Netlist Inc (NLST)

$NLST https://en.sedaily.com/finance/2026/03/12/goldman-sachs-raises-samsung-sk-hynix-targets-on-memory-boom

$NLST Goldman Sachs projected SK Hynix would achieve operating margins in the high-70% range for DRAM and high-40% range for NAND this year. With SK Hynix expected to maintain its leadership in AI memory products and ROE projected to exceed 80%, the bank also viewed positively the company's share buybacks, dividend expansion, and potential consideration of a New York Stock Exchange listing through American Depositary Receipts (ADR). According to Goldman Sachs, SK Hynix's price-to-earnings ratio (PER) stands at 4.5 times and price-to-book ratio (PBR) at 1.7 times based on next year's projected earnings, making the valuation still attractive.

$NLST https://www.reuters.com/technology/applied-materials-sk-hynix-partner-next-gen-ai-memory-development-2026-03-10/

$NLST We should hear Samsung’s response on the 087 HBM Patent's Director’s Review soon. 5 bus days from March 5th.

$NLST sideways yall 👍

$NLST Nothing changed. The real catalysts are still the same — SK hynix deal, ITC case, and court rulings. Those don’t happen in a comment section and they don’t resolve in a day. Until then it’s just people posting the same arguments on repeat over a few pennies.

$NLST 👏👏👏💵💵💵🇺🇸🇺🇸🇺🇸

$NLST I’m guessing today’s price movement was caused by the yahoo article. But I’m hoping there’s a little leak about the SK Hynix contract. I can tell you my shares are locked tight in my pocket so long as that’s looming

$NLST Well I guess we know the pump is for now…..really?????…..back to RPI????…..haven’t we got past that yet considering it wasnt even a thought …..the only ones still saying SEA is RPi is netty lawyers and netty cult……

$NLST apx 50 million shares/warrant in the money now, if none of those warrant has been converted .60. .70 and 1.30 warrant My quess is none has been converted Based on last quarters filing with cash on hand Congrats to the long today, you won a small battle

$NLST In addition to the new UPSTO/Squires policy today on discretionary denial...the RPI issue came full circle jumping out of the grave, thanks to Samsung who wanted to get crafty and use a Sotera stipulation in an IPR and based it on the ITC case—foregoing validity challenges in a parallel forum to compel institution of IPR at PTAB—which exposed that SEA is indeed an RPI, affirming Netlist's position/arguments, which are all still under review for institution—087 & 731 (Dir Rev of Inst) & 366 pre institution. The new Squires policy will hopefully just add more factors/justification to warrant discretionary denial. He now has more reasons than he needs, it's another chance to do the right thing, considering the patents are being litigated at the ITC and later District Court...clean the PTAB slate and in a moment our whole story and circumstances change...just like that! There is a chance...🙏🏼🤞🏼🧘🏻‍♂️🤞🏼🙏🏼

$NLST Patient NLST investors and curious newcomers, Is this how many patent driven stories begin? First comes quiet accumulation, when patient hands slowly build positions while the broader market looks elsewhere. The foundation forms quietly. Then momentum begins to appear as more eyes notice the structure rising. But with companies built on intellectual property like Netlist Inc., could the real turning point come from a legal catalyst? When a ruling, settlement, or licensing decision arrives, does the market suddenly see what may have been forming all along? And if so, where will you be standing?

$NLST if I’m reading this correctly, this is HUGE! This new policy in my view will provide much stronger arguments against the institution of an IPR targeting Netlist’s 731, 087 and 366 patents! The three remaining patents of the ITC investigation which have not yet been validated by the PTAB and will most assuredly by targeted via IPR by Samsung; et al. We are going to win!!!

$NLST Netlist filed — REPLY TO PETITIONER’S OPPOSITION TO DISCRETIONARY DENIAL in the 366 IPR/PGR petitions...and there's a twist! Did Samsung hang themselves playing games and trying to manipulate? Also applies to Director Review of 087 & 731! "On March 4, 2026, Samsung stipulated that SEC, SEA, and SSI would forego presenting certain invalidity defenses in other forums so long as the Director institutes review and maintains institution of this proceeding." "I Samsung’s stipulation CONFIRMS that SEA is an unnamed RPI. Samsung’s stipulation is “on behalf of the Samsung respondents in the ITC action,” which includes SEA. SEA’s stipulation further confirms that it has an interest in and would benefit from this IPR. SEA has affirmatively selected this forum to contest validity along with SEC and SSI. SEA is indisputably an unnamed RPI." "II Samsung’s untimely stipulation does not mitigate the concerns undergirding Fintiv because it does not bind Google and Super Micro." https://ptacts.uspto.gov/ptacts/public-informations/petitions/1558580/download-documents?artifactId=tNpc5sxtcWQAGqkvz4umxKD9XIts1JGrO-VQkSmO_6exAkU_Au_dnEA

$NLST To patient investors and newcomers, Sometimes the road for a small innovator is longer than anyone expected. Big companies have deep pockets and plenty of lawyers, and for years the strategy has often been to delay, challenge, and wear down the little guy. But every now and then the wind changes direction. Recent signals from the United States Patent and Trademark Office show a renewed commitment to protecting American innovation, small businesses, and the manufacturers who build the technologies of tomorrow. When the rules begin to favor fairness, strong patents begin to matter even more. And when real innovation finally stands on level ground, its value tends to reveal itself. So to those who have been here a long while, and to those just beginning to learn the story of Netlist Inc., remember this: Good things built on truth and persistence often take time. But when the season finally turns, the harvest can surprise everyone. Praying Mantis - Let There Be Light !

$NLST https://news.bloomberglaw.com/ip-law/patent-office-chief-expands-grounds-to-deny-validity-challenges

$NLST 70% gains in last 90 days. The Real News is, “we’ve only just begun “ 💰💰💰💎💎💎💰💰💰🚀🚀🚀

$NLST 🎯That's it🙏🏼🍻 USPTO issues memorandum identifying additional discretionary institution considerations concerning American manufacturing operations and investment Parties are encouraged to identify facts relevant to the below considerations in their discretionary briefs, which the Director will consider when determining whether to institute review: - the extent to which any products accused of infringement in a parallel proceeding are manufactured in the United States or are related to investments in American manufacturing operations; - the extent to which any products made, sold, or licensed by the patent owner that compete with the accused products are manufactured in the United States; and - whether the petitioner is a small business that has been sued for infringement of the patent at issue. Maybe Dir Rv allows—past this: "The Memorandum applies to all IPRs and PGRs in which the due date for a patent owner discretionary brief has not yet elapsed." https://www.uspto.gov/sites/default/files/documents/Additional_Discretionary_Institution_Considerations_US_Manufacturing_and_Small_Business_Use_of_AIA_Proceedings.pdf?utm_campaign=subscriptioncenter&utm_content=&utm_medium=email&utm_name=&utm_source=govdelivery&utm_term=

One of thing all $NLST can do is to learn where to look for important news for ourselves. By doing that we are not overly relying on the hard work of other informed posters. So where can we find Patent Office Full Memos? The USPTO usually posts these documents in two primary locations. I recommend checking both: USPTO News & Updates: This is where the agency posts major announcements and press releases. Link: uspto.gov/about-us/news-updates Memoranda to the Examining Corps: This page contains the actual technical memos sent to the judges and examiners. Link: uspto.gov/patents/laws/examination-policy/memoranda-examining-corps

$NLST https://finance.yahoo.com/news/3-storage-devices-stocks-buy-140100114.html

$NLST 1mil shares shorted and we still ended 10% higher…the spring is coiled up, hopefully any positive news will trigger a short squeeze