$AMPG — FinTwit mentions on Surfaced

$AMPG — FinTwit mentions on Surfaced

Recent calls

43 calls

@spaceinvestor_dJul 8, 2026 · 2:42 PM

$AMPG: AmpliTech Group today announced that its O-RAN CAT B 64T64R Massive MIMO radio unit was featured in live demonstrations at VIAVI Solutions’ VALOR Lab during a recent facility tour for AI-RAN Alliance members and attendees. AmpliTech’s inclusion in VALOR’s demonstration environment, alongside other leading O-RAN vendors, reflects the radio’s continued validation across an expanding set of independent testing venues, including the Open6G OTIC at Northeastern University and the O-RAN ALLIANCE Global PlugFest Spring 2026, in which AmpliTech’s 64T64R was the only radio of its configuration to participate.

@spaceinvestor_dJul 7, 2026 · 11:34 AM

$AMPG: AmpliTech authorized a stock repurchase program of up to $10 million over 24 months and terminated its unused ATM equity offering, effective immediately. The company cites record revenue, a growing order book, margin expansion expectations, and a debt-free, cash-strong balance sheet as support for funding buybacks from existing cash.

@photonbullJul 7, 2026 · 10:28 AM

$AMPG board authorizes a $10M buyback over 24 months and kills the untapped ATM effective immediately. For a microcap RF and LNA maker this is a rare capital allocation signal, no debt, record revenue and management now returning cash rather than diluting. The ATM termination is a great signal. Removing the standing dilution overhang while the order book grows tells you the balance sheet funds the growth on its own. Small caps usually do the opposite. On this news and the stock price around 6$, I think it is a great entry after it cooled down from the highs last month around $10

@analysisopJun 22, 2026 · 7:23 PM

Bullish $NOK Nokia, and should be bullish $AMPG too

@photonbullJun 21, 2026 · 6:02 PM

6G buildout still seems like a good and relatively early investment theme to me here $AMPG fits in and has some interesting partnerships for the Open6G project

@wliangJun 17, 2026 · 11:57 PM

Woah, $AMPG! Up ~2.5x in 21 trading days. I gave you every fundamental and technical reason why it was undervalued. Now it's showing. When there's large asymmetry, it means we are early. It will take the market some time to catch on. Patience pays well. https://t.co/K6SYQ5KzVd

@vulturetradesJun 15, 2026 · 2:28 PM

$QNC identical setup to $AMPG that went 600%+ 🚀

@wliangJun 10, 2026 · 1:17 AM

@CCanuck1 Unfortunately macro conditions worsened. Whole market took a turn. Doesn’t change the $AMPG thesis though. 🤝

@photonbullJun 8, 2026 · 4:50 PM

$AMPG now directly lists $NVDA and $AMZN as customers on their website This is still only trading at a $150M market cap and revenue is expected to come in around $50M this year, hopefully with profitability

@spaceinvestor_dJun 8, 2026 · 4:34 PM

$AMPG: New website & updated customer list 👀 Now includes Amazon and Nvidia. h/t @chinoalemano https://t.co/dYcW6wGaTv

@wliangJun 3, 2026 · 5:54 PM

@chinoalemano @SpaceInvestor_D An absolute gem in the making. $AMPG is definitely undervalued.

@wliangMay 26, 2026 · 7:16 PM

@curlingisgreat Why is that? I believe $AMPG is absolutely a hidden gem.

@wliangMay 25, 2026 · 10:59 PM

@blacque22 Of course. Bullish on $AMPG.

@ckcapitalxxMay 24, 2026 · 2:03 PM

Re rate is cominggggg. $AMPG

@spaceinvestor_dMay 22, 2026 · 1:33 PM

$AMPG: AmpliTech was trading around $3.20 when I first highlighted the company back in January. A few months later, it fell all the way to $2.00. Not exactly a comfortable ride. Last month, the stock surged 155%, and today it opened at $5.50 This is a good reminder that even when the thesis is right, the market doesn't always agree immediately. Conviction & Patience pays 🫡

@ckcapitalxxMay 22, 2026 · 12:09 PM

People are asking if they missed $AMPG after the run. I don’t think they have. Here is the thing about this company that gets overlooked. Every single revenue stream is in its earliest innings simultaneously. The defense contracts with Lockheed, Boeing, Raytheon, and NASA are not mature programs. They are just getting started. The 5G DAS solution just received FCC certification this week meaning commercial deployments have not even begun yet. The $140 million in carrier LOIs have not converted to revenue yet. The EU Open RAN mandate has not produced a single contract yet. Pick any one of those and it is a catalyst. All four are sitting in front of this company at the same time. The stock ran because it’s a hidden gem. But the re rate happens when the revenue does.

