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$ATOM Atomera is a high probability recipient of a Power America funding award in the next few days. They may not PR it right away as there will be some negotiations between Atomera and Power America on how to use the funds, but I suspect they will receive the award and we see some sort of volume and/or price spike soon because of this. Power America is a program ran by the DOE. The reason Atomera applied for this funding was the rigorous testing that Sandia National Lab put their technology thru for GaN on Silicon applications for 15+ months. They also did some testing with Incize, a large Belgian RF test house for their GaN on Silicon for RF applications. And then after both the Sandia testing and the Incize testing, they got their technology included into $SNPS simulation software for both GaN Power and GaN RF applications. I think that it's clear all testing went extremely well. Atomera CEO even confirmed that they were "encouraged" to apply for this funding by the people at Sandia National Lab. Make sure you look in the attached images to verify who actually owns and operates Sandia National Lab. Federally funded lab operated by Honeywell Corp. This is no joke. There are a lot of other reasons to like this stock, mainly their recent definitive data applicable to Gate All Around applications, and also working with 2 of the 3 large memory makers. But this GaN offering may end up moving the quickest. I do not think the dollar amount they receive in funding will be substantial-that doesn't matter. Its simply the validation coming from the DOE that derisks this stock further. With all the upside this company has and a market cap of only ~$350m and 2 years of cash on hand now-this is a very low risk swing or long hold. This is one of my large positions along with $VICR $MU $DRAM and I believe this has upside of $40+ in the long run and maybe 12-15 in the next few months.

You ain’t naive bro! $ATOM Atomera seems to be ready to breakout soon on Power America funding from government coming soon! Power is the issue for data centers and Atomera can help with that. $SMH $DRAM

$ATOM Atomera is a high probability recipient of a Power America funding award in the next few days. They may not PR it right away as there will be some negotiations between Atomera and Power America on how to use the funds, but I suspect they will receive the award and we see some sort of volume and/or price spike soon because of this. Power America is a program ran by the DOE. The reason Atomera applied for this funding was the rigorous testing that Sandia National Lab put their technology thru for GaN on Silicon applications for 15+ months. They also did some testing with Incize, a large Belgian RF test house for their GaN on Silicon for RF applications. And then after both the Sandia testing and the Incize testing, they got their technology included into $SNPS simulation software for both GaN Power and GaN RF applications. I think that it's clear all testing went extremely well. Atomera CEO even confirmed that they were "encouraged" to apply for this funding by the people at Sandia National Lab. Make sure you look in the attached images to verify who actually owns and operates Sandia National Lab. Federally funded lab operated by Honeywell Corp. This is no joke. There are a lot of other reasons to like this stock, mainly their recent definitive data applicable to Gate All Around applications, and also working with 2 of the 3 large memory makers. But this GaN offering may end up moving the quickest. I do not think the dollar amount they receive in funding will be substantial-that doesn't matter. Its simply the validation coming from the DOE that derisks this stock further. With all the upside this company has and a market cap of only ~$350m and 2 years of cash on hand now-this is a very low risk swing or long hold. This is one of my large positions along with $VICR $MU $DRAM and I believe this has upside of $40+ in the long run and maybe 12-15 in the next few months.

$ATOM Atomera Am I naive to think that this validation from the department of energy would take the market cap close to $1b within a couple months? They have 2 years of cash on hand and multiple customers on the cusp of production deals(within quarters not days or weeks IMO). Not selling anything yet.

$ATOM Atomera is a high probability recipient of a Power America funding award in the next few days. They may not PR it right away as there will be some negotiations between Atomera and Power America on how to use the funds, but I suspect they will receive the award and we see some sort of volume and/or price spike soon because of this. Power America is a program ran by the DOE. The reason Atomera applied for this funding was the rigorous testing that Sandia National Lab put their technology thru for GaN on Silicon applications for 15+ months. They also did some testing with Incize, a large Belgian RF test house for their GaN on Silicon for RF applications. And then after both the Sandia testing and the Incize testing, they got their technology included into $SNPS simulation software for both GaN Power and GaN RF applications. I think that it's clear all testing went extremely well. Atomera CEO even confirmed that they were "encouraged" to apply for this funding by the people at Sandia National Lab. Make sure you look in the attached images to verify who actually owns and operates Sandia National Lab. Federally funded lab operated by Honeywell Corp. This is no joke. There are a lot of other reasons to like this stock, mainly their recent definitive data applicable to Gate All Around applications, and also working with 2 of the 3 large memory makers. But this GaN offering may end up moving the quickest. I do not think the dollar amount they receive in funding will be substantial-that doesn't matter. Its simply the validation coming from the DOE that derisks this stock further. With all the upside this company has and a market cap of only ~$350m and 2 years of cash on hand now-this is a very low risk swing or long hold. This is one of my large positions along with $VICR $MU $DRAM and I believe this has upside of $40+ in the long run and maybe 12-15 in the next few months.

