Two different scenarios of "good news but no price increase": Atomera announced yesterday an expansion of its GaN modeling cooperation with Synopsys, which is theoretically a positive signal for licensing revenue, but its stock fell 11.3% today — a typical case of profit-taking after the news is realized, as the cooperation direction does not change the valuation framework; Xiao-i Robot announced a 1-for-20 ADS ratio adjustment on April 24th, which is essentially a split of high ADS prices to facilitate retail holding, but the short-term uncertainty it brought has put continuous pressure on the stock price, which fell 10% today.
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