Our Stock of the Week is Atomera Incorporated (ATOM). Atomera is a semiconductor materials and technology licensing company whose proprietary Mears Silicon Technology (MST) is a thin film of reengineered silicon designed to improve transistor performance and power efficiency. Atomera licenses MST to chipmakers who integrate it into their own fabrication processes. After a massive run amid the post-pandemic stock market surge (which took ATOM from about $2.50 up to nearly $50 per share in less than a year), the stock spent the next four years giving back all those gains before finding itself right back where it started. Despite the promising technology, the company has been waiting a long time for commercial traction, possibly due to the fact that the semiconductor industry’s adoption cycle is notoriously slow.
The stock finally caught traders’ attention, however, on February 12th, when Atomera reported Q4 and fiscal 2025 results that included two milestones. First, the company demonstrated manufacturability of MST on “Gate-All-Around” transistor structures, a next-gen transistor architecture being adopted by leading chipmakers as they push beyond the limits of traditional designs. Second, a top-20 semiconductor company began running production wafers using MST on gallium nitride, a type of material with growing importance in power electronics and defense applications.
The stock jumped about 64% on the news before digesting those gains into the end of February and through March before bouncing off of the 150-day moving average amid broader strength in semis, pushing towards near-term lateral resistance around $5.50. Since then, it’s been flagging just under that level and could be building cause for additional upside. As always, we will not chase any early strength on Monday morning, but will look to aggressively trade the stock as the chart develops.
This post is for educational purposes only! This is not advice or a recommendation. We do not give investment advice. Do not act on this post. Do not buy, sell, or trade the stocks mentioned herein. We WILL actively trade this stock differently than discussed herein. We will sell into strength and buy or sell at any time for any reason. We will actively trade into any unusual activity. At the time of this post, principals, employees, and affiliates of Shark Investing, Inc. and/or principals, clients, employees, and affiliates of Hammerhead Financial Strategies, LLC, directly or indirectly, controlled investment and/or trading accounts containing no positions in ATOM at the time this was published. To accommodate the objectives of these investing and/or trading accounts, the trading in these shares will be contrary to and/or inconsistent with the information contained in this posting.
