AMPX

Sea-Manufacturer-404

Yay AMPX

TobiasBloyd

It blows my mind that AMPX hasn't crashed back down to $4 after that short report seems to have exposed it as a big scam: fake orders, fake profits, fake manufacturing agreements so the employees could pump and dump. I won't hold that stock again unless and until there is a serious independent audit that clears it. It's a house of cards waiting to collapse

ohgodthehorror95

QS has been an incredibly lucrative short every time they pump over some immaterial company news or pump from FinTwit influencers. It's a company trading with the valuation of a revenue generating one despite their product being glorified vaporware. AMPX is actually an interesting one since they do actually generate revenue and have carved their own little niche with military drone batteries. Unfortunately it's really difficult to justify buying at their current valuation when you consider how much revenue they actually have

jer_nyc84

AMPX

Shirtwearer1975

buy AMPX?

Shirtwearer1975

sell MSFT to buy AMPX?

Shirtwearer1975

AMPX calls or not?

Pale_Pineapple_4147

AMPX

EXB-4TWN-314159

AMPX

DolawegaTo

Thanks! Btw as for the AMPX, if you think it’s at the good “value level”- best to just do slightly ITM, short date CSP and keep them dripping in. Something like a dca but with puts. Nobody gets the timing right and most often than not, that pocket for dripping in is quite lengthy. If the price starts going up then just continue with classic csps at your previously desired level. You’ll have enough exposure already if done as I mentioned above. If you’re not sure about the exact level, which isn’t the case here, I usually do an otm csp or straight buy. Wish I could say more here but it comes down to feels, 70/30 in favor of just a simple buy.

CumomEileen

AMPX completely immune to the new short report 

TobiasBloyd

Short seller report. I take those with a grain of salt, but I read this one and it's pretty hard to refute: stock price is based on fake earnings, fake orders from unnamed companies, manufacturing deals are with firms in Korea and Colorado that were convicted of fraud in similar situations and previous promises to build manufacturing facilities that never happened--and then massive insider trading where AMPX employees used the BS announcements to run the stock price up and then dumped their own shares

TobiasBloyd

Jesus Christ, why is AMPX going up?? There is basically a smoking gun that it's a big scam, who would buy it right now?

FullTime2489

Thanks for the kind words. My caveat with what follows is (only partly tongue in cheek) the best way to make money in the stock market is do the opposite of what I suggest! :-) In addition, I am a "fundamentals" guy - so I don't tend to gravitate to speculative high beta opportunities without proof points. For example, I like AMPX because they are very likely to hit triple digit millions in revenues this year, with an obvious path to profitability. But on the other hand, I'm not a fan of QS or SLDP because they have neither in their sights. ENVX is a bit of a tweener - closer to "real" but still lots of execution risk. Those three may end up as very successful firms. But as a stock buyer, I think I get paid to wait. So, what do I like? As a company, I like TDK (Tokyo exchange) as they own ATL and ATL is kicking butt in consumer electronics batteries. That impact is diluted by the scale of TDK parent. But I still like the "top co." EVE Energy Co (Shenzhen Exchange) is interesting as they appear to be gaining ground in China on BYD and CATL. Other battery companies I like are either private or captive. So, I like PowerCo, but it's 100% owned by VW. In that case, the scale of VW prohibits you riding PowerCo's progress alone, I think. The same may hold true for Molicel (E-Moli), which is owned by Taiwan Cement. I haven't researched top co there, but it may have a similar issue to PowerCo. It trades on the Taiwan Stock Exchange, and also in the US on the pink sheets. Hope this is useful, or at least interesting.

Visible-Task-2798

I would drop AMPX and PL. The first still has to prove scalability, the second is way too overvalued. I believe if the first continues positive growth, 2027 its going to be definitive in Quarterly report and price movement. PL seems too overvalued at the moment. It\`s possible the price will drop significantly, and then start moving upward again. I\`m on the fence on ASTS. They have been a huge dissapointment with sattelite deadlines and delivery. But the error was on their partner, so it wasn\`t exactly their fault, however it\`s very ominous how much they promise constantly and how little they deliver. I also would say that these three companies will hit great growth if they scale properly anyways, so I can\`t see why not wait for good news on them instead of risking it now.