@ckcapitalxxMay 21, 2026 · 7:41 PM

46 people. Four of the most demanding customers on earth. A fully certified 5G stack ready to ship across North America. And a market cap that has not caught up yet. $AMPG is the most undervalued setup I have seen in small cap in a long time and today’s FCC certification just changed the entire trajectory of this company. Here is what most people still do not understand about AmpliTech. The hardest part of building a defense and telecom hardware company is not the technology. It is the qualification. Getting into the supply chains of Lockheed Martin, Boeing, Raytheon, and NASA simultaneously requires years of security clearances, technical audits, and product validation that eliminate the vast majority of companies before they ever ship a single unit. $AMPG already did all of that. With 46 people. Now they have a fully FCC and Canadian ISED certified indoor 5G Native DAS solution covering the entire US and Canadian market with zero regulatory friction. Carrier orders already placed. Shipments starting later this year. And then behind it a $140 million LOI pipeline. 100% revenue growth guidance for 2026. Gross margins at 48% and climbing. Zero debt. And Europe has not even started yet. Carriers across the EU are under mandate to rip out Huawei. $AMPG’s certified O-RAN hardware is exactly what they need. That market is completely unpriced today. Defense contracts. Carrier revenue starting. EU mandate tailwind coming. All stacking on top of each other inside a company most people have never heard of. The qualification was the hardest part. They already did it. $AMPG

@vulturetradesMay 21, 2026 · 6:21 PM

OMG $AMPG UP 60% AT 0.55 I CANT BE STOPPED THIS CAN 5X FROM HERE 🚀 https://t.co/FFUY6aGDhu

@wliangMay 21, 2026 · 5:35 PM

88% run on $AMPG in the last few days is phenomenal. But if it starts scaling towards $SATL valuation, we still have another ~900% to go... There's a reason RenTec holds it. The best performing hedge fund on the planet holds AmpliTech... the only Space company under $1B MC they believe in. I don't think their vision peaks at a $130M market cap.

@spaceinvestor_dMay 21, 2026 · 11:40 AM

$AMPG: AmpliTech today announced that its O-RAN CAT B 64T64R Massive MIMO radio unit served as the central hardware platform in Northeastern University's demonstration of the world's first open-source prototype of a Massive MIMO AI-RAN system, conducted by the Institute for Intelligent Networked Systems (INSI) Open6G OTIC in combining an Amplitech MIMO O-RAN Category B radio unit, NVIDIA AI Aerial software for layer 1 and layer 2 RAN. Northeastern University reported its successful demonstration in a press release dated May 20, 2026.

