Aehr Test Systems. Every tracked FinTwit mention of $AEHR, newest first. 220 mentions since the first on Jan 9, 2026. See the price chart.
June 2026 · 6 mentions
Jun 2
Serenity — Good times with $AEHR, it’s now ~$3.5B MC.
Haven’t mentioned it as much since there’s nothing too new.
Just waiting on volume orders for these types of players like $LPK, and ot…↗
Jun 2
Damnang2 — It has almost tripled in just two months. 🚀🚀 $AEHR https://t.co/GahLmJRAlF↗
Jun 2
Shay Boloor — Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidabl…↗
Jun 2
Shay Boloor — $AEHR JUST HIT A NEW ALL-TIME HIGH https://t.co/PxSrGU5WBR↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
Serenity — $LPK / $LPKFF earnings are out.
Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualification-cycle players, it's the same as $AEHR.
Nobody cares…↗
Apr 28
Serenity — I do really like $LPK.
Critical monopoly chokepoint in glass substrates…
Which are used for advanced packaging and CPO.
I flagged it as a potential 10x back in Jan, but thought…↗
Apr 28
BULL OF BRITAIN — @jcarltonneil As SiPh wafer volumes scale 3-5x at $TSEM and others, $AEHR's TAM expands directly with that throughput. Teradyne benefits too but it's diluted across their whole sem…↗
Damnang2 — My next article will be about $AEHR.
https://t.co/uFwOs0uByA
Ever since my time working at a foundry, one test that I have always seen up close while working on semiconductor tes…↗
Mar 31
Serenity — The market are missing the implications from $NVDA investing:
$2B into $COHR for optical.
$2B into $LITE for optical.
and $2B into $MRVL for optical today.
Nvidia did this exact…↗
Mar 31
Serenity — $AEHR new qualification orders from a leading optical transicever company.
It’s in the early $AAOI stage where it’s getting tested by major hyperscaler supply chains for optical t…↗
TheValueist — GAI Test & Measure is the new WFE.
$KEYS $AEHR $RAL $VIAV $FORM https://t.co/fkh3AeKxIU↗
Feb 8
Mike Investing — These are the top 10 BEST picks under $10B
1. $ONDS builds wireless, & autonomous systems for defense, & industrial use.
2. $ZETA turns customer data into AI driven marketing deci…↗
January 2026 · 1 mention
Jan 9
Tech Fund — Two additional AI processor companies evaluating $AEHR https://t.co/FRMGxHucwt↗
— Je vous présente @KawzInvests
Il officie chez Asymetricalbets, un groupe de recherche récent qui chasse une seule chose : « l’alpha » via l’investissement thématique.
C’est aussi…
Damnang2 — I am still long $AEHR.
I believe the burn in test moat is only starting to form, especially when you imagine the post CPO era.
This is not just my imagination. It is an insight I…↗
May 26
Shay Boloor — $AEHR JUST BROKE ABOVE $110 FOR THE FIRST TIME EVER https://t.co/rPoZTMunV0↗
May 26
Gaetano — $AEHR Hit All Time Highs Today!
What a wild turn around from that drop last week
Will the other testing names catch up?
$FORM $VIAV $COHU etc.↗
May 26
Black Panther Capital — Everyone is chasing $SIVE or looking for the next
$AEHR or $AXTI.
I think I found it… Not one. But two. Both sitting at the exact chokepoint.
This is maybe my favourite trade ide…↗
May 24
Jason Luongo — 9. $AEHR - Aehr Test Systems
Every chip in this thread has to be tested before deployment. Aehr builds the burn-in and reliability test systems for AI processors, silicon photonic…↗
May 24
Shay Boloor — THE PHOTONICS LAYER OF THE AI BUILDOUT
Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVD…↗
May 24
TheValueist — $AEHR $SNDK $MU $000660 $005930 EXECUTIVE SUMMARY
AEHR’s HBF narrative has moved through 3 distinct phases. In Q1 FY26, HBF was introduced as an emerging AI memory architecture th…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
TheValueist — $NVDA $MU $SNDK $LITE If you listened to the last $AEHR conference call, you’d know HBF is much closer to commercialization than the market comprehends.
https://t.co/EfbH8OiGSk
E…↗
May 24
Serenity — Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CP…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 23
Jason's Chips — Given the popularity of this article, I will definitely be doing a CPO Supply Chain 102.
