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Joined January 2025
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1/ $AMPX is a $2.1 billion “holy grail” silicon anode, defense-grade battery company that went public via SPAC in 2022. $AMPX stock has run up ~490% in the last year on a flurry of new unnamed customer and key supplier announcements, rapidly growing revenue and a promotional spree from CEO Tom Stepien on outlets like CNBC and Brew Markets.
0/ NEW FROM US: Amprius Technologies: Exaggerated Orders, Hollow Manufacturing Partners, and Major Related Party Transactions
25/ $AMPX trades at an absurd ~15x forward revenue, having spent just $22.5M cumulative on R&D from 2022-2025 versus QuantumScape at ~$1.4B, Enovix at ~$381M, Solid Power at ~$239M, and Microvast at ~$164M over the same period.
Please see our report for our full disclaimer. We have taken a short position in shares of AMPX.
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