The markets are spooked, but this didn’t blink 👀

I’ve seen this setup before...

February 02, 2026

Issuer-Sponsored Content from SmartKem, Inc*

Last week’s Fed nomination unwound a lot of trades, especially in precious metals and crypto. But one stock I’ve followed reversed even as the broader market sank. Here’s what stood out to me and why it’s back on my radar.

TODAY’S TOP ALERT! 

SmartKem, Inc (Nasdaq: SMTK)

👉  SMTK is TODAY’S #1 ALERT* 👈

Happy Monday, Folks! (Reminder: If you’re a Bullseye member, make sure to look for my email at 9:15am.)

I hope you’re ready to kick off the week strong!

President Trump’s nomination of Kevin Warsh as the new Fed Chair has unwound a lot of anxiety about inflation and the future value of the dollar.

That has resulted in massive drops in precious metals and crypto, and stocks have felt the pressure too. 

Depending on where you’re invested, this is a case of “good news is bad news.”

I’ve spent the weekend scouring for potential standouts, and one that has my attention right now is a “tactical trade” idea I first alerted to in November 2024.

It ripped as high as 78% that day. At one point that day, it was one of the top movers in the entire market:

The next day, it peaked 143% higher than when I first alerted it.

I brought it to your attention again in March last year, and that day it made a 22% gain intraday.

Today, I’m revisiting SmartKem, Inc. (SMTK).

If you check out its chart, you’ll see the stock dropped beginning in October.

It had some notable runups along the way, including a nice gain from mid-November to mid-December, but the overall trend has been down…

Until this past Wednesday.

From its low that day through Friday’s close, the stock ripped 41%. 

Even as the markets sank Friday, the stock gained 8.5%. 

As you’ll see, this company has some very hot irons in the fire, and frankly I’m surprised its market cap is so low. 

The company has a huge IP portfolio and partnerships with some of the biggest names in cutting-edge tech.

With the stock swimming upstream Friday to capture a nearly double-digit gain, and it green again in the pre-market, I’m watching it closely today to see where the trend takes it.

 👉  SMTK is TODAY’S #1 ALERT* 👈

Here’s the rundown on how SMTK fits in the semiconductor world…

Founded in 2009, Manchester, England-based Smartkem says it is “changing the world as we see it.”

It is “introducing a new class of transistor using its proprietary advanced semiconductor materials that has the potential to enable the adoption and mass commercialization of MicroLED displays.”

With its 140 patents and 40 codified trade secrets, the company is attempting to break into a market that’s expected to grow at a 59% CAGR from 2024 to 2030 to reach $4 billion.

Its core innovation is its proprietary TRUFLEX® technology — a semiconductor platform used to make sheets of transistors that have the potential to drive next-generation displays that are flexible, lightweight, and transparent.

The company is especially focused on enabling MicroLED displays.

It points out that these displays offer:

  • Superior brightness and efficiency 

  • Longevity and durability 

  • High contrast and color accuracy 

  • Versatility 

  • Thinner and lighter designs

The trouble with current MicroLED displays is that they are very difficult (and expensive!) to make.

To date, these displays have been cost-prohibitive for all but the ultra-wealthy, but with this company’s cost-cutting innovations, these displays could be coming to a living room near you.

The company says its “transistors are processed at such a low temperature compared to other technologies, [enabling SMTK] to pour them directly on top of the microLEDs, completely eliminating the problematic mass transfer and laser welding processes required with other technologies.” 

The key feature that enables this is SMTK’s unique low-temperature process that allows the use of low-cost, flexible plastic rather than glass. 

SMTK believes its TRUFLEX® technology will unlock MicroLED displays and take them “from high end market prices of $100,000 down to mass market prices.”

On December 10, SMTK revealed it has created “the world's first all-organic-transistor (AOT) biometric sensor” in collaboration with Shanghai Jiao Tong University.

The tech “significantly increases the sensitivity of optical detection for flexible biometric applications, such as finger or palm print recognition on curved surfaces and has the potential to help address challenges like fingerprint spoofing.”

