Reddit Posts
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck industry DD - AEHR
why testing will be the next AI bottleneck DD - AEHR & INTT
why testing will be the next AI bottleneck DD - AEHR & INTT
773 paper positions across 177 tickers, biggest name 1.8 percent. I went looking for concentration risk and found no opinion at all
Aehr Test Systems (AEHR), Keysight Technologies (KEYS) and Teradyne (TER), which one is a better equipment test company to buy?
Aehr Test Systems (AEHR), Keysight Technologies (KEYS) and Teradyne (TER), which one is a better equipment test company?
Small caps are having their best year since 1991 and nobody I know is talking about it
ESPEC (TYO: 6859): Market Leader in Thermal Chambers for AI and Data Center Build-Out
09 APRIL 2026 WHAT ARE THE BIGGEST WINNERS PRE-MARKET FOR SMALL CAP COMPANIES ?
How one trader supposedly turned ~$1,000 into half a million on a single micro‑cap alert
AEHR feels like one of those ‘story vs reality’ setups right now
What under-the-radar AI stocks are you watching beyond the obvious names?
AEHR Test Systems - Why this is one of the most underrated picks in AI infrastructure right now
$AEHR - AEHR MAAA GERDDDD we're going to the moon.
AEHR ShortInterest 49% and upside pot +++
$NVDA Going forward, we see a favorable setup for NVDA in 2H25 as Blackwell Ultra ramps and networking strength continues (NVLink and Spectrum-X),” the analysts said.
Can AEHR squeeze in this environment?
Economic Events and Notable Earnings for the week starting 01-08
SO MANY TICKERS!!! it's exciting!!!
AEHR Stock Is Shooting Up Again!! Is AEHR Test Systems Stock A Buy??
Can I get some critiques and suggestions on my portfolio?
Forward P/E of S&P, IWM, MDY, and some stocks that look good.
AEHR Semiconductor Test Systems - The Semi Play Too Small for WSB, With No Analyst Coverage Raised Guidance 80% and is Posting Earnings on January 6th
Is $TRT the next $AEHR? Multi-bagger small market cap ($30M) EV play
Is $TRT the next $AEHR? Rare small market cap ($30M) EV play
Late-July I put my life savings into AEHR & used roughly $13K margin to buy more
How is no one talking about AEHR! 🚀🚀🚀 earnings came out today and they beat, guidance was great! Float of 23m 🚀🚀
What are your high risk high reward stocks in your portfolio ?
$AEHR single day gains. Riding this one multiple days. I think this company has a legitimate case to be a player in the rapidly growing EV market. 🚀
#afterhours 07/19 $NRBO $ORRF $AEHR
Momentum Watchlist for Monday, 07/19/21
Sunday Watchlist Soft TA - Sheela (you know which one), AEHR, SPCE, VERB, ATOS, SGOC, RCAT, NEGG, CLOV, MRIN, Buzz Aldrin (obvious)?
Sunday Watchlist Soft TA - Sheela (you know which one), AEHR, SPCE, VERB, ATOS, SGOC, RCAT, NEGG, CLOV, MRIN, Buzz Aldrin (obvious)?
Sunday Watchlist Soft TA - Xxxx to the ELA, AEHR, SPCE, VERB, ATOS, SGOC, RCAT, NEGG, CLOV, MRIN, Bzzzz to the LIN (obvious)?
Sunday Watchlist Soft TA - XELA, AEHR, SPCE, VERB, ATOS, SGOC, RCAT, NEGG, CLOV, MRIN, BLIN
Mentions
$AEHR Q1 • Reported GAAP EPS of $0.28 up 2700.00% YoY • Reported revenue of $33.01M up 200.91% YoY • Aehr Test Systems raised fiscal 2027 revenue outlook to $150M, compared with previous guidance range of $130M to $150M, and expects non-GAAP net income of at least 20% of revenue.
So AEHR not enough to save market eh?
AEHR reports today. This is my bet.
