Amprius Technologies Inc (AMPX)

Add to this core holding... on the close today

Kiwi

https://www.linkedin.com/posts/maythebestdronewin-share-7468370212342444032-sQ2J/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

https://www.linkedin.com/posts/titan-power_titan-is-scaling-fast-from-just-11-team-activity-7468039448228704256-7AKZ?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

https://titanbatteries.com/collections/amprius?srsltid=AfmBOoryDZkHy44n0jh1vQhsO9e3N1pAzJSHC2245M4pGF_UWg402jo_

https://www.linkedin.com/posts/in-two-weeks-amprius-cto-dr-constantin-share-7467342344665632768-zRpN/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

https://www.tipranks.com/stocks/ampx/forecast

RE
Tuesday, May 26, 2026 12:25:39 PM
Post# of 908
Just as a fyi, a couple of minutes ago I used this last few days runup as an opportunity to exit.

OK but dont look at the chart since then :--)

Kiwi
PS. I had reduced my position ...but kept a core in case I was wrong

Thx for the DD

Kiwi

https://www.manufacturingdive.com/news/amprius-technologies-nanotech-energy-ndaa-drone-silicon-li-ion-batteries/811637/

Amprius Sets June 2026 Events Schedule

https://ir.amprius.com/news-events/press-releases/detail/169/amprius-sets-june-2026-events-schedule

https://www.linkedin.com/posts/%F0%9D%9F%B4%F0%9D%9F%AC-%F0%9D%97%A6%F0%9D%97%BC%F0%9D%97%9B-%F0%9D%97%B6%F0%9D%98%80-%F0%9D%97%BB%F0%9D%97%BC%F0%9D%98%81-%F0%9D%97%AE-%F0%9D%97%BF%F0%9D%97%B2%F0%9D%97%AE%F0%9D%97%B9-%F0%9D%98%84%F0%9D%97%BC%F0%9D%97%BF%F0%9D%97%B9%F0%9D%97%B1-ugcPost-7467145241209421824-EIwS/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

Tom, said he was testing new supliers, both in California and would make sense.

https://www.linkedin.com/posts/berdichevsky_i-helped-design-the-original-tesla-battery-share-7461039822099427328-j7rv/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg


https://www.linkedin.com/company/sila-nanotechnologies-inc-/about/

💥Amprius vs. a standard graphite battery💥

Thank you to the team at Kinetyc for conducting this head-to-head drone flight test.

The results are in:

Our high-energy-density cell extended flight time by more than 80% through various testing conditions!$AMPX #drones #tech pic.twitter.com/sInZny1Wdp— Amprius Technologies (@AmpriusInc) May 28, 2026

Hi Kiwi.  I guess everyone no longer paying attention to that short report.  As far as SNOW, I haven’t purchased any recently but just have a small amount I purchased in Feb at around 165. 

Unusual Machines (UMAC) partners with Amprius Technologies (AMPX) to utilize their advanced battery cells.

As two prominent players in the domestic defense drone supply chain, UMAC and AMPX regularly collaborate.
The operational relationship works through UMAC’s specialized battery segment to integrate Amprius' high-energy-density silicon anode cells into finished power systems for unmanned aircraft.

Supply Chain SynergyThe Partnership:
While Amprius (traded under ticker AMPX) manufactures the core raw battery cells, Unusual Machines does not build cells from scratch. Instead, UMAC focuses on the custom engineering and assembly of finished drone battery packs.

The Acquisition Impact:
UMAC significantly scaled this capability by entering into an agreement to acquire Upgrade Energy (DroneNX LLC), a specialized drone power systems pack assembler. This division actively uses Amprius products to deliver complete, high-performance battery solutions.

NDAA Compliance: Both companies are strategically aligned to meet the strict requirements of the National Defense Authorization Act (NDAA), positioning them as primary "picks-and-shovels" component suppliers for the rapidly growing U.S. military and commercial drone industries.

Kiwi

https://www.investors.com/news/drone-stocks-funding-trump-administration-equity-stakes-umac-neros-pentagon-dod/?src=A00220

This may be blocked but basically says Trump admin considering investing in select drone Co's ...especially apparently UMAC where Don jnr is on the board !!!

