Added to YB: 2026-01-09
Pitch date: 2025-07-16
NLST [bullish]
Netlist, Inc.
+50%
current return
Author Info
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Company Info
Netlist, Inc. designs, manufactures, and markets memory subsystems for the server, high-performance computing, and communications markets in the United States and internationally.
Market Cap
$292.6M
Pitch Price
$0.64
Price Target
19.20 (+1900%)
Dividend
N/A
EV/EBITDA
-27.94
P/E
-7.49
EV/Sales
1.94
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Pure play small cap bet on making GPU data centres more efficient - Netlist, Inc.
NLST: Pure play on MRDIMM memory tech solving AI datacenter bottlenecks. Won $866M patent verdicts vs Samsung/Micron for DDR5/HBM infringement. CEO first-ever insider buy $3M at $0.70 (current $0.62). CAFC appeals likely resolved 2026. HBM market exploding $0→$25B. High risk/reward - either 15-30x or 50-90% loss.
Read full article (12 min)