Yep, I keep looking at the longer dated stuff too, waiting for pullback pricing 😄

Nope- I still hold all of my July $7.50s. I only paid 0.15 for them so I'm letting these ride into June... "moon shot" potential gamble. I knew I was going to wait until the EC Tuesday and also figured there would be no new "news". However, i wanted to see how the stock reacted after and it didn't fail me. The players playing the EC, who know nothing about the backstory, bailed as counted on. The recovery is what I wanted to see and that did not disappoint either. That tells me the market "knows" something- at least more than we know which is what I've been counting on since the run up prior to the EC. This will blow up (to the upside) eventually, it's the timing that's unknown. Therefore, my $0.15 Calls ride...😉

I am at the moment 😄

I'm holding out for a similar play back when it hit $17.00... I had done the same thing back then and I think I had paid $0.20 for those Calls.
I can afford to gamble with this lot (That's why I do it) That play alone paid for a very large chunk of my core. We'll see 😉

To me, volume is conviction...(usually). The problem here, imo, is how much of this volume is actual conviction, and how much is it merely shorts getting squeezed and simply reestablishing positions higher up? I'm going to continue to play this until we get concrete news.

Lol, who can tell? My core position is still stable after all these years- (even expanded it a little the past 12 months) but I've flipped this (Call contracts) so many times I've gotten used to it going up and down. I keep saying to myself, "one of these days... one of these days". Is it time now? We shall see 🤔😀

(Btw, I have not yet sold my July $7.50 Calls that I paid $0.15 for back in January so I must be thinking it's not over yet 😏)

As Joe (Microcap) says: "10k filed. 19.2m plus 3.2m plus 23.6m is equal to 46m at the end of last year. So roughly 45m as of right now. Should be set."

'Since December 31, 2025, the Company has issued 1.3 million additional shares of common stock through its ATM offering at an average price per
share of $2.47 resulting in additional net proceeds of approximately $3.2 million, after deduction of commissions and expenses.
On February 24, 2026, the Company completed a registered direct offering (the “Offering”) of 5,000,000 shares of the Company’s common stock, par
value $0.001 per share common stock at a purchase price of $5.00 per share (the “Shares”) pursuant to a Securities Purchase Agreement (the “Purchase
Agreement”) with certain institutional investors (the “Investors”). Net proceeds to the Company after deducting the placement agent fee and expenses were approximately $23.6 million.'

We should have funding now into 2027.which follows Scotty's projection of having a commercial deal late this year or early next year. I'd like to think they must be fairly confident to switch tactics (going full yearly funding all at once) mid-stream. 🤔

Market seems to be reacting positively PM regarding the 8K although there
is buzz around a job opening Atomera put out (from what I understand) that
seeks a Product Manager that speaks Korean or Mandarin...

I'm seeing all kinds of speculation but don't have a clue. Do you know if this is typical boilerplate wording? 90 days seems too short term....

Each of the Company’s executive officers and directors have entered into a lock-up agreement (the “Lock-Up Agreement”) pursuant to which each have agreed, subject to certain exceptions set forth therein, not to dispose of or hedge any shares of common stock of the Company or securities convertible into or exchangeable for shares of common stock during the period from the date of the Lock-Up Agreement continuing through the close of business 90 days after the date of the prospectus supplement.

Either this or the ATM, at least we know the price and dilution (5mil shares) this way.
This has a different feel to it- a reason behind it. It was very obvious that there was
heavy institutional buying since the EC.Was this really about raising capital? I mean the
ATM worked fine except for the share price volatility, but that never seemed to bother
them in the past. Is there a deeper pocket entity that wants a larger stake? I'm, just
spit-balling cause this really doesn't make sense with what info we retail folks have...🤔

I saw that earlier this year- it gets hard to keep what's current with Scotty and him with his interviews...
anyway- saw this on 'twits- to me it's really interesting as it's the same % (or at least close) to the previous run
:


Then this showed in the past few minutes- deja vu?:

Volume rolled over again today....😳

Deja vu all over again ...🤑

Thanks Steve.
Did you watch the Zoom call? I did, and I have to say I was more surprised than anything.
Scott did not come across, imo, in his typical 'deer in the headlights' fashion. Instead, he
came out with, dare I say, some confidence for a change.

My quick take is one of being impressed..finally. It does sound like that the company has many
pokers in the fire that has really drawn a lot of eyes to it as well. Then there was this fascinating
tidbit from Frank: "earning back deferred executive bonuses as well as earning 2026 bonus will require us to execute against aggressive, commercially focused milestones."
I don't ever recall a company denying the principals their "bonuses" before- that's a first. Maybe they're taking this seriously now?

