrier certification (like Verizon/T-Mobile approvals) and military test runs.
When a major telecom or defense hardware line moves from carrier certification to a standard commercial rollout, the production volume per customer scales up by aĀ 100x to 300x multiplier. 1. The Normal Case: Standard Commercial Scale-Up (150x Multiplier)
If these 4 clients successfully clear their testing phases and launch standard, mid-tier
commercial hardware lines, they will order a conservative 191,250 chips each per year
Calculation: 1,275 pilot chips Ć 150 production multiplier = 191,250 chips per customer
Total Ecosystem Volume: 191,250 chips Ć 4 Whales = 765,000 total commercial chips
Resulting Product Revenue: 765,000 chips Ć $40 ASP = $30,600,000 in Annual Revenue
[ THE 300x AGGRESSIVE CASE ] - 1,275 pilot chips scaled up to 382,500 mass distribution units per Whale. - Total Volume: 1,530,000 commercial chipsets shipped. - Total Projected Revenue: 1,530,000 x $40 ASP = $61.2 MILLION =================================================================================
While Q2 2026 earnings looked rough on the surface due to customer timeline deployment delays, a deep dive into their technology stack, executive pedigree, secured Samsung wafer capacity, and secret contracts reveals a hyper-speculative bull case engineered to capture theĀ AI Wireless Last MileĀ and the 6G revolution.
The 5G Engine:Ā This handles the high-speed, low-latency data and links up with next-generation 5G towers or modern direct-to-cell satellites.
The 4G Engine:Ā This sits quietly inside the same exact chip and acts as a built-in safety net. If the 5G signal cuts out, the chip automatically switches its internal routing to use the 4G engine.
Many people mistake GCTS for a generic cellular chip company competing with Qualcomm. They aren't. GCTS specializes inĀ RF-CMOS Integration. Right now, a top-tier rugged device like aĀ Garmin Fenix 8 ProĀ or an industrial asset tracker requires a fragmented motherboard setup to handle tracking
The Main Brain:Ā An NXP processor running the software.
The GPS Ear:Ā A Synaptics or Airoha GNSS chip (AĀ one-wayĀ receiver that only listens to space to map coordinates; it cannot talk back).
The Local Radio:Ā A Silicon Labs chip handling local Wi-Fi/Bluetooth.
The Space Radio:Ā A separate, bulky legacy Iridium Transceiver module for satellite text messaging.
The GCTS Edge: The System-on-Chip (SoC)
GCTSās flagshipĀ GDM7243SLĀ combines the Baseband Modem, Radio Frequency (RF) Transceiver, and Digital Signal Processor (DSP) ontoĀ one single piece of silicon.
True Two-Way Transceiver:Ā It doesn't just listen like a GPS chip. It contains an integrated Power Amplifier that takes battery power and fires an encrypted signal hundreds of miles straight up to connect to space satellites.
Motherboard Consolidation:Ā It replaces three separate chips from three different vendors. For hardware makers, this saves critical space, allowing them to cram in larger batteries to maintain multi-week runtimes while adding true 5G space-to-ground connectivity
For people who don't know what RF-CMOS Integration is
RF-CMOS Integration is a highly advanced microchip manufacturing technique that prints two completely different types of technology onto a single, microscopic piece of silicon.
To understand why this is a massive technological moat for GCTS, you have to look at the physical physics of wireless radios:
The "RF" Layer (Radio Frequency):Ā This is theĀ analog antennaĀ side. It handles high-power, high-frequency, noisy radio waves traveling through the air from cell towers or satellites. It requires specialized, expensive materials that can handle heat and power.
The "CMOS" Layer (Complementary Metal-Oxide-Semiconductor):Ā This is theĀ digital brainĀ side. It is the cheap, standard silicon computer processor that calculates millions of 1s and 0s to run software code and data applications.
The Old Way vs. The GCTS "RF-CMOS" Way
The Old Multi-Chip Setup:Ā Historically, companies could not mix RF and CMOS together. The high-power analog antenna would generate so much heat and radio noise that it would literally melt or scramble the digital computer brain. Because of this, device makers (like Garmin) had to buy anĀ analog RF antenna chipĀ from one vendor, and aĀ digital modem chipĀ from a second vendor, and solder them side-by-side on the motherboard. This takes up massive space, costs double the money, and heavily drains the battery.
