Atomera doing big things in GaN RF and GaN power.
Should be announcing a DoE related grant through PowerAmerica once negotiations for use of funds is completed by management team after 15 months of testing through Sandia Labs.
Also recent validation on silicon runs for RFSOI that matched their tcad simulation data. Now they have a customer who WANTS the tech and is awaiting the supply chain to get them...foundry/wafer manufacturer/atomera all must be in discussion.
Multiple shots on goal. This doesnt even count the "definitive" gate all around data that now has 2 of the top 4 semiconductor makers on earth now testing their gate all around structures with MST
$TSM $MU $DRAM $AMD $INTC $GFS $UMC $TSEM $SOI
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$ATOM Atomera
$11 area went from resistance to support. Usually a great sign.
I'm not making any predictions about near term price action, but I will say if they announce the poweramerica funding at some point in the next few months, a lot of people will finally figure out this is one of the best ways to play GaN.
Also if we get a dip on a hot PCE tomorrow, I will likely nibble some june and july calls while holding a massive amount of shares.
Lastly, dont forget they were in talks with one of the 3 major memory makers who had just finished testing in March. They went silent about them on the last call which usually signals negotiations are happening. I'm going to assume its $MU for various reasons. Before I get labelled a pumper by all the amateurs, just realize MU is the SMALLEST of the 3 memory makers. I like to make my base case the "worst case" and conservative. I'd much rather it be SKHynix or Samsung. Theres also a chance they never sign, just know that they are likely in talks. If they do sign, get ready for absolute pandemonium, with a market cap around 450m, this can get crazy on a JDA with Micron or SKHynix or Samsung.
A lot of people have asked me this since $VICR has ran a lot in recent weeks and months and quarters...
While I dont like to put specific target prices out in that timeframe, I will say this. Only 3 things have to happen for $VICR to be a $1,000-1200 per share stock and I think all 3 are high probability outcomes. Those 3 things are as follows:
1- fab 1 ramp to 1.5b run rate by year end has to go smoothly
2-2nd ITC case goes in Vicors favor(first one did and management is very confident about the 2nd one)
3-A licensing deal that was mentioned on the q4 call has to be put together. This will allow Vicor to meet the excess demand they have that does not fit in fab1. I think a license deal will be the signal that $NVDA is coming.
$1,000-1200 isn't some random number I picked out of thin air. Once those 3 things happen Vicor will have a clear runway to 4b+ annual product revenue which should have their market cap come close to if not exceed $MPWR. I am being conservative.
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