Assembly ( $HIMX, FOCI), Test ( $AEHR, $TER), Fiber ($GLW), even ferrules (Mipox, Seikoh G…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
May 23
Shay Boloor — TOP 10 GROWTH PORTFOLIO POSITIONS
1. $RKLB | Rocket Lab
2. $AEHR | Aehr Test Systems
3. $SOFI | SoFi
4. $IONQ | IonQ
5. $ASTS | AST SpaceMobile
6. $OSS | One Stop Systems
7. $NVTS…↗
Gaetano — So many Optics companies have had awesome runs
$LITE $COHR $AEHR $SIVE $AXTI etc.
I was blessed enough to participate a lot of this run up for a long time
A large part of my focu…↗
May 19
Serenity — @ryansfinance Think you’re forgetting $NBIS went from $90 -> $235 -> $180.
$AEHR went from $25 -> $110 -> $77
While $IREN went from $45 -> $70 -> $45↗
InvestmentGuru — Most people are focused on silicon.
The real bottleneck nobody’s talking about? Indium Phosphide.
$NVDA needs faster chips.
Faster chips need faster interconnects.
Faster interc…↗
May 15
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 15
TheValueist — $AEHR vs. $TRT : Two Divergent Models Capturing the GAI Semi Reliability-Testing Inflection.
Aehr Test Systems and Trio-Tech International both participate in the semiconductor…↗
May 13
Serenity — $SIVE earning results don't matter, I don't see risks in financials other than your usual media trying to cause panic.
Main indicators to look at like I've done before with $AAOI…↗
May 12
Serenity — $AEHR is up close to 3x in 1 month by the way.
I tend to get timing extremely well?? https://t.co/bIbpSXcYtP↗
May 11
Serenity — I'm literally analyzing earnings, not the chart. Looking at reactions shortly after to see if it's positive/negative is stupid.
As seen with $AAOI, $AEHR or any single earnings I…↗
May 11
Serenity — @TomSzczypka $LITE nasdaq 100 lot of inflow.
Algorithms tied $SIVE, $AAOI, $AEHR, and others to Lumentum now as the sector leader.
So they all got brought up together.↗
May 11
Serenity — Promising… but for actually making returns:
Things like Glass/Silicon Photonics is an immediate H2 2026-2029 event.
2029+ timeline seems accurate for plastic optics and cables c…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
KaizenInvestor — You can earn so much by just listening to earning calls and interpret the numbers.
The algo’s just look at the basic earning numbers and decide to trade on that, they don’t inter…↗
May 8
KawzInvests 🦑 — $AAOI Q1 is in. Here's my take after listening to the full call.
Q1 came in at the low end at $151.1M, 29.2% gross margin, -$0.07 EPS. Stock got hit on the print. None of that mat…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 6
KawzInvests 🦑 — $AAOI reports earnings tomorrow and this is what I'm expecting.
2025 revenue was $456M. Management guided $1B+ for 2026 with $120M+ in non-GAAP operating profit. The business is s…↗
May 5
Serenity — True… I did call:
$AXTI $12 -> $105
$SOI $43-> $145
$TSEM $110 -> $218
$AAOI $30 -> $180
$IQE $13 -> $46
$LITE $363 -> $1000
$AEHR $30 -> $85 (if you count siph segment)
As ind…↗
May 4
Serenity — @tnglxn4 $AEHR just went up 3x after I called it? Things don’t move in a straight line.
Waiting for volume ramp news.↗
May 4
InvestmentGuru — Money still coming in this stocks
$LITE
$COHR
$AAOI
$AXTI
$ALMU
$SIVEF
$GFS
$LWLG
$VIAV
$AEHR↗
May 3
BULL OF BRITAIN — WE ARE SO EARLY.
Goldman Sachs just published their CPO supply chain map for $NVDA and $AVGO. It's good but realise how many names are MISSING COMPLETLY.
$SOI - Not listed anywh…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 2
Serenity — @TheMathMan70 Are you kidding? I always write high conviction if I’m confident in my thesis. And I do it with $SIVE, $AEHR, $AAOI, which all end up tripling.
I don’t share positi…↗
May 1
Daniel Koss — My April Performance Report: +72.9%
-> everything 3rd party verified and publicly tracked.
