Posts
$AIFA One of the most interesting Ai Microcaps on my Radar.
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Our 10 dated small-cap calls are up 15.3%. I still trust the rejection log more than the return.
Last time I posted the five-week results of 23 unusual-volume names we rejected. Fifteen were down, eight were up, and the three biggest moves against us were the most useful because they forced us to recheck the original reasons for passing. **This is the other side of that process: the …
Netlist (NLST) - Samsung settlement (8/5/26) and what comes next
SAMSUNG: [https://www.reuters.com/world/asia-pacific/netlist-samsung-settle-patent-disputes-new-five-year-memory-deal-2026-08-05/](https://www.reuters.com/world/asia-pacific/netlist-samsung-settle-patent-disputes-new-five-year-memory-deal-2026-08-05/) [https://www.sec.gov/ix?doc=/Archives/edgar/data/1282631/000110465926090641/tm2622153d1\_8k.htm](https://www.sec.gov/ix?doc=/Archives/edgar/data/1282631/000110465926090641/tm2622153d1_8k.htm) 5-year Global settlement and license signed August 5th: \- Samsung pays **$239mil** upfront gross (before fees, after fees \~$200mil) \- Quarterly royalties of up to **$32.9mil** gross (after fees \~$27.5mil/qr) \- Netlist may purchase up to **$300mil/year** of DRAM and NAND products for five years \- **ITC …
Title: When a ~$35M Company Solves Trillion-Dollar Problems — $BLGO
CEO Dennis Calvert just accepted stock instead of cash for salary and expenses at these levels. More importantly, those shares are locked until BioLargo reaches **$40M in consolidated revenue** or a **$300M market cap** — roughly **5x current annual revenue** and nearly **9x today’s \~$35M valuation**. That is serious alignment: …
Fossil STOCK
Fossil (FOSL): Is the India IPO the catalyst the market is missing? $21.50 price target I think Fossil Group (FOSL) is becoming a very interesting special situation, and the latest news about a potential IPO of Fossil’s India business makes the story even more compelling. According to Bloomberg/Reuters reporting, Fossil …