Kiwi

AMPX Short squeeze underway . By the way ..OT..did U buy SNOW recently ...looks like a good move

Kiwi

https://www.linkedin.com/posts/kieranoregan1994_amprius-sa03-for-drones-battery-performance-share-7464982164825321474--L91/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

Companies already building with Amprius.

https://amprius.com/partnerships/#prev

Re Tech is due for a drop . While sell off's can come out of no where for little reason ...IMHO the introduction of AI agents is a step change ...say like the introduction at least of MSFT's windows. .
I reduced my position in AMPX because of the time its taking for them to scale production and the risk ...god forbid ..:--) peace could break out .

Kiwi

Just as a fyi, a couple of minutes ago I used this last few days runup as an opportunity to exit.  Never know when another shoe is going to drop plus the tech part of the market is so due for a drop.  Getting defensive. 

https://www.unmannedsystemstechnology.com/2026/05/titan-batteries-establishes-multi-continental-production-launches-european-hub/

https://media.stocktwits-cdn.com/api/3/media/12510340/default.webp
https://www.linkedin.com/posts/w-jolley_we-are-beyond-thrilled-for-our-netherlands-ugcPost-7456242067686457344-02f7/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg



https://www.linkedin.com/posts/titan-open-house-ugcPost-7463605841913401344-fzuL/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg



https://titanbatteries.eu/blogs/titan-europe-news-blog/titan-batteries-sets-a-new-global-standard-with-eu-production-launch-at-the-energy-conversion-campus-at-bosch-premises-in-tilburg-the-netherlands

Looking forward to our partnership with Amprius Technologies, Inc. and the opportunities ahead.

https://www.linkedin.com/posts/aleksander-g-096a622_good-news-looking-forward-to-our-partnership-share-7463590480241623040-NQ83/?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

video in link.
They buy battery cells from battery companies and put into Battery Management Systems (BMS) and packs.


https://www.linkedin.com/posts/titan-power_titan-open-house-activity-7463606299327479808-lsAj?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg


https://titanbatteries.com/pages/custom

https://podcasts.apple.com/us/podcast/matternet-ceo-raptopoulos-on-drone-delivery/id1667545614?i=1000767184010

Today, we announced a collaboration with @Matternet to advance the performance of their autonomous aerial delivery drones through our high-energy density silicon anode cells!📦

Learn more about this partnership in the press release below.https://t.co/AmJhrrTTpk…$AMPX #drones pic.twitter.com/mDledUA7J4— Amprius Technologies (@AmpriusInc) May 19, 2026

https://www.linkedin.com/showcase/intralinkkorea/posts/?feedView=all

https://www.linkedin.com/showcase/intralinkkorea/posts/?feedView=all

https://www.linkedin.com/posts/electronics-embeddedsoftware-ugcPost-7463098792549167104-VMvc?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

New to ampx? Start here.

https://voltt.aboutenergy.io/cell-library/list?q=amprius

https://www.linkedin.com/posts/kieranoregan1994_batteryreportpopular-share-7463177298356146176-RQn9?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

Hi RMB. I dont think there much to the Manatee short report other than the risks involved in scaling up the new production facility Nanotech in Chico .
Thats one issue I failed to research properly .
After more DD .....converting this facility to produce the larger AMPX batteries at scale, looks to be more involved and time consuming then I expected ....so I'm reducing my position in AMPX .
Just an FYI
Kiwi

Kiwi thanks for posting the info about this Manatee report.  I have been wondering what has been dragging AMPX down.  Especially after cluing in some family members about the great promise of this stock.  

3. The Short-Seller Disconnect
The lack of active, mature mass-production lines at Chico is exactly what triggered the May 2026 Manatee short-seller report.
The report heavily criticized AMPX for relying on Nanotech Energy, alleging that the Chico facility is subscale, under-equipped for advanced proprietary silicon-anode mass production, and currently incapable of hitting the 2-gigawatt-hour global scale implied by corporate press releases.

Nanotech is still installing and testing the equipment to scale up the production of the larger AMPX batteries ...but its to early to conclude they aren't capable of hitting the goals outlined in the Co's press release .
My quick take
Kiwi

A lot of BS in the Manatee short report today
2. The Facts in Amprius's Q1 2026 EarningsData from Amprius’s actual financial results directly supports this defense contract explanation:

Massive Defense Concentration: Amprius announced that its longstanding U.S. defense customers awarded approximately $500 million in new orders across multiple branches of the U.S. military. They also expanded their contract with the Defense Innovation Unit (DIU) to $18.1 million.

The "April Collection" Proof Point: If a company's accounts receivable are fraudulent or fake, they never convert to cash. However, Amprius's Q1 2026 Investor Presentation explicitly stated that they collected over $6.5 million of accounts receivable in April 2026 alone—just weeks after the quarter closed.