Fun_Text3258

HOOD is bleeding you dry at -30%, might as well cut losses there and AMPX too since it's down 11%. Your winners like DRTS and GOOGL are carrying hard so maybe just consolidate in those instead of spreading so thin

TobiasBloyd

AMPX made me so much on the way up. Then it lost me a ton yesterday. Now I just bought puts for the first time. Kind of can't believe it. Hopefully it can make me a lot more during its epic crash. I thought it was revolutionary tech. Turns out fraud is a bitch. I blame Elizabeth Holmes

TobiasBloyd

AMPX Amprius Tech nuked by short report. Credible allegations of fraud. Theranos flashbacks

music_is_gud

It's on a downtrend? If you wanna buy pullbacks, you may wanna wait to see where it finds support. That being said, I'm long term bullish on AMPX tho.

Hot-Ambassador8740

Anyone tell me why not to hardcore into AMPX?

Fit-Personality-1834

Oh trust me, I’ve been DCAing AMPX regardless of price for a while but when it dropped to 16 I tripled my position and have been buying weekly since

Fit-Personality-1834

Check AMPX and cry

FullTime2489

As I said, AMPX products have performance metrics where they have chosen the tradeoffs they have to serve the segments they are targeting, like drones. Good for them. Lots of business and market headroom there. But some on the various comment boards are treating them like they have no competition. That's where my submission was aimed. Just be sure you are broadly well-informed. Here's an interesting example: Molicel has pre-announced their X-Series (using Group14 anode material) which will officially ship sometime this year. They have traded down in energy density a bit and traded up for very rapid (re)charge times. Think 90 seconds, not minutes, with energy density still not that far from traditional Li-ion today. That charge rate is approaching ultra-capacitor territory - but with battery-level energy. That serves different market segments. Some, also quite large. As Group14's customers adjust their batteries and make their trade-offs as they choose, not all market segments will embrace those AMPX might like. And that's fine, since this market is huge. AMPX will not be revenue constrained. Not sure I'd be as sanguine about gross margins, where their very large SKU count (for their size) would give me pause. Final point, whether it is Berzelius with carbon nanotubes or others with solid state or whatever, at the end of the day the winners here will not just be judged on narrow product specs, but on ability to scale with cost competitive products. When you mention the skinny margins in smartphone batteries, apparently what Group14 is offering slides in there comfortably both in available volume and cost, as well as performance, or they would not be in 25 million Chinese smartphones already. Lots of very powerful battery companies and end user OEMS have also tested Group14's technology versus other alternatives. They do quite well in those evaulations and qualification exercises. Regarding AMPX's $21M order for LEVs in China, that's very nice. It's important to get a toehold in a new segment. And they may well grow substantially from there. But I can tell you that's not a large number compared to the volumes Group14 is seeing from similar players. And that's before one even gets to "full scale" automotive EVs.

Primary-Donkey7147

WRONG! That’s where AMPX’s advantage comes in. The reason why AMPX’s margins are so high vs their peers is because their industry leading batteries can be produced on standard li-ion processing lines. That means the battery manufacturers do not have to refit their lines to make AMPX’s batteries. So you have it backwards. The manufacturers do not have the advantage, AMPX does. This is because AMPX can go to any battery manufacturer they want because of the ease to make their batteries.

