AEHR
watching
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Trades
What he actually did, newest first
-
09 May 26
Bought after algos pushed the stock down post-earnings, judging the reaction as too low based on the call
-
22 Apr 26
Decided not to buy before earnings after a scary drop in the hours prior; stock subsequently rallied ~100%.
Reasoning trail
Every post mentioning AEHR, newest first — the thesis as it was built and revised
-
16 Jul 26
Notes TSM beat earnings like ASML and AEHR did, yet the stock is down 4% amid a broader red market; expects sentiment to shift as more companies keep beating estimates this earnings season.
-
14 Jul 26
Very bullish recap of $AEHR's blow-out Q2 earnings: EPS and revenue beat sharply, strong FY2027 revenue guidance backed by a large contracted backlog, and momentum across silicon photonics, wafer-level memory, and AI processor testing; regrets not having bought it earlier and sees only upside from here.
-
14 Jul 26
Asks the parent author whether they like the $AEHR stock ahead of its earnings report.
-
14 Jul 26
Detailed preview ahead of $AEHR's earnings tonight, expecting a record revenue quarter; flags silicon photonics orders, wafer-level memory burn-in adoption, AI processor backlog conversion, FOX-XP demand, and insider selling as things to watch. Regrets not buying after the last earnings report.
-
09 May 26
Explains his edge is listening to earnings calls and interpreting the numbers himself rather than trusting algo-driven initial reactions; cites FLNC (bought after algos pushed it down, since up to $24 area), WOLF (bought/held through an algo-driven dip, now up 32%), and AEHR (missed buying an aftermarket dip, stock later up 50%).
-
22 Apr 26
Regrets not buying AEHR before earnings despite his gut feeling, having been scared off by a pre-earnings drop; the stock is now up almost 100%.
-
12 Apr 26
Lays out a broad catalyst calendar across his sector watchlist spanning Q2 2026 through Q3 2027, covering scaling, energization, acquisition closes, product shipments, launches, and constellation milestones for a wide range of AI infrastructure, space, and defense names.
-
08 Apr 26
Missed his AEHR buying opportunity as it rallied hard after earnings; still bullish on the company's monopoly position in silicon carbide/photonics test equipment.
-
07 Apr 26
AEHR down 5% on a revenue miss but he's unbothered given strong bookings, backlog, liquidity, and raised H2 guidance; would look for an entry if the downtrend continues.
-
07 Apr 26
Notes investor stress ahead of AEHR earnings tonight, with some choosing to lock in profits after a strong morning.
-
07 Apr 26
Says he's keeping an eye on AEHR, noting it isn't dropping today despite earnings due tonight.
-
04 Apr 26
Says he is currently researching AEHR and plans to post about it during the week; does not yet own it.
-
04 Apr 26
Lists companies he plans to research over the weekend: AEHR, FN, CIEN, JBL, VLN, MTSI, IRDM, SPIR, referencing his research method via a linked post.
-
02 Apr 26
Says he knows and likes AEHR too, but wanted to specifically highlight FN since it's barely covered on X.
-
01 Apr 26
Suggests additional names to add to a supply-chain map: SK Hynix for memory, Vertiv for thermal management, Amkor for packaging, and Aehr Test Systems for testing.
-
29 Mar 26
Pushes back on a comparison to SanDisk's turnaround, noting AEHR's revenues were already growing before profitability, and stresses that revenue and gross margin growth matter more than current profitability.
-
06 Mar 26
Lists companies he plans to research over the weekend: MRVL, OUST, COHR, AEHR, BWXT, NEE, referencing his research method.
-
28 Feb 26
Acknowledges a suggestion to research $AEHR and $IQE, will add them to his weekend research list.