NLST Netlist Inc

$NLST It looks like we are trying to put in a bottom here in the mid-$5’s like we did in the mid- $4’s last month. A run into earnings would be very nice…..and any major news would be rocket fuel….I think. Does anyone know of any news that might come out before then? Anyone…..anyone? I can’t wait for the earnings call….just to see the 1/4 $ Billion in cash on the balance sheet. That has certainly been a long time coming, right?

$NLST For clarity on where we are currently and what we're watching/following with anticipation: 👁🍿👁 - USPTO Director approach/intervention in the 912 (& 417/215) patent CAFC appeals which carry implications on the Google CA case - Kingston new infringement suit on 366 & 074 patents (074 newly issued/asserted) - SK renewal / new deal - Netlist petition for CAFC panel rehearing and/or En banc on the 339/918/054/060/160 patents...Netlist stated intent and got extension to file prior to Micron settlement, Micron just withdrew from those appeals and I believe Netist will follow through as intended - The endless unknowns and anyone Netlist may be currently engaged in negotiations with, the strategies and behind the scenes maneuvering...the wild cards and unforeseen evolving developments 🧠⚖️🫀

$NLST So, think about this...during the period when Chuck was negotiating with Kingston starting in 2025—as we learned from the new complaint—we had no idea, yet behind the scenes things were brewing...so who knows what's developing under the surface now...and with the Netlist's momentum and building success we can get another 5 am surprise deal anytime, and with a company we didn't even consider. Chuck is clearly on the hunt and being proactive...we're just finding out what he was up to in 2025 through early 2026 with one company, and only because litigation was initiated and we can read about the negotiations from the complaint. But we will never hear about anything preemptively if negotiations don't fall through with a certain company and a deal is actually made. Just imagine, with the money and resources available to Chuck thanks to the Samsung and Micron deals/agreements, I bet he's cooking up all sorts of things on many levels with many parties...Netlist is just getting started!

$NLST Few more parts/pics from the Micron Agreements: 👁👁 Unlike the old SK deal, here there is no ambiguity on when exactly (date of month) the License Agreement ends (pic 1)—""Term" means the period beginning on the Effective Date and ending on the fifth (5th) anniversary of the Effective Date." Unfortunately, what Micron grants to Netlist with respect to patents is redacted, and so are other key sections apparently. Also from the Patent License Agreement (pic 2) is the License Fee section and below the No Challenge section. License Agreement Termination section in pic 3. From Lock-Up & Release Agreement in pic 4.

$NLST Let’s see,Chuck battled through the years with hardly any cash except for dilution to survive ,and he won license agreements against some of the biggest companies in the world,with a SKhynix renewal coming soon! The biggest factor is he didn’t go bankrupt through all the litigation!Chuck has a war chest to work with now with all the royalty revenue and the upfront 200 million cash Samsung paid,to work with!If a guy can achieve so much with hardly any cash except for having to dilute his company (that he was forced to do or go bankrupt)what do you think he can accomplish with the war chest that is building as we speak?I think we have just scratched the surface of things that will happen in the coming days ,weeks ,months and years,as we are seeing new things already happening that were unexpected and many more are coming (IMO.)The future is finally bright for Nlst longs that have stuck it out for many years!GLLs

$NLST this is interesting... On October 19, 2026, the U.S. Supreme Court declined to hear Alphabet Inc.’s Google patent policy appeal, leaving intact a U.S. Patent and Trademark Office (USPTO) policy that shields older patents from validity challenges. By denying the petition for certiorari, the justices let stand a lower appellate court's ruling and effectively rejected Google’s attempt to overturn the "settled expectations" rule.

$NLST Been in $NLST since 2018. Started as a day trade play off the volatility ..then I actually dug into the story and I was sold. Chuck and NLST are a true David vs. Goliath. Google did him dirty and the rest of the industry followed. I get the bear case, but NLST has earned a seat at the semiconductor table..maybe the head seat. From getting delisted and crashing another board, to dilution after dilution… we endured, and I think it's fair to say we persevered. Enjoy the ride. This isn't a trade ..it's an investment. You might call me high but triple digits isn’t impossible. #KNOWWHATYOUHOLD #SEMINAL

and I thought things were finally calming down a bit 🤣 (added new 074 patent 👇👇👇 in line of PMIC patent group 366& older ones)) 🍀🍀🍀 In the end, this is exactly the move I expected against KINGSTON—but not when I was writing the 074 Patent News. We’re familiar with this approach—filing a direct complaint—from Samsung and Micron. However, I think Kingston will, well, quickly or in the near future, become another partner or licensee. right at the bottom of this gNPP, Kingston's logo has waited for quite a while to be added to the group 🍀🚀🍀 If you compare the sizes Hynix & Kingston 🧐, you’ll see that Kingston is about one-tenth the size, but Kingston’s entire module production is ripe for licensing—a huge quantity of modules that could easily generate 😀 US$3–5 million in quarterly royalties 😀 !! 🙏🤜 once again, a big shout-out to the engineering team and chess players Jeasby & Co. a PMIC is on 🚀E V E R Y 🚀 single module!! $NLST

$NLST Why LIGHTNING™ ULL DDR5 Can Drive Massive Sales? • Solving the "Agentic AI" Bottleneck: Agentic AI workloads require massive, constantly active datasets residing directly in system memory. When data overflows the processor cache, system speed hits a wall. Netlist’s next-generation DDR5-6000 and DDR5-6400 modules reduce memory latency by up to 10% compared to standard enterprise DDR5, a critical speed advantage for AI server responsiveness. • Broad Enterprise Compatibility: The modules feature a JEDEC-compliant, "drop-in" architecture. This means enterprise cloud providers and server builders can immediately plug Netlist hardware directly into standard Intel and AMD server platforms without costly custom redesigns. • High-Margin Corporate Demands: Beyond specialized AI labs, the demand for ultra-low latency memory is spiking across lucrative legacy sectors—such as high-frequency trading (HFT), scientific simulation, and large-scale big data analytics