Primary-Donkey7147

AMPX stated that they’ve tested group 14’s anode material in their batteries. The results of their test are that group 14’s materials did not perform as well as the ones AMPX purchased from Berzelius. Regarding cycle life… Yes, you are correct that there is a trade off between power density and cycle life. But AMPX is making huge strides in that regard. The proof is in the recent purchase order from the Chinese LEV customer. They tested AMPX’s batteries at over 1,000 cycles. AMPX is not pursuing the smartphone sector so they don’t need 2,000+ cycles. There’s no margins to be made in smart phones anyway. AMPX is going fine with over 20% gross margins and on their way up past 30% by the end of the year. When you make the highest power density and highest energy density batteries on the market, you have a moat with many customers inside it. Sure competition is fierce but make no mistake about who’s at the top right now. It’s AMPX and they’re improving their batteries constantly. As long as they stay disciplined and not go into low margin sectors they will continue their meteoric rise. The military drone sector alone is multi Billion dollar business just in the U.S. Europe is 3x that of the U.S. so far for AMPX. How about Asia, Middle East, and the rest of the world. There isn’t going to be a single country in the world that is not stocking up on as many defense drones as they can get their hands on. To put it into perspective, Ukraine used 4,000,000 drones last year and is on pace to double that this year. I don’t think I need to remind everyone that these drone are one way attack or interceptor drones that are mostly used one time only and have to be replaced.

aka0007

Had a mix of leaps and shares in this and was up very nicely before earnings. Still decently up but 2/3rds of those gains are gone... oh, well... I decided today to sell the leaps as I am skeptical when I hear asset-light manufacturing as it sounds like to me that someone is going to take all your profits. To explain my concern further... Consider GPUs and CPUs. Small companies get to use off-the-shelf wafers and processes from a Fab like TSMC where the major customization is the patterns on the wafer. NVDA on the other hand works deeply with TSMC for years to design every bit of the process. As such a small fabless designer of chips has no real ability to build a chip to compete with NVDA. Also, TSMC needs NVDA but they do not need every small player who comes to them. With batteries, there is no such thing as a standard design the process has to be built around the chemistry and is unique for every battery, which means any manufacturer is going to be doing extensive work to produce AMPX's batteries and they will only do that in exchange for an outsized share of the profits. AMPX simply lacks the scale (i.e. they are not an NVDA, Amazon or Google) to demand a bigger share of the revenue or to even be as involved in the process. Basically... seems to me that manufacturing batteries at scale is an impossibly difficult engineering feat and these companies choosing to go "asset-light" are essentially saying goodbye to any potential large profits in the next few years in the hope they can survive and hopefully get their batteries out there at some scale.

trix_is_for_kids

Buy more AMPX?

FullTime2489

So, let me provide some perspective, with the bottom line being AMPX is a fine company and the sector they serve is indeed enormous. So, this is not a comment on the stock or its current or future price. What I want to share is that they are far from alone in the market. Their silicon anode based batteries offer truly high energy density and charge density. Good for them! But that where they are not so strong is in cycle life - the metric being how many times they can go 0%-100%-0% while still retaining 80% of their original change capacity. To be fair, there are no free lunches in battery materials, and so this is a trade-off they have undoubtedly made consciously. And for markets like drones, cycle life in the hundreds it is absolutely fine. Hence, their success there. But in other markets, it's not so fine. In smartphones, you'd better be >1,000 cycles to be competitive. The same is true in EVs. And numbers in the 1,500-3,000 range are preferred. So, now to the "not alone" section. Group14 Technologies is the leading supplier of silicon anode material. They don't make batteries, but their large customers like ATL and Molicel absolutely do. So, Group14's technnology then becomes indirectly competitive with AMPX. For example, Group14 (via its battery customers) is now in over 25 million Chinese smartphones. They are also in eVTOL (Archer Midnight), heavy lift drones (Flying Basket), hypercars (McMurtry Spéirling), AI data centers, ebikes, robots..... The takeaway is while I fully expect AMPX to continue to grow nicely, the playing field is far from empty and there are many other battery makers who can leverage materials like what Group14 makes to attack specific segments with specific performance requirements. So, just keep your eyes open about the overall competitive dynamics.