📈 April return: +72.9% (Autopilot)
📈 YTD: +113.6% (personal portfolio)
My benchmark,…↗
May 1
Jason Luongo — 10. $AEHR - Aehr Test Systems (Test & Measurement)
Every photonics chip needs to be tested before it ships. Aehr's FOX-XP platform does wafer-level burn-in - testing full wafers i…↗
Serenity — @vz921 I guess it’s just luck calling out $AAOI, $IQE, $AXTI, $SIVE, $SOI, $AEHR, and others that all went up 3x this year?↗
— My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector.
Layer 1 (Equipment): $AIXA
Layer 2 (Substrates / Raw Materials): $SOI…
Daniel Koss — @ParadisLabs @joinautopilot @OpenAI @claudeai @GeminiApp Nice, I like all of those! Just staying out of stuff like $AEHR $AAOI and $AXTI because I personally don't understand it we…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 26
Mike Investing — THE FULL PHOTONICS BOTTLENECK
It’s clear that the next phase of AI scaling is no longer compute, but rather optical connectivity.
1. $AAOI builds high-speed transceivers with ver…↗
Apr 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
Apr 25
Serenity — @ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ.↗
Apr 25
Serenity — @workoutwithp $AEHR long term is very early. The only started volume ramp with one customer…
And others will pick up (like their t1 optical transceiver one) over the next few year…↗
Apr 25
Serenity — Uh chat... is my timing insane or what?
Names like $TSEM are flat all year, I go long, then it doubles. The moment I go long on $AEHR, it almost triples.
People are starting to t…↗
Apr 24
Serenity — Photonics go brrr.
$MXL +76.2% (lol)
$AAOI +15.03%
$SIVE +12.69%
$AEHR +7.07%
$SOI +6.19%
$LITE +4.96%
Hope you didn’t sell and try and chase other bottlenecks anon? https://t.co…↗
Apr 23
Daniel Koss — @GrumpierBTDay I'm not complaining. Got the massive $NBIS run with 75% of my portfolio + Calls, $AEHR, $MU and big run with $OUST. $AEHR is hella speculative and went up over 100%…↗
Apr 22
KaizenInvestor — We all make mistakes. Should have followed my gut feeling here and just buy $AEHR before earnings.
The drop just hours before earnings scared me a bit. Stock is now up almost 100…↗
Apr 22
BULL OF BRITAIN — Good morning from Europe!
$LPK $M7U $IQE $SOI $AEHR $AIXA https://t.co/uYgxIQAJc0↗
Apr 21
Daniel Koss — Chat with @michaelsikand about:
- current market
- $KRKNF / $PNG.V earnings and outlook
- the AI trade ( $NBIS $MU $AEHR etc.)
- defense, drones, etc. ( $OUST )
- chasing hot stoc…↗
Apr 21
BULL OF BRITAIN — To everyone investing in supply chains. The more this number goes up, the more you apply those multiples to the downstream mapping.
We arent topped yet.
$IQE $SIVE $M7U $SOI $AI…↗
Apr 21
TheValueist — I'm a firm believer in reflexivity. The SMID-cap GAI infrastructure trades that are at beginning of building their businesses potentially stand to benefit greatly. Still hard to pi…↗
Mike Investing — I’ve said this before, & I’ll say it once more…
If you missed:
$RKLB at $30.
$NBIS at $60.
$SNDK at $200.
$AEHR at $30.
Then you CANNOT miss out on $ONDS here at $10.
On…↗
Apr 20
Serenity — Told ya. $AEHR is cooking.
Once you reach a certain point with MC it’s mostly institutions driving price.
If you find a name that a ton of hyperscalers use… it’s feels bound to g…↗
Serenity — @MisterPariPassu A lot of the upstream supply chains are not in the US.
Mostly concentrated in Japan, Korea, Vietnam, Taiwan, etc. Normally US-listed equities more priced in at a…↗
Apr 19
Serenity — Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks)
By the way, my long term opinion doesn’t change on any of them from $MRVL, $…↗
InvestmentGuru — $ATYR
aTyr Pharma is advancing ATYR1923 through Phase 2 clinical trials for interstitial lung disease — a rare, underserved condition with few effective treatments. The company’s n…↗
Apr 18
Black Panther Capital — the simplest institutional edge you can steal as a retail investor:
follow the supply chain, not the stock price.
most retail investors watch $NVDA go up and ask: what other AI s…↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
Serenity — $HPS.A is up 21% since my thesis 2 weeks ago.
Unfortunately, not everything can go up 100% every 2 weeks like $AXTI?
