$AEHR
Aehr Test SystemsHow his view evolved
Every substantive take he's posted on $AEHR, newest first — each labelled with the stance he expressed at the time.
- Jun 2, 2026Bullishconviction 3/4
Good times with $AEHR, it’s now ~$3.5B MC. Haven’t mentioned it as much since there’s nothing too new. Just waiting on volume orders for these types of players like $LPK, and others. https://t.co/W8k0ce3RSE https://t.co/MhEQmNgAek
View on X → - May 4, 2026Bullishconviction 3/4
@tnglxn4 $AEHR just went up 3x after I called it? Things don’t move in a straight line. Waiting for volume ramp news.
View on X → - May 2, 2026Bullishconviction 3/4
@TheMathMan70 Are you kidding? I always write high conviction if I’m confident in my thesis. And I do it with $SIVE, $AEHR, $AAOI, which all end up tripling. I don’t share position sizing since I don’t want blind copy traders. People should manage their own portfolio and build their own
View on X → - Apr 25, 2026Bullishconviction 3/4
@workoutwithp $AEHR long term is very early. The only started volume ramp with one customer… And others will pick up (like their t1 optical transceiver one) over the next few years. For current valuations, I’d say it’s more priced in near term.
View on X → - Apr 25, 2026Bullishconviction 3/4
Uh chat... is my timing insane or what? Names like $TSEM are flat all year, I go long, then it doubles. The moment I go long on $AEHR, it almost triples. People are starting to think I'm the catalyst because this keeps happening over and over... lol this is a $22B+ company. https://t.co/XPuYyZOShB https://t.co/MhEQmNgAek
View on X → - Apr 20, 2026Bullishconviction 3/4
Told ya. $AEHR is cooking. Once you reach a certain point with MC it’s mostly institutions driving price. If you find a name that a ton of hyperscalers use… it’s feels bound to get repriced? https://t.co/AHqpgbqHJK https://t.co/MhEQmNgAek
View on X → - Apr 16, 2026Bullishconviction 3/4
$AEHR receives $41M production order from lead hyperscaler customer. As I said after earnings, they indicated volume ramp “shortly after”. This is it. $AEHR +13% today on the news. https://t.co/rpF3qTHoJz
View on X → - Apr 8, 2026Bullishconviction 3/4
Not too shabby with $AEHR. Up +20% today. For all the bears, this is what happens when you misunderstand qualification cycles in semi names. Then try and look at current revenue numbers only. https://t.co/9hU4UwNyRE https://t.co/MhEQmNgAek
View on X → - Apr 7, 2026Bullish
$AEHR earnings: - Current Backlog: $38.7 million as of the end of the quarter, with an "effective backlog" of $50.9 million -H2 FY26 Guidance: Reiterated expectations for $25 million to $30 million in revenue for the second half of the year Thoughts on earnings: Can just
View on X → - Apr 6, 2026Bullishconviction 3/4
Well that was fast with $AEHR. Up +14.28%… I did think the center of the next silicon photonics bottleneck at $1.1B, with tons of hyperscalers qualifying it. Was kind of undervaluing it. https://t.co/gDVc6xzF85 https://t.co/MhEQmNgAek
View on X → - Apr 2, 2026Bullishconviction 3/4
$420 looks inevitable on $AEHR. Maybe 2 years? Don’t think I’ve seen so many hyperscalers or AI companies qualifying a small $1.1B company before? Last time was $AAOI back at $25 and now it’s $104 a few months later. https://t.co/PaYZoCmMNl
View on X → - Apr 1, 2026Bullishconviction 3/4
$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers: Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, https://t.co/QszZmBJUDo
View on X → - Mar 31, 2026Bullishconviction 3/4
$AEHR new qualification orders from a leading optical transicever company. It’s in the early $AAOI stage where it’s getting tested by major hyperscaler supply chains for optical transceivers/silicon photonics. Before the mass volume inflection point that may be at any time. https://t.co/xH5tcwSrRy
View on X → - Mar 24, 2026Bullishconviction 3/4
@GoldenMeth IMO $AEHR is a great long here and should hit its inflection point in the next few months like $AAOI. $AMKR better to wait next year since they’re in capex phase and their buildout comes online late 2027 or 2028 if I remember correctly. $FORM was a fan this yr
View on X → - Mar 20, 2026Bullishconviction 3/4
@mi20483980476 @moderndayvenom $AEHR is one of my favorite longs. Unfortunately the question asked me to pick 5 only
View on X → - Mar 17, 2026Bullishconviction 3/4
@GOATTRADER5184 So my personal picks out of the bunch were: $SIVE, $TSEM, $AEHR, $SOI. I like try and pick winners. As for current cycle it's: $AXTI, $LITE, $COHR, $AAOI, $IQE
View on X → - Mar 13, 2026Bullishconviction 3/4
@soup19152116 I've covered $AEHR already and I'm long since I do think they be close to hitting their $AAOI-type hyperscaler demand inflection point. There were streams of different orders past two to three months, think it's promising.
View on X → - Mar 6, 2026Bullishconviction 3/4
@thephillydegen I went long on $AEHR for this segment
View on X → - Mar 3, 2026Bullishconviction 3/4
Feels like $AEHR ($1.2B) is close to hitting its inflection point from a speculative small cap to mass order ramp. Just last week they received another $14M order. And today another follow-up order from their silicon photonics customer. Once their customers/hyperscalers https://t.co/Xf9xyeQZHu
View on X → - Feb 26, 2026Bullishconviction 3/4
@labubu_trader I haven't been trading it, but it's really volatile. You did time it well considering $NVDA caused a selloff across the board. As for, $AEHR they've finally gotten past that $POET R&D stage and hitting hyperscaler/AI company production orders this year. So just wanted to do a
View on X → - Feb 26, 2026Bullishconviction 4/4
A simpler overview of $AEHR - $1.1B (without the jargon). One of my long positions: With AI, thermal is a known bottleneck. With new gen $NVDA or $AMD type chips that gets hot, if one chip melts down, it's a disaster. So tech giants -> every single chip stress tested with https://t.co/MkCHQCWzvp
View on X → - Feb 3, 2026Bullishconviction 4/4
@Sanchecks I'm actually long $AEHR right now in the event any of the big three memory companies use them for HBM DRAM die burn in or hyperscalers expands Sonoma usage. Then there's silicon photonics, which is another area of interest. So it's more of a speculative moonshot pick to see if
View on X → - Jan 24, 2026Bullishconviction 3/4
@PhotonCap Agreed! I really like $AEHR especially, since they're a toll booth for a lot of things like hbm4, SiC wafers, photonics, etc
View on X → - Jan 24, 2026Bullishconviction 3/4
Jan 25th Ratings. Post EU Tariffs and $INTC ER. Strong Buy: $SNAP $META Samsung Electronics SK Hynix $MU Unimicron $TSM $CRCL $AXTI $LPTH $COPX $LIT $AEHR $FORM $AMKR $AVGO $MRVL Buy: $COIN $SMCI $GOOGL $FIG $AMZN $IBIT $RDDT $TTD $HIMS $HOOD $COHR $AMBA $IREN $POET $AAOI https://t.co/vqGrBiT2Fg
View on X → - Jan 23, 2026Bullish
@Lotharinvest I’m aware of $AEHR, it has the structure of a moonshot (eg. $5.5M Sonoma order recently in line with $MU HBM4 16-hi qualification phase) as you mentioned. No confirmed links yet.
View on X →