ducman retweeted
$AMPG is sitting at an $80M market cap right now.
✅Over 40% of that is cash.
✅Completely debt-free.
✅They just reported $17M in Q3 revenue after the customer-side delays got resolved earlier in the quarter.
✅Continuous orders keep rolling in from their customers.
✅Q2 revenue was $8M. This is more than a 100% jump quarter-over-quarter.
✅The stock is down over 70% from its June highs
I’m a buyer at $2.77. Are you?
BREAKING: $AMPG HAS RECEIVED $17M WORTH OF ORDERS DURING THE THIRD QUARTER OF 2026!
I think everyone should pay more attention to what AmpliTech is currently doing right now. This $80M market cap company faced customer-side delays during the first half of 2026, which resulted in them pulling guidance, but they have just posted more orders than anyone was originally estimating and are not only on track to meet the original guidance, but to exceed it significantly.
What’s best is that they are seeing continuous orders landing from their customers:
“We are pleased with our third-quarter order performance, which reflects continued purchasing activity from established customer programs and growing commercial experience with our O-RAN technology and product portfolios across our divisions.”
- Fawad Maqbool, CEO of AmpliTech
They have now received over $30M worth of orders this year and have around $30M of cash. Market cap is $80M.
I am personally a buyer at these prices🔥🚀
globenewswire.com/news-relea…
ducman retweeted
BREAKING: $AMPG HAS RECEIVED $17M WORTH OF ORDERS DURING THE THIRD QUARTER OF 2026!
I think everyone should pay more attention to what AmpliTech is currently doing right now. This $80M market cap company faced customer-side delays during the first half of 2026, which resulted in them pulling guidance, but they have just posted more orders than anyone was originally estimating and are not only on track to meet the original guidance, but to exceed it significantly.
What’s best is that they are seeing continuous orders landing from their customers:
“We are pleased with our third-quarter order performance, which reflects continued purchasing activity from established customer programs and growing commercial experience with our O-RAN technology and product portfolios across our divisions.”
- Fawad Maqbool, CEO of AmpliTech
They have now received over $30M worth of orders this year and have around $30M of cash. Market cap is $80M.
I am personally a buyer at these prices🔥🚀
globenewswire.com/news-relea…
ducman retweeted
BREAKING: $AMPG VP OF SALES IN A LINKEDIN COMMENT: AMPLITECH HAS ALREADY SHIPPED AROUND 3,000 O-RAN 5G RADIOS TO TELUS. MENTIONS OREX HAS BEEN SUPPLIED AS WELL.
This is insane alpha straight from the VP of Sales & Business Development of AmpliTech.
In the comment section of a recent LinkedIn post about the 64T64R Massive MIMO radio, Tom, VP of Sales & Business Development, confirmed that AmpliTech has already shipped around 3,000 O-RAN 5G radio units to TELUS and that AmpliTech has also started to supply OREX.
Let's assume these are the FDD mid-band units at roughly $7,000-8,000 each based on industry benchmarks (exact prices are not public):
3,000 units is about $21-24M of shipped value, and even more if more expensive 4T8R and 64T64R radios are involved. Fawad said in June that orders had exceeded the $40M LOI by $5-7M, and July added nearly $4M more under the same LOI. That is roughly $53M in cumulative orders under this program alone.
How much has been recognized? Since shipments began in Q2 2025, total company revenue has been about $27M, and not all of it was radios. The company's disclosed backlog stood above $20M at March 31, before June 5-7M orders and before July's $6M order month.
It is also fair to assume OREX is the Asian MNO with $78M LOI as OREX is deploying with $NOK in Indonesia to bring 5G to millions of households.
"If fulfilled, deliveries of the order are expected to start in FY2025 and will substantially increase each year thereafter into 2027. The non-binding letter of intent is subject to the parties entering into a series of definitive purchase orders. No assurance can be given that the Company will enter into any purchase orders or purchase orders for the total amount of $78 million."
