AM AMPX Amprius Technologies, Inc. Loading... : Bullish and Bearish Analyst Opinions

Buy Amprius Technologies on long-term drone battery demand thesis; author holds through post-earnings -34% drawdown citing best-in-class battery quality and expanding addressable markets in eVTOL, robotics, and space.

Buy AMPX as a high-performance drone battery supplier benefiting from a potential Pentagon direct-funding program for domestic drone manufacturers; proprietary silicon nanowire technology gives it best-in-class energy density, positioning it as a primary beneficiary of government-backed drone industry support.

Long $AMPX - speaker bought after 30% post-earnings drop (missed EPS by 2 cents), up almost 20% in days. 'Easiest buy of my life' conviction.

Long $AMPX — speaker holds Amprius; mixed feelings on earnings but defends revenue growth >150% YoY and the QoQ slowdown is not worrying.

Long $AMPX — speaker explicitly 'added a position' on post-earnings 27% drop, calling it an overreaction; record revenue $28.5M (+153% YoY), beat estimates by 11%, gross profit +343% YoY support turnaround thesis.

Long $AMPX at $16 — speaker frames the post-earnings sell-off as 'an overreaction' and calls the entry 'a gift' (explicit good-price language). Companion to prior post where they 'added a position'.

Long $AMPX — massive revenue beat in Q1 with $500M defense order backlog; speaker defends earnings despite EPS miss and the 7% after-market drop.

Long $AMPX — speaker already doubled his position; believes it's just the beginning, as Amprius will be the primary battery supplier for eVTOL and drones industry.

Amprius is a sensible storage spec

The tweet expresses a positive outlook on AMPX due to its high-quality technology.

Long $AMPX — speaker calls Amprius one of the main winners of the eVTOL milestone; uniquely positioned due to ultra-high-density silicon anode tech that eVTOL success depends on.

Long $AMPX — now doubled since speaker first started buying; by far the safest play into drone industry due to ultra-high-density silicon anode battery tech.

Long $AMPX — top 4 position; reported excellent results and is surfing on momentum; contributed to portfolio's 6.9% March gain.

Long $AMPX — watchlist name; price down to $16 from ~$20 ATH amid war-driven selloff with unchanged fundamentals.

Long $AMPX: speaker called it at $9, now $18; thesis 'has only gotten stronger' on the drone battery-life bottleneck angle; explicit ongoing-position confidence.

Top pick in Energy/Power sector — included in speaker's favorite-stocks basket as a positioning call.

User u/makeammends posted specific, strong Q4 and full-year 2025 earnings results for AMPX, including 137% Q4 revenue growth and a 3x increase in full-year revenue. The company also guided for at least 70% revenue growth in 2026. Despite the broader market being "a sea of red," AMPX is demonstrating exceptional growth and has just achieved its first positive quarterly non-GAAP adjusted EBITDA, indicating a potential inflection point towards profitability. AMPX's impressive growth metrics and positive future guidance make it a compelling long opportunity, standing out as a high-growth name with improving fundamentals in a bearish market. The company still posted a significant net loss ($44.0M) due to one-time impairment charges, and high-growth stocks can be volatile in risk-off environments. NVDA / AMD - SHORT | confidence: 0.75 | sentiment: -0.70 Speaker: u/AluminiumCaffeine Thesis: A user cited a report that the Trump administration is drafting rules requiring U.S. approval for nearly all AI chip exports, creating a strict licensing framework. This new regulation would grant the U.S. government sweeping power over major AI chip exporters like Nvidia and AMD, potentially restricting their ability to sell to key international markets and tying exports to political conditions. This introduces significant regulatory headwinds and uncertainty for their largest growth driver. The proposed export controls represent a major threat to the revenue and growth prospects of leading AI chipmakers, creating a strong short thesis based on new, impactful government regulation. The rules are still in a "draft" phase and may be altered or not implemented as harshly as described. The underlying demand for AI chips remains incredibly strong.