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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (91795)	2/21/2024 10:01:31 AM
From: Elroy	Read Replies (1) \| Respond to of 95342

Yes, good news out of AEHR. I had lucky timing on that, and doubled my position a bit below $15. I was planning to sell my higher cost shares after a month, so I would have the same number of shares (at a lower cost) but also a capital loss from the shares I bought around $28. But maybe I'll just let the whole thing ride. This seems like a potenital super winner. Any idea if they're going to get more large customers? I understand On Semi is something like more than 70% of sales. That's a bit concerning. On the other hand, if a second big customer means similar revenue levels as On, that's pretty appealing.