ATOM Atomera Inc

$ATOM It's amazing that retail investors apparently can't put these statements into perspective. Scott Bibaud is stating nothing less than that MST is being used 100% here at the Epic Center, and he mentions AMAT and Intel by name for the first time. This is either a deliberate breach of an NDA, or—and this is more likely in Scott’s case—he has permission from AMAT and Intel to do so. For anyone who still had doubts about MST’s success, this should be the final wake-up call! My prediction is that the stock will one day open with a gap at $12, $15, or $20 when an 8K hits the algorithms before the market opens. There likely won’t be another chance to get in at a single-digit price here. The days of high opportunity costs should be coming to an end soon, in my opinion.

$ATOM “materials”, “royalties”, and “IP” are words being used by $SNPS and $AMAT on LinkedIn today…I’m gonna pretend it’s a sign to be bullish 😁

$ATOM Here is the simplest of facts. MST works across a wide swath of the semi industry and it works really well. Management accomplished that. We just need company to license it. Management can’t force that to happen, 3rd parties have to agree to pay a fee. Until that shoe drops we have to sit here and play solitaire.

$ATOM While there has been no particular news worth updating over the past two months or so, the two months required to receive the electrical evaluation data from the first customer for the GAA demo mentioned by Scott are nearly complete. Although the stock price has fallen significantly due to a lack of momentum, it will rise quickly once momentum picks up again. I expect contracts to begin around November, after the demo evaluation concludes. At SISPAD, in addition to next-generation DRAM, HEMT power semiconductors in GaN on Si will be presented. A recent industrial shift to highlight is the increasing importance of HBM bandwidth. As training trends shift from pre-training to reinforcement learning and rack systems significantly increase the number of GPUs per node, bandwidth has become more critical than HBM capacity. SemiAnalysis predicts that HBM customer demand will shift toward HBM 4Hi in the future.

$ATOM As I’ve always said, the biggest problem with this stock is the opportunity cost. On top of that, it’s nearly impossible to calculate this opportunity cost because it’s unclear when the first actual license announcement will come (tommorow or in 12 months?). As far as MST’s pure probability of success is concerned, I believe the risk of failure can now be ruled out. There are now too many indications that it is being used industry-wide in the future. Depending on the outcome of the first licensing announcement and the market’s reaction to it, a “moonshot” is a real possibility. A chain reaction of announcements could catapult this stock into the triple-digit range within a few weeks.

$ATOM ③ US 2026/0293623: Method for Making a Radio Frequency Silicon-on-Insulator (RFSOI) Structure Including a Superlattice Background RFSOI is the wafer used for RF switches in smartphones. Placing MST directly above the BOX (buried oxide) prevents boron in the transistor body from escaping into the BOX, which improves performance, and the thinner the gap between the two, the better. However, both available routes were blocked. The first route thins the top silicon of a finished SOI wafer and then grows MST, but thinning uniformity limits the gap to about 10 nm at best. The second route forms MST first and then bonds the wafers, but conventional SOI bonding requires long anneals above 950 °C, and that heat decomposes the MST. Existing techniques that plasma-treat the oxide surface for low-temperature bonding do exist, but they fluidize only a very thin surface layer, resulting in insufficient bond strength.

$ATOM MST-enabled wafers allow a vertical-DRAM access transistor to be built using a next-generation fabrication process that is much cheaper than what most of the industry is pursuing. The concept solves fundamental device challenges in 4F while offering significant cost savings through MST's precise doping-profile control. A TCAD simulation study has been completed, and results will be presented at an IEEE conference in September. $SNDK $MU $QQQ $SPY

$ATOM “GaN -on-silicon performance results showed improvements of two to three orders of magnitude across the full suite of power, approaching the linearity of trap-rich RF-SOI.” Order of magnitude is something that may have slipped over some heads. But here’s a reminder. 1 order of magnitude is 900% gain. $WOLF $NVTS $IFNNY $GFS

$ATOM AI is pushing NAND to the point where they need the planar periphery boost that MST can provide. $WDC $SNDK $QQQ $SPY

$ATOM BlackRock’s ATOM ownership is definitely worth noting, but it needs some context. A significant portion appears tied to Russell index funds. When ATOM left the Russell indexes in 2024, BlackRock’s holdings dropped sharply; when ATOM rejoined in 2025, they jumped back up. That doesn’t say anything negative about ATOM—it just means we shouldn’t portray BlackRock’s position as a $20–30 million discretionary bet on the company. I’m long ATOM, but I’d rather base the bullish case on the technology and commercialization progress than overstate what BlackRock’s ownership means.

