Next Up? INmune’s Big Week Finally Arrives
Frequently I hear from investors that something sounds, "too good to be true." And, being honest, more often than not, that's the case. But,...
BOOM…Atomera Deal Highlights Another Bull Ride In The Market
Nothing seems to be able to get in the way of this bull market. An insurrection in DC? Yawn. The next administration taking on...
ATOM: FOMO Kept Me From Selling, But Is It A Buy?
At one point last year I wrote about Atomera (ATOM) as being the ultimate FOMO stock. Despite the fact that they had yet to...
Atomera Inks First JDA
TW's Take: this is the first of what I believe will be many JDAs. The snowball has started down the ski hill.
LOS GATOS, CA...
The Squeeze Is On
This week saw a continued rally in the market with smaller stocks continuing their outperformance. It has been an impressive run and looks likely,...
Atomera Announces Availability of MSTcad for Modeling Semiconductor Device Improvements with MST
Tailwinds' Take: ATOM continues to make progress towards what we believe will be a well-accepted platform with large uptake from the semiconductor industry over...
The Micro-Cap Rally Continues Full Force
November was truly a month to remember for the markets. The best month in over 40 years for the Russell 2000 saw that index...
The Biden Rally
As most of my readers know, I reserve Saturday mornings for writing my weekly newsletter. This week, however, Saturday morning marks the arrival of...
Sell Mortimer, Sell!!!
What do I want to say? That's the question that comes into my head every Saturday morning. This newsletter is an opportunity. An opportunity...
Atomera Provides Third Quarter 2020 Results
Tailwinds' Take: ATOM is inching towards a licensing deal. Only a matter of time.
LOS GATOS, Calif., Oct. 29, 2020 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor...
The Final Push…
Like the debate, 2020 has been a sh**-show. Pandemics, political divisiveness, fires...it's not been a beach party to say the least.
Yet, here we stand...
Hello Fall!
What a difference a week makes. Last Saturday I was writing about an epic (for Tailwinds) stretch of performance and salivating over all the...
Shaking Things Up…
One of my investors recently told me that he diversifies his portfolio on his own. The money I manage for him is meant to...
Atomera Provides Second Quarter 2020 Results
Tailwinds' Take: after the call, I believe ATOM is closer than ever to signing significant contracts. This stock is poised to be a big...
Random Thoughts on a Number of Stocks…
There's certainly a lot going on in the world at large right now and none of it seems too good. Covid-19 refuses to go...
Previewing the 2nd Half of 2020…and Other Updates From The Week
Greetings from...wait for it...Ashland Oregon. Yes, it was so good, we came back for more. The weather here is great, the riding is outstanding...
Summer is Coming
When you receive this newsletter, it will be June 21st, the official start of summer. Typically for stocks you have a summer doldrums, "sell...
Three Disruptive Plays…And Other Thoughts From Last Week
The world of micro-cap is full of little stocks with big ideas. It seems like a large number of these companies have no sales,...
June Preview…Plus Much More!
May was another strong month for the market as the stimulus package and expectations for a strong re-opening of the economy kept the rebound...
This Week’s Recap: Skinny Trails, Anixa Looks Primed, Atomera Launching
As most readers know by now, I love mountain biking. It's great exercise and there's a tremendous thrill to hitting a difficult stretch of...
Bada Bing Bada Boom
As if on cue, the market took a turn lower last week. This will be but a quick note on the market, as I'm...
Atomera Inc. Prices Underwritten Public Offering of Common Stock
Tailwinds' Take: while it's unfortunate that the company raised money prior to a license agreement, COVID-19 issues have pushed those signings out slightly. We...
Atomera Conference Call Transcript
ATOM - Q1 2020 Atomera Inc Earnings Call
C O R P O R A T E P A R T I C I P...
The Eye Of The Storm…This Week In Tailwinds’ World
Well, I've been expecting it and it appears that it's here. The market put up one of its best months ever in April, but...
Atomera Provides First Quarter 2020 Results
LOS GATOS, Calif. , April 30, 2020 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...
Take a Deep Breath…Updates on the Market and Several Stocks
My Take on The Market
This was a good week in the market, which was a welcome relief. We had a big bailout announced by...
It’s Definitely a Beer Market
Sometimes a typo can hit the sweet spot, right? When I got the text that we're entering a beer market...well, let's just say that...
February Recap and More Thoughts From Last Week…
As I look out my office window here in NorCal and see the blossoms on the tree, it's tough to remember that it's still...
Thoughts From Last Week
This feels like a very strange time in the market. Usually markets overreact to news. Violent swings to extreme levels are the common occurrence...
Thoughts From The Last Week…
Lots going on in Tailwinds' universe recently. Here I recap conversations and observations from the prior week's trading...
This screen shot says it all...if Druck...
ATOM: Our Read on the Investor Update Call
Yesterday, Atomera provided investors with their quarterly update call. The stock had made a very large move prior to the call. If you recall...
Atomera Provides Fourth Quarter and Fiscal 2019 Results
LOS GATOS, Calif., Feb. 12, 2020 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...
Slogging Through Winter
I was skiing outside Seattle last weekend. Steven's Pass ski resort, to be precise. They have gotten a lot of snow up there this...
Wasn’t That An Amazing Sunset?
