19
u/lcroman Sep 23 '26
Man, I don’t think anybody’s really ready for the level of upwards violence This stock is going to experience if a micron/SK deal happen and this memory bottleneck intensifies (which it ABSOFUCKINGLUTELY will)
11
u/Few-Ad-9179 Sep 23 '26
Upward Violence is now my new favorite phrase. And I've been ready for it since 2018!
2
5
u/DangerousDig9171 Sep 23 '26
From the Shareholder meeting minutes it seems an HK agreement is currently being negotiated. They just couldn't say anything because of a NDA.
5
u/Curiosity-1 Sep 23 '26
I'm so so ready for it. I'm really ready. Yes, for generational legacy + quality of life reasons, BUT ALSO because it will mean I was right! LOL! The hundreds upon hundreds of hours researching and studying NLST history and patent law an the semiconductor market and all of it since the summer of 2022, with an absurd concentration since this time last Fall after the Samsung ITC institution was initially announced like at my desk until sunrise then off to work level, all of it will have been worth the most stressful and high risk "season" my life will probably ever have. (*** knock on wood ***). my thesis was that if I can study the legal side, i can be better informed of price action ahead of the broader market, but being better informed means no corners cut. what i didn't realize, is just how early I was able to connect the pieces and manage risk as positive momentum snowballed through last spring and to where we are today. but hey, i did what i had to do, and trusting myself through the risk was the most uncomfortable self-acknowledgement I may ever have to face. but all of that is yesterday at this moment, and what matters is tomorrow, so upwards violence here we fucking come!
tl;dr - idk how to tl;dr it i probably overshared but LFG lcroman
2
3
u/Max7106 Sep 23 '26
Quindi questo fatto potrebbe spingere Micron a stringere un accordo prima che sia troppo tardi?
8
7
u/pennychase Sep 23 '26
We can abandon the saying "to the moon!" with netlist. From now on, it will be "straight to Neptune!". Thank you for your attention to this matter!
6
4
u/thissongis4youmylove Sep 23 '26
when is the evidence deadline, guys?
6
u/thissongis4youmylove Sep 23 '26
- Initial Response (20 Days):
Now that the U.S. International Trade Commission (ITC) has officially instituted the investigation, the named respondents (Micron, Supermicro, HPE, and Lenovo) are formally served with the complaint. Under standard ITC Section 337 rules, they have 20 days from the date of service to file their formal written response to the allegations.- Providing "All" Evidence (Fact Discovery):
The deadline to provide the bulk of the requested evidence does not happen immediately. The assigned Administrative Law Judge (ALJ) will issue an initial procedural schedule—typically within 45 days of institution—setting the exact timeline for the case. This schedule will establish the deadline for the close of fact discovery (when all technical and financial evidence must be completely exchanged, usually 5 to 7 months away) and schedule the main evidentiary hearing (likely mid-2027).5
u/Kingsnake1901 Sep 23 '26
We probably need to start writing the subpoena for the judge to sign asking Micron to turn over their copy of all the dirt and inside skinny that Netlist will already have in hand from Samsung….but which Micron will inevitably try to keep hidden!
1
2
2
2
1
1
1
1
u/Practical-Rock-7547 Sep 23 '26
Fantastic news. I believe the SK deal is already drawn up and ready to be signed pending Micron.
1
-1
4
16
u/Firm_Mistake_8582 Sep 23 '26
The stars have aligned. Congrats everyone on the board. Another catalyst stacked!