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Wednesday, 01/21/2026 1:47:33 AM

Wednesday, January 21, 2026 1:47:33 AM

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Another good $NLST article on Substack from Gary Wallach. I've posted here several times before that because many of Netlist patents are foundational patents they have the potential to be the "Qualcomm" of the memory market. Just as Qualcomm held many of the foundational patents in the telecommunications industry and allowed it to become a behemoth in that sector through revenue streams from patent licensing so does Netlist hold foundational patents in the memory technology sector which gives it similar potential. Mr. Wallach mentions this same potential in his article. It hurts my brain but thrills my heart when I try to visualize how big Netlist may someday be when considering the vast number of patent licensing's Netlist could have and the revenue it will create. https://garywallach.substack.com/p/why-the-market-may-be-wildly-underestimating
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