If the transformers bottleneck is that extreme for multiple y…↗
Apr 17
Jason Luongo — Growth stocks I'm watching right now:
$IREN | $48.18 - AI data center infrastructure, 4.5 GW pipeline, largest single-site build in the US
$CRDO | $164.09 - AI connectivity, 1.6T…↗
Apr 17
InvestmentGuru — $AEHR just dropped a BIG signal for the AI infrastructure trade
Aehr Test Systems announced a record $41M production order from a lead hyperscale AI customer — its largest ever.…↗
Apr 16
Serenity — @45daysignals Fun fact I got banned on WSB subreddit after $AXTI went from $12 to $80+ because Mods got mad it kept going up and played out correctly.
Names like $RPI got endless…↗
Apr 16
Serenity — Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8…↗
Apr 16
Damnang2 — This is what I said when $AEHR's stock briefly fell after its earnings release.
"We often look at a stock that has already gone up and think, I should have bought it back then. Bu…↗
InvestmentGuru — Photonics and Space bouncing today
$AAOI
$COHR
$LITE
$LWLG
$POET
$AXTI
$AEHR
$SATL
$RKLB
$ASTS
$SIDU
$SPIR↗
Apr 16
Serenity — $AEHR receives $41M production order from lead hyperscaler customer.
As I said after earnings, they indicated volume ramp “shortly after”.
This is it. $AEHR +13% today on the ne…↗
Apr 16
Michael Sikand 🦑 — $KRKNF Q4 earnings update: Anduril ramping, C$222M in orders, Iran catalyst, and uplisting.
Today's earnings call was full of easter eggs, so here are the top takeaways for asymme…↗
Apr 16
TheValueist — This $AEHR deal is only $41mm, and the stock is up ~18%. The deals will simply get bigger and more frequent. How many tens (hundreds?) of billions of dollars' worth of optical netw…↗
Apr 16
MicroCapClub — Congrats @bradsferguson on $AEHR
+503%
🚀🚀🚀
https://t.co/6x1TGFSQOY https://t.co/FnaYcbZtOc↗
Apr 16
TheValueist — $AEHR (Bloomberg) -- Aehr Test Systems shares jump 18% before the bell after the maker of semiconductor equipment said it received a $41 million production order and expects second…↗
Apr 16
Serenity — It doesn't need to be detailed with $ALRIB?
> Riber effective, profitable duopoly with $VECO on MBE equipment, that traded at low fwd multiples.
> $MSFT Quantum as core hyperscal…↗
Apr 15
InvestmentGuru — Photonics names took a breather today, consolidating while the broader market ripped — with key players like $AAOI, $COHR, $LITE, $AXTI, $AEHR, and $OPTX in the red; looks more lik…↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
Serenity — "Silicon photonics scaling hits wafer testing bottleneck"
- $FORM (helps that ficontec left), $AEHR
- Over in Taiwan MPI (6223), MA-tek (3587), MSScorps (6830)
- Then large cap C…↗
Apr 13
Serenity — They’re still there.
It’s just hard to say anything….
When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 12
InvestmentGuru — 10 Stocks That Have Nearly DOUBLED in 2026 YTD. While the market bleeds, these names are printing
$SNDK
Pure-play NAND flash powerhouse spun off from Western Digital. Revenue up…↗
InvestmentGuru — PHOTONICS — THE MOMENTUM TRADE SMART MONEY IS ROTATING INTO
Institutional capital is quietly flowing into optical networking.
This isn’t hype — it’s AI infrastructure.
Why photon…↗
Apr 10
Serenity — @Ren_aramb Swiggly line drawers that charge $500 a month are possibly the greatest annoyance to me... Especially when they comment underneath my thesis posts like $AEHR earnings.…↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Apr 10
InvestmentGuru — Follow the money — smart flow is rotating into next-gen tech infrastructure
$AAOI
→ Massive momentum on AI/data center demand + 800G transceivers
→ Recently saw explosive upside…↗
Apr 10
Serenity — @yuntungshieh Honestly would not be surprised if $AEHR or $ALRIB 10x either.
But $IQE had a lot of latent capacity for InP, they just needed to restructure and refactor their reac…↗
Apr 10
Serenity — There's many nuanced architectural changes for "supercycles" in photonics.
If you feel like you missed $LITE from last year, just frontrun the next cycle with CPO / lasers.
