AEHR — expert X mentions

$AEHR is bouncing off the premarket lows but earlier this morning you could have bought shares under $78 which means it gave back 84% of the earnings pop and was up less than 8% from where it was trading prior to earnings when they said FY2027 revenues would be up at least 160-200% YoY not including possible contracts from ongoing pilot programs. Not sure if $AEHR deserved to be up 53% after earnings but this pullback to $80 is a gift especially if you listened to the FY2026 Q4 earnings call. I would highly recommend doing so. I'll be surprised if $AEHR doesn't do at least 225% revenue growth in FY2027... management definitely dropped enough breadcrumbs to make me think it's possible. Personally I'd be surprised if there's any significant downside from these prices because of that FY2027 guidance, it should provide some support. $AEHR bounced off the 100d premarket so you could use that level for your risk management or 72.81 which is the -50% retracement from the June highs. NFA. DYOR.

Pretty crazy that $AEHR gave back almost 80% of the gains from yesterday after their blowout earnings report where they said FY2027 revs will be up 160-200% YoY and that it's conservative guidance based on backlog, pending deals and pilot programs We started a small position in $AEHR yesterday after it gave back 50-60% of those gains... doing some small adds today. I believe they beat the top end of their guidance by at least 15-20% which means I'm looking for at least 245% YoY growth in FY2027 in which case I think the stock has a shot at $150+ within the next 12 months... especially if they're on track to do $300M+ revenues in FY2028 NFA. DYOR.

I'm sure $AEHR shareholders don't love the fade today but I do... gave me the chance to start a position. $AEHR is only up +21% right now after being up +53% earlier today. $AEHR reported strong earnings yesterday afternoon for FY2026 Q4 but it was their FY2027 guidance that was truly remarkable. $AEHR said FY2027 revs will be at least $130-150M which is 160-200% YoY. Coming into the quarter the stock was trading at 25x NTM revs with the sell side expecting $85M in FY2027 revs. However, if you listened to the earnings call they dropped alot of breadcrumbs that suggest this blowout guidance is conservative and there could be meaningful upside depending on new deals closing from several significant pilot programs with large semi customers. $AEHR could have started their guidance much lower to guarantee some beats & raises but they obviously didn't feel the need which makes me think $180-200M is possible. Even though the stock is up 21% today, the NTM revs multiple is now below 15x which seems very fair for a company that could do 200-300% revenue growth over the next 12 months. $AEHR is also pulling back to an important support area at $84-86 where you have the convergence of the 30d, 65d, multiple VWAPs and .382 fibs (see below) NFA. DYOR. *We now have a position in $AEHR at @FirstWaveFund If you're an expert on $AEHR and have something to share, please feel free to comment below. I've been digging into this company for the past 18 hours but I still have more to learn.

I’m gradually adding to my positions because I believe the three signals from $AEHR ’s latest earnings report will soon put many of the current concerns surrounding the optical market to rest. 🥹

50%?! $AEHR Insane. Some test names moving with it, mostly $TRT Hopefully this is the setup that we will get with many of the optics companies. I posted a full breakdown of all the things that stood out to me on the call if you'd like to read it here: https://t.co/4Rn4ZkCX7y

One of the most interesting parts of AEHR’s latest earnings call was the direct mention of DFT, Design for Testability. Since my PhD specialization is in DFT, this was particularly interesting to me. Once you understand why AEHR brought up DFT in this context, I think it becomes much clearer why I have remained bullish on the company since the beginning of this year.

I do not think there is much value in simply listing how strong AEHR’s results were. What matters is what those results actually imply, and how they should shape the way we view the optical investment landscape going forward. In this article, drawing on AEHR’s latest earnings release and what I have been hearing from industry contacts in Silicon Valley, I provide an in-depth analysis of how I believe the optical investment cycle is likely to unfold from here. Full article: https://t.co/ImnCsafZuG