This proved that the cash was real and was actively flowing into the company as the new quarter began.

Summary Verdict
While Manatee Research framed the mismatch as an accounting red flag, the reality points toward standard government contracting behavior rather than deception.
Amprius is dealing with a slow-paying federal client base, which creates a temporary operational cash flow crunch but is ultimately backed by hard U.S. military budget commitments.

From experience ...Govt contracts are notoriously slow to pay out

Kiwi

https://www.businesswire.com/news/home/20260519470257/en/Amprius-and-Matternet-Partner-to-Advance-Drone-Delivery

Amprius Technologies Announces the Pricing of its Previously Announced Exchange of Public Warrants for Common StockMay 14, 2026 7:03 PM
Business Wire As previously announced, Amprius Technologies, Inc. ("Amprius" or the "Company") (NYSE: AMPX), a leader in silicon anode lithium-ion batteries, entered into agreements with certain institutional holders of its public warrants (the “Public Warrants”), each of which is exercisable to purchase one share of common stock of the Company, par value $0.0001 per share (“Common Stock”), at an exercise price of $11.50 (the “Exercise Price”) per Public Warrant, to exchange such Public Warrants for shares (the “Shares”) of Common Stock (the “Exchanges”). Based on the exchange ratio provided for in the agreements, the Company will issue 2,726,631 Shares in exchange for 7,128,458 Public Warrants, resulting in 62% fewer shares issued than a physical exercise of the warrants. The closing of the Exchanges is expected to occur on May 18, 2026, and is subject to customary closing conditions. William Blair and TD Cowen acted as joint financial advisors, and Baker & McKenzie LLP is serving as the Company's legal counsel. Goodwin Procter LLP is serving as counsel to the financial advisors. About Amprius Technologies, Inc. Amprius Technologies, Inc. is a leader in advanced lithium-ion battery technology, delivering high-energy and high-power silicon-anode batteries with up to twice the energy density, range, and flight time of conventional graphite-based cells. Headquartered in Fremont, California, Amprius operates an R&D lab and pilot manufacturing facility for silicon anodes and cells. To support scalable production, the Company employs a contract manufacturing strategy, enabling rapid capacity expansion with minimal capital investment. Committed to driving innovation in energy storage, Amprius powers next-generation applications in aerospace, defense, and mobility. For additional information, please visit amprius.com and the Company’s LinkedIn page. Forward-Looking Statements This press release includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995, each as amended, including Amprius’ expectations, hopes, beliefs, intentions or strategies regarding the future. Forward-looking statements may be identified by the use of words such as “estimate,” “plan,” “project,” “forecast,” “intend,” “expect,” “anticipate,” “believe,” “seek,” “will” or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, statements regarding the ability of Amprius to complete the Exchanges on the agreed terms and anticipated timing or at all. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of Amprius’ management and are not predictions of actual performance. These forward-looking statements are not intended to serve as, and must not be relied upon by any investors as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions. Many actual events and circumstances are beyond Amprius’ control. These forward-looking statements are subject to a number of risks and uncertainties, including, among others, uncertainty as to whether the Exchanges will be consummated on the agreed terms and anticipated timing or at all; the risk that the conditions to the Exchanges may not be satisfied or waived; and potential delays or adverse developments relating to regulatory, listing or contractual requirements. More information on these risks and uncertainties that may impact the operations and projections discussed herein can be found in the documents Amprius filed from time to time with the SEC, all of which are available on the SEC’s website at www.sec.gov. If any of these risks materialize or Amprius’ assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. There may be additional risks that Amprius does not presently know or that Amprius currently believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect Amprius’ expectations, plans or forecasts of future events and views as of the date of this press release. These forward-looking statements should not be relied upon as representing Amprius’ assessments as of any date subsequent to the date of this press release. Accordingly, undue reliance should not be placed upon the forward-looking statements. Except as required by law, Amprius specifically disclaims any obligation to update any forward-looking statements. No Offer or Solicitation This press release is not intended to nor does it constitute an offer to sell or purchase, nor a solicitation of an offer to sell, buy or subscribe for any securities, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be deemed to be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act, or an exemption therefrom. View source version on businesswire.com: https://www.businesswire.com/news/home/20260514643463/en/ Investors
Tom Colton, Greg Bradbury
Gateway Group, Inc.
949-574-3860
IR@amprius.com Media
Zach Kadletz, Brenlyn Motlagh Gateway Group, Inc.
949-574-3860
Amprius@Gateway-grp.com Original: Amprius Technologies Announces the Pricing of its Previously Announced Exchange of Public Warrants for Common Stock