Get your puts ready for tonight: PLTR, AEHR and Apple all headed to 0 tomorrow
anyone feel like lighting their money on fire today and gonna play AEHR earnings??
I was 2/3 last week this week I’m starting wit AEHR 72 calls weeklies
AEHR and AAOI about to be penny stocks soon too
Big drops: Moderna: -19.68% Vicor: -15% TTMI: -28% AEHR: -12% SIMO: -14%
AEHR, AXTI, AAOI all heading to 0 today.
An AEHR short squeeze would be godly.
I remember a few years ago some guy in here said to buy AEHR test systems at ~$2. I thought about it and then didn't. Woulda printed so many millionaires. Still wonder how he even knew about that stock and whoever he was.
I impulsively sold my stock in MongoDB and bought AEHR all in while it was 7% down last week, I am 36 % in a fin g week, how cooked am I?
buy AEHR sell at 120 in 3 weeks
BUY AEHR ; severely undervalued
im selling all SEMI stocks except SOXL on Monday. if SOXL goes up so do all those other peripheral ones (AXT, AEHR, NVTS etc..). When SOXL goes down all those others get obliterated. Just SOXL and chill.
Anyone trading AEHR and may have some insight into next week’s move? Curious what others think
Big names are more than holding up but I think the bubble is starting to pop below the surface when you look at tickers like AXTI, AAOI, and AEHR. They still have a lot to give back but are down huge from peak AI mania.
AEHR is one of those stocks that will only gap up after it reaches your breaking point
Anyone trading AEHR? Down bad on it right now.
Made $6400 and some change on AEHR puts. It aint much but its honest work.
Why is AEHR not mentioned for Monday?
AEHR is a great pick. Been following and trading it since August.
pretty interesting take on the testing side of things, everyone's been so focused on the chipmakers themselves that the support infrastructure gets overlooked AEHR's revenue projections are wild if they actually hit them, but that's the whole gamble isn't it, whether those numbers are real or just wishful thinking at this point curious what made you go with them specifically over some of the other testing equipment players, there's a few in that space with decent backlogs already
Perhaps. As said, this post was more focused on the testing industry as a whole rather than a specific ticker. That said, I just think compared to the other already more established companies, AEHR has more room for growth.
I also liked Amkr but it’s a much smaller market cap. AEHR is already in post inflection and I do think the bet is more symmetrical and safer. That being said, AEHR was just one pick out of many: I was more focused on semi testing as a whole
I agree that this is a good growth stock - I just think comparatively AEHR is a higher risk albeit but higher reward pic
I'm long AEHR - I don't like the labeling stuff up 370% YTD as "the next" thing - at that point, it's talk about the case that it can sustain that kind of move. Reddit pre-covid used to be really great at idea generation and finding things **early**, two things that rarely happen on this sub anymore. Now (especially in the daily thread) post-covid there's an increasing amount of complaining and other things every day and price = validation. So many people want to talk about the known/obvious stories and people often don't seem interested in the unknown/lesser knowns until "price = validation" and suddenly they're interested/"I found the next thing" when they're up 100-200-300+% YTD.
The better test companies are TER, ONTO, FORM. You like AEHR because of the beta but it’s not poised to take the market share that test needs evolve into. That is the most complex chip design for memory and CPU/GPU. Form is involved in memory, ONTO is diverse and still relatively smaller cap. TER is the leader in the US. I own TER and FORM, also CAMT because with testing comes inspection
I started calling out ASE technology (ASX) 5 years ago and I think I'll stay with them. They're more diversified, have long standing relationships with both TSMC and fabless companies like AMD, Nvidia, and Apple. Most importantly they've been consistently profitable. ASE Technology has seen positive revenue and EPS growth in the trailing twelve months which is more than you can say for AEHR.
Intetesting. I'm thinking the same and have built a position in AMKR. Figure it's the only US based semi testing biz. Why do you think AEHR is better positioned?