propermichelev

I added $AMPX to my watchlist on May 7TH, I saw another redittor mention it & it had a recent 52 week ath so it got my attention. I hadn't done any dd, so thank you for your thesis. I am a buy after reading it. I will start a small position, 25 - 50 shares & build if things keep going good over the next 24 months. I started trading ~2 years ago too. I found low earth orbit interesting & bought $rklb below $5, and I have 500 shares. So I have some $$$$ in a margin account. I like 🔋 too. To my own surprise I find energy storage interesting. Right now I am looking at small modular reactor tech, it is so damn interesting. I think this is why I like investing, I learn so much about things I would have otherwise not ever thought about & (for now) am making a shit ton of money that I also otherwise would have never dreamed. GL to everyone, lfg.

xploeris

Oh sure. I sold a put on AMPX, strike 17, expiration Jul 17. It was trading around 18-20 at the time. I got about $330 in premium for it. I've got to reserve $1700 cash in case it executes. If it does execute, I get the stock I wanted at the lower price I wanted - and I got paid $330 to buy it! If it doesn't execute, I keep the $330 and the option goes poof. $330 return on $1700 in 2-3 months is a hell of a lot better than a HYSA or a dividend king - in fact, since the money isn't actually spent, it's still making ~4% in the money market on top of my premium. The risk is that it drops way below $17. At $13.70 I break even; below that I have to buy 100 shares at $17 and end up with an unrealized loss that exceeds my premium.

jer_nyc84

AMPX decent too.

bphisher

My biggest winners have been IONQ (by far, still worth buying even at $50 imo. They are the future of computing) AMPX, and POET

shaadyscientist

I bought AMPX at around $0.90 and it's been $16-20 for the last few weeks.

ItsYaBoyMarwin

AMPX cooked

No-Adeptness8801

I remember when POET AMPX APLD were all pennies last year.. i kept saying will buy never did.

Professional-Eye3422

Still holding? Love AMPX.

usclovr

LUNR is still low enough to re-enter, same with Pl and AMPX. NBIS is only 200, what MU was 6 months ago, still room to rip

rpez89

Not a penny but I have calls and shares for AMPX best battery play (and they already did a China deal recently...)

GenFokoff

I will dig on BB. Meanwhile i bet in eVTOL and batteries AMPX ENVX

C4Aries

They more target drones but check out AMPX for batteries. I believe they still currently have the highest energy density batteries on the market but don't quote me. I'm biased of course as in sitting on a 2000% gain.

labwerk

AMPX was one of my conviction holds, so it's great to be validated! (not all my conviction holds have worked out that way lol)

Midas_touch03

If you wanna practice long patience go for META or MSFT. If you want a good swing with a rollercoaster of emotions go for MU, SNDK. For something in between I recommend AMPX or PL

PristineDiscount3208

invest in their partners and suppliers, like AMPX and RKLB

logikok

AMPX Superior ba5teru density. From a technical and scalable perspective, they have a moat

Particular-Cake-6430

AMPX is crazy.

Altruistic_Ad7032

That's where most people get caught with their pants down relying on AI prompting that is only as useful as its input. Earlier in the cycle I was considering three contenders that happened to be in their respective "death valley" moment: QS, SLDP and AMPX. Like you, I suggest everyone do their own DD but to try and overcome some of the laziness with AI and opt for some reading of your own from reliable sources. You will get a clear picture on how, although the bunch aim to replace traditional Li ion batteries, they no longer share the same station in that death valley. Two are still pilot-scale and almost OEM validation phase and one hit triple rev growth. QS does have cash runway but their capex on in house does not seem reassuring. They could all go on to do it, and it will be fun to see down the line!

Professional-Eye3422

AMPX

ntongh2o

Bought 3k shares at 2.67 and also AMPX 2.5k shares at 2.39. Wish I just all in on the latter instead of splitting in half haha

callsonreddit

Thoguhts on AMPX? Dropped 27% on earnings

PristineDiscount3208

AMPX options :D

Bittygirl707

$ATOM $AMPX $EOSE $POET $IQEPF $SIVEF lock and load

Super_Collection_592

I bought the KDK and AMPX dips today.

InfiniteNerve1384

AMPX really fucked me up today. Damn.