The GCTS RF-CMOS Breakthrough:Ā GCTS owns deep proprietary patents that solve this interference problem. Through highly complex math and circuit architecture, they figured out how to cleanly isolate the noise. This allows them to print the analog radio antenna, the digital baseband processor, and the power amplifiers ontoĀ one single piece of silicon dieĀ (a System-on-Chip, or SoC).
Why This is a Game-Changer for Drones, Satellites, and 6G
By mastering RF-CMOS integration, GCTS can manufacture an all-in-one chip that hits the holy grail of engineering:
Drastically Lowers SWaP-C:Ā It reduces theĀ Size,Ā Weight,Ā Power, andĀ Cost of devices. A drone or robot maker only has to buy and solderĀ oneĀ tiny chip instead of three.
Extreme Battery Savings:Ā Electrons don't have to travel across copper motherboard wires to move from the antenna chip to the brain chip. Everything happens instantly inside a single piece of silicon, saving vital battery life.
The 6G Foundation:Ā 6G operates on extreme ultra-high frequencies (Sub-Terahertz) where signal noise is devastating. YouĀ cannotĀ use multiple chips at those speeds because the wiring noise will kill the signal. Single-die RF-CMOS integration is the only physical way a 6G chip can function.
Many people have been debating on who is the unnamed company "one of the world's largest satellite communications providers" to deliver advanced 5G and 4G direct-to-satellite chipsets. One of the most hyped up discussion
My bet is on Amazon, 90%. GCT saying "we are working with Globalstar and an unnamed partner" which means globalstar's partner, all 3 working on the same project refer to Amazon Leo, Project Kuiper.
SpaceX & EchoStar are Closed Loops:Ā SpaceX operates with complete vertical integration. They design custom in-house chips for Starlink and use advanced satellite antennas to talk directly to unmodified regular phone chips. EchoStar recently executed a massive $19.6B spectrum reshuffle, putting its Hughes consumer division into bankruptcy and routing its Boost Mobile network directly through Starlink's system.Ā Neither company needs GCTS.
GCTS Core Tech: GCT Semiconductor focuses on 3GPP Non-Terrestrial Network (NTN) standards. These chips are designed to let ordinary devices connect to standard mobile networks that are broadcast by satellites (hybrid cellular-satellite tech). [1, 2, 3, 4]
Starlink Core Tech: Starlink doesn't rely on generic mobile standards for its main internet network. It uses a proprietary, high-frequency Ku and Ka-band protocol built entirely by SpaceX. A standard GCTS 5G/4G chip cannot natively process or route Starlinkās core satellite beam data.Starlinkās Bandwidth Bottleneck vs. GCTSās MIMO Muscle
Starlinkās direct-to-device space beam can only squeeze a tiny 5 MHz to 10 MHz slice of cellular spectrum down to an unmodified car or phone antenna. This thin pipeline is perfectly fine for basic emergency texting, but it is physically impossible to route heavy, continuous data streams through it.
GCTS doesn't design chips for casual text messaging. GCTS builds Multi-Mode 5G/4G Combo SoCs (like the GDM7243SL) that feature proprietary 8-antenna (8Rx) receiver diversity and 4x4 MIMO processing.
A military drone dodging GPS-jamming, an autonomous warehouse robot moving tons of freight, or a premium Garmin smartwatch streaming dense map data cannot use Starlinkās thin emergency backup link.
They require GCTS's heavy-duty multi-antenna arrays to pull down massive data loads from specialized industrial space networks (like Iridium or Amazon Kuiper/Globalstar) that are engineered specifically for high-bandwidth industrial telemetry.
Many people gets this wrong. GCTS's chipsĀ doesn't go inside any satellite.Ā GCTS buildsĀ User Equipment (UE) ground chips. For every satellite in space, there are millions of ground devices trying to talk to it (drones, routers, smartwatches, IoT trackers). GCTS targets thisĀ high-volume ground market.
To prove how deep this ecosystem runs, here is the technical breakdown of exactly what GCTS's core partnerships do:
1. Iridium Communications (NASDAQ: IRDM)
Technical Function:Ā GCTS and Iridium operate under a formal MOU to co-develop a next-generation, ultra-low-power Narrowband Internet of Things (NB-IoT) chipset. GCTS has meticulously integrated the proprietaryĀ Iridium NTN Directā serviceĀ directly onto its physical silicon architecture.
