The Final Push…

Like the debate, 2020 has been a sh**-show. Pandemics, political divisiveness, fires...it's not been a beach party to say the least. Yet, here we stand...

Hello Fall!

What a difference a week makes. Last Saturday I was writing about an epic (for Tailwinds) stretch of performance and salivating over all the...

Shaking Things Up…

One of my investors recently told me that he diversifies his portfolio on his own. The money I manage for him is meant to...

Atomera Provides Second Quarter 2020 Results

Tailwinds' Take: after the call, I believe ATOM is closer than ever to signing significant contracts. This stock is poised to be a big...

Random Thoughts on a Number of Stocks…

There's certainly a lot going on in the world at large right now and none of it seems too good. Covid-19 refuses to go...

Previewing the 2nd Half of 2020…and Other Updates From The Week

Greetings from...wait for it...Ashland Oregon. Yes, it was so good, we came back for more. The weather here is great, the riding is outstanding...

Summer is Coming

When you receive this newsletter, it will be June 21st, the official start of summer. Typically for stocks you have a summer doldrums, "sell...

Three Disruptive Plays…And Other Thoughts From Last Week

The world of micro-cap is full of little stocks with big ideas. It seems like a large number of these companies have no sales,...

June Preview…Plus Much More!

May was another strong month for the market as the stimulus package and expectations for a strong re-opening of the economy kept the rebound...

This Week’s Recap: Skinny Trails, Anixa Looks Primed, Atomera Launching

As most readers know by now, I love mountain biking. It's great exercise and there's a tremendous thrill to hitting a difficult stretch of...

Bada Bing Bada Boom

As if on cue, the market took a turn lower last week. This will be but a quick note on the market, as I'm...

Atomera Inc. Prices Underwritten Public Offering of Common Stock

Tailwinds' Take: while it's unfortunate that the company raised money prior to a license agreement, COVID-19 issues have pushed those signings out slightly. We...

Atomera Conference Call Transcript

ATOM - Q1 2020 Atomera Inc Earnings Call C O R P O R A T E  P A R T I C I P...

The Eye Of The Storm…This Week In Tailwinds’ World

Well, I've been expecting it and it appears that it's here. The market put up one of its best months ever in April, but...

Atomera Provides First Quarter 2020 Results

LOS GATOS, Calif. , April 30, 2020 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...

IF Alpha?

My biggest concern last fall was, "what if Bernie gets into office?" This fear was driven partially by the fact that the market would...

Take a Deep Breath…Updates on the Market and Several Stocks

My Take on The Market This was a good week in the market, which was a welcome relief. We had a big bailout announced by...

It’s Definitely a Beer Market

Sometimes a typo can hit the sweet spot, right? When I got the text that we're entering a beer market...well, let's just say that...

February Recap and More Thoughts From Last Week…

As I look out my office window here in NorCal and see the blossoms on the tree, it's tough to remember that it's still...

Thoughts From Last Week

This feels like a very strange time in the market. Usually markets overreact to news. Violent swings to extreme levels are the common occurrence...

Thoughts From The Last Week…

Lots going on in Tailwinds' universe recently. Here I recap conversations and observations from the prior week's trading... This screen shot says it all...if Druck...

ATOM: Our Read on the Investor Update Call

Yesterday, Atomera provided investors with their quarterly update call. The stock had made a very large move prior to the call. If you recall...

Atomera Provides Fourth Quarter and Fiscal 2019 Results

LOS GATOS, Calif., Feb. 12, 2020 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...

Slogging Through Winter

I was skiing outside Seattle last weekend. Steven's Pass ski resort, to be precise. They have gotten a lot of snow up there this...

Wasn’t That An Amazing Sunset?

On Thursday this week, as we finished dinner I looked out the window and the sky was on fire. It was quite possibly the...

Early Returns

New Years always brings out the prognosticator in all of us. Everyone likes to predict what the market will do, what sectors will shine...

Visions of 2020

This last week was actually a very good week for the Tailwinds' portfolio. Despite the overall quiet of a holiday week (or maybe because...

Atomera Keeps Making Progress

Yesterday Atomera held their quarterly earnings update call. Just prior to the call, they also announced a new customer license being signed. Normally, one...

Atomera to License MST Technology to RF Semiconductor Solution Provider for Mobile 5G Markets

LOS GATOS, Calif., Oct. 30, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and licensing company focused on deploying its proprietary technology into the semiconductor industry,...

Darkest Before The Dawn

Going into writing this week's newsletter, I had no idea where to go with it. There's a lot happening in the world, a lot...