@wliangMay 20, 2026 · 4:19 PM

My $AMPG thesis goes a lot deeper… it's not just an asymmetric small cap. It's a legitimate space infrastructure bottleneck play. I’ll make this relatively short and explain exactly why I’ve increased my position here: $AMPG designs Low Noise Amplifiers (LNAs) - the hardware that picks up faint satellite signals from 300+ miles and boosts them so the data stays "clean". The thing is... when you're trying to receive a whisper-quiet signal from orbit, the quality of your amplifier determines everything. Bad amplifier = lost/messy data. $AMPG dominates this field. Their LNAs are among the cleanest amplifiers in the world - some hitting noise figures under 0.1 dB. Me simply saying they hold a "unique position" is understating it. > US-based, vertically integrated supplier. The only one of its kind for LNA technology. Defense contracts almost always require domestic sourcing (US just proposed $500B more spending for 2027) - $AMPG checks that box. > Custom MMIC chip design, built in-house instead of buying generic ones. Smaller, lighter, and higher-performance. Ideal for mass-production satellite constellations. > High-frequency band specialization. These are where high-speed satellite internet operates (Gbps speeds). Signals at these frequencies are fragile - this is exactly where "normal" amplifiers fail. $AMPG does not. > Dual exposure. Components for satellite payloads and ground stations. Every LEO constellation needs both. $AMZN Leo alone plans 300+ ground stations globally. In the near future... $SPCX is targeting 42,000 Starlink satellites. $AMZN Leo deploying 3,236 satellites. Other LEO operators expanding constellations. All these satellites need LNAs. Tens of thousands of amplifiers per major constellation. $AMPG delivered prototype Ultra Low Noise Amplifiers to a Fortune 50 satellite provider in late 2024 - "industry best noise figure performance in the high frequency band required for this application." Production scaling is already happening. This isn't speculation. We've covered their numbers already... $50M+ guided for 2026. $100M LOI production shipments started December 2025. And this morning, they received full FCC and ISED Canada certifications for their 5G Native DAS Solution. Entire hardware stack is cleared for commercial sale across North America. $AMPG doesn't need to win the satellite race. They just need to be the supplier whoever wins relies on. And they're rapidly becoming that. (Also, deal coming soon? Interesting statement from the CEO in their earnings call)

@photonbullMay 20, 2026 · 12:35 PM

Saw $AMPG getting some attention on X and decided to take a look. >tldr: Looks interesting and has the momentum with the upcoming SpaceX $SPCX IPO AmpliTech Group is a roughly $115M market cap RF design house out of Hauppauge NY that did $25.2M in FY2025 revenue, up 165% YoY, with management guiding for at least $50M in FY2026. The thesis is simple: they own the low noise amplifier and signal chain that goes into everything carriers and defense primes are spending money on right now, from 5G ORAN radios to satcom ground stations to quantum computing readout, and the order book has finally started catching up to the product breadth. The company designs and manufactures custom and standard RF components for satellite, 5G and 6G wireless, defense, space, and quantum computing. The flagship is its ultra low noise amplifier line, known for industry leading noise figures and sold into ground stations, satcom payloads, and radio astronomy. The newer leg is the 5G ORAN division, which now ships full Massive MIMO 64T64R radios plus the Native DAS indoor 5G stack covering the Pico Radio, AC and DC Mother Hubs, and high density Cascading Hubs. Backlog sits above $20M against roughly $118M of LOIs split between an Asian carrier program (which management has flagged could grow past $100M) and a Tier 1 North American MNO. News from today: full FCC and ISED Canada certification for the complete Native DAS stack. Every box in the chain is now cleared for immediate commercial sale, shipment, and network integration across the US and Canadian markets. Management also disclosed that a Native DAS order is already in hand from a North American MNO end customer, with shipments slated to begin later this year. The unlock is straightforward, $AMPG can now sell directly into Fixed Wireless Access rollouts where operators want to extend 5G to rural and suburban homes without trenching fiber, and into Private 5G builds for factories, logistics, healthcare, and military sites, with Open RAN interoperability inside a single vendor stack as the actual selling point. The dual country certification is the regulatory gate that turns the existing LOI book into recognizable revenue.

@ckcapitalxxMay 20, 2026 · 12:08 PM

Massive. $AMPG Amazing timing too as this stock has ran up 50% this week before this news.

@spaceinvestor_dMay 20, 2026 · 11:50 AM

$AMPG: AmpliTech today announced it has received full Federal Communications Commission (FCC) and Innovation, Science and Economic Development (ISED) Canada certifications for its complete 5G Native Distributed Antenna System (DAS) Solution. The approvals cover AmpliTech's entire end-to-end hardware stack including the 5G Pico Radio, AC and DC Mother Hubs, and high-density Cascading Hubs. With both U.S. and Canadian certifications secured, AmpliTech is cleared for immediate commercial sale, shipment, and network integration across the North American market.