$ATOM Atomera is a high probability recipient of a Power America funding award in the next few days. They may not PR it right away as there will be some negotiations between Atomera and Power America on how to use the funds, but I suspect they will receive the award and we see some sort of volume and/or price spike soon because of this. Power America is a program ran by the DOE. The reason Atomera applied for this funding was the rigorous testing that Sandia National Lab put their technology thru for GaN on Silicon applications for 15+ months. They also did some testing with Incize, a large Belgian RF test house for their GaN on Silicon for RF applications. And then after both the Sandia testing and the Incize testing, they got their technology included into $SNPS simulation software for both GaN Power and GaN RF applications. I think that it's clear all testing went extremely well. Atomera CEO even confirmed that they were "encouraged" to apply for this funding by the people at Sandia National Lab. Make sure you look in the attached images to verify who actually owns and operates Sandia National Lab. Federally funded lab operated by Honeywell Corp. This is no joke. There are a lot of other reasons to like this stock, mainly their recent definitive data applicable to Gate All Around applications, and also working with 2 of the 3 large memory makers. But this GaN offering may end up moving the quickest. I do not think the dollar amount they receive in funding will be substantial-that doesn't matter. Its simply the validation coming from the DOE that derisks this stock further. With all the upside this company has and a market cap of only ~$350m and 2 years of cash on hand now-this is a very low risk swing or long hold. This is one of my large positions along with $VICR $MU $DRAM and I believe this has upside of $40+ in the long run and maybe 12-15 in the next few months.

Atomera posted this on linkedin today. Interesting timing coinciding with my posts about memory customers they’re engaged with yesterday and today. Am I on to something?

Atomera price action actually looks constructive to me. I dont expect a deal to be announced tomorrow but I would expect positive incremental progress on the call. On the Q4 call they mentioned they're going to be pushing one of the big 3 memory customers for a JDA. Lets assume its $MU since they're the smallest of the 3 and the "worst case." If they get that JDA together this stock can easily get to 20-30 or even all time highs given how hot the memory market is. They also said their "first commercial customer" (which is $STM for those who dont know) is running wafers in GaN RF and GaN Power-curious how those are going as well. Also they have a large analog customer who was previously mentioned to have been conducting the "largest wafer run in company history" a few calls ago in 2025. They went silent on them on the last two calls-that usually means they are deep in negotiations on a deal-I would not be shocked if there's a positive development brewing here-this is the least talked about prospective customer along with JDA2. Speaking of JDA2-they also finished a large wafer run recently-I would bet this is a huge company like Samsung or $TSM (labelled "major foundry" in 2022)-excited to hear how these talks are progressing. I also wouldn't be surprised if theres a positive delay here due to Atomera wanting to share the new "definitive" data they recently got with what has to be JDA1(only JDA1 and STM have the tech installed, the gate all around data was had with a customer who has the tech installed+tool partner, by deduction it MUST be with jda1 who i believe to be $INTC) Soitec-announced wanting to advance the state of the art using MST in 2024-they have some next gen RFSOI/FDSOI/GaN wafers being released in the next few quarters-I want to ask management about how this is progressing. RFSOI was previously their highest confidence level play with Scott once saying he believed they would deploy MST "with all RFSOI players." I did buy a few shares just under 10 earlier this morning and sold some 17.50 strike calls for June against 5% or so of my position. I plan to hold the majority for a long time or buyout.

Atomera also announced a parntership with Soitec in July 2024 aimed at RFSOI products..where a soitec exec said they had "the ambition to progress the state of the art." Recently Atomera used quite similar language when talking about GaN RF and GaN Power. Is the evolution of RFSOI ---> GaN RF? Soitec is definitely working on GaN RF as well Just sharing information. Not implying anything.

Atomera just posted this on linkedin. Do I think a deal is coming next week? no not really-but I do think they are currently negotiating with at least 1 memory player and 1 gate all around company(jda1, likely $INTC) Am I buying more? No, I own a shit ton below 4. Would I be buying more if I didnt own a shit ton? Yes. have a good day folks.

Atomera just posted this on linkedin. Do I think a deal is coming next week? no not really-but I do think they are currently negotiating with at least 1 memory player and 1 gate all around company(jda1, likely $INTC) Am I buying more? No, I own a shit ton below 4. Would I be buying more if I didnt own a shit ton? Yes. have a good day folks.