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Stock Doc retweeted
BREAKING: BLACKROCK FILES MASSIVE 522,988 SHARE LONG POSITION IN $AMPG.
BlackRock just filed its 13F, disclosing a massive long position in AmpliTech. Quarter over quarter it increased its stake by 383.65%, up from 108,133 shares.
AmpliTech is at an inflection point and institutions have noticed.
Huge 🔥🚀
Source:
fintel.io/so/us/ampg/blackro…
Stock Doc retweeted
I agree with @sunxliao. $AMPG is very undervalued. It would be undervalued even without the AI-RAN business.
$IBM quantum computers, $AMZN LEO constellation: both use AmpliTech LNAs. But O-RAN is what pushes AmpliTech to a multi-billion dollar valuation.
Management guides to $50M revenue for FY26, and I think they beat it with ease. Telus raising capex and ordering millions of dollars' worth of equipment on top of the original LOI is a tell.
We think $AMPG is very undervalued.
Clean and powerful signals. 🛰️📈
They design and build the high tech electronic components that make satellite communications work.
They are the "ears" and "voice" of every satellite.
When a satellite is orbiting 300 miles above Earth, the signals it receives are incredibly faint.
AMPG's Low Noise Amplifiers (LNAs) pick up those whisper-quiet signals and boost them loud and clear, without adding the static that would ruin the data.
Their business runs on several pillars.
LNAs are the bread and butter.
Industry record noise figures, among the cleanest in the world.
MMIC Design Center is where they make their own chips.
Monolithic Microwave Integrated Circuits are custom designed and packaged in house... instead of buying generic parts from suppliers.
For every constellation, you need ground stations on every continent.
So AMPG is positioning as the end to end provider by selling the hardware inside the satellite AND the hardware in the ground station that talks to it.
Now here's why the timing is everything.
SpaceX with Starlink, Amazon with Project Kuiper, and many others are launching tens of thousands of satellites into low Earth orbit.
That is a massive structural tailwind for AMPG and the reasons are specific.
Power efficiency requirement.
Their LNAs are designed to be extremely low power dissipating.
Less power burned by the ears means more power available for everything else on the satellite.
This matters when you are launching by the thousand.
To deliver high speed internet from space (gigabit per second), satellites use high frequency Ka, Ku, and X bands.
Signals at these frequencies are fragile and normal amplifiers fail to keep them clean.
AMPG specializes precisely in these high frequency bands.
Many large satellite providers, especially on the defense side, now require components that are not sourced overseas.
AMPG owns its design and packaging, making them a safe domestic supplier for the entire US space and defense industry.
The Texas design center is the asset that earns those contracts.
And the most important update for the trade...
AMPG is transitioning from the testing phase into mass production orders.
Their proprietary LNAs are being integrated into next generation satellite payloads designed for deep space communication and high capacity LEO data relay.
The new MMIC chip scale technology is smaller and lighter than traditional amplifiers, which is exactly what mass production mega constellations require.
While $RKLB and $ASTS are building the satellites, #AMPG is selling the LNAs that make those satellites actually work.
They don't have to win the satellite race.
They just have to sell the radios to whoever does.
Textbook "picks and shovels" trade IMO.
Renaissance Tech disclosed a position in their 13F.
We also have a starter position and will likely hold until the $SPCX IPO.
With SpaceX going public on June 12 and putting a $2T price tag on the entire space sector, every supplier in this chain gets repriced whether the market wants to or not... NFA!
The weekly technical chart also has "brand new" triple blue, which is rare in the current market. 👍
Stock Doc retweeted
BREAKING: $AMPG RECEIVES FCC & ISED CERTIFICATIONS FOR THE WORLD'S FIRST AI-READY 4T8R O-RAN RADIO. SAYS IT SUBSTANTIALLY EXPANDS THEIR COMMERCIAL OPPORTUNITIES!
Amplitech just commercially released their biggest product ever. Not even $ERIC or $NOK have this product. This is the world's first 4T8R O-RAN radio!
Amplitech expect it to expand their commercial opportunities substantially.