I think the industry thesis is interesting, but I'd be careful about jumping from "semiconductor testing will become more important" to "therefore AEHR is the winner." Aehr is more specifically a wafer level and package level test and burn in company, so the key question is whether the bottleneck develops in the exact part of the testing chain where Aehr has an advantage. There are some real positives here..Management is guiding FY2027 revenue to $130M - $150M versus about $50M in FY2026, which is roughly the 160% - 200% growth you mentioned, and they entered the year with about $100M of effective backlog. They've also recently announced a $22M follow on order for AI processor wafer level burn in systems.But I'd frame the story as an inflection, not an already established growth trend. Revenue actually declined from roughly $66M in FY2024 to $59M in FY2025 and $50M in FY2026. So the thesis depends heavily on the FY2027 ramp actually materializing. I'd also separate AI from HBM.Aehr clearly has real AI processor and silicon photonics exposure, but HBM still looks more like a potential future opportunity than a proven current revenue driver. The other thing I'd watch closely is customer concentration. Their top five customers represented about 70% of FY2026 revenue, so backlog quality and customer diversification matter a lot. For me the key DD questions would be: 1. How much of the $100M backlog is tied to one or two customers? 2. How much is AI processor and silicon photonics versus SiC or other markets? 3. Are follow on orders becoming repeat production programs? 4. Is gross margin improving as revenue scales? 5. How much of the FY2027 growth is already priced into the stock? The testing and burn in bottleneck thesis may be right. I just think the harder part is proving that AEHR captures enough of that bottleneck, for long enough, to justify the valuation. The 2 - 5x market cap outcome would need a separate valuation case: what revenue, margins and multiple would have to materialize for that outcome to make sense?
Ummm, what are you even talking about? The market didn't believe Trump. SNDK down 5%, MU down 5.25%, ARM down 9.74%, AEHR down 12%, INTC down 5.6%, MRVL down 7.3% AVGO down 4.77%, AMD down 4.4%, nVidia down 3.36%, Dell down 5.8%.
This bubble needs more AEHR
full port AEHR and hold on tight
Advantest is the best company for testing semiconductors equipment ATE. AEHR makes probe cards for wafer sort (test silicon before package). complicated packaging which is becoming more popular with HBM. Keysight makes oscilloscopes and other test equipment for mostly for validation and testing. Doesn’t scale as much with more chips being built. Teradyne makes protocol analyzers more similar to keysight. AEHR is a high growth high beta play be mindful to watch valuation before buying.
Everyone here is regarded. AEHR is not a serious company and KEYS is overvalued. TER is the obvious pick.
As someone that’s in AEHR. Solid company.
I bought AXTI ~53 and AEHR ~73
Went long on AEHR this morning on advice. Anyone else in?
In the last two weeks AEHR (-43%, still up 100% from March), NBIS (-29%, still up almost 100% from March), BE, FCEL, VISN, the list goes on. We're tanking.
Yeah, literally doubling the SP500. I'm not saying I'm smart or anything, just pointing out that it's very possible. Literally 80% of it is because I bought nVidia. The rest of it is because I bought all the other FAANGs, plus Seagate, sandisk, ARM, AEHR, PLTR, RGTI, and timing Take Two for the GTA6 release. I'm not an investment god or anything, I'm just investing in what I know which is tech, and riding the bubble. 15+ years ago, AMD was bouncing from 2 to 4 dollars, you could literally buy at 2, sell at 4, buy at 2, sell at 4. When it went past 8, I knew nVidia was far better so I bought them before the jump. Then I bought AMD too, just to see where it would take me. To say no one is beating VOO is ignorant. That's all I'm pointing out. Idiots like me get lucky all the time.
if ur not buying AAOI, AXT and AEHR on these big drops what r u even doing with ur life?
Unless u r throwing ur life savings into the absolute triangle of fuckery and radioactivity (AAOI, AXT and AEHR) what r ur even doing with ur life?
AEHR, MRVL, MU, NVDA. SNDK just a maybe for swing trading
BE easy money. AEHR slightly harder but still easy money.