The VP also quoted the $6M follow-on order post 21 hours ago and wrote "and the beat goes on!"
Make of it what you will. 🔥🚀
ducman retweeted
CEO of $AMPG bull posting in Linkedin. The management seems pretty bullish lately.
AmpliTech CEO Fawad Maqbool breaking down the core mission behind $AMPG:
High-speed 5G wireless isn't just a tech upgrade—it's replacing multi-million-dollar fiber deployments in areas where digging cables isn't economically viable.
Exceptional noise figure and signal performance aren't just technical vanity metrics; they are what allow 5G towers to deliver gigabit connectivity over massive distances at a fraction of the CapEx.
Fundamentals meet massive TAM. 📡🌐
ducman retweeted
I’ve heard talk about the $AMPG news volume as a negative, like we’re trying to artificially pump the price. Nothing artificial about this, look for yourself. We have FBI level investigators uncovering new alpha daily. Shout out @derducman for this find. @rk8215 and @olyth_capital always doing heavy lifting as well. We just want the market to see what we see. The $NVDA link adds yet another layer of upside.
BREAKING: $NVDA AERIAL RAN GITHUB REPO SHOWS EVIDENCE THAT $AMPG 64T64R MIMO RADIO IS BEING INTEGRATED WITH AERIAL ON CODE-LEVEL!
Are you guys ready for the nerdiest AmpliTech alpha find so far? Credit for this goes to user @derducman!
A public pull request has been submitted to NVIDIA’s Aerial CUDA-Accelerated RAN repository titled:
“mMIMO support for Amplitech RU”
The submitted code is designed to make NVIDIA Aerial work correctly with AmpliTech’s 64T64R radio, including:
- 64-antenna mapping
- eCPRI communication fixes
- multi-MAC radio routing
- high-antenna-count channel estimation
- dynamic beamforming support
Why is this meaningful?
NVIDIA Aerial acts as the GPU-powered software brain of an AI-RAN base station, while AmpliTech provides the physical Massive MIMO radio hardware.
This suggests that AmpliTech’s radio is not merely being mentioned alongside NVIDIA, it is undergoing real, code-level integration with the Aerial platform.
The code was submitted by a developer from the Northeastern University/WINES Lab ecosystem. It has not yet been reviewed or merged by NVIDIA, but it is a legitimate technical development worth following.
What is the O-RAN CAT B 64T64R Massive MIMO RU?
This is the flagship product from Amplitech.
64T64R means it has 64 transmit and 64 receive paths, which makes it a Massive MIMO radio. It beamforms energy directly at users and multiplies network capacity.
In short, this is the most advanced and highest-value radio type in 5G. Almost no non-Chinese vendor can build a true CAT B Massive MIMO O-RU.
It remains the single biggest product gap in the O-RAN ecosystem, and that scarcity is the thesis. It is also exactly where AI-RAN lives, since AI beamforming needs 64T64R hardware.
..and now it is integrated to NVIDIA Aerial on code-level at the same moment when NVIDIA starts to post on their main channel about importance of 5G/6G.
Beyond bullish! 🔥🚀
ducman retweeted
Important distinction here.
You’ll see $AMPG (not Nokia or Ericsson) because AmpliTech is the one actually committing to a full open-source stack.
Nokia and Ericsson take $NVDA’s AI Aerial software and fold it into their own proprietary systems. That still locks operators into their ecosystems.
AmpliTech is going the opposite direction.
Full open RAN + open-source software.
This is where the industry is heading.
That’s a real difference, and why this public code-level integration with Aerial matters.
BREAKING: $NVDA AERIAL RAN GITHUB REPO SHOWS EVIDENCE THAT $AMPG 64T64R MIMO RADIO IS BEING INTEGRATED WITH AERIAL ON CODE-LEVEL!
Are you guys ready for the nerdiest AmpliTech alpha find so far? Credit for this goes to user @derducman!