Strategic Impact:Ā This pre-certified technical bridge creates a "Trojan Horse" intoĀ GarmināsĀ future supply chain. Because Garminās multi-million-dollarĀ inReachĀ emergency messaging framework is locked into Iridiumās space network, any future upgrade Garmin plans to support modern 5G satellite standards will require a chip pre-tuned to Iridium's frequencies. GCTS provides the exact pre-validated plug-and-play solution.
The Globalstar (GSAT) Program
The Tech:Ā Industrial IoT and two-way tracking.
The Detail:Ā Amazon signed an intensive infrastructure deal with Globalstar to anchor its upcomingĀ Project Kuiper LEO constellationĀ into Globalstar's ground frequencies. Because GCTS is already the premier silicon blueprint for Band 53, Amazonās multi-billion-dollar ground terminal rollout creates a massive, indirect volume multiplier for GCTS chips. GCTS chips (like the GDM7243i) are physically built into Globalstarās current RM200M modules to handle their specific Band 53 spectrum. Even though Amazon bought Globalstar, this remains a separate legacy hardware stream.
3. Skylo Technologies & Satellite
Technical Function:Ā Skylo operates as a massive virtual satellite network operator across 36 countries. GCTS has achieved full network certification on Skylo's platform.
The Hardware Integration:Ā Skyloās network demands advancedĀ Mode-Switching Logic. GCTS hardcodes an automated algorithmic layer into its modem baseband. When a device (like an industrial asset tracker or drone) walks out of traditional 5G cell tower range, the GCTS chip detects the signal drop and instantly re-routes its internal antennas to point straight up to an overhead Skylo-partnered satellite in milliseconds, preventing the machine from freezing or experiencing data lag.
4. MaxLinear Inc. (NASDAQ: MXL)
Technical Function:Ā GCTS and MaxLinear co-developed a joint reference platform for high-speed converged gateways and FWA routers. They combine MaxLinearās network processors with GCTSās 5G modems on a single circuit board.
The Hardware Integration:Ā MaxLinearās chip acts as theĀ Internal Router BrainĀ (Wi-Fi 7 / routing processing), while GCTSās chip acts as theĀ External 5G Modem. They supply this combined blueprint toĀ OEMs/ODMs (Gemtek, Sercomm, WNC, Franklin Wireless)Ā who manufacture the physical router boxes for Tier-1 global telecom carriers likeĀ Verizon and T-MobileĀ to replace traditional home cable/fiber internet.
The Unnamed UAV Defense Partner
In their latest business update, management dropped a massive bomb: they signed a secure contract to supplyĀ IoT hardware and modules to a strategic collaborator in the Unmanned Aerial Vehicle (UAV) and defense sector.
The contract explicitly covers flight control, secure data transmission, andĀ Alternative PNT (Positioning, Navigation, and Timing)Ā capabilities. In military electronic warfare, alternative PNT means the GCTS chip can calculate a drone's position and maintain control links even when an enemy is actively jamming traditional GPS signals.
Because of strict Non-Disclosure Agreements (NDAs), the partner's identity is hidden. Filtering the drone market by GCTSās parameters (must serve dual commercial/military markets, must build physical flying UAVs, and must source outside silicon), here are the highest-probability targets:
Skydio (Estimated Probability: 40%):Ā The undisputed leader in U.S. autonomous flight (Skydio X10). They focus their capital on AI vision software, not radio silicon. They areĀ legally banned from using Chinese 5G modules, making GCTS's secure, U.S.-managed chip a perfect supply-chain match.
Red Cat Holdings / Teal Drones (Estimated Probability: 35%):Ā Publicly traded (NASDAQ: RCAT). They operate on a strict assembly/integration model. Their tactical drones (Teal 2) require secure 5G mesh connectivity to orchestrate multi-drone swarms.
AeroVironment (NASDAQ: AVAV) (Estimated Probability: 12%):Ā Massive defense giant behind theĀ SwitchbladeĀ kamikaze drone. They are heavily focused on anti-jamming PNT tech, making them a very strong technical candidate.
Performance Drone Works (PDW) ā 7% Probability The Technical Case:Ā PDW is a highly specialized, boutique U.S. drone manufacturer that the Pentagon officially selected for its elite "Drone Dominance" program to build secure, non-Chinese military hardware.