You can read more about the technical details of SMTK’s core tech here but frankly, a lot of it is over my head. I’m mostly interested in how other companies and experts are reacting to SMTK.

In November 2023, the company published a paper on its technology in the UK’s leading peer-reviewed science journal, Nature Communications.

That’s a prestigious vote of confidence.

In addition, as you can see if you scroll through this page, the company has presented and exhibited at leading tech forums and conferences around the US, Europe, and Asia.

They’ve also entered into a number of joint agreements with outside companies, including:

  • February 2024: Shanghai-based Tianma Microelectronics “to integrate Smartkem's Organic Thin-Film Transistor (OTFT) technology with Tianma's oxide transistors to develop OTFT-based microarray biochips.”

  • March 2024: Taiwan-based RiTdisplay “for the manufacture of a new type of active-matrix OLED (AMOLED) display.”

  • March 2024: The Industrial Technology Research Institute (ITRI) in Taiwan to enable customers access to product prototyping on its Gen2.5 line using Smartkem’s OTFT technology. That’s the same ITRI that spun off a little company you may have heard of: Taiwan Semiconductor Manufacturing Company.

  • September 2024: Shanghai-based Chip Foundation “to co-develop a new generation of microLED-based backlight technology for Liquid Crystal Displays.”

Dr. Maosheng Hao, chairman of Chip Foundation, said, “Smartkem is widely recognized as a leading provider of OTFT solutions, with deep expertise and extensive experience in organic dielectric materials, organic semiconductor materials, and related processes. …. 

“We believe that this collaboration between our two companies has the potential to expedite the advancement and widespread adoption of this technology by the display industry." [emphasis added]

  • November 2024: Smartkem and AUO Partner to Develop a New Generation of Rollable, Transparent MicroLED Displays. AUO is “the largest display manufacturer in Taiwan.” [emphasis added]

The press release quotes display analyst and DSCC (Display Supply Chain Consultants) CEO Ross Young saying, “This is an exciting project that, if successful, will demonstrate the cost effectiveness of Smartkem's technology in the most demanding of MicroLED applications, and could generate substantial market interest.”

  • December 2024: Smartkem Signs Multi-Year Agreement with FlexiIC to Develop a New Generation of CMOS for Smart Sensors.

  • March 2025: Signed MOU with RiTdisplay to integrate SMTK’s OTFT process onto its Gen2.5 Line to enable prototyping of the next generation of AMOLED displays using OTFT technology

  • May 2025: Announced collaboration with Manz Asia, a “developer of production solutions for semiconductor advanced packaging manufacturing sectors” that “includes the demonstration of inkjet printable dielectric layers for use in advanced computer and AI chip packaging solutions.”

    That collaboration expanded into a preliminary Joint Development Agreement in July.

  • January 2025: Signed proof-of-concept agreement with “a global consumer electronics leader” to “develop next-generation smart wearables that incorporate a conformable MicroLED display utilizing Smartkem’s proprietary organic thin-film transistor (OTFT) technology.” [emphasis added]

    The goal is to address some of the most difficult challenges in wearables: “extreme miniaturization, low power consumption, outdoor visibility and high impact resistance.”

    The project “is expected to run over a 12-month period, culminating in a proof-of-concept demonstration.”

I’ve mentioned only a handful of the companies SMTK is working with. Scroll through this page to find many more.

Without understanding the details myself, I find it encouraging that so many authorities and companies see promise in SMTK’s potentially revolutionary technology.

As you do your own research, be sure to check out this May 2025 investor presentation, as well as the company website.

As always, be sure to approach your trading in a responsible manner. Trading is very risky, and nothing is ever guaranteed, so never trade with more than you can afford to lose. 

Please read the full disclaimer at the bottom of this email as well so you are aware of our compensation and other conflicts of interest, as well as additional risks and considerations. Always have a well-thought-out game plan that takes your personal risk tolerance into consideration.

