NetList Inc (NLST)

[gdog]

$NLST Using potential fully diluted shares (350–370 million), Netlist’s jury-validated damages against just Micron and Samsung extrapolated across all infringers and the full patent portfolio imply $12–16 billion of past infringement value, equal to about $32–46 per share on damages alone, while a normalized global licensing model on DDR5, HBM, and AI-critical memory at $1–2 billion of annual royalties supports an additional $13–57 per share at standard 5–10× IP revenue multiples; combined, a full monetization outcome reasonably supports a $45 per share low-end valuation, a $60–70 mid-case, and an $80–90+ upside case if AI/HBM licensing drives premium multiples, positioning Netlist less as a small memory company and more as a long-duration AI memory toll-booth. This ain’t pie in the sky bullshit and is why we’re here for the duration. They can delay awhile, but not forever.
Bullish

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