$AEHR receives follow up production order from major Silicon Photonics Customer for wafer level burn in systems.
Now up 11.29% today to $116.
Only 2 months ago it was in the $30's, good times.
Serenity: $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,
Serenity highlights AEHR's follow-up production order from a major Silicon Photonics customer for wafer level burn-in systems, noting the stock is up 11.29% to $116 after trading in the $30s just two months ago. He compares AEHR's trajectory to early TER and pre-earnings AAOI, pointing to a February production win for a hyperscaler's AI ASIC processors (speculated to be GOOGL or AMZN) as a positive catalyst.
AAOI is referenced only as a comp ("pre-earnings AAOI") to illustrate momentum patterns, not as a current investment thesis. Author makes no statement about AAOI's current prospects. External data shows AAOI at $169.94 (-0.51%) with mixed news flow, but author does not address this.
Author is bullish on AEHR based on the follow-up production order and recent stock performance (tripling in two months). Current price $116.24 (+10.88%) aligns with his positive view. Recent news confirms AI burn-in order momentum, though earnings are distant (July 2026). The comparison to early TER suggests belief in significant upside potential. However, confidence is moderate rather than high because: (1) the market cap cited ($1.1B) conflicts with external data showing $3.3B, indicating potential factual confusion; (2) the analysis relies heavily on speculation about customer identity (GOOGL/AMZN) without confirmation; (3) the comparison to TER and AAOI is analogical rather than fundamentally grounded.
TER is mentioned only as a historical comparison point ("early TER") to illustrate AEHR's potential trajectory. Author expresses no current view on TER itself. External data shows TER up 3.8% with recent Nasdaq-100 inclusion and Air Force contract news, but these are not discussed by the author.
事件 Earnings (EPS est 2.0719) · 2026-07-27
关键要点
AEHR received a follow-up production order from a Silicon Photonics customer for burn-in systems
Stock up 11.29% to $116, has tripled from $30s two months prior
Author draws parallels to early-stage TER and pre-earnings AAOI momentum
References Feb 11 Sonoma production win for hyperscaler AI ASIC processors, likely GOOGL or AMZN
Market cap approximately $1.1B (note: external data shows ~$3.3B actual market cap)
