$Netlist, Inc.(NLST)$ $hynix-WI(SKHYV)$ Netlist has been pretty aggressive in going after companies they believe infringe on their patents, with the latest being that ITC complaint against Samsung, Google, and others. It's interesting that SK Hynix hasn't been targeted in the same manner. To me, that suggests the relationship between them is still on decent terms and that the expired contract is probably still in effect informally. I'm looking forward to seeing the official renewal announcement after SK Hynix's IPO honeymoon period is over, and what that might lead to.
I'm keeping an eye on this one after the recent pullback. The risk/reward setup looks more interesting now, with a defined support level around $80 where a bounce could potentially occur. The broader space sector has been under pressure following the $SpaceX(SPCX)$ IPO sell-off, which triggered a wave of sympathy selling across related stocks. Several space names are now trading well below their recent highs, even though the long-term industry thesis still seems solid. I remain constructive on $Rocket Lab USA, Inc.(RKLB)$ 's long-term potential. Short-term volatility can create opportunities, but it's about managing risk and waiting for confirmation.
$Corning(GLW)$ The price swings on this stock have been pretty wild lately, but I still believe the core investment case is solid. For those who are already holding long-term, the current volatility could present a buying opportunity. That said, given how the market has been acting, it wouldn't be surprising to see it dip to around $200 before making a move back up.