The tier-1 catalogs jump straight from 4T4R to 8T8R with nothing in between
This explains why Amplitech said in FCC filing:
"The development of this product represents a significant investment and a strategic competitive differentiator for our company."
THIS IS GAME CHANGING PRODUCT!
In my initial analysis, I expected them to release 4T4R O-RAN radio, but they have invented 4T8R O-RAN radio.
The test report showed 4T4R per band because FCC certification only tests transmitters; receive chains are invisible to it.
The PR says:
Amplitech today announced that its newly released product, an Outdoor Macro Cell 4T8R Open RAN Radio Unit (AMP-4T8R-MPRU) has successfully received both Federal Communications Commission (FCC) certification for the United States and Innovation, Science and Economic Development (ISED) certification for Canada.
The newly certified platform supports 3GPP Band n7 and Band n30, incorporates O-RAN 7.2 CAT-A fronthaul, supports LTE and 5G NR operation, and features a rugged IP65-rated outdoor design engineered for demanding macro-cell deployments.
These certifications represent a significant milestone in the commercialization of the Company’s next-generation Open RAN portfolio, authorizing deployment of the Company’s 4T8R radio platform throughout the United States and Canada while substantially expanding commercial opportunities across public mobile operators, private 5G deployments, enterprise wireless networks, and government communications infrastructure.
Why the 4T8R Architecture Matters
For many years, mobile operators have primarily deployed either conventional 4T4R radios or larger 8T8R systems.
AmpliTech’s innovative 4T8R architecture bridges this gap by delivering enhanced uplink capability, improved receive diversity, advanced beamforming support, and higher spectral efficiency while maintaining a deployment profile that is significantly more economical than conventional higher-order radio systems.
This enables operators to improve network quality and user experience while reducing the infrastructure investment typically required to achieve similar performance improvements, providing an attractive balance of performance, efficiency, and deployment flexibility.
Fawad Maqbool, CEO of AmpliTech Group, said:
“Receiving FCC and ISED certifications represents a major milestone in the commercialization of our expanding Open RAN product portfolio.
Our innovative 4T8R architecture was developed to address the evolving needs of mobile operators by delivering enhanced uplink performance, improved spectral efficiency, and AI-ready capabilities while maintaining a more cost-effective deployment profile than traditional higher-order radio systems.
As the industry accelerates adoption of AI-RAN, Open RAN, and Private 5G technologies, we believe our differentiated radio platform is well positioned to help customers build more intelligent, efficient, and future-ready wireless networks.”
globenewswire.com/news-relea…
Stock Doc retweeted
BREAKING: $AMPG CEO CONFIRMS THAT TELUS $40M LOI IS ALREADY EXCEEDED BY $5-7 MILLION. NEW ORDERS AND ANNOUNCEMENTS COMING!
This is the single most bullish news from the Maxim Group event. This is bigger than confirmation of the $GOOGL and $AMZN being customers. No question about it.
First of all, CEO Fawad Maqbool confirmed in a recent Maxim Group event that the relationship with Telus is now direct, meaning there is no reseller between them and Telus eating the margins.
About HALF of the 40 million dollar LOI has ALREADY BEEN DELIVERED. On top of that, $AMPG has received 5 to 7 million dollars in orders in ADDITION to the original LOI. They are currently shipping orders EVERY DAY!
CEO Maqbool also confirmed that more announcements will be coming soon:
"We are a direct supplier to them. In fact, they (Telus) now come to us for their newer product development. They want more and more configurations that they from us beside of we've already delivered to them.
That gives us a lot of credibility: more orders and new configurations, which we'll be announcing."
Think what this means:
Most LOIs never convert to orders. In this case the LOI has been already EXCEEDED with multiple millions of dollars.
This explains very bullish commentary from management in previous earnings call. It also explains why ATM was cancelled and stock buyback program announced.
We have CEO on tape, saying that orders and announcements are coming.
Market is sleeping on $AMPG and this is the very beauty of FinX. Retail has finally chance to front run institutional money.
Stock Doc retweeted
Did $AMPG land the deal with $AMZN Leo? Multi-million dollar market opportunity unlocked.