Aehr’s latest results exceeded my expectations across all three key validation points I outlined in my $AEHR report published last March. I believe this earnings release carries significance far beyond the quarterly results themselves. AEHR’s bookings, customer transitions into volume production, and capacity expansion plans serve as powerful leading indicators of where optical production is heading before that demand is fully reflected in the revenues of optical component and module suppliers. In this article, drawing on AEHR’s results and what I have been hearing from industry contacts in Silicon Valley, I explain in detail what this quarter really means, where we currently stand in the optical production cycle, and how I believe investors should position themselves across the optical value chain over the next 12 to 24 months. I am hopeful that this earnings release could serve as a catalyst for renewed momentum in the optical theme, particularly as more optical companies report their results throughout July and August. Full article: https://t.co/ImnCsafZuG

@JJJJJ_66666 It's nuanced, $AEHR implications was more toward broader silicon photonics related ramp. Which could include 800g/1.6T pluggables, or CPO. If they directly named CPO, Msscorps would be a very clean readthrough. It just got hit really hard recently from that delay claim (even after $NVDA refuted it), since it's it's upside seems tied to CPO yields in specific. So it's positive, just uncertain.

$AEHR back up +36.4% today off earnings! 2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none from newly benchmarked AI customer). Q4 bookings: $60.7M, effective backlog is $100.6M. - Lead AI processor wafer-level burn-in customer is significantly ramping their products. - Engaged with additional AI processor customers who are evaluating wafer-level burn-in. - Benchmark customer, which was a “major supplier of AI accelerators, CPUs and network processors” “exceeded their expectations. From management: The potential revenue opportunity from one of these devices is "significant to Aehr". So another benchmark win for potential HVM in the future. - Wafer level burn-in benchmark with a "global leader in NAND flash completed". Now evaluating a development agreement for HBM/NAND Seems like $SNDK since there was HBF related discussions from last quarter I think. - "Our package level burn-in business for AI processors also gained momentum over the year … from our lead hyperscale customer for Sonoma systems" - Silicon photonics customer already ramping, newer networking customers has forecast additional systems Basically the amount of global semi companies that map to $AEHR is pretty ridiculous across silicon photonics, memory, AI processors, and others. I don’t quite think that $130-$150m guidance is representative of actualized revenue for 2027 if these hyperscalers/semi companies convert to HVM. Typically with these types of qualification into HVM players, markets don’t really judge it by current quarter, but what’s to come. And it looks very positive so far in terms of reactions... $116 -> $60 -> $94 all in the span of a month is pretty insane volatility tho, so good to know what you're holding.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, while CPI fell 0.4% MoM vs expectations for 0.0%. Core CPI was 2.6% YoY vs 2.9% expected, with Core CPI flat at 0.0% MoM vs 0.2% expected. This marks the first negative monthly inflation reading since 2020. 2. President Trump said he has decided to replace the proposed 20% United States Reimbursement Fee on cargo through the Strait of Hormuz with trade and investment deals from Gulf States into the U.S. He said those investments will be “massive” while also being “extraordinarily good” for the Gulf States and their future. 3. IBM $IBM went down 24% after preliminary Q2 results came in well below expectations. Revenue was $17.2B vs $17.86B expected, up just 1% YoY, with consulting revenue flat and infrastructure revenue down 7% YoY. CEO Arvind Krishna said that in the last few weeks of June, clients shifted quarterly capex toward servers, storage, and memory to secure supply-constrained infrastructure ahead of expected price increases, while cybersecurity concerns also distracted customers. IBM said it did not anticipate the magnitude of the capex reprioritization. The stock has lost roughly $65B in market cap. 4. Palantir $PLTR moved from $122 in the premarket to $135 as the market opened. The stock opened down on the $IBM news around software spend shifting toward capex spend and recovered into the open, closing up 3%. $MSFT Microsoft CEO Satya Nadella quoted Alex Karp yesterday in his piece about why the market needs to focus on true enterprise transformation, not just tokens, while Chamath said on CNBC today that Karp “deserves a medal” for being on the right side of history in calling out foundation model companies that take IP without delivering customer value. 