I just screenshot this from stocktwits, transcript..
21st Annual Needham Technology, Media, & Consumer Conference

21st Annual Needham Technology, Media, & Consumer Conference
Live event starts in:1h 31m
Link here.
https://stocktwits.com/symbol/AMPX

May 8, 2026
For decades, America watched as manufacturing moved overseas and China rose to dominate the global supply chain. But what did the United States lose in the process, and what happens when the products powering modern life are no longer made at home? In this Bizumentary, we explore the collapse and resurgence of American manufacturing through the lens of Unusual Machines, a drone parts company betting that the future of innovation, production, and national security can still be built in America.

391 views Apr 14, 2026
Allan Evans, CEO of Unusual Machines, joined our host to discuss U.S. drone manufacturing, supply chain shifts away from China, tariffs, and the future growth of American-made drone components.

Look👀 at who they make packs for🙂
https://www.upgradeenergytech.com/

Donald Trump Jr. has significant financial and advisory connections to Unusual Machines ($UMAC), a U.S.-based drone and component manufacturer, having joined the company shortly after the 2024 election.

Key Connections and Role:Advisory Board Member: In November 2024, Trump Jr. joined the advisory board of the Orlando-based company, which focuses on producing drone components and first-person view (FPV) equipment.Major Shareholder: As of late 2025, he holds a substantial stake in the company, with reported ownership of over 331,000 shares, valuing his position in the millions.I

investor and Supporter: He has stated his support for the company's mission to "bring drone manufacturing jobs back to the USA" and has indicated he has continued to invest in the company.

Business Impact and Outcomes:Stock Surge: Shares of Unusual Machines more than doubled immediately following the announcement of his appointment in November 2024.Pentagon/Army Contracts: The company has secured significant contracts, including a 2025 deal to supply drone motors to the U.S. Army, amid a broader company push to benefit from government initiatives on domestic drone production.

Relationship to 1789 Capital: Trump Jr. is also a partner at 1789 Capital, a venture capital firm that has invested in various defense tech companies, including those in the drone space.While Unusual Machines' CEO, Allan Evans, and a spokesperson for Trump Jr. have stated that his advisory role does not involve handling government contracts, the connection has raised questions regarding potential conflicts of interest.

---------------------------
So AMPX provides batteries to Upgrade Energy now being bt by Unusual Machines ...Don Jnr is on BOD of Unusual Machines

While Upgrade Energy (the company acquired by Unusual Machines) designs and assembles the battery packs in the U.S., they typically source the individual battery cells from specialized partners.Here is the breakdown of how they operate:

Assembly and Integration: Upgrade Energy operates out of a facility in Torrance, CA, where they handle the "battery pack" stage. This involves 100% copper welding, designing the Battery Management Systems (BMS), and integrating cooling and housing to create a finished power system for drones.

Cell Sourcing: For the actual lithium-ion cells, they partner with high-tech cell manufacturers.
For instance, their "Green" line of batteries is built on Amprius silicon anode technology, which provides much higher energy density than standard cells.
The "Made in USA" Aspect: The goal is to ensure the finished product is NDAA compliant. By controlling the assembly, engineering, and firmware (the BMS) in the United States, they can provide U.S.-manufactured battery systems that the military and government agencies are allowed to use.In short:

Upgrade Energy is the architect and builder of the complete battery system, but they buy the "engines" (the cells) from specialized chemical technology companies like Amprius.

Kiwi

Upgrade Energy (DroneNX LLC) specializes in high-energy-density battery systems specifically designed for Unmanned Aerial Systems (UAS).
Unlike companies that manufacture raw battery cells, Upgrade Energy acts as a battery integrator, designing and assembling domestic battery packs using advanced cell chemistries, including Amprius silicon anode technology.

Kiwi

Interesting to see their connection to Upgrade Energy

Unusual Machines, Inc. (NYSE American: UMAC) has announced a definitive agreement to acquire drone component manufacturer DroneNX LLC, which operates as Upgrade Energy, for roughly \(\$52\) million in a stock and cash deal.

Deal Details: The agreement, announced May 11, 2026, includes up to \(\$26\) million in cash contingent on reaching a \(\$10\) million annual revenue target within two years. The deal is expected to close within 120 days.
Strategic Focus: The acquisition is designed to boost Unusual Machines’ domestic production of drone power systems and batteries.

Kiwi