On Thursday this week, as we finished dinner I looked out the window and the sky was on fire. It was quite possibly the...
Early Returns
New Years always brings out the prognosticator in all of us. Everyone likes to predict what the market will do, what sectors will shine...
Visions of 2020
This last week was actually a very good week for the Tailwinds' portfolio. Despite the overall quiet of a holiday week (or maybe because...
Atomera Keeps Making Progress
Yesterday Atomera held their quarterly earnings update call. Just prior to the call, they also announced a new customer license being signed. Normally, one...
Atomera to License MST Technology to RF Semiconductor Solution Provider for Mobile 5G Markets
LOS GATOS, Calif., Oct. 30, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and licensing company focused on deploying its proprietary technology into the semiconductor industry,...
Darkest Before The Dawn
Going into writing this week's newsletter, I had no idea where to go with it. There's a lot happening in the world, a lot...
Keeping Calm In Stresa
Greetings from Stresa Italy, a gorgeous town on the edge of Lake Maggiore. With great food, excellent wines and friendly people, Italy is always...
Recapping The Week That Was…And Looking Towards Next
This was a very hectic week in the market, with major swings in the indexes and in our universe of smaller companies. Earnings season...
Atomera Recap
Atomera (ATOM) reported earnings on Wednesday after the close. The numbers are rather meaningless for Atomera as they are pre-revenue. What investors are looking...
Atomera Provides Second Quarter 2019 Results
LOS GATOS, Calif., Aug. 07, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...
Are All The ATOMs Aligned For Atomera?
When last I visited Atomera, the Company had recently announced breakthrough performance from their MST technology, which had sparked investor interest. Timing being everything,...
A Shallow Dive From The Deep South
In what is shaping up as a never-ending quest to provide newsletter coverage from anyplace not named "home", this week's letter comes from Raleigh,...
Markets Trade Down In May…June Preview
I'm not sure why, but it seems that every time I feel the Tailwinds' Portfolio is poised for big gains, the market enters a...
When Will The ATOM Bomb Launch?
Atomera is going to blow up. I mean this in a good way, not in the implosion sort of manner. ATOM is a ticking...
Atomera Announces $6.7 Million Registered Direct Offering of Common Stock
Tailwinds' Take: in is a very strong endorsement of the disruptive nature of Atomera's technology and revenue potential, investors are paying a premium to...
Atomera Clock is Ticking
I’ve been a shareholder in Atomera for a while. In my opinion, ATOM stock has always been a lottery ticket; a winning ticket, most...
Atomera Announces Breakthrough Semiconductor Performance Improvement
Tailwinds' Take: this is not totally unexpected news for Atomera, but is quite positive nonetheless. It all comes down to timeline to adoption. Which...
Atomera Provides First Quarter 2019 Results
LOS GATOS, Calif., May 01, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...
October Review, Earnings Preview
October has a reputation for being a bad month to own stocks. For the current generation of investors, this reputation was earned primarily from...
Atomera Provides Third Quarter 2018 Results
LOS GATOS, Calif., Nov. 01, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...
Atomera Prices $12.5 Million Public Offering of Common Stock
Tailwinds' Take: this removes the only negative in the story as they now have plenty of cash to see them through to cash flow...
Atomera Announces Proposed Public Offering of Common Stock
LOS GATOS, Calif., Oct. 10, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (Nasdaq: ATOM) today announced that it intends to offer and sell shares of...
Atomera Licenses MST to STMicroelectronics
Tailwinds' Take: We are expecting many more of these integration licenses, which are great steps on the roadmap to ATOM becoming a large licensing...
ATOM’s Integration License; What It Means
This last week Atomera (ATOM) announced the signing of their first license agreement, an event that has been long anticipated by the market. At...
Atomera Licenses MST Technology to Asahi Kasei Microdevices (AKM)
Tailwinds' Take: while not a full manufacturing license, this is still an important step for ATOM. My guess is the stock is up today,...
Atomera Provides Second Quarter 2018 Results
LOS GATOS, Calif., Aug. 08, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...
Atomera Announces Significant Improvements in High-K/Metal Gate Transistors
Tailwinds' Take: this is a positive development. While it's taking a while for ATOM to sign their first licensee, this provides further confirmation it...
With Earnings Season Over, Which Stocks Surprised Us?
Quarterly earnings season is the four times each year in which companies give investors an inside look as to what's going on. They not...
Atomera: When Not If!!!
While their products are technological enhancements for the production of semiconductors, Atomera's stock is more akin to that of a biotech company. For, while...
Atomera Provides First Quarter 2018 Results
Tailwinds' Take: Looking forward to the call today and for the first license to be signed sometime soon, we hope. The customer traction is...
Atomera to Showcase its Technology at EDTM 2018
LOS GATOS, Calif., March 12, 2018 (GLOBE NEWSWIRE) -- Atomera (ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...
Atomera Joins the Tailwinds Select Portfolio
We are pleased to welcome Atomera (ATOM) to the Tailwinds Select Portfolio. ATOM is a company we have been watching for a while, but...
Atomera Provides Fourth Quarter and Year-End 2017 Results
LOS GATOS, Calif., Feb. 13, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into the...
Atomera Continues to Grow Customer Pipeline
LOS GATOS, Calif., Jan. 30, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and licensing company focused on deploying its proprietary technology into the semiconductor industry,...