In June 2026 the Amazon logo appeared on AmpliTech website on customer section and many of you wondered what this means. There was never any press release related to $AMZN. So I decided to dig deeper during the weekend.
Here is what I discovered:
First of all, Amazon is not a small name to land, and it was absent from every customer list the company published from 2020 to present day, so it is fair to assume that relationship is very fresh.
In November 2024, AmpliTech launched a satellite receive product line. Low-noise block (LNB) downconverters across the X, Ka and Ku bands.
The LNB is the box on a dish that grabs a faint signal and steps it down for the modem. A satellite signal reaching the ground is measured in picowatts, power equal to one trillionth of a watt. The LNB is the first thing it touches.
A 0.3 dB improvement in the LNB's noise figure is worth roughly a 7–10% larger dish. That is why constellation operators care enormously about who makes this box as it sets the sensitivity of the whole link. Ka-band units are harder to build than Ku-band due higher frequency and tighter tolerances. Professional-grade units sell for hundreds to thousands of dollars each. Multiply by a global gateway network and you have a real market
They signed a five-year supply agreement for it with a Fortune 1000 company. The first order was close to 20% of the division’s amplifier sales. Management said LNB sales could one day match the entire amplifier business.
Then, in April 2025, a separate Fortune 500 customer placed a $2M record order across the LNA/LNB lines.
What makes this interesting is this:
Amazon Leo, the constellation once called Kuiper, runs in the Ka band. The original license granted by the US Federal Communications Commission (FCC) dictated that Amazon deploy and operate at least 1,618 satellites (50% of its licensed fleet) by July 30, 2026 and the rest by July 30, 2029. However, due to delays with launch vehicles, Amazon filed for a deadline extension.
As of early 2026 the company had 250-plus satellites in orbit and was guiding to commercial service in the third quarter of 2026. This means, that they need to increase roughly 1200% the amount of satellites before July 30, 2029.
On its own earnings calls Amazon flagged roughly a billion dollars a year in extra cost to build the network. A constellation is useless without ground gateways to receive it. Ka-band gateways need exactly the low-noise front end AmpliTech now makes.
OneWeb, the other big low-orbit network, was already an $AMPG customer in the satcom years. Supplying one constellation is the reference for winning the next.
So where does that leave us:
We know Amazon is customer of AmpliTech. AmpliTech builds the exact ground front end a Ka-band constellation needs. The timing lines up with Amazon's deadline. Amazon NDAs its suppliers hard, so silence is normal. All of this right before Leo constellation's biggest year.
$AMPG is a sub-$150M market cap company sitting on potentially yet another huge market opportunity. Combine this with the fact that they cancelled the ATM and announced a stock buyback program, and I think we a very interesting setup front of us.
TL;DR: Ka-Band Is Hard. $AMPG Builds It. $AMZN Needs It.
This is just my speculation and does not constitute financial advice.
Stock Doc retweeted
$AMPG has a clear path to $1b in revenue by 2030 and it doesn't need much market share to get there.
I've been through the O/AI RAN opportunity but let's dig into what Private 5G means to $AMPG when it comes to revenue.
The Private 5G numbers are just as impressive as the AI/O-RAN numbers.
In 2025 the private 5G market stood at just $5 billion.
At the projected 40% CAGR the TAM is sitting at almost $30 billion by 2030.
Let's say AmpliTech takes a small piece of the pie, like we assumed with the AI/O-RAN numbers.
At just 1% market penetration $AMPG
is looking at $300 million in revenue by 2030 from Private 5G alone.
This is comparable to the opportunity in O/AI-RAN so with just 1% in each they have a $600 million opportunity.
Once again, this is driven by another area of fast growing future tech that AmpliTech is positioned to be a part of, ROBOTICS.
The growth in the forecast period is attributed to increasing investments in robotics and smart factories, the rising adoption of autonomous systems and a growing focus on cybersecurity for private networks.
These smart factories and autonomous robots can't run on traditional WiFi, they need Private 5g.
This is the deep tech of the future and $AMPG is at the center of the connectivity layer once again.
