Atomera Inc (ATOM)

[Theo]

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😏