Then there was Scott's statement regarding power app: "Our simulation show the potential for MST to improve performance by more than 40%. We got this to result after Christmas and already have a customer interested in kicking off development...
...In GaN, I'm happy to report that our first customer -- commercial customer has now started running wafers for GaN on silicon with MST technology. For many reasons, this is exciting. This large customer can grow their own GaN wafers and manufacture electrical devices on them, which means they can move even faster than our in-house work with Sandia National Labs in Texas State.

There's lots to like, imo, and more than I ever expected in this EC. I'm still going through it. I managed to nibble some shares last Q in the very low $2s as well as adding a few July $7.50 Calls. Maybe I'll get lucky with those😏

Holy cow! 😳😲

Is apropos as I could have stated. Even better.

Lol!! I love it!!!!!

There actually are Christmas lights up at a couple of places! 😆

We are currently on Indian Shores (Florida) and the Northern lights were visible HERE!!! last night...😳

NEWS: Wei Na Joins Atomera as New Vice President of Sales to Drive Growth in Advanced Materials

LOS GATOS, Calif., October 28, 2025--(BUSINESS WIRE)--Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, announced today the appointment of Wei Na as its new vice president of sales. The hire reflects the company’s commitment to accelerate commercial growth and deepen customer partnerships across the semiconductor industry. This comes at a crucial time as advancements in materials science are transforming the industry to meet the growing demand for more efficient technology driven by AI.Na brings nearly 30 years of semiconductor experience, including 18 years in IP licensing. In this role, Na will lead global sales strategy and execution, coordinating the efforts of our internal team, contractors and representatives. Na’s expertise is a strong fit with Atomera’s business needs with his experience licensing front-end process technologies directly to the same customer base that the company is targeting. Before joining Atomera, he held leadership roles at SiFive and Cypress/Infineon, where he grew their embedded flash IP licensing business from its inception to adoption by major foundries and IDMs.

"Wei’s experience is truly rare. His proven leadership and deep understanding of the IP licensing landscape make him an excellent fit to lead Atomera’s sales at a time when demand for next-generation materials is accelerating," said Scott Bibaud, CEO of Atomera. "He has shown his ability to focus resources to drive growth in an emerging business. His ability to connect with engineers, navigate complex organizational decision cycles and build strong customer relationships make him a valuable addition to our leadership team. We’re excited to have him on board."

Ain't that the truth...

Appears our fearless leader went the weenie route and put out an 8K attempting to justify using a "Blog" on the website to pass along public information that is detrimental to ATOM:

"...In short, ST has decided to take BCD110 to market without the MST improvement and currently doesn’t have a plan for a further product variant with MST leaving us without a line of sight to royalty...."

That said, it also stated:

"...ST has reinforced that they will continue to work with us on the other technology areas in which we are engaged."

Scott is such a dick...

Scotty's LinkedIn post from yesterday- Absolutely of no material value other than filler-read- much like reading the same cereal box every day at breakfast. It's simply something to do out of shear boredom while waiting for 'something' to happen...

New Event -- Media Alert: Atomera Highlights MST® as a Toolbox for Engineering Silicon Virtual Substrates at 2025 CINT Annual User Meeting

WHEN: September 15 & 16, 2025

WHERE: Santa Fe Convention Center

Marek Hytha, Atomera Chief Scientist, will present research on Mears Silicon Technology™ (MST®) — technology that enhances the performance of silicon-based semiconductor devices by inserting ultra-thin layers of oxygen into silicon wafers — as an atomic-scale substrate engineering platform enabling new frontiers in beyond-CMOS applications.

With adjustable layer count, spacing and composition, MST can be precisely engineered to enhance key semiconductor properties, including diffusion blocking, variability, mobility, gate leakage and reliability across GaN-on-Si, piezoelectric and spintronic applications. The poster will cover:

MST Substrate for GaN-on-Si Epitaxy
Building on its successful use in CMOS and RF-SOI devices, MST grown on Si (111) substrates is now being explored as a virtual substrate for GaN-on-Si Epitaxy to improve material quality and device performance, reduce leakage current and provide higher breakdown voltage for RF and power applications.

MST Piezoelectric Substrate

The oxygen atoms in MST form polar Si–O–Si dipoles. These dipoles, while randomly oriented in their as-grown state, can be aligned through applied electric fields and mechanical stress. This alignment induces net polarization, effectively generating a measurable piezoelectric effect in an otherwise non-piezoelectric silicon, opening pathways for integrating piezoelectric functions directly into standard silicon chips.

MST-Mn Diluted Magnetic Semiconductor Virtual Substrate for Spintronics

MST enables spintronic applications by supporting stable, room-temperature diluted magnetic semiconductors (DMS) in silicon. With uniform distribution of elements like manganese (Mn), MST is expected to provide efficient spin injection and carrier-mediated ferromagnetism, unlocking next-gen devices like MRAM and spin-LEDs for energy-efficient computing.

THAT was great lol!