5. Fed Chair Kevin Warsh today said in his congressional testimony that he is “doubling down” on the 2% inflation target and believes this Fed will deliver 2% inflation. He added that a broader price stability objective is still in the back of his mind and said the Fed will see if further reforms are needed. Warsh also said he is prepared to do everything he can to ensure the independent conduct of monetary policy. 6. New York is set to enact the first statewide data center moratorium in the U.S., per NYT. Gov. Kathy Hochul will pause approvals for new hyperscale data centers using 50MW+ of power for one year while the state studies energy, water, and environmental impacts. The order takes effect immediately, but does not impact projects that already have required permits. Hospitals, universities, and back-office financial services are not expected to be affected. 7. The top 10 most active options today by contracts traded were $NVDA with 3.1M contracts, $TSLA with 1.4M contracts, $AAPL with 707K contracts, $PLTR with 646K contracts, $INTC with 562K contracts, $MU with 551K contracts, $IBM with 494K contracts, $AMZN with 492K contracts, $MSFT with 478K contracts, and $WULF with 420K contracts. 8. Nebius $NBIS agreed to sell $1B+ of AI compute to Reflection AI through 2029, giving the company access to Nvidia GB300 chips. Reflection AI, founded by two former Google DeepMind researchers, also signed a multibillion-dollar compute deal with SpaceX last month and has reportedly discussed raising $2.5B at a $25B valuation. Nebius already has compute agreements with Microsoft and Meta. 9. OpenAI is developing a screen-free, battery-powered smart speaker designed as a humanlike AI companion and a new home AI computer. The first consumer product is reportedly focused on voice interaction and ambient presence, giving users an AI assistant they can build a connection with. The device includes a camera and other sensors to understand surroundings and context, while tapping into ChatGPT for richer assistance than conventional smart speakers. It can control smart-home appliances, play media, answer questions, respond to messages, help with chores, assist with cooking, and play music as it moves around the home. 10. Aehr $AEHR reported a strong Q4 beat and guided well above the Street. Q4 EPS came in at $0.11 vs -$0.01 expected, while revenue was $18.8M vs $18.69M expected. The company also received $8M+ in new silicon carbide wafer-level burn-in orders as EV programs ramp, including a follow-on WaferPak order from its lead SiC production customer and a direct order from one of the world’s top two automakers to qualify SiC suppliers for next-gen EVs. Aehr said its lead customer indicated additional capacity needs this fiscal year. Most importantly, $AEHR guided FY27 revenue to $130M–$150M, far above the Street at $85M. 11. Big banks reported a very strong Q2, with Goldman Sachs $GS, Bank of America $BAC, JPMorgan $JPM, and Wells Fargo $WFC all beating expectations. Goldman was the standout, with revenue of $20.34B vs $16.35B expected and EPS of $20.98 vs $14.45, driven by a massive 53% YoY jump in Global Banking & Markets and a 72% YoY surge in Equities S&T. Bank of America beat on revenue and EPS, with trading revenue ex-DVA up 33% YoY. JPMorgan posted revenue of $58.02B vs $51.39B expected and EPS of $7.70 vs $5.72, though NII was roughly in line. Wells Fargo also beat, with revenue up 9% YoY, EPS up 25% YoY, and net loan charge-offs coming in better than expected. Overall, the quarter showed stronger trading, resilient credit, and better-than-expected earnings power across the big banks. 12. South Korea is seeing an unprecedented foreign investor pullback. Overseas investors have dumped $110B of Korean equities so far this year, already far beyond the prior 7-year full-year high of $22B in 2021. The selling intensified in June, when foreigners unloaded $31B, the biggest monthly outflow ever recorded. At the same time, local buyers have stepped in aggressively, with domestic retail investors purchasing $60B and institutions adding $15B since May began. The pressure is now spilling into leveraged retail accounts: as of July 13, 1.2M Korean margin accounts had triggered margin calls, with roughly 320K–360K accounts fully liquidated by brokers. WALL STREET IS THE GREATEST SHOW ON EARTH.

$AEHR Call TLDR; > We are really good at what we do > All our customers are stoked > We have a lot more customers that want what we have > 2027 is gonna be big. 2028 even bigger. > Were going to keep guiding higher > We are exposed to all the markets that everyone is hyped about This was a nice add in the low 70's

$AEHR 🤯 "That is, with strong momentum and a record backlog heading into fiscal 27. We're expecting revenue of between $130 million and $150 million, representing 2.6 times to three times the just completed fiscal 26 revenue non-GAAP pre-tax pre-tax profitability at these levels is expected to come in between 18 and 22%....We believe we're not capacity limited, even at the $150 million revenue levels too.

