GCTS GCT Semiconductor Holding Inc.

$GCTS $AMZN report ah tomorrow 10/29. We may get date on when all satellites will be in position to start service and 5G update for $GCTS. Gcts earnings are 11/11-11/16 so updates should be coming. Launch is set soon after

$GCTS Wall Street's retards are not comprehending the magniture of todays press release. Ktos a 8 Billion dollar defense company. MXL, Aramco, Amazon, Apple, Samsung, Iridium and the list goes on are not fucking around with amatuers. GCTS is in with the big boys.

$GCTS my ultimate bull case theory is this: 1) Amazon is the mystery satellite partner and their application for next generation satellite constellation is what GCTS mentioned 2) Amazon is further partnering with the US Army for connectivity and future drone opportunities 3) GCTS’s announcement on their Defense support would align and establish their chips as approved for homeland security 4) Amazon will also leverage GCTS chips for future Eero routers for rural broadband connectivity, Ring cameras/security for “out of reach” home perimeters, asset tracking on vans/trucks/cargo/boats 5) Alexa to be in cars for Prime users and add deliverables like auto start and future hot spots 6) With further partnering with AT&T, Amazon will offer an always connected service for D2D There’s a lot of opportunities for Amazon to leverage this chip with their GSAT acquisition. As Freaky Kitty said on a substack, GCTS is the vital piece in this 3 way strategy

$GCTS Guys i know it’s hard to watch but we know where we are ! If you remember AMD went from 30 $ to 1$ then in 10 years moved over 500$ Everyone here knows the game of investing, if you don’t sell you don’t lose money ! I am strongly convinced that GCTS will be double digit within a year I wish you all the best 💪🚀

$GCTS it seems like AMZN IS the prime target for GSTS . GCTS Is waiting for a green light to reveal AMZN in their ER

$GCTS And keep in mind, we have partnership with Saudi (Aramco ). 80% shares of Aramco is owned by government and this project is for their nationwide network for saudi.

$GCTS Notice who broke the news. No news, then a PR from another company. This is a great board, see you all on the approach to ER.

$GCTS GCTS's tech is now fully validatied officially, we should celebrate this progress!!! added more!!!

$GCTS Not a matter of if but when and how much. GCTS is running with the big dogs that don't fuck around with shit that don't work. Paul Jacobs of GSAT chose GCTS over Qualcomm for a reason.

$GCTS At&t and now Verizon is inking a deal with Amazon AWS. Are the rats leaving the ASTS ship? Good for Globalstar/GCTS

$GCTS Amazon continues to aggressively build out **Amazon Leo** (its 3,236-satellite low Earth orbit broadband constellation) as the primary enterprise and consumer competitor to Starlink. They have been methodically securing launch capacity across major providers—including United Launch Alliance, Arianespace, Blue Origin, and even competing rockets—to get hundreds of production satellites into orbit. By absorbing Globalstar, Amazon instantly acquired critical low-band spectrum and established infrastructure to fast-track its Direct-to-Device (D2D) capabilities. Through the Globalstar deal, Amazon inherited Globalstar’s lucrative partnership with Apple (providing satellite SOS and messaging features for iPhones and Apple Watches). Rather than disrupting it, Amazon integrated that ecosystem into its broader strategy, giving them an immediate, massive consumer footprint that rivals SpaceX's mobile carrier tie-ups.

$GCTS ahh man don’t make me add 50k shares more i need that money for the company that i am actually creating 😂🚀 Guys if you did your DD this is a future beast ! You have all answers for your questions This is the new Qualcomm to my eyes and it will be triple digit within few years !

$GCTS quick look--KT Sat is the South Korean system, re-sells Eutelsat and Starlink services. Got a handful of satellites in orbit. ... and Kratos is huge. Leading drone maker, including jet-powered. Those numbers alone would be transformative on their own. Just saying. This is GCTS working the high-margin ground: Defense, Aviation, Maritime, Industrial, Shipping/Freight. Smartphones are a crowded, thin-margin trade. This is where GCTS will make the big bucks.

$GCTS Europe’s $17.5B race to escape SpaceX’s proprietary orbit requires open-architecture hardware, making this stock the ultimate sleeper play. By supplying 3GPP-standardized 5G NTN chipsets for hybrid FWA gateways, GCT is providing the exact interoperable silicon needed for sovereign networks like IRIS². With a European Tier-1 telecom already locked in for development, GCT is quietly positioned as the critical hardware bridge for the continent's multi-orbit future. #Starlink #IRIS2 #SpaceX

$GCTS GCT Semiconductor participated in the Global prpl Summit 2026 in Vienna, Austria, held on October 12–13, 2026. GCT Semiconductor also attended Network X Vienna 2026 in Vienna immediately following/during the same week (October 13–15, 2026).

$GCTS The 53/n53 commonality between us and Amazon is alone enough to make me giddy. Now let's confirm it!

$GCTS The Pentagon has requested $53B for their Drone Dominance initiative and an additional supplementary $50B reconciliation request for building "hundreds of thousands" of military drones in 2027 alone. The drone comms requirements appear to demand the specific strengths of our GDM7243i. A conservative $60 royalty apiece from 500k units gets us comfortably to a $10 SP based on actual real revenue from a single design win. NFA, folks.

$GCTS You own a gas station in a small town on the way to the highway. You own a gas station in a city near the same highway. The city station keeps its prices consistent with other stations nearby. In the town, you can charge higher, with less overhead. This is the GCTS model. Stay away from the giants because you can't compete. Stay in high profit niche areas related to satellites. It's the user-end systems on the ground that matter. Once GCTS tech is built into a sat system's network architecture, that's it. That has happened, whoever it is. The AI lottery of probabilities as of this morning: Eutelsat-10%; Globalstar/AmazonL 65%; Iridium 5%; KT Sat/Skylo 20%. Tomorrow, it will say something else. if Kratos is the sign of where this is going, it's insane news. Just on its own. Revenue, revenue, revenue. For me, those are the top three things that count for GCTS.

$GCTS Analysts are completely asleep at the wheel projecting $1.3M for Q3. They are pricing in baseline IP licensing and totally ignoring the commercial product ramp. Management explicitly guided that the direct-to-satellite hardware shipments commence in the second half of 2026. With a stated $40 ASP and a 1M+ annual unit run rate for the satellite partner, a conservative initial stocking order of just 75,000 to 100,000 units adds $3M to $4M right to the top line. Add in the delayed 5G FWA backlog finally clearing this quarter, and Q3 revenue could easily push past $4.5M. Wall Street is backward-looking at Q2's sample-stage revenue instead of modeling the 5G NTN commercial rollout happening right now. The math for a massive beat is hiding in plain sight. #5G #NTN #Semiconductors$GCTS

$GCTS Amazon Leo is chugging along, and this rocket is scheduled for launch right after GCTS earnings. If the partner is, in fact, Amazon, I think a lot of news will be revealed in the next 3-4 months!!