$NLST I noticed some are wondering about hitting the analyst Suji Desilva of Roth Capital price target of $15; I used to speak with some in management specially Mike Smargiassi the IR head many years ago (around 15-17 years ago) and recall being told that Netlist's main and only purpose and goal in pursuing the criminal infringers was the gain the funds and ability to expand into a blue chip company developing CPUs, GPUs, and networking hardware and microchips, etc...From my previous discussions I have absolutely no doubt that goals haven't changed and while that journey has just begun I am certain that with some patience the shareholders will be pleasantly surprised and very nicely rewarded.

$NLST Looking at the timing of the MU settlement after the Sept 9 hearing and the Eagle View case (which NLST was almost certainly aware of by June, perhaps even May), I don't think the "striking similarities" are purely coincidental. My interpretation is that NLST settled once it was satisfied with the $30 mio fixed/Q, but compromised on the one-time payment to pursue the same procedural path as Eagle View, after both S and MU had withdrawn. That would make sense if NLST anticipated that (1) the USPTO would likely follow the same approach as in Eagle View, and (2) Google could ultimately pay significantly MORE than NLST could ever have obtained from MU. NLST also had to factor in the risk of an unfavorable CAFC ruling, which could not only eliminate any potential recovery from Google but also significantly weaken its leverage in negotiations with Micron. Would makes sense to me...

$NLST well it’s been quite a week! A gnarlay hurricane one week ago tonight, now we get 40-60 mph winds overnight and tomorrow. Yippee! whatever! ! Our toes hurt lol Netlist long and strong! 💪🏼

$NLST Was it like a year ago that a 21 cent increase would have been a 40% increase? Now a 3%. Patience.

$NLST The newly accessible Netlist–Kingston complaint identifies two asserted patents, including one issued just three days before the lawsuit was filed. The October 16 complaint in case 8:26-cv-03047 reportedly asserts: U.S. Patent 12,373,366 — previously asserted in Netlist's DDR5 litigation. U.S. Patent 12,762,074 — issued October 13, 2026, and now reportedly asserted against Kingston. The USPTO independently confirms that the ’074 patent belongs to Netlist, was issued October 13, and is a continuation of the ’366 patent family.

$NLST imagine how many companies are using the netlist tech without paying any IP licensing. I’m ready, this company should be very successful and rich with all these opportunities

$NLST I've owned NLST for 9 years. I've loved it, cursed it forgot about it but, never sold. Not looking for sympathy or cheers. There many people right here with me who will agree. This today is a 10 dollar stock. 1. SK deal. 2. Combined news from courts. 3. Earnings report that we are guaranteed to be awesome. If you're just finding this and wondering about buying, don't hesitate. The numbers will be extremely higher in January 27. GLTA 🍀🍀🍀

$NLST If Hong did say all suits had to be over before NASDAQ then Netlist will NEVER go back to NASDAQ, as Hong also recently said that the licensing side of the business REQUIRES them to continuously file lawsuits to establish deals. I believe 100% Netlist has already begun the process to relist to NASDAQ, as the recent Netlist job postings prove (see my previous posts). And that Netlist will complete the process as soon as the SK deal is wrapped up.

$NLST brief summary of my AI tool on the new Kingston case. I did NOT cross check at this stage, because I can live - at present - with that uncertainty. We will soon know more about. 1. Kingston was the world’s #1 third-party DRAM-module supplier in 2025 with about 62% of revenue share, in a market TrendForce estimated at $21.2B. verified: https://www.businesswire.com/news/home/20260928581215/en/Kingston-Retains-No.-1-Position-in-Global-DRAM-Module-Market 2. NLST does does not stop after S, MU, SKH, G, but goes from memory to module producer! Some Netlist’s patents cover the architecture and operation of the memory module, not simply the DRAM die itself or limited to them. Kingston material has actually appeared in prior Netlist/Samsung PTAB proceedings as technical evidence. For example, Samsung’s PTAB record contains a Kingston memory-module specification as an exhibit.

$NLST SK Hynix has stated that you are a good ally and that relations are excellent. Why the long wait? It’s time to pay up and stop complaining! The six months from April to now have essentially been a free gift, and Netlist even accepted less favorable terms—receiving zero cash from Micron—just to get the SK Hynix case settled as well. We want a written deal; that is what matters most! THE MARKET is red and with a good deal, the price will be over 10$!

$NLST It appears that the final outcome of the 912 patent (which expired in Jan) may now largely rest in Squires‘ hands. We have good reasons to believe that Squires is familiar with the 912. Eg see the screenshot below from NLST ITC(1) conplaint, re Google and 912. Squires even intervened jointly with the DOJ, with a statement emphasizing the importance of patent rights. He would not intervene without knowing for whom. Squires has also repeatedly emphasized “predictability,” “fairness,” “efficiency,” and “consistency” as key principles of his policy. In EagleView, the USPTO sought a remand, and the adverse PTAB final written decision was eventually vacated. In the 912 case, IMO, Squires will do the same and note the inconsistent claim constructions (concerning multiple versus single ranks). That said, nothing is certain. I was wrong about Squires’ institution decision on the ’731 patent, and I could be wrong again. But I believe he will do the right thing here.