SomePolack

AMPX gonna double in a year  

buyatollah_kuminamy

Bought the dip on AMDL, AMPX

SomePolack

Some of my long term cheap plays are ONDS, AMPX, UAMY  They are probably going to drop a little further for better entries 

SomePolack

Down bad on drones, defense, and AMPX If this saves me tomorrow I’ll go to church

DarkR124

Doubled down on so many positions today, dropped around $11K on NOK calls, AMPX (new position), DRAM calls, and MU calls.

Ok_Lengthiness3024

You should buy this oversell on AMPX, they just had great earnings and issued a massive stock offering. They are a leading drone battery provider, one of the only american sources (NDAA compliant) which is critical as of Jan this year when trump banned future use of foreign drone components, opening up the entire market.

sinag19

Yeah man I got 5 calls on it but I got cooked on AMPX and ARM so I hoping for some nice gains in AH today

DarkR124

Opening a position on AMPX. Crazy overreaction.

WiselyC0nfused

RIP to all the AMPX bag holders🫡

One_Carpet_984

Anyone buying AMPX on this massive dip?

bemeandnotyou

what happened to AMPX?

PrudentAd3789

What happened with AMPX?

OptionsHuduga

did AMPX file bankruptcy?

WTK_Guy

$AMPX buy the dip?

Maximum-Cash7103

AMPX is basically a bargain now

bigboyvapesinc

AMPX generational buying opportunity here saying it again

bigboyvapesinc

This is a generational dip on AMPX. Major overreaction this company is gold

Eraxxy

almost bought some ONDS instead of AMPX back in january, pretty happy I didn't ahah

IfNotUsThenWho

it was predicted there would be a correction after earnings, apparently there always is with AMPX, they blew earnings out of the water too so itll V. I bought 10 more, was waiting for it to get more under 19 at least, Ill take 17 for sure

Eraxxy

AMPX earnings were not THAT bad god damn

New_Ad_1682

Did AMPX just shit on someone? Jeebuz what a one day drop.

domnation747

Looks like a buying opportunity for AMPX tomorrow . I like RCAT and I think Vst is getting ready to resume mooning

rixxxy100

I redistribute my Sandisk gain to AMPX on CEG

samuelpile

I am on the AMPX train

riteofpass

Wow why is AMPX so down

danisanub

AMPX down 7% but KTOS up 4% off earnings. You win some you lose some.

Resident-Car-6648

what's wrong with AMPX

hkc101010

What happened to AMPX

OptionsHuduga

AMPX. Whats the play?

OptionsHuduga

AMPX. Whats the play?

ThekidHache

I’ve caught D-Wave, AMPX and DOCN in the last two months and still have AMD and NBIS fomo

Valimar25

Your trading both my stocks lol I've had AMPX since october 2024 at 1 dollar Lol it retired me in a year lol and I'm 29 now I'm doing the same thing with ONDS lol nice picks

Powerful-Reaction607

AMPX 🚀

fruitloop00001

If you're holding long term, right now is the time to buy. I've been trimming some of my RDDT, MP, AMPX, and GOOG profits to add more ASTS and RKLB. At some point, one of them will launch something and the momentum will flip bullish again.

Powerful-Reaction607

AMPX tomorrow 🚀

GoLlamaGo3

AMPX and TE are great battery plays.

SomePolack

AMPX to $25+ after earnings 

Powerful-Reaction607

AMPX 5/6 🚀

Powerful-Reaction607

AMPX 🚀

Powerful-Reaction607

AMPX

happy123z

DRTS, AMPX, OILSF, SIVEF. Threre ya go!

Plane-Try-6522

A lot of this I suspect is driven by retail. Pull out a few high beta stocks like AMPX, POET, INFQ, as an example: these have ran almost 50% over the past few weeks.

SomePolack

AMPX to $30 this year 

Strong-Bird7021

AMPX

Kryptus

AMPX

ZombieDracula

AMPX calls

ALostPaperBag

AMPX, already 2x from when I got it in January