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Technology Stocks : AEHR - Semi Test Equipment related to auto chips
AEHR 26.01+3.3%3:59 PM EDT

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To: Return to Sender who wrote (36)1/7/2025 12:41:38 PM
From: Elroy1 Recommendation

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I was planning to buy a lot of AEHR below $10, but never got the chance. Oh well!

Two nice press releases on product sales have moved it up to about $18.

Dec 16 - Aehr Test Systems Secures Initial $10 Million in Orders for Production Wafer-Level Burn-In of Advanced AI Processors

And the one you posted today.

The Dec 16 press release says.....

We were able to successfully demonstrate the FOX-XP production system to the customer and anticipated this order and first system shipment before the end of our fiscal quarter ended November 30, 2024. Instead, with the order received just now, the systems will all ship within this fiscal quarter ending February 28, 2025.

I wonder if that means the Nov 2024 Q report due next Monday will disappoint on sales, but the Feb 2025 Q report may be well above expectations?

Not sure how it all shakes out in terms of sales finally ramping rapidly, but the shares seem poised to move higher if the sales boost can actually materialize.

My other small cap semi equip picks have done quite well (mainly NVMI), I'm still down on my purchase of AEHR but it's heading back toward my break even level (about $20).

This one feels like if it gets some customer traction it could rocket higher fairly quickly. I don't mind to wait.
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