Dec. 2 at 10:25 PM
These are according to me 4 vastly undervalued and under hyped companies who could provide value in the upcoming wireless data hardware supercycle.
$MOBX Labs is transitioning from a micro-cap curiosity to a serious contender in high-frequency connectivity. With mmWave, 5G small-cell components, and a new push into AI-infrastructure interconnects, they’re angling for the bleeding edge of ultra-high-bandwidth hardware — exactly where demand is spiking.
AmpliTech (AMPG) continues sharpening its niche: ultra-low-noise amplifiers and custom RF solutions now needed in satellite, defense, and high-throughput networks. As space-based internet and advanced radar systems grow, AMPG is one of the few pure-plays positioned for asymmetric upside.
Meanwhile, Nokia and Ericsson — long dismissed as legacy telecom dinosaurs are quietly becoming value buys. They hold mission-critical IP, dominate global radio access networks, and are aligned with governments pushing for secure, non-Chinese 5G/6G