@ckcapitalxxMay 19, 2026 · 10:27 PM

Everyone is focused on $AMPG and the 5G and defense angle. But let me give you the angle that I think gets completely overlooked. This is a 46 person company that has cracked one of the hardest problems in business. Getting into the supply chains of Lockheed Martin, Boeing, Raytheon, and NASA simultaneously. Most public companies with hundreds of employees and billions in revenue have never done that. $AMPG did it with 46 people. Think about what that actually tells you about the technology. These organizations do not approve vendors for convenience. The qualification process is years long. Security clearances. Redundancy testing. Failure mode analysis. Technical audits that eliminate the vast majority of applicants before they ever ship a single unit. The bar is extraordinarily high and $AMPG cleared it across multiple programs simultaneously. That is the moat that nobody is talking about. A competitor cannot just show up tomorrow and take these contracts. The qualification process alone takes years. The relationships take longer. $AMPG is embedded in programs that run for decades. That recurring defense revenue is not going anywhere. And now they are taking that same trusted vendor status into the commercial 5G market. $140 million in active LOIs. Production shipments already started. EU Open RAN opportunity completely unpriced with European carriers mandated to rip out Huawei and replace with certified equipment. The defense qualification was the hardest part. They already did it. Everything coming next is built on top of a foundation that took years to build and cannot be easily replicated. 46 people. Four of the most demanding customers on earth. $140 million in commercial pipeline. The setup here is genuinely unique.

@wliangMay 19, 2026 · 7:44 PM

As mentioned before, we just got our third Weekly Blue Diamond on $AMPG. This is ground zero. Note the bull tracker at the very bottom. Once that flips bullish, we'll likely be in the $5-6 range. I said the same thing about $DGXX early on before it flipped from ~$6 to ~$8. https://t.co/p0YkVLIqwD

@vulturetradesMay 19, 2026 · 6:08 PM

$AMPG this can squeeze added heavy

@cobraalertsMay 19, 2026 · 6:07 PM

$AMPG 7.5 CALL 7/17 @ .35 🐍🚨🚨

@spaceinvestor_dMay 13, 2026 · 8:17 PM

$AMPG: AmpliTech Group Reports Strong First Quarter 2026 Revenue Growth and Significant Q1 Gross Margin Expansion YoY Revenue increased 48.6% year-over-year to $5.35 million, compared to $3.60 million in the first quarter of 2025. Gross profit increased 116.1% year-over-year to $2.57 million from $1.19 million in the prior- year period. Gross margin improved significantly to 48.0%, compared to 33.0% in the prior-year period. Manufacturing and engineering segment revenue increased to $3.28 million from $0.99 million in the prior-year quarter. Net loss improved 17.3% year-over-year to $(1.52) million. Cash, cash equivalents and marketable securities increased to approximately $18.4 million as of March 31, 2026. Working capital improved to approximately $25.4 million from $10.2 million on December 31, 2025. Current ratio (defined as current assets/current liabilities) improved to 4.25 from 1.68 on December 31, 2025. Multiple 5G and MMIC development programs advanced further into commercialization stages. Total Assets to Total Liabilities improved approximately 47% to $48.36 million from $32.86 million on December 31, 2025. AmpliTech Group remains debt free.

@spaceinvestor_dMay 11, 2026 · 3:00 PM

$AMPG: AmpliTech Group To Report First Quarter 2026 Results and Schedules Conference Call on Wednesday, May 13, 2026, after the market close. The Company will host a conference call the same day at 5:00 p.m. Eastern Time to discuss the results.

@spaceinvestor_dMay 1, 2026 · 12:50 PM

$AMPG: "The $78 million LOI, we believe, will grow north of $100 million over the next two years. We are in an investment phase. We're transparent about that. And we believe the progress we've made in 2025, with a commercial pipeline, technology validation, and customer relationships is exactly what the next stage of growth requires."

@spaceinvestor_dApr 28, 2026 · 12:15 PM

$AMPG: AmpliTech today announced the receipt of follow-on orders exceeding $2 million under a previously disclosed Letter of Intent (LOI) with a North American mobile network operator (MNO). These orders reflect incremental demand, including additional quantities beyond those initially contemplated, driven by ongoing requirements for the radio configuration currently being delivered during the Company’s second quarter.

