Shawarma Capital

Shawarma Capital

AMPG Stock: AmpliTech’s 48% Gross Margins, Open-RAN Radios, and a $7 Target at $4.42

Part 1 was free and partly wrong. This corrects the customer bench, decomposes the Q1 margin jump, prices the real ORAN and quantum TAMs, and opens a ten percent position at $4.42

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Shawarma Capital
Jun 01, 2026
∙ Paid

I told you in Part 1 I would dollar-cost-average into AmpliTech. I did not. The plan was four tranches across late May. I skipped all of them. The average of the four closes I would have bought was about $4.76. This morning, June 1, the stock opens near $4.42. I am opening the full position in one move and sizing it at ten percent of the book.

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