A public pull request has been submitted to NVIDIA’s Aerial CUDA-Accelerated RAN repository titled:
“mMIMO support for Amplitech RU”
The submitted code is designed to make NVIDIA Aerial work correctly with AmpliTech’s 64T64R radio, including:
- 64-antenna mapping
- eCPRI communication fixes
- multi-MAC radio routing
- high-antenna-count channel estimation
- dynamic beamforming support
Why is this meaningful?
NVIDIA Aerial acts as the GPU-powered software brain of an AI-RAN base station, while AmpliTech provides the physical Massive MIMO radio hardware.
This suggests that AmpliTech’s radio is not merely being mentioned alongside NVIDIA, it is undergoing real, code-level integration with the Aerial platform.
The code was submitted by a developer from the Northeastern University/WINES Lab ecosystem. It has not yet been reviewed or merged by NVIDIA, but it is a legitimate technical development worth following.
What is the O-RAN CAT B 64T64R Massive MIMO RU?
This is the flagship product from Amplitech.
64T64R means it has 64 transmit and 64 receive paths, which makes it a Massive MIMO radio. It beamforms energy directly at users and multiplies network capacity.
In short, this is the most advanced and highest-value radio type in 5G. Almost no non-Chinese vendor can build a true CAT B Massive MIMO O-RU.
It remains the single biggest product gap in the O-RAN ecosystem, and that scarcity is the thesis. It is also exactly where AI-RAN lives, since AI beamforming needs 64T64R hardware.
..and now it is integrated to NVIDIA Aerial on code-level at the same moment when NVIDIA starts to post on their main channel about importance of 5G/6G.
Beyond bullish! 🔥🚀
ducman retweeted
BREAKING: $NVDA AERIAL RAN GITHUB REPO SHOWS EVIDENCE THAT $AMPG 64T64R MIMO RADIO IS BEING INTEGRATED WITH AERIAL ON CODE-LEVEL!
Are you guys ready for the nerdiest AmpliTech alpha find so far? Credit for this goes to user @derducman!
A public pull request has been submitted to NVIDIA’s Aerial CUDA-Accelerated RAN repository titled:
“mMIMO support for Amplitech RU”
The submitted code is designed to make NVIDIA Aerial work correctly with AmpliTech’s 64T64R radio, including:
- 64-antenna mapping
- eCPRI communication fixes
- multi-MAC radio routing
- high-antenna-count channel estimation
- dynamic beamforming support
Why is this meaningful?
NVIDIA Aerial acts as the GPU-powered software brain of an AI-RAN base station, while AmpliTech provides the physical Massive MIMO radio hardware.
This suggests that AmpliTech’s radio is not merely being mentioned alongside NVIDIA, it is undergoing real, code-level integration with the Aerial platform.
The code was submitted by a developer from the Northeastern University/WINES Lab ecosystem. It has not yet been reviewed or merged by NVIDIA, but it is a legitimate technical development worth following.
What is the O-RAN CAT B 64T64R Massive MIMO RU?
This is the flagship product from Amplitech.
64T64R means it has 64 transmit and 64 receive paths, which makes it a Massive MIMO radio. It beamforms energy directly at users and multiplies network capacity.
In short, this is the most advanced and highest-value radio type in 5G. Almost no non-Chinese vendor can build a true CAT B Massive MIMO O-RU.
It remains the single biggest product gap in the O-RAN ecosystem, and that scarcity is the thesis. It is also exactly where AI-RAN lives, since AI beamforming needs 64T64R hardware.
..and now it is integrated to NVIDIA Aerial on code-level at the same moment when NVIDIA starts to post on their main channel about importance of 5G/6G.
Beyond bullish! 🔥🚀
ducman retweeted
$AMPG Gang.
Something is brewing.
Seems be be lots of chatter about $NVDA and telecoms lately.
When they move you listen.
Network automation and autonomous networks aren't the same thing — and the gap between them is where the next generation of telco operations lives.