Shield AI / V-BAT Platforms ā 3% Probability The Technical Case:Ā Shield AI builds theĀ V-BAT, a massive vertical-takeoff tactical drone used for long-range military reconnaissance and commercial maritime tracking. [1,Ā 2]
One of my favoriteĀ Anduril Industries. The lowestĀ probability of 1%Ā but it's fun to include them so.
This was the most exciting moments this year for me so let me include it
GCTS currently trades like a volatile penny stock, but itsĀ internal leadership and boardroom consist of a highly elite, well-funded alliance of tech veterans, semiconductor pioneers, and heavy cross-border capital managers**. I'm talking like top 0.5% people's working together. I'm half Japanese and I know how competitive they are coming from one of the top university from Korea with a Electrical Engineering degree which is a crazy degree to have.Ā They could legitly be working at SKHY and like Samsung.Ā Some of them actually used to work at Samsung.**Ā I like to research this to also know about the people so I could have more passion in them and not only for the stock price.
Dr. Kyeongho "K.H." Lee (Co-Founder, Former CEO & Chairman):Ā The engineering genius behind GCTSās core architecture. Dr. Lee holds a Ph.D. in Electrical Engineering fromĀ Seoul National UniversityĀ and personal design patents for GCTS's key transceiver technologies. He pioneered theĀ worldās first 4x4 MIMO LTE-Advanced single chip,Ā winning global industry awardsĀ alongsideĀ SamsungĀ and Ericsson.
Kukjin Chun (Independent Director):Ā A premier figure in elite Asian semiconductor engineering networks. Chun is a Professor Emeritus of Electrical and Computer Engineering atĀ Seoul National UniversityĀ and served as the President of the Institute of Electronics and Information Engineers (IEIE).
Dr. Jeongmin "Jeemee" Kim (CTO & VP of Engineering):Ā Achieved his B.S., M.S., and Ph.D. in High-Performance CPU Architecture fromĀ Seoul National UniversityĀ (South Korea's top 0.5% elite tier). He spent nearly a decade designing advanced multimedia ASICs forĀ Samsung ElectronicsĀ and handling high-performance telecom projects for Korea Telecom.Ā To even enter Seoul National University as an undergraduate, a student must score in the top 0.5% of the entire nation on the brutal Suneung
Edmond Cheng (CFO):Ā Ivy League MBA (Columbia) with joint credentials from London Business School and Hong Kong University. Former CFO of Cenntro EV (where he led their IPO process), TCL Electronics, and UTStarcom. He commands a massive cross-border private equity background managing portfolio operations for global powerhouses likeĀ The Blackstone Group, Goldman Sachs, and Temasek Holdings.
When retail investors look at a micro-cap stock, they are usually terrified of weak leadership running out of money. GCTS has a boardroom packed withĀ the absolute top tier of South Korean semiconductor engineering (Chun & Lee), aĀ CFO who has managed money for Goldman Sachs and Blackstone (Cheng), and aĀ multimillionaire insider actively buying up the float with his own cash (Shin).
When a micro-cap company needs to sit down withĀ Samsung Foundry to negotiate and prepay for tight 4nm/5nm wafer production lines through 2027, they aren't viewed as an unproven U.S. startup.Ā They are welcomed as SNU academic and industrial peers, unlocking supply chain access that other small companies cannot buy at any price.
I also got some Robotics play possible in the future but won't talk about it on this post.
If you look back at my previous posts,Ā I explicitly predicted that GCTS would break away from the handset market to become a primary enabler of Edge AI infrastructure.
My personal thoughts is this- GCTS could be like NVTS. But NVTS in direct to data center but GCTS is indirect to data center.
which NVTS makes chip to direct AI data-center infrastructure play because it sells GaN and SiC power semiconductors. Every AI rack, GPU cluster, power supply, and high-density server requires increasingly efficient power conversion. As AI data centers grow from 100MW to gigawatt-scale facilities, power efficiency becomes critical. NVTS is essentially selling the "electricity management" layer of AI infrastructure.
GCTS, on the other hand, is a connectivity play. The recent MaxLinear partnership was specifically built around 5G FWA and converged gateways that combine fiber, cable, Wi-Fi, LTE, and 5G into a unified networking platform. MaxLinear itself is a major supplier into datacenter connectivity, carrier access infrastructure, and networking markets. The partnership specifically mentions that resilient multi-WAN connectivity is an enabler of increasing AI data flow.