Just like Edge AI.
Just like Quantum Computing
Just like LEO constellations.
Now we find ourselves at the heart of the robotics buildout through Private 5G connectivity.
Add up the numbers from O-RAN, Private 5G, LNA's for quantum computing and LEO satellites etc and there's a clear path to $1b in revenue by 2030.
Just a 1.5% capture of the O-RAN and Private 5G and they can hit $900m.
The best part is AmpliTech is ready to deploy these Private 5g systems TODAY.
🤖 Made with AI
$AMPG just announced a $10m buyback but there must be a reason why the CEO is so confident in doing this when the market cap is only $150m.
It's clear the company has turned a corner on 5G deployments but there's plenty more opportunity on the horizon.
While O-RAN is AmpliTech's bread and butter today the CEO was recently taking about their private 5G deployments on LinkedIn.
Seems like he doesn't want the market to overlook or lose sight of this opportunity.
Yes you can use private 5G for residential and office buildings but there's another use case where traditional WiFi is not an option.
That's autonomous robots, the next wave of industrial automation.
Traditional Wi-Fi cannot deliver the ultra-low latency, reliability, and secure connectivity that fleets of autonomous robots demand in busy factories and warehouses.
Private 5G changes everything by providing dedicated spectrum, seamless mobility, and network slicing that collaborative robots operate faster with near-zero downtime.
In Fawad's LinkedIn post he pointed out that "AMPG delivers complete end-to-end private 5G solutions, from O-RAN certified Massive MIMO radios and Native DAS systems to portable Network-in-a-Box deployments."
Their proprietary RF components and low-noise amplifiers give these networks superior signal quality and range that robotics applications truly need.
$AMPG is ready to deploy TODAY in smart manufacturing, logistics hubs, and beyond.
The private 5G market is exploding with massive CAGR while robotics adoption surges creating huge tailwinds for a vertically integrated US player like Amplitech.
This setup makes $AMPG a compelling way to ride both the 5G/6G infrastructure buildout and also the robotics revolution that traditional networks today can't handle.
So while Fawad might have confidence in the O-RAN buildout there's always the chance there's something else coming that's not on the markets radar today.
Stock Doc retweeted
What will be the next 10 bagger?
In my eyes, $AMPG has the best potential for that.
Stock Doc retweeted
When you buy $AMPG at 180M market cap, you get a company which:
✅is debt-free
✅is founder-led
✅runs 48% gross margins
✅grew revenue 48% YoY
✅grew gross profit 116% YoY
✅holds $18.4M in cash
✅sits on a +$20M backlog
✅guides for +$50M revenue in 2026
✅ONLY 64T64R Massive MIMO vendor @ O-RAN PlugFest
✅ran live interop with AT&T, Deutsche Telekom, Orange and Rakuten
✅makes cryogenic LNAs for quantum computers
✅has the most insane customer base ever
I am extremely long on $AMPG 🔥🚀NFA.
Stock Doc retweeted
$CGEH. For those of you wondering, today’s selling pressure is mainly coming from employees who can finally sell some of their shares which are likely up hundreds of percentage points. Today was always going to be a pressured day, let’s just hope it’s orderly.
Stock Doc retweeted
$CGEH. CEO’s quote leads with data centers…
We're making headlines in LA! CEO Vince Canino spoke with the LA Business Journal about our rebrand, our $112.5M strategic investment, and the markets powering our next chapter: #datacenters, #ports, #microgrids & beyond.
Full feature in the comments ⬇️
#CapstonEnergyPlus $CGEH
Stock Doc retweeted
Fun Fact: $CGEH is now a $400M+ market cap company but trades at 3.3x FY28 Sales (still cheap considering their growth is 30%+ per year) WITHOUT a data center contract and WITHOUT the surge in oil prices catalyzing bigger revenues in their energy as a service "power rentals" businesses. Both of these demand vectors that are not in revenue consensus forecasts come with higher revenues and higher margins. So if you think this 30% stock move higher last week suggests this has played out, you will be proven wrong shortly, this is just getting started.