High Degree of Confidence
This week I'm writing my newsletter on Thursday as I'm heading out to California this afternoon. The upcoming weekend will be spent in Downieville,...
June Gloom
In San Diego, this time of year the mornings can bring coastal fog. Referred to as "June Gloom", it usually lingers until late in...
CEO Knows Best
The saying about insider stock transactions goes like this, "there are many reasons for insiders to sell but only one reason for them to...
The Rolling Correction Gathers Steam…
Thus endeth the worst month for the stock market since March of 2020. Friday's meltdown took the S&P to -9% for the month. It's...
Atomera Provides First Quarter 2022 Results
LOS GATOS, CA / ACCESSWIRE / April 27, 2022 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today provided a corporate update and announced financial results...
Atomera Enters into Joint Development Agreement with Major Foundry
TW's Take: further validation sets the stage for Atomera to become a disruptive force in the semiconductor industry over the coming years.
LOS GATOS, CA /...
Atomera Successfully Meets Requirements of Joint Development Agreement
TW's Take: further progress for Atomera as the technology's adoption has been slowed by Covid and the global semi-shortage but remains inevitable in our...
Groundhog Day
Another week in the market, another leg down. Some pundits are saying we are now entering a bear market. Those of us who invest...
Atomera’s Enhanced MSTcad Helps Chip Companies Quickly Realize MST Benefits
TW's Take: "silicon verified improvements" means that potential customers can have high confidence in performance improvements from designing MST into their chips. MST remains...
Quest and Atomera Spike…Should You Be A Buyer?
~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank...
Atomera Licenses MST® Technology to Semiconductor Foundry
TW's Take: the inevitability of MST taking significant market share is closer to reality than ever. Eventually licensees turn into royalty streams. With the...
Metamorphosis
What a week in the markets, right? The past five days saw the biggest ever one day loss by a single company, followed shortly...
Happy New Year!!!
Investing in micro-cap stocks with a 3-5 year time horizon, which is my expectation for a holding period every time I enter a position,...
Atomera Breathes New Life into Moore’s Law for Power and Analog Electronics
TW's Take: more technological advances. ATOM is well positioned for the next generation of chipmaking. Not IF but WHEN we will start to see...
Turkey Shoot…December Preview
Well, that didn't last long, did it? On Tuesday and Wednesday we saw what looked like a great reversal for biotech. The XBI opened...
Atomera Reaches 300 Patents Focused on Perfecting Atomic Level Engineering and Advanced Material Sciences...
TW's Take: we believe that MST will be a game-changing technology that gains board scale acceptance over the coming years. Although it's expensive today,...
Asymmetric Risk
Intelligent investing can truly be boiled down to the understanding of risk and reward. In order to properly assess the potential risks of an...
Trick or Treat? October Review
Back when i was a kid, every Halloween the news covered stories of some whack job that would hand out apples to kids. The...
Atomera Provides Third Quarter 2021 Results
TW's Take: positive about the EPI tool finally being installed and fully functional. Also, comments about JDA customer and future ones very positive. Street...
October Awaits
September to remember? I had such high hopes. Sadly, it turned out to be a very forgettable month and I'm happy to have it...
My Saturday Rant…
If you've been reading this newsletter for longer than two weeks, you likely have come to realize that I'm an investor not a trader....
Let’s Get Ready To Rumble (2nd Half Preview)
To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn...
Stock Picking Wins This Week
It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market...
Resetting Expectations for TFF Pharma
Thin Film Freezing, the drug delivery method being developed by TFF Pharma (TFFP), is an exciting technology that has the potential to change the...
Alpha-Bet Soup
There are times when stock picking isn't the most important part of your investment strategy. When all that matters is being in the right...
How Long Can You Hold A Soccer Ball Under Water?
Last week I wrote about INmune Bio (INMB). In that piece, In Defense of INmune, I discussed the increasing spread between perception of what's...
Atomera Appoints Sudarsan Srinivasan as Vice President of Engineering
TW's Take: "Atomera's MST technology enables further transistor dimensional scaling for faster computation without compromising power efficiency in leading and mature nodes." Bringing in...
2nd Degree of Risk
Investing in micro-caps always involves a high degree of risk. This risk can come in many different forms as well. For example, looking at...
Sitting On My Hands
My Investment Style...It's Not For Everyone But It Works For Me
I'm often asked why I don't trade more often. Many of my stocks make...
Blood In The Water
Good Morning Vietnam!
Okay, I'll confess to exaggerating a little; I neither live nor work in a war zone. It only just felt like...
Atomera, Inc: Atomera Announces First Customer to Enter Phase 4
TW's Take: an incremental positive. Next big announcement is going to be another JDA, which I would think is likely a 2nd half event.
LOS...
Atomera Provides Fourth Quarter and Fiscal 2020 Results
TW's Take: nothing exciting in this report...just that the company continues to execute on their business plan. The rest of the year should see...
The GameStop Impact…January In Review
What a crazy way to end a wild month, huh? As GameStop (GME) continued to rally in the face of shorts, Robin Hood required...
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...
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...
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,...
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...
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...
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...
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...
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,...