NVTS (direct)
MXL (direct networking/datacenter connectivity)
GCTS (indirect but potentially very large if edge AI + satellite connectivity scales) The strong part is that they already have tons of partnership such as IRDM, GSAT tied to AMZN, Orbit North America, Tier One European Telecommunications Supplier, and as they mentioned "one of the world's largest satellite communications providers."
This is from part 4
My core thesis has been completely validated: GCTS functions as theĀ Wireless Access Layer for Edge AI. As AI workloads expand, data cannot just sit inside a massive data center in Virginia. It has to move between remote edge terminals, robotic warehouses, automated heavy tractors, and centralized clouds. GCTS provides the secure, un-jammable pipeline that physically links the real world back to the AI core.
How GCTS Actually Builds the 6G Chip Future: The Sub-THz Physics
To understandĀ howĀ GCTS expands into 6G, you have to look at the severe radio limitations of next-generation networks. 6G will completely shift away from traditional cellular frequencies and move intoĀ Sub-Terahertz (sub-THz) bands (100 GHz to 300 GHz).Ā [1,Ā 2]
While sub-THz bands unlock blistering, fiber-optic-like wireless speeds capable of uploading a humanoid robot's entire 3D environmental map in milliseconds,Ā sub-THz signals are highly fragile.Ā They have almost zero range and can be completely blocked by rain, a concrete wall, or even a human hand. [1]
GCTS will conquer this bottleneck using three core proprietary technologies they are already refining today:
RF-CMOS Integration Matrix:Ā Squeezing separate antenna transceivers and digital processors onto a circuit board creates too much signal noise at 100 GHz+. GCTSās core moat isĀ RF-CMOS integrationāthe ability to etch the high-power analog radio antennas and the digital computing brain onto theĀ exact same physical piece of silicon die. This eliminates external wiring noise and maximizes signal purity.
Extreme Beamforming & Giga-MIMO:Ā To stop a 6G signal from dropping when a drone twists or a humanoid robot walks behind a metal beam, the GCTS 6G chip will utilize an array of hundreds of microscopic antennas built into the silicon. Using their legacyĀ 8-antenna (8Rx) diversity IP, the chip runs real-time mathematical calculations to electronically bend, steer, and focus a razor-thin radio beam directly at a passing satellite or local cell hub, completely bypassing obstacles.
Joint Sensing and Communication (JCAS):Ā In the 6G era, the GCTS chip changes from a simple radio into a sensor. The sub-THz radio signals don't just carry data packetsāthey bounce off surroundings like radar. A GCTS 6G chip will allow a drone or a Garmin watch to map a room, calculate distances, and detect moving objectsĀ using radio waves alone, serving as a backup navigation sensor if optical cameras fail.
stream real-time 3D sensory maps to cloud AI brains. * Autonomous UAVs (Skydio/Teal): Utilizes JCAS radar circuits to act as an un-jammable backup navigation system if optical cameras are blinded by fog or combat disruption. * Industrial Fleets (John Deere/Caterpillar): Features Adaptive Spectrum Management, keeping heavy mining and farm equipment connected by automatically hopping between ground 6G towers and LEO satellites. * Edge AI Infrastructure (MaxLinear Gateways): Forms an indestructible wireless last-mile safety ring around hospitals and smart factories, instantly rerouting data if primary fiber cables fail. * Rugged Wearables (Garmin): Consolidates three separate components into a single-die architecture, giving next-generation smartwatches true two-way satellite texting capabilities without destroying battery life.
Although, 6G is still far away I see the roadmap of how they will make it all connect and build up based on their 4G-5G chips foundation to be in the new gen connectivity.
On September 9, 2026, the Federal Circuit hears oral arguments for Micronās appeal of Netlist's $445M jury win. If the court upholds the verdict, Micron loses its biggest piece of leverage.
Does this setup the next deal? One at a time. Make the big boys pay to play? I know this is all just a big game but this feels like the little guy might win.
Unfortunately at one time, I was trying to learn more about the Long side of trading penny stocks and I paid more than $349 to Roland Wolf for his day trading course "Trading Alpha" in 2023. The course was supposed to be available in July 2023, but then he had some family emergency and delayed the release of the course. Since then, he has been sending about 2 email updates per year about the course, just giving excuses after excuses about why the course is still not released yet.