@spaceinvestor_dMar 26, 2026 · 8:32 PM

$AMPG: AmpliTech revenue increased to $25.2 million for fiscal year 2025, compared to $9.5 million in fiscal year 2024, representing growth of approximately 165% year-over-year. The increase was driven primarily by higher sales of low noise amplifier (LNA) and low noise block (LNB) products, expanded 5G product lines, and strong demand from telecommunications and satellite communications customers. The Spectrum division also benefited from a rebound in Asian markets. Gross profit grew to $6.0 million from $3.5 million in the prior year. Gross margin was 23.9% in 2025 compared to 36.7% in 2024. The margin compression reflects the Company’s strategic investment in building long-term relationships with global Tier 1 network operators by providing competitively priced, carrier-grade O-RAN compliant 5G radios. Management expects gross margins to improve meaningfully as the Company transitions from initial market penetration and deployment phases into recurring, high-volume business with established operators. The Company continues to advance its portfolio of O-RAN compliant radio systems, including its flagship Massive MIMO 64T64R product, which has received an O-RAN compliance certificate. This product delivers true 5G speeds with enhanced signal strength, improved coverage, and increased user capacity.

@spaceinvestor_dFeb 26, 2026 · 1:15 PM

$AMPG "This is a significant step toward making Massive MIMO Open RAN a practical reality rather than a research ambition. Demonstrating that AmpliTech’s commercial massive MIMO radio integrates seamlessly into a fully open-source stack opens entirely new possibilities for how next-generation networks are designed, deployed, and optimized without locking operators into proprietary ecosystems."

@spaceinvestor_dFeb 19, 2026 · 12:09 PM

$AMPG AmpliTech today announced the launch of two new 5G base station units, the core equipment installed at cellular towers designed to support expanding global 5G deployments across high-demand spectrum bands. https://t.co/EhkLyTrPiD

@spaceinvestor_dJan 28, 2026 · 12:39 PM

$AMPG Niche technology, defense and space exposure, and hard-to-replicate IP, made in the US. Exactly the kind of asset larger primes buy instead of build. https://t.co/nf8kkSOpt1

@spaceinvestor_dJan 26, 2026 · 1:43 PM

$AMPG It’s public offering morning. Everyone’s going at it! AmpliTech today announced that it has entered into securities purchase agreements with certain institutional investors to purchase 2,230,000 Units at an offering price of $4.055 per Unit, in a registered direct offering.

@spaceinvestor_dJan 23, 2026 · 3:31 PM

$AMPG "The amount of amplifiers expected to be used in this application are in the tens of thousands over the next several years" Production and commercial shipments officially began in December 2025... https://t.co/HDpcI6RMif

@spaceinvestor_dJan 22, 2026 · 6:46 PM

$RDW / $AMPG / $ASTI We ride. 🤝 https://t.co/xpKyo9CDOW

@spaceinvestor_dJan 20, 2026 · 12:55 PM

$AMPG The certification confirms that the radio platform conforms to O-RAN technical specifications governing key radio interfaces and operational behaviors. "Independent validation through an authorized OTIC supports interoperability and helps ensure our products can be integrated into real-world 5G networks designed to deliver reliable, high-capacity, high-speed connectivity in dense environments."

@spaceinvestor_dJan 12, 2026 · 9:06 PM

$AMPG After today’s move, AmpliTech still trades around 1.6x FY2026 sales. That’s cheap. Wouldn’t be surprised to see a strategic customer step in at some point, similar to what $MDA did with SatixFy last year. See my DD below 👇 https://t.co/WOYueNQpbN

@spaceinvestor_dJan 11, 2026 · 3:15 PM

STRONG AND CLEAN SIGNALS When a satellite is orbiting 300 miles above Earth, the signals it receives are incredibly faint. $AMPG specializes in Low Noise Amplifiers (LNAs), a hardware that can pick up a whisper-quiet signal and boost it so it’s loud and clear, without adding "static" (noise) that would ruin the data. They operate through three main pillars: ✅Low Noise Amplifiers (LNAs): Their bread and butter. They hold industry records for "noise figures," meaning their amplifiers are among the cleanest in the world. ✅MMIC Design Center: They design their own chips (Monolithic Microwave Integrated Circuits). Instead of buying generic chips from a supplier, they build custom, tiny, high-performance chips that fit inside satellites and 5G towers. ✅Open RAN (ORAN) 5G: They are moving into the 5G hardware space, building the actual radios that cellular providers use to beam internet to your phone.

@rubicon59Dec 29, 2025 · 4:33 PM

$AMPG We hunker down and wait.