8 days ago
Micron and Nvidia continue to make headlines, but one tiny AI stock has drastically outperformed them both in terms of growth in 2026. Netlist (OTC: NLST) has more than quintupled year to date, and its rally looks far from over.
Its hardware sales have been surging in recent quarters, and its recent legal wins point to the end of a decade-long battle against tech giants.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Netlist earned $109.8 million in its second quarter, a 163% year-over-year increase. Net income also flipped from a $6.1 million net loss in Q2 2025 to $1.4 million in net profits in the recent quarter.
Netlist makes most of its revenue by reselling hardware, but it is also developing CXL solutions that could become a major growth driver in the future. Fortune Business Insights projects a 54.48% compound annual growth rate for CXL memory products through 2034. Netlist is already making money from its DDR5 memory controllers, showing that its hardware revenue isn't just from reselling.
#Growth
Its hardware sales have been surging in recent quarters, and its recent legal wins point to the end of a decade-long battle against tech giants.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Netlist earned $109.8 million in its second quarter, a 163% year-over-year increase. Net income also flipped from a $6.1 million net loss in Q2 2025 to $1.4 million in net profits in the recent quarter.
Netlist makes most of its revenue by reselling hardware, but it is also developing CXL solutions that could become a major growth driver in the future. Fortune Business Insights projects a 54.48% compound annual growth rate for CXL memory products through 2034. Netlist is already making money from its DDR5 memory controllers, showing that its hardware revenue isn't just from reselling.
#Growth
16 days ago
SMCI fell 4% and DELL dropped 3% after Netlist filed an ITC complaint over DDR5 patents, though SMCI remains up 28% for the week.
Micron rallied 4% despite being named in the Netlist filing, while SOXX gained 2%, both signaling sector rotation rather than fading AI demand.
Super Micro booked over $60 billion in new orders last quarter and guided fiscal 2027 revenue of $65 to $72 billion, driving last week's surge.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today.
Shares of Super Micro Computer (NASDAQ:SMCI) are down 4% to $38.4 Monday morning, giving back part of last week's rally as a fresh patent complaint over DDR5 memory modules lands on the AI server builders. The complaint names several major hardware vendors alongside memory supplier Micron Technology (NASDAQ:MU).
#last #netlist #ddr5
Micron rallied 4% despite being named in the Netlist filing, while SOXX gained 2%, both signaling sector rotation rather than fading AI demand.
Super Micro booked over $60 billion in new orders last quarter and guided fiscal 2027 revenue of $65 to $72 billion, driving last week's surge.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today.
Shares of Super Micro Computer (NASDAQ:SMCI) are down 4% to $38.4 Monday morning, giving back part of last week's rally as a fresh patent complaint over DDR5 memory modules lands on the AI server builders. The complaint names several major hardware vendors alongside memory supplier Micron Technology (NASDAQ:MU).
#last #netlist #ddr5