In this video, Amogh Dendukuri breaks down what it takes to get there: agentic AI, closed-loop operations, and an ecosystem building on NVIDIA platforms to make it real.
ducman retweeted
$AMPG lIn order to have real 5G, you need radios designed for that performance level. Most of the network is not real 5G; it is 4G LTE that has been rebranded
AmpliTech is the only American manufacturer of the radios true 5G needs.
AmpliTech is trading at 2x P/S and $139M market cap.
$AMPG CEO just posted on LinkedIn about the current state of 5G that most don't understand.
We don't really have the 5G that was promised.
We aren't going from 5G to 6G, because we don't really have 5G currently. There's a step in between to correct the fumbled rollout of 5G, that's called 5G Advanced.
Most of what we call 5G today is still heavily dependent on 4G LTE infrastructur. Real-world speeds often sit in the 100–300 Mbps range instead of the multi-gigabit, ultra-low-latency performance that was originally promised.
The early rollout prioritized coverage and quick branding over full capability.
AmpliTech's 64T64R Massive MIMO O-RAN RU fills the hardware need for 5G Advanced.
5G Advanced is the course correction. It delivers meaningful gains in speed, capacity, latency, and efficiency while adding native AI support.
Much of this progress is happening on Open RAN architectures, which use open interfaces and software-defined designs. That openness makes it significantly easier to upgrade networks, insert AI, and transition smoothly toward 6G without locking operators into proprietary systems.
That's why MNOs are pushing O-RAN and interoperability so hard. They learned their lesson with the 5G roll out and don't want to make the same mistake with 5G Advanced and 6G AI-RAN.
The longer-term destination is AI-RAN, networks that are intelligent by design.
That vision fully matures with 6G, but the foundation is being laid now with 5G Advanced and Open RAN.
There's a long runway in the telecom instructed upgrade that has just started.
ducman retweeted
$AMPG CEO just posted on LinkedIn about the current state of 5G that most don't understand.
We don't really have the 5G that was promised.
We aren't going from 5G to 6G, because we don't really have 5G currently. There's a step in between to correct the fumbled rollout of 5G, that's called 5G Advanced.
Most of what we call 5G today is still heavily dependent on 4G LTE infrastructur. Real-world speeds often sit in the 100–300 Mbps range instead of the multi-gigabit, ultra-low-latency performance that was originally promised.
The early rollout prioritized coverage and quick branding over full capability.
AmpliTech's 64T64R Massive MIMO O-RAN RU fills the hardware need for 5G Advanced.
5G Advanced is the course correction. It delivers meaningful gains in speed, capacity, latency, and efficiency while adding native AI support.
Much of this progress is happening on Open RAN architectures, which use open interfaces and software-defined designs. That openness makes it significantly easier to upgrade networks, insert AI, and transition smoothly toward 6G without locking operators into proprietary systems.
That's why MNOs are pushing O-RAN and interoperability so hard. They learned their lesson with the 5G roll out and don't want to make the same mistake with 5G Advanced and 6G AI-RAN.
The longer-term destination is AI-RAN, networks that are intelligent by design.
That vision fully matures with 6G, but the foundation is being laid now with 5G Advanced and Open RAN.
There's a long runway in the telecom instructed upgrade that has just started.
ducman retweeted
$AMPG holders take note of the industry shift that's happening in telecommunications with $NVDA.
This accelerates the transition of AI to the network edge and expands the AI-RAN market.
It's a direct positive for AmpliTech.
They already supply the only U.S. OTIC-certified 64T64R Massive MIMO Open RAN radio.
They collaborated with NVIDIA on the first open-source Massive MIMO AI-RAN demonstration.
They are a member of the AI-RAN Alliance.
As operators look for AI-ready radio hardware that works with GPU platforms, AmpliTech's American-made radios ALREADY check the box.
Especially in markets that want trusted, non-Chinese supply chain options alongside NVIDIA’s compute.