NBIS is an incredible stock to trade intraday. NBIS, AAOI, and AEHR can make you a lot of money if you follow the intraday trend.
Should’ve switched to LITE or AEHR, MU is fucking sucks
Put AEHR up on the board you cowards
Damn, AEHR has so much momentum. Could it be possibly overheated though?
Roth is up 170% the last year, thank you BE and AEHR
Is it too late to jump in on AEHR?
AEHR, MU allowing me to eat.
Anyone watch AEHR? The volatility on that thing last 1-3 months makes memory look like an index fund
AEHR on the amd absurd capex raise MSFT / AMZN / GOOG
Opened an AEHR position today anddddd a SPCX position
Swings on AEHR last 2 months been crazy. No reason not to buy calls if it drops for another day.
AEHR did the same thing recently and gave most of it back
NOK is going to bleed until close on wed and 45%+ on open like AEHR trust 🫰
Facts I got AEHR on financials they showed 40mill revenue and it went from 67$ to 104$ lol
Same with AEHR, and MU for that matter a few weeks ago.
Oh yeah? Tell that to AEHR on tuesday.
pe means nothing look at AEHR
AEHR reported big growth in power chips. NVTS is the play for power chips. Am buying
who is tomorrow's AEHR (or inversely, yesterday's IBM)
Whoever said AEHR calls yesterday, damn dude, I hope you got some. I didn't.
220% on ELV, demolished on AEHR. Still down, but not so much. :( Ideas for Thursday? Thinking UNH puts and looking into JBHT. Maybe.
AEHR might be a good short one day, PE almost 3000 lmao
AEHR at 2290 forward pe
AEHR was the play yesterday
Put AEHR up there you cowards!
AEHR up 30% after hours. It ain't no IBM that's for sure
Damn wtf AEHR up 30% after earnings
Damn AEHR fucking pumped on earnings today after the close
Released summary of their contracts and cash flow and also AEHR sympathy
Tuesday's after-hours tape separating the signal from the noise: 🟢 $AEHR +30.89% (Record bookings/backlog) 🟢 $VTAK +32.00% (No news mystery pump) 🟢 $XCUR +31.40% (No news mystery pump) 🔴 $VIVK -17.28% (1-for-20 reverse split) 🔴 $WNC -12.97% ($100M convert note offering) 🔴 $PXED -11.77% (Q3 earnings miss)
If only I had bought AEHR calls way up the ladder at close 🤦♂️
Fumbled gains on AEHR earnings with shares lol, what a move.
If I wasn't such a bitch, I'd be sitting on 120k profit tomorrow morning on my AEHR $100 Aug calls. Wow I'm shaking. Instead I took 500 bucks in profit and sold....fml
MF, I chose AXTI calls over AEHR today
looks like my move after hours is drinking my regret away not buying AEHR calls before close
Based on AEHR earnings, AI is alive and well
**Aehr Test Systems (NASDAQ:AEHR)**reported fiscal 2026 Q4 revenue of **$18.8 million**, up from $14.1 million a year earlier, with GAAP net income of **$1.4 million** versus a prior GAAP net loss. Non-GAAP net income was **$3.6 million**, and quarterly bookings reached a record **$60.7 million**. As of May 29, 2026, backlog was **$80.6 million** and effective backlog, including post-quarter orders, was **$100.6 million**. Fiscal 2026 revenue was **$50.0 million**versus $59.0 million in 2025, with a GAAP net loss of **$7.1 million** and non-GAAP net income of **$0.9 million**. Cash, cash equivalents and restricted cash rose to **$116.5 million**. According to Aehr, record bookings and effective backlog provide visibility into projected fiscal 2027 revenue of **$130–$150 million** and expected non-GAAP net income of **18%–22%** of revenue, driven by demand from AI processors, silicon photonics, and power semiconductors.
AEHR blew past the damn moon with earnings
AEHR projects 130-150m FY2027, expected 85m