Boost Run faces a near-term lock-up overhang. If the stock holds above $12 for 20 of 30 trading days, an early-release trigger around June 5-9 lets about 24M shares, roughly 3.3x the float, become eligible to sell. A similar post-SPAC release hit CoreWeave 15-22% over 30 days, and typical recent de-SPACs fell 25-40% over 60 days. This is a mechanical event, not a thesis change: Boost Run guides ARR up 1,233% to $400M+ by FY26 year-end and is FCF positive. Remaining shares unlock November 8. … Show more

Amprius still has room to run, as forecasts of about $670 million in FY29 revenue mean a roughly $3 billion company today can grow into a larger value. At 20 times sales it is getting pricey, but expected growth of about 70–80% a year makes that multiple still reasonable. Much of the easy money has been made, though: it is a stock to hold in a bull market but to exit quickly if conditions turn bearish. x.com 

Amprius remains a long-term bullish holding despite short-term noise: Q1 revenue was strong and the FY26 revenue outlook was raised. The stock's drop likely reflects an EPS miss plus a sell-the-news reaction after its recent run, since in names like this expectations matter as much as results. x.com 

Amprius could trade above $30 within 6-12 months after raising 2026 revenue guidance to at least $140M, provided the broader market holds up. It reiterated a net loss under $10M, is improving GAAP gross margin, has new orders and has a clean balance sheet. x.com  x.com 

Amprius Technologies' 27% post-earnings drop is an overreaction to a 2-cent EPS miss, and a quick turnaround looks likely. Revenue hit a record $28.5M, up 153% and 11% above estimates; gross profit rose 343%, the net loss narrowed 46% and gross margin reached 20%, or 22% excluding one-time Colorado costs. Full-year 2026 guidance was raised to at least $130M. Its NDAA-compliant silicon-anode batteries, with twice lithium-ion's energy density, supply Pentagon drone programs. x.com 

Amprius is a rare opportunity as a drone battery company that is profitable. x.com 

Amprius Technologies is a game-changing pick because it leads lithium batteries with no one close, and its batteries let drones fly twice as long, a major military advantage. Trump just made a massive drone deal. eVTOL aircraft also run on batteries, and Amazon's goal of global drone delivery by 2028 could mean orders for millions of batteries. Revenue is growing fast, though not yet profit, and the stock still has attention without being well known. x.com  x.com