$ATOM As stated- it does seem we're getting close to a lot of fronts and testing has to have been completed on some cases and near completion on others... question is, when will Scotty let us know where we stand? With Scotty's track record, who knows? I prefer to watch how the bigger clients react. At the moment, what I see is simply positional buying- retail just staking positions for FOMO. Volume, to me, is not strong enough in this recent ascent in pps to demonstrate institutional conviction i.e., known results...at this point. And, given Scotty's track record, I will take my que from volume rather than wait for Scotty to toss a Kamala-style word salad during the upcoming EC. Maybe he surprises us with a PR shortly, but I suspect, given the EC is only 3-4 weeks away, he will talk 'around' where we stand rather than where we 'actually' stand- hence my reliance on watching 'tutes interest and volume conviction. JMHO and worth exactly what you paid for it 😁

$ATOM ② US 2026/0293250: Rad-Hard Devices Including a Superlattice Reservoir Layer Background Radiation gradually degrades chips in two ways. The first is Total Ionizing Dose (TID): charge traps and broken bonds (dangling bonds) accumulate at the silicon/oxide interface, shifting the threshold voltage and increasing leakage. The second is displacement damage: neutrons or protons knock silicon atoms out of place, creating vacancies and interstitials. Existing rad-hard technologies have focused on endurance, through shielding, circuit redundancy, and specialized processes, and there has been no good way to repair damage once it occurs. That gap is the background of this invention. Key Concept A thick MST layer (50–400 nm) is placed next to the active region and filled with hydrogen or deuterium. When radiation causes damage, hydrogen flows out and bonds to the broken sites, repairing them.

$ATOM Lastly, in my yacking this am, gotta' remind that this is a risky stock, and I have been bagholding for years...🤪...but can't bring myself to sell: *"The ultimate hold-up for Atomera isn’t that the tech doesn’t work—it’s the classic semiconductor 'Valley of Death' fear. Fabs are terrified that what works flawlessly in an R&D cleanroom will disrupt their high-volume, multi-billion-dollar product lines where yield is king. Changing a live supply line is a massive risk. But here is the turning point: the brutal demands for AI speed, extreme heat reduction, and staggering retooling costs are hitting a physical wall. Foundries can’t just rely on traditional node shrinking anymore. With the industry facing these massive bottlenecks, the sheer financial pressure of staying competitive may well require these companies to finally take a chance on MST. he upcoming IEEE presentation on 4F² vertical-DRAM next week shows the industry is looking closer than ever at this exact fix."*

$ATOM this is why I don't believe in a buyout: The AMAT Buyout Probability (Current Status: < 15%)In the spring, we discussed that an AMAT buyout would be theoretically possible but carries the risk of a customer boycott (foundries hate "vendor lock-ins" with equipment suppliers). However, due to the massive expansion of the Total Addressable Market (TAM), the strategic situation for AMAT has become fundamentally more complicated. The likelihood of a complete acquisition of Atomera by AMAT has dropped significantly today for the following reasons: Moving beyond the pure EPI machine: Atomera is no longer just a pure materials update for AMAT's epitaxy chambers. Recent patents show that Atomera is penetrating deep into substrate manufacturing (RFSOI starting wafers potentially with Shin-Etsu/Soitec), circuit architecture (single-ended sense amps for $4F^2$ DRAM), and optical network designs (SiGe HBTs for LPO). AMAT builds shovels (machines). ./.

$ATOM , loading more shares today as it sinks lower. I came across some freed up cash recently and added 6K shares in the last few trading days. Aiming for 9K more.... On top of my already large pile.

$ATOM time for blueedge to weigh in on Scott's post if you don't mind. Lots of opinions we could use one more. I personally think our time has come and within the next 6 months there will be acceptance of industry-wide adoption of MST. Many years in the making but the past is the past and and now is the time to let the past go and look to the Future. Like another poster mentioned there could be an 8K before market open and the algorithms run it to 15 or 25. Two months later another big announcement and we're at 40. I have not lost the faith but I've lost a lot of money. That can change in a heartbeat especially with this one. Give me another name that has this much potential in the short to medium term, I don't think you can. GLTA. Darkest before the dawn.

$ATOM , relevant if Applied Materials is the tool partner - Kioxia now joined the Applied Materials EPIC center. As you know, Scott claims a major NAND supplier needs the planar periphery solution atomera provides. Being that the solution was validated in DRAM, the major NAND supplier is likely to be a major DRAM company as well. If this is true, then this would help to add a second NAND customer. 🤞🏼

$ATOM , We already know, Atomera leases the Applied Materials 200/300mm chamber Centura and it is housed in the Arizona State Macro technology works where some of Applied Materials Technicians/Engineers are. $200m of the $270M was paid by Applied Materials for this r&d facilty/fab. Arizona State was admitted into the EPIC Center in May 2026. So far- no mention of the small micro cap Atomera joining anything. Today was the day Intel joined the EPIC Center. The Epic center is only 15 miles away from Atomera home office.

$ATOM Scottie’s post is significant because the industry needs new tech that can handle the complex demands of the ever more sophisticated tech world across the great spectrum of technologies out there that have to get smaller and more powerful while consuming less power. It’s a question of WHEN.

$ATOM "For those unfamiliar with how IEEE technical conferences like SISPAD 2026 operate, a 15-minute presentation followed by a 5-minute Q&A is the mandatory global gold standard for all regular oral tracks. Whether an engineer from Intel, Samsung, or MIT, you get the exact same strict 15 & 5 . The value isn't in the length of the speech, it's in the strict peer-review vetting committee you have to pass just to get onto the stage. Atomera sharing the floor in the oral tracks alongside premier global research hubs and leading TCAD firms proves their material science physics are being taken completely seriously by the gatekeepers of the industry. Having verified TCAD data for 4F² DRAM and GaN devices is the exact blueprint required to justify physical cleanroom foundry testing. Simulation isn't a guarentee of a contract, but in the modern chip world, nobody builds a physical wafer without years of TCAD proof first. Great to see the MST data being validated on the global stage."