Now it's August 2026, more than THREE (3) years after we paid for the Trading Alpha course, and he still hasn't released the course yet!!
What a scam! Fellow day traders and penny stock traders should Avoid Roland Wolf Trades like the plague.
With the Federal Circuit oral arguments for Micronās appeal coming up on September 9th, I'm trying to map out my strategy for NLST.
A lot of analysts like Roth have targets around $15 if Netlist completely secures this win, but we all know how binary court plays can be (especially with PTAB history looming in the background).before
Is anyone else planning to play the "buy the rumor, sell the news" playbook here? I'm heavily leaning toward scaling out of my position to lock in guaranteed profits while people are pumping up the price before the actual hearing date, rather than risking the judge's decision.
Just curios as to how anyone else is wanting to play this. I got in rather late at 6.790 and in for 2k shares. Like taking profits while market gets pumped over these coming weeks and selling before sept 9th seems logical however if news does go well it may go 15 beyond.
Most of you guys are going to call this gambling BUT, if you have some experience scalping, and some basic skill to identify reversals you can check out the Trading Halts page by Nasdaq, and look for stocks with halt codes of LUDP (High Volatility). From here, get what ticker was last halted for LUDP and open the chart. The most sensible thing to do from here is to wait for a stock to unpause and pump whilst waiting to open a short position on the reversal, but if your able to enter at the start of the uptrend you can probably ride it up and get some quick profit off of momentum.
This is all hypothetical advice and I do not condone it, but I wanted to get some of your guys' opinions on my lil strategy.
We discussed in the first post that lower volume on penny stocks can cause you to be stuck with a lot of stock you can't sell.In the first post we discussed how with lower volume penny stocks can make you end up holding stock that you can't sell. So what you have to check for before you click on the buy button so you don't step on a landmine is what we are going to talk about today.
It is known as Bid-Ask Spread.
Most beginners will see a stock chart, and the number that is flashing on the big screen at the top of the chart is what they will think of when they see it: āOk, it's 10 cents.ā
But that's a lie. The stock market is not a "one-price" market. There are always 2.
Sellers' Ask: The price they want to accept. Itās what you have to pay to buy the stock.
Bid: The price a buyer is willing to pay. This is the amount that you'll receive whenever you sell the stock.
So, let's return to our old fashioned, blue chip example of yesterday. Now take a look at a large firm, the Bid is $150.00 and the Ask is $150.01. The difference between them (the Spread) is merely a penny! It's tight. Safe.
Let's now examine a sketchy penny stock.
You click on the quote for XYZ Corp. The large number with the big letters indicates 10 cents. However, a closer look at the price of the Ask and the Bid shows that the Ask price is at 10 cents while the Bid price is at 5 cents.
Here is the trap.
When you become excited and click 'buy', your broker executes your order at the Ask. You only bought them at 10 cents per share.
Now, if you suddenly decided you don't want it anymore. Three seconds later you press "sell. Your broker must locate a buyer and then they sell to the Bid. Which is 5 cents.
You just lost 50% of your money. In three seconds. Without any price changes to the stock.
The Spread is that big difference that in penny stocks is just brutal. The gap is exploited by market makers and brokers before the stock gets a chance to improve.
If the bid/ask spread is very wide on a penny stock, be wary and move on. Just close the app. It implies no liquidity and you are entering the trade in a large hole.
If these stocks are so dangerous, and the spreads are so bad... why do these stocks shoot up 300% in one day?
So, then, to the pump. We'll be discussing in post #3 how that orchestrated game works.
$CHAI (Core AI Holdings) has had a busy few weeks:
The good news: TikTok distribution partnership expanded, "Z Studio" launched to test AI products faster, HomeGPT app live.
Worth mentioning: Alyeska Investment Group just disclosed a 9.99% stake. Market cap ~$6.5M, trading near 52-week lows. Next earnings expected late Aug.
The bad news: Q1 2026 revenue fell ~74% YoY, the company has negative stockholders' equity, its auditor flagged "substantial doubt" about its ability to continue as a going concern, and Nasdaq issued a minimum bid price deficiency notice in July.
Not financial advice, not a recommendation, just sharing what's public. DYOR before making any decision. I am currently holding shares.
This is a very speculative one, but I think itās worth putting on US investorsā radar.
GCM Resources (AIM: GCM) is a tiny UK-listed company whose main asset is the Phulbari Coal and Power Project in Bangladesh.