Bottom line: SMTK’s proprietary tech could very well “change the world as we see it,” and it has partnered with some truly massive names.

Its stock powered 41% from Wednesday to Friday, including an 8.5% gain as the markets sank Friday.

With that momentum at its back, lock into SMTK today to see where it goes from here!

To Your Success,

*ISSUER-SPONSORED DISCLAIMER: This entity is owned by Sherwood Ventures LLC (SV). To more fully understand any SV subscription, website, application or other service, please review our full disclaimer located at https://bullseyealerts.com/disclaimer/

Just so you know, what you're reading is curated content for which we have received a monetary fee (detailed below) to create and distribute. Let's be clear that investing can be quite the roller coaster as stock prices can have wild swings up and down, so consider those crucial risks before you ever consider trading anything we discuss. Make sure you check out our full disclosure down below for the details on how we were paid, the risks, and why these results aren't what you'd call “typical.”

Just a quick heads up about this ad you're reading—as we’ve said, even though we like the company referenced above, and all the facts we discussed above are true to the best of our knowledge, we are running a business here. To distribute this information and help offset the costs of maintaining our large digital audience, in advance of writing the content above, we received fifty thousand dollars (cash) from SmartKem, Inc (via Primetime Profiles) for a three day marketing program starting on February 2, 2026. Before this, we received twenty five thousand dollars (cash) from Legends Media for advertising SmartKem, Inc for a one day marketing program on March 27, 2025. Previously, we received twenty five thousand dollars (cash) from Momentum Media for advertising SmartKem, Inc for a one day marketing program on November 25, 2024. To date, we have received a total of one hundred thousand dollars from SmartKem, Inc for advertising.

It might seem obvious, but while our client claims not to own any shares in SmartKem, Inc, whoever ultimately paid them most likely owns shares. You should assume they are looking to sell some or all of them at any time after we send out this information, which might negatively affect the stock price. We may also buy or sell shares in the company at some point in the future, although neither Sherwood Ventures nor its owners own any shares of the company at this time. Also, keep in mind that due to the sheer size of our audience, if even a small percentage of people decide they want to buy this stock, it could potentially boost interest enough to hike up those share prices and cause a temporary spike, and the opposite is possible as the marketing campaign ends, though that is not always the case.

Now, diving right into SmartKem, Inc might sound exciting. But remember, it’s like venturing into the wilderness—be aware that there's exceptional risk involved in trading. This isn't small potatoes we're talking about; you could lose every dime you put in, so always carefully think about what you’re doing. That’s why they call this trading, after all. We're shining a light on the good stuff about the company here, but it's on you to do your homework, make your own calls, and determine a plan for your own trading, hopefully with the help of your professional 1nvestment advis0r.

Oh, that brings us to another crucial point—we're not here to tell you (or even recommend) what you should do with your hard-earned money. We’re simply sharing our non-expert thoughts by highlighting some companies who are paying us and we like that could use some help telling their story to more people. We’re obviously biased in our writing. We’re not here to dig into anything that may be negative about the company; this is advertising, after all! Also, keep in mind that if we make some predictions about the future, these are technically known as “forward-L00king statements” under the securities acts, so take those with a grain of salt. As with all forecasts, they’re not set in stone, often wrong, and we certainly can’t know where the Company’s earnings, business, or share price will be tomorrow or a year from now.

Everything you read from us is all for your education, information, and possible entertainment. While we believe the info is reliable and accurate, we can't wear a cape and guarantee it. Before you jump into anything, make sure to talk it over with a pro—someone you trust who's licensed to give you real advice. To be clear, neither Sherwood Ventures nor its owners, employees, or independent contractors are registered as a securities broker-dealer, broker, 1nvest.ment advis0r (IA), or IA rep’s with the SEC, any state securities regulatory authority, or any self-regu1atory organization.

So, that's the scoop! If you're intrigued and want to learn more about the companies we talk about, hit up the SEC's website to dig into their filings and see the full picture.