$SIV…↗
Apr 10
InvestmentGuru — Photonics — still one of the strongest sectors to keep on watch 👀
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX $AEHR $LASR $OPTX↗
Apr 10
InvestmentGuru — $AEHR strong and long https://t.co/xVrSX0NpzT↗
Apr 10
Serenity — @justaladd_ Glad $AEHR worked out for you! Yeah this rally was pretty incredible.
It was funny to see so many retail investors going short because they don’t understand qualificat…↗
Apr 10
Serenity — @0xInitialAce How many more triple digit stocks do you need to escape the underclass?
Feels like $AAOI 4x, $AXTI 5x, $AEHR 2x, $IQE 2x, $LITE 2x, and others should be enough?↗
Apr 10
Serenity — No, I’m still at a conservative 759% YTD after today’s overall rally.
Lost too much from hedging.
Would probably be up more if indexes and
many individual names like $RDDT were…↗
Apr 9
Michael Sikand 🦑 — You DON'T need to be "early" to make stupid returns in this market.
$AEHR is up 90% in 5 days...
I posted 4 days ago. Way later than other accts.
But I'm still up 70% since I st…↗
Apr 9
Serenity — Woah, $AEHR almost triple digit return in 1 week.
This is speed running “Escape the Permanent Underclass with Serenity 101”.
That aside, it helps to understand qualification cycl…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Serenity — @NabQ321 Good question! $AAOI, $AEHR are two extremely high beta, fast growth stocks.
Maybe some larger companies like $COHR, $TSEM, $SMTC, $MRVL, $INTC or $FN on the next drop?…↗
Apr 9
InvestmentGuru — My favourite Top 5 Plays
$AAOI
- Massive growth + strong contract wins
- new ATH today
$MRVL
- NVDA-linked photonics backbone play
- Celestial AI deal = long-term dominance
$RK…↗
Midas — DO NOT BUY $AEHR
DO NOT BUY $AAOI
DO NOT BUY $FLY
you will be a generational bagholder.↗
Apr 8
Jason Luongo — 4. $AEHR at $60 - The AI Chip Quality Gatekeeper
Every AI chip needs to be tested and burned in before it ships. Aehr Test Systems is the market leader in wafer-level burn-in for…↗
Apr 8
KawzInvests 🦑 — This is a multi-year cycle and every layer runs.
Transceiver testing is happening now. CPO testing is the next leg. InP laser burn-in after that.
The market keeps repricing the s…↗
Apr 8
Michael Sikand 🦑 — AI's $1T photonics bottleneck isn't lasers.
It's testing them.
When I attended $NVDA GTC, a comment from the CTO of $CRWV at a niche side event stuck with me.
“If there’s a day…↗
Michael Sikand 🦑 — My $3M photonics fund just got a major update.
And it already printed with $AEHR up 19%.
Shortly before the ceasefire was announced, investors were notified that I exited all $SG…↗
Apr 8
Dustin — $AEHR Craig-Hallum upgrades Aehr Test Systems on improving business momentum
As previously reported, Craig-Hallum upgraded Aehr Test Systems to Buy from Hold with a $68 price…↗
Apr 8
KawzInvests 🦑 — $AEHR is up +66% since my last post in 5 days.
The three catalysts that matter most haven't happened yet.
Posted the full thesis here before it moved. 4 separate orders across 4…↗
Apr 8
Serenity — @Yolo365247isme @raghavrmehta $10B MC on $AEHR seems possible in 1 1/2 years.↗
Apr 8
TheValueist — I am confident a large portion of this $AEHR move is a short squeeze, and I still highly recommend you listen to the entire call from yesterday. There was great insight into AEHR,…↗
Apr 8
Serenity — Did you listen anon?
$AAOI and $AEHR both up 50%+ this week alone.
I post my thesis publicly BEFORE any movement happens and without charging thousands to see stock picks.
If yo…↗
Apr 8
KaizenInvestor — Well, so far for my $AEHR buying opportunity.
Was looking for an entry but looks like I’m too late. Like I said, earnings were great imo.
Aehr Test Systems designs and manufact…↗
Apr 8
Serenity — @si0xac4742 Yeah a lot of the $IREN investors got mad at me and tried shorting $AEHR or $AAOI...
I think they're just adding fuel to the fire at this point since $AEHR is up 24%.↗
Apr 8
Serenity — @AsianbeBlazin yeah i decided have a higher concentration on $AEHR after the new silicon photonics t1 customer like $LITE, $AVGO, or $COHR.
a ton of of retail investors misunderst…↗
Apr 8
Serenity — Not too shabby with $AEHR.
