Dec. 30 at 1:00 PM
$NLST - momentum phase ! Yes — the ITC officially instituted the Section 337 investigation (Investigation No. 337-TA-1469) against Samsung (
$SSNLF ), Google (
$GOOG ) & Super Micro (
$SMCI , 2025 (link: usitc.gov press release).
This is not a ruling and not an automatic win, but it is a meaningful step forward after years of litigation, delays, and endurance.
Here’s how I see this playing out:
-Volume is going to pick up dynamically
-Short interest may react — some may try to push PPS lower but that also sets up short covering rallies
-Investors on the sidelines — many will see this as a step in the process (not a victory) and begin to take positions
-Swing traders will trade the rounds of Imilestones — ALJ schedule, hearing dates, discovery wins, ID, public-interest briefs, remedies phase
This ITC institution means the case has entered a formal adjudicative phase, bringing clarity, cadence, and readouts that can be traded, not just noise.
This isn’t game over, it’s game on