The bigger the AI-RAN wave grows, the more demand there will be for the exact hardware AmpliTech is already delivering.
$NVDA is reportedly seeking Chinese partners to develop 6G AI-RAN base stations that combine wireless connectivity with AI compute.
In my opinion, this will expand NVIDIA beyond chips into telecom infrastructure. We already have exposure to telecom. Lots of value in this sector.
ducman retweeted
Everyone is watching the certifications.
I think they’re missing the hiring timeline. 👇
$AMPG didn’t just hire salespeople in 2026.
They hired people who spent decades helping sell infrastructure to Tier 1 operators.
📡 Former Ericsson VP & Head of Technology Strategy (North America)
📡 Former Nokia CTO for Sprint
📡 Former Charter Communications wireless R&D leader
📡 20+ years managing multimillion-dollar carrier relationships
Now look at the sequence:
✅ 64T64R O-RAN certification
✅ AI-RAN Alliance participation
✅ PlugFest demonstrations
✅ FCC/ISED approvals
✅ $78M + $40M LOIs
✅ $6M+ follow-on orders
✅ ~$22M capital raise
THEN… they hired commercial leadership.
That isn’t the order you’d expect if they were still trying to build the technology.
It’s the order you’d expect if management believes the products are ready and the bottleneck has shifted to winning customers.
Do these hires guarantee revenue?
No.
Telecom sales cycles are long, and execution still matters.
But experienced executives from Nokia, Ericsson and Charter don’t usually leave established companies for a micro-cap unless they believe there’s a real commercial opportunity.
The market keeps asking:
“Can AMPG build the radios?”
I think the more important question is now:
“What happens if these hires start converting operator relationships into repeat deployments?”
That may be one of the most overlooked developments of 2026.
#OpenRAN #AIRAN #5G #Telecom #SmallCaps
ducman retweeted
$AMPG closed strong at $4.91 (+6.5%) backed by $6M+ in July follow-on orders, FCC/ISED certifications, and a $10M buyback. The chart is holding key support with heavy momentum building.
$AMPG showing absolute strength today closing at $4.91! 🔥 Fresh off $6M+ in July follow-on orders (including $4M from major North American MNO deals) and locked-in FCC/ISED certifications, the commercial rollout is moving fast. Zero debt, $10M buyback active, and the chart is primed. Let's run! 🚀 #AMPG #5G #O_RAN
solana:4aG547Y9PPAgpd8dQEMn8n87oVtFYPAP6vhqEYDHmoon
ducman retweeted
$AMPG in new LinkedIn post:
$T.TO is ordering AmpliTech's products beyond the original scope because the technology has performed in a live network.
The O-RAN radios integrated cleanly into Telus's multi-vendor environment, and AmpliTech is able to support these deployment requirements at pace.
$124M market cap, 48% gross margins. More orders in July than in whole Q1.
🔥🚀
ducman retweeted
🚨 BREAKING: The ultimate alpha is hiding in the regulatory data! 📊👀 AmpliTech just quietly cleared the official FCC & ISED certification for their brand-new, dual-band carrier macro radio (RRU4861). 📡🇨🇦
Connecting the dots reveals the massive scale here:
-The Fingerprint: The Band 7 & Band 30 spectrum combo matches Canadian networks like Telus perfectly.
-The Procurement Math: Telus is pushing a $66B infrastructure plan to retrofit 1,000+ existing macro sites via their Terrion tower spin-off. A 3-sector macro site needs 3 radios—putting a baseline targeted program tier at an estimated $30M–$45M contract value!
-The Revenue Reality: For a company that brought in $25.2M in total revenue for FY2025, locking in a single new project tier worth an estimated $30M–$45M completely changes the growth trajectory.
The CEO already confirmed the initial $40M+ Telus LOI has been exceeded by $5M–$7M in reorders. Front-running the formal PR with primary source data is the ultimate edge! 💎🧱 $AMPG