Up +20% today.
For all the bears, this is what happens when you misunderstand qualification cycles in semi names.
Then try and look at current reven…↗
Apr 8
Serenity — @TD_btc24 Most recent 5 thesis posts I've shared:
1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck
2. $ARM ($152B)- AI CPU ramp
3. Win Semi ($5.7B) - Foundry for CW laser…↗
Apr 8
Serenity — Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks…
That then get frustrated over someone who shares names from $AAOI to $AXTI f…↗
Apr 8
TheValueist — $AEHR EXECUTIVE CALL SUMMARY: Aehr Test Systems (04/07/26)
The central conclusion from the call is that Q3 FY26 was a demand inflection quarter, not a clean earnings inflection qu…↗
Apr 7
Serenity — @peedgdev Bullish on $AEHR, but not my #1 pick.
I'm actually a fan of $LITE and $AAOI in the photonics space the most. Then highest upside is $SIVE.
I like laser exposure the m…↗
InvestmentGuru — $AEHR Q3 EARNINGS
• Revenue: $10.3M vs. Est. $10.9M
• EPS: ($0.05) vs. Est. ($0.07)
• Bookings: $37M (+54% YoY)
• Backlog: $51M (+113% YoY↗
Apr 7
Serenity — @curiosito26 It's nuanced. $POET has low downside risk because everyone already got diluted.
So their cash balance sheet is extremely high ~$400m vs. MC, which cushions downside…↗
Apr 7
Serenity — @4intheflames Again, if mass orders happen 2027, $AEHR will re-rate today. And we'll get more indication about it in their earnings call now as they signaled "significant forecasts…↗
Apr 7
Serenity — @straightcash385 If $AEHR lands a major optical company like $LITE or $COHR.
It’s not going to show up in current financial numbers because these are small qualification orders b…↗
Apr 7
Damnang2 — I am still long on $AEHR
We often look at a stock that has already gone up and think, I should have bought it back then. But interestingly, when you look back, the market almost al…↗
Apr 7
Serenity — @KiakotosC It’s nuanced. If you look at current numbers alone, it’s not bullish because $AEHR is currently in their qualification cycles.
It’s all about volume ramp, and they sai…↗
Apr 7
KaizenInvestor — $AEHR currently down 5% after a revenue miss. Don’t mind that at the moment. Guidance looks great.
- Bookings: A massive $37.2 million for the quarter, representing a very strong…↗
Apr 7
Serenity — @r99rr99r In $AEHR ER, they confirmed near term production ramp, and “signficiant” follow up orders.
This is bullish for $AEHR and I expect sometime this quarter we’ll see how mu…↗
Apr 7
Serenity — $AEHR earnings:
- Current Backlog: $38.7 million as of the end of the quarter, with an "effective backlog" of $50.9 million
-H2 FY26 Guidance: Reiterated expectations for $25 mil…↗
Apr 7
TheValueist — $AEHR Financial Guidance:
Aehr is reiterating its previously provided guidance for the second half of fiscal year 2026, which began November 29, 2025 and ends May 29, 2026, of reve…↗
Apr 7
KaizenInvestor — Investors experiencing some stress before the $AEHR earnings tonight.
They started very well this morning but it looks like some investors now choose to secure their profits. htt…↗
Apr 7
Serenity — @Michael_Tran_90 Yeah, $SOI is only up 11% from when I bought unfortunately.
Not everything hard-outperforms this macro climate like $LITE, $AEHR, or $AAOI.↗
Apr 7
Serenity — @AizuddinAl4653 I personally like $AEHR the most↗
Apr 7
Damnang2 — CPO Testing에 대해 아티클을 작성하였습니다.
테스트 단계별로 어떻게 진행되는지, 어떤 점이 아직 시장에서의 해결 과제인지, 각 단계별로 어떤 회사들을 주목해야 하는지 상세하게 적어보았습니다.
감사합니다.
$AEHR $FORM $KEYS↗
Apr 7
Damnang2 — CPO is something many people talk about. But what really matters is CPO testing.
In this article, I explain in the clearest and simplest way why testing is the hardest part, and w…↗
Apr 7
Damnang2 — When well known figures say they like names such as $FORM, $KEYS, or $AEHR, the easiest thing to do may be to buy those stocks without giving them much thought.