Issued July 29th from STM:

In the frame of ST manufacturing reshaping program (refer to Corporate PCI 15383 - Early
Notification), following the continuous improvement of our service and to increase production
Capacity, ST Microelectronics is announcing the qualification of SG8 (Singapore) as FE
Location for the impacted Products in BCD9 BSM / BCD110 Technology.
Please be advised that the enclosed list of products and dates could be subject to change.
Such modifications may occur as part of the ongoing transformation program and will be
communicated as and when available.
ST will explore the scale up of this technology perimeter and products into 300mm (12”) in the
future in AG factory. Any timeline and specific communication would be done in future with
customers.

7.1 Date of qualification results 2026-07-15 Hope it's sooner...

Oh Jen, I'm so sorry- I should've responded sooner! I'm not on as frequently as I used to and now I'm older and I have the CRS (can't remember shtuff). I totally forgot you responded. Anyway, I'm sitting on my deck overlooking the still water of our small lake/pond with my laptop and it's after-hours so I won't be monkeying up your board with my drivel lol!

Summer's been great. LOVE being retired (7 years now!! 😳) Six months here in Michigan during the warm months and six months in Florida during the 'cold' months 😎. Anyway, wife and I have been traveling all over the world since we retired- England, Scotland, Ireland, riverboat trips through Germany, France, Vietnam & Cambodia, walked through Greece, Alaska, Hawaii (twice)... going back to Alaska again next July and headed to Spain/Portugal/Morocco in September. It's been BUSY and exciting. Three grandkids graduations this year (one of which was on the west coast- Seattle) and our most recent addition (4th great grand kiddo). Now that I'm living on my investments, I'm not nearly so flippant with my trades- although, I have a 'pot' of trading cash for 'playing'... after all, I'm not even 70 yet for 3 more years 😏 Feller has to have some fun, right?

Enjoy those grandkiddos.... they grow up FAST!

Couldn't have said it better myself.😏

Just watched a market blurb on TV making the case to watch KSS as one the recent new possible 'meme' stocks that
the Reddit crowd is seeing a resurgence in.

Seems 'meme' plays are back in vogue.. go figure.

To be fair, Blackrock is an assent manager. As such, they are obligated to buy assets that are part of the indices in which they mirror.
Those buys are essentially 'blind', meaning they aren't evaluated for profit/investment potential as a primary reason for purchase.
Atom's involvement (imo) is strictly due to its recent inclusion (again) back into the Russel index of which they were part of,
years ago, before they were dropped.

Joe (microcapspeculator) on ST, also added this Incize comment on their own page:

I posted this on another site (ST):



But this caught my eye as well- One of the 'LIKES':

Holy cow! Where has the time gone?? I remember some of her other songs you shared with me PM before
you moved it to YouTube. I also remember the post I wrote you after hearing her song "Trapped in my head":

I told you- "You're going to wake up tomorrow and wonder where the time went.."
Still true.

I can't believe how much she's grown... Loved the song and the singing- Good for her! She's gotta future in music I'm thinking.

Here's a quick example: #msg-147140722 😁
Ya gotta love that bitch 'Karma' 🤣

Ah, but you need to quote his original version: 'carrion'😁

...however, as I noted on ST as well, it's not his post that I found all that compelling, but the response from Aabi Husain.
Notice his use of the word 'shortly' and the context- actually stating a time frame... hmmmmmm. Reading too much
into it? I dunno. I'd like to think the time frame is finally being conveyed, even if not exact or precise.

Scott has posted on LinkedIn twice in the pat 24 hours- most recently about 6 hours ago:

They renewed their ATM

How so? Their projected burn rate (currently $4+ million/Q) which has also been their 'norm' for several years now, gives them approx 18 months cash. They are apparently confident enough of their odds of garnering significant revenue sooner rather than later as evidenced by their tapping of the ATM for only 163K shares @ $15.19 earlier this year for a measly (relatively speaking) $2.4 million. If cash was truly a concern, and they didn't expect revenue to come aboard for an extended time, they would've hit that ATM harder for more- and it would've been easy and a perfect opportunity, seeing that the SP was in the teens.

No, I don't think 'cash' is a concern at this time. I'm more inclined to think that their head-hunting/hiring of high tech personnel is the major hurdle they face given that it certainly sounds like they have several irons in the fire- working in many and increasing more projects/opportunities. Getting ST to sign that formal process qualification is the next goal imo- which Frank stated in the EC- they expect THAT to "be the next major milestone" revenue producer). And given that they only tapped the ATM for 163K shares tells me that they seem to be fairly confident of the eventual outcome of that expectation.

Looks like January '26 contracts are now available.

Well guess I sold this too soon... ( as is my usual )🙄 Closed today @ $12 and change

.

That is huge imo and will have implications going forward as well me thinks