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Source document· May 23, 2026

The 1 Tech Stock I Keep Adding To on Red Days -- and Why I'll Do It Again

View original at nasdaq.com
The 1 Tech Stock I Keep Adding To on Red Days -- and Why I'll Do It Again Key Points Netlist owns patents that form the foundation of memory chips, resulting in legal wins against Micron and Samsung that can produce meaningful licensing royalties in the future…
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  • Netlist remains well positioned to capitalize on AI memory technologies — DDR5 and HBM — through our products and IP assets.

    60% confidence
  • Netlist gets far more negotiating power as the AI boom continues, which can result in better licensing terms.

    60% confidence
  • The longer Micron and Samsung drag their feet in the patent cases, the more consequential the damages may become.

    60% confidence
  • Consecutive quarters of high sequential growth can be an indicator of a breakout AI stock, following the pattern of Sandisk and Micron which delivered multiple quarters of high sequential growth before most investors noticed the opportunity.

    60% confidence
  • Netlist can issue an injunction that bans the sale of memory chips in the U.S., ruining backlogs in the process.

    60% confidence
  • Motley Fool Stock Advisor's total average return is 993%, compared to 208% for the S&P 500.

    60% confidence
  • If Netlist continues to deliver high sequential growth and scores big legal wins resulting in licensing royalties, its stock should soar.

    60% confidence
  • Netlist has silently become a major part of the AI bottleneck due to its patents.

    60% confidence
  • The jury verdicts from Micron and Samsung alone are worth almost Netlist's entire market cap.

    60% confidence
  • Netlist was not among the Motley Fool Stock Advisor's 10 best stocks for investors to buy now as of May 22, 2026.

    60% confidence
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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