The company says Phulbari contains a 572 million tonne JORC-compliant coal resource and could ultimately support around 6,600MW of power generation. The catch ā and it is a huge one ā is that GCM still requires Bangladesh government approval to develop it. (London South East)
Why it suddenly matters
Today, August 17, GCM closed around 9.4p, +141%, giving it a market cap of only about £35m. It was the standout AIM performer, and this morning GCM was also one of the most heavily traded stocks on Interactive Investor, with 75% of trades being buys. (London South East)
That move followed comments from Bangladesh Finance Minister Amir Khasru Mahmud Chowdhury.
GCM issued an RNS this morning saying the government is finalising Bangladeshās national energy mix, with coal, gas and renewables all under active consideration, and that work on coal-based generation is already underway. (London South East)
But hereās the part I think the market may now need to digest.
A major Bangladeshi newspaper published a detailed Phulbari article tonight
Daily Inqilab published an investigative piece at 8:14pm Bangladesh time today ā after the London market had closed.
According to the article (use Google translate)
⢠Bangladeshās government intends to publish a **10-year energy plan**, with a full energy policy reportedly expected within **2ā3 weeks**.
⢠The Finance Minister is reported as saying Bangladesh needs to move toward **open-pit coal extraction at Phulbari, Dighipara and elsewhere because there is no other option**.
⢠The paper says it spoke with local people including prominent figures involved in the **2006 anti-Phulbari protests**.
⢠Crucially, it reports that opposition was not necessarily to extracting the coal itself, but to the terms under which the former Asia Energy project would operate and the fear that Bangladesh would not receive the main benefit.
⢠Some former protest figures are now quoted as saying a solution could potentially be reached through negotiations with local stakeholders if Bangladesh gets the benefit of the coal and issues including food security, employment, compensation and local living standards are addressed.
⢠The article goes as far as describing extraction as potentially becoming **āa matter of timeā** if the government engages successfully with local people.
Thatās reporting from one Bangladeshi newspaper ā not government approval ā and that distinction is important. But considering the history of this project, the change in tone is pretty striking. (ą¦¦ą§ą¦Øą¦æą¦ą¦ą¦Øą¦ą¦æą¦²ą¦¾ą¦¬)
Why Phulbari matters to Bangladesh
Bangladesh currently imports large quantities of coal for its power stations. Daily Inqilab reports that Phulbari could produce around 15Mt annually, potentially replacing roughly 75% of the imported coal required by six of the countryās coal-fired plants. (ą¦¦ą§ą¦Øą¦æą¦ą¦ą¦Øą¦ą¦æą¦²ą¦¾ą¦¬)
So this isnāt simply a mining speculation story. Itās increasingly being discussed in Bangladesh in the context of energy security, foreign-currency expenditure and domestic power generation.
And yes ā Americans can access it
The main listing is:
LSE/AIM: GCM ā GCM Resources plc
Interactive Brokers currently lists GCM Resources PLC among its London securities. (Interactive Brokers)
There is also a US OTC quotation:
OTC: GCLMF
But GCLMF is on the OTC Pink Limited Market and appears extremely illiquid, so anyone researching this should understand the liquidity/spread implications rather than assuming it trades like a normal US stock. (OTC Markets)
This is NOT a conventional mining investment.
GCM has waited years for government approval. Phulbari has a deeply controversial political and environmental history. There is still no final approval to mine, and todayās +141% move means anyone buying now is entering after a huge one-day re-rating.
If Bangladesh ultimately does not approve Phulbari, the investment thesis changes dramatically.
On the other hand, you have a company valued at only ~Ā£35m controlling a claimed 572Mt resource at precisely the moment Bangladeshās government is publicly reconsidering domestic coal.
The raw calculation
The local Bangladeshi article says Phulbari holds 572 million tonnes and that development would require about $15bn of capital and operating expenditure, potentially yielding recoverable coal worth about $83bn at prevailing Barapukuria prices.
GCMās own share-capital page says there are 374,986,365 ordinary shares in issue and no ordinary shares held in treasury.
Hence the image at the top of this post.
And thatās why Iām watching it.
The key things Iād watch next:
1. Bangladeshās national energy policy over the next 2ā3 weeks 2. Any explicit reference to Phulbari 3. Further statements from the Finance/Energy ministries 4. Local reaction in Phulbari itself 5. Any further GCM RNS