Wow, unreal $AEHR Q4 earnings and FY2027 outlook, +26% after-hours. I have high conviction that Aehr is well positioned for many years of very strong growth: - Multiple customers entering/expanding production - Huge backlog - Opportunities in new markets e.g. NAND and HBM applications for their WLBI system roadmap. -> Q4 2026 earnings: Revenue: $18.8M vs. Est. $18.7M EPS: $0.11 vs. Est. ($0.01) Bookings: $61M Backlog: $101M -> FY27 Guidance: Revenue: up to $150M vs. Est. $85M (+200% YoY) - WLBI demand from AI applications is expected to accelerate. - AEHR also engaged with additional AI processor suppliers that are evaluating WLBI to improve product reliability and reduce yield loss from production burn-in. With qualification testing for their WLBI exceeding all of their major customers' expecations. With their major customers ultimately saying that they want to buy even more systems from Aehr. "The potential revenue opportunity from any one of these devices is significant to Aehr in terms of near and long-term revenue streams related to the WLBI systems." Then on their package-level burn-in systems: - Record follow-on orders recently from Aehr's lead hyperscale customer. - Customer wants to buy more PLBI systems. - Aehr also engaged w/ multiple new customers for PLBI qualification incl. AI customers and robotics. So overall, very significant TAM expansion if they can capture new customers across AI and robotics. And since they pass qualification cycles with ease, I have high confidence that they'll capture these newer markets also, driven by years and years of in-house process knowledge + patents. I've mentioned a few times, but Aehr's lead SiPho customer is also ramping w/ follow-on orders over the last year. And more orders coming soon from them for additional WLBI systems. "Our newest major silicon photonics customer...has provided us a forecast for additional systems this calendar year as it ramps capacity to support next-generation hyperscale data center deployments." All basically meaning that SiPho + optical test and burn-in market has huge potential to grow significantly and be a major long-term growth driver for Aehr. And very interesting to see the CEO mention the memory market roadmap for their WLBI systems also! "We continue to work with multiple memory suppliers to align our solutions to meet the production needs of these companies' new capacity coming online." Very exciting times for Aehr, and they remain one of my higher conviction names all throughout the AI supercycle. High demand for Aehr solutions + Great execution = Bullish

$AEHR (~$2.2B) reports tonight at 5pm ET. Last earnings the stock dropped 5% after hours on a revenue miss, then ran from $52 to $126 in five weeks. Bookings crossed $92M by mid-April with six weeks still left in the quarter. The orders haven't stopped. Seven announcements since January, including two silicon photonics follow-ons in the last four weeks. Both landed after the fiscal year closed May 29, so tonight's backlog number doesn't include them. Why the orders keep coming. Optical chips fail young, a fraction carry invisible defects that kill them in their first weeks. Aehr stress tests them at the wafer stage, where a bad die costs cents to catch. Miss it there and it scraps a $50K co-packaged switch, or takes down a rack in a live AI cluster. Wafers come from fabs like $COHR, $LITE, and TSMC. Tested chips flow into $AVGO and $NVDA switch silicon, then hyperscaler data centers. Aehr is the only production-scale burn-in gate in between, and it doesn't care whether CPO or pluggables win. Every wafer pays the toll. Street expects $18.7M in revenue, which assumes the Q3 photonics systems shipped on schedule. They also guided a return to profitability. Hitting both confirms the backlog is converting. Who's excited for this ER? Holding, trimming, or waiting?

$AEHR reports tomorrow. Despite the sharp pullback from its recent highs, I remain bullish. The follow on WLBI order from its lead silicon photonics customer suggests AEHR is moving beyond qualification and into real production deployment, with potentially more systems coming later this year. Whether the customer is $INTC, $JBL, or another major player remains speculation, but the repeat order is what matters. Add the major PLBI orders from its lead hyperscale AI customer, rumored to be $GOOGL or $MSFT, and I still like the setup heading into earnings.

I am stocked for earnings season! We've got $AEHR coming up on Tuesday Last earnings was the catalyst for the massive run up What will happen this time around? I gave a pulse check on $AEHR and went over everything I am looking at and what I expect the next two years to look like Check it out here if you'd like: https://t.co/ogAICjU2yc