Keeping Calm In Stresa

Greetings from Stresa Italy, a gorgeous town on the edge of Lake Maggiore. With great food, excellent wines and friendly people, Italy is always...

Recapping The Week That Was…And Looking Towards Next

This was a very hectic week in the market, with major swings in the indexes and in our universe of smaller companies. Earnings season...

Atomera Recap

Atomera (ATOM) reported earnings on Wednesday after the close. The numbers are rather meaningless for Atomera as they are pre-revenue. What investors are looking...

Atomera Provides Second Quarter 2019 Results

LOS GATOS, Calif., Aug. 07, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...

Are All The ATOMs Aligned For Atomera?

When last I visited Atomera, the Company had recently announced breakthrough performance from their MST technology, which had sparked investor interest. Timing being everything,...

A Shallow Dive From The Deep South

In what is shaping up as a never-ending quest to provide newsletter coverage from anyplace not named "home", this week's letter comes from Raleigh,...

Markets Trade Down In May…June Preview

I'm not sure why, but it seems that every time I feel the Tailwinds' Portfolio is poised for big gains, the market enters a...

When Will The ATOM Bomb Launch?

Atomera is going to blow up. I mean this in a good way, not in the implosion sort of manner. ATOM is a ticking...

Atomera Announces $6.7 Million Registered Direct Offering of Common Stock

Tailwinds' Take: in is a very strong endorsement of the disruptive nature of Atomera's technology and revenue potential, investors are paying a premium to...

Atomera Clock is Ticking

I’ve been a shareholder in Atomera for a while. In my opinion, ATOM stock has always been a lottery ticket; a winning ticket, most...

Atomera Announces Breakthrough Semiconductor Performance Improvement

Tailwinds' Take: this is not totally unexpected news for Atomera, but is quite positive nonetheless. It all comes down to timeline to adoption. Which...

Atomera Provides First Quarter 2019 Results

LOS GATOS, Calif., May 01, 2019 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...

October Review, Earnings Preview

October has a reputation for being a bad month to own stocks. For the current generation of investors, this reputation was earned primarily from...

Atomera Provides Third Quarter 2018 Results

LOS GATOS, Calif., Nov. 01, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...

Atomera Prices $12.5 Million Public Offering of Common Stock

Tailwinds' Take: this removes the only negative in the story as they now have plenty of cash to see them through to cash flow...

Atomera Announces Proposed Public Offering of Common Stock

LOS GATOS, Calif., Oct. 10, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (Nasdaq: ATOM) today announced that it intends to offer and sell shares of...

Atomera Licenses MST to STMicroelectronics

Tailwinds' Take: We are expecting many more of these integration licenses, which are great steps on the roadmap to ATOM becoming a large licensing...

ATOM’s Integration License; What It Means

This last week Atomera (ATOM) announced the signing of their first license agreement, an event that has been long anticipated by the market. At...

Atomera Licenses MST Technology to Asahi Kasei Microdevices (AKM)

Tailwinds' Take: while not a full manufacturing license, this is still an important step for ATOM. My guess is the stock is up today,...

Atomera Provides Second Quarter 2018 Results

LOS GATOS, Calif., Aug. 08, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...

Atomera Announces Significant Improvements in High-K/Metal Gate Transistors

Tailwinds' Take: this is a positive development. While it's taking a while for ATOM to sign their first licensee, this provides further confirmation it...

With Earnings Season Over, Which Stocks Surprised Us?

Quarterly earnings season is the four times each year in which companies give investors an inside look as to what's going on. They not...

Atomera: When Not If!!!

While their products are technological enhancements for the production of semiconductors, Atomera's stock is more akin to that of a biotech company. For, while...

Atomera Provides First Quarter 2018 Results

Tailwinds' Take: Looking forward to the call today and for the first license to be signed sometime soon, we hope. The customer traction is...

Atomera to Showcase its Technology at EDTM 2018

LOS GATOS, Calif., March 12, 2018 (GLOBE NEWSWIRE) -- Atomera (ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into...

Atomera Joins the Tailwinds Select Portfolio

We are pleased to welcome Atomera (ATOM) to the Tailwinds Select Portfolio. ATOM is a company we have been watching for a while, but...

Atomera Provides Fourth Quarter and Year-End 2017 Results

LOS GATOS, Calif., Feb. 13, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and intellectual property licensing company focused on deploying its proprietary technology into the...

Atomera Continues to Grow Customer Pipeline

  LOS GATOS, Calif., Jan. 30, 2018 (GLOBE NEWSWIRE) -- Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and licensing company focused on deploying its proprietary technology into the semiconductor industry,...
DFC Advisory Services LLC (dba Tailwinds Research) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.