But I believe conv…↗
Apr 6
Michael Sikand 🦑 — $AEHR is melting faces +18% today.
It's trading at the same $1.5B MC as it was during the peak of EV hype, even though the AI chip testing market is "3-5x bigger".
If it can val…↗
TheValueist — $AEHR $VIAV $LITE $COHR This Research Note has been enhanced with additional color and context. I highly recommend you read it. Investors broadly are waking up to the fact that som…↗
Apr 6
Serenity — Well that was fast with $AEHR.
Up +14.28%… I did think the center of the next silicon photonics bottleneck at $1.1B, with tons of hyperscalers qualifying it.
Was kind of underval…↗
Serenity — @B38B37 I personally pivoted concentration in memory more toward siph/cpo names like $AEHR $SIVE and $SOI.
I still have a good amount of memory exposure but less than earlier this…↗
Apr 6
BULL OF BRITAIN — My personal top convictions in Photonics
$AEHR -> Every silicon photonics chip needs to be tested before it ships. AEHR is the only company doing it at wafer level. Just landed a…↗
Apr 6
Serenity — @ir53894 Not really late too the party, it’s extremely early and at the beginning of the next inflection point.
I personally like $SIVE, $AEHR if I had to pick two more smaller pu…↗
Apr 6
Serenity — Please stop trying to model 2025-2026 revenue for future CPO/SiPH ramp…
When I looked at $TSEM back at ~$115 last month (round to $200 now).
The forward p/e compressed to rates…↗
Apr 6
InvestmentGuru — $AEHR catching up with other photonics https://t.co/4TUBWzy7FG↗
Apr 5
Michael Sikand 🦑 — Asymmetry in $AEHR explained.
Their CEO said the AI chip testing market is 3-5x larger than it was for SiC (EV chips).
The market realizes this (+100% YTD).
But you can still bu…↗
Apr 5
Serenity — @AtlasShrug1 It's not greed, it's fundamentals. $AEHR went up in price is because they landed the leader in optical transcivers.
This could be $AVGO, $LITE, $COHR, $MRVL, $CSCO or…↗
Apr 5
Serenity — @platochi $AEHR earnings should be fun.
I haven't seen so many hyperscalers/optical transceiver (prob $AMD, $GOOGL, $INTC, and others) companies qualifying a small $1.3B company…↗
Apr 5
Serenity — Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers.
Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing."
$FORM, $KEYS, $ASE, a…↗
Apr 4
Serenity — @trademetry Not sure if you realize yet, but stocks are positive sum gain unlike Melania Coin. Everyone benefits long term if someone is right directionally.
It's not exit liqui…↗
Apr 4
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$AEHR
$FN
$CIEN
$JBL
$VLN
$MTSI
$IRDM
$SPIR
Here is my method 👇↗
Apr 4
TheValueist — $AEHR $VIAV $LITE $COHR Optical Networking Test and Measurement: Two Control Points in the Reliability Stack
https://t.co/jF5vgz9tx5
Bottom Line: The optical networking test oppo…↗
Apr 4
KawzInvests 🦑 — Every photonic IC has a failure curve that looks like a bathtub.
Failure rate spikes in the first 1,000 hours of operation. Latent defects in the crystal structure, micro-voids in…↗
Apr 4
Damnang2 — Want to truly understand $AEHR? This article will help.
Full article: https://t.co/KBZgLtOpAh https://t.co/3ep7iSDfoC↗
Apr 4
KawzInvests 🦑 — This supply chain has 6 stages from raw substrate to live hyperscaler network.
Every company in stages 3, 4, and 5 competes for a socket. $COHR or $LITE wins the laser. $AVGO or $…↗
Apr 3
KawzInvests 🦑 — @dolores_capital If that's the concern, $VIAV trades at 5.6x forward EV/Sales with 56.6% gross margins and 148% forward EPS growth over two years as the same thesis at a fraction o…↗
Apr 3
KawzInvests 🦑 — $AEHR has received 4 separate orders in under two months across different platforms.
Each one covers a different burn-in use case. AI processor production. Silicon photonics quali…↗
Apr 3
Serenity — @RiversSmith3 I haven't seen a company get so many hyperscalers/AI companies qualifying it before... think it's $AMD, $GOOGL, $INTC, and more optical companies, so line up is kinda…↗
Apr 3
Serenity — I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halv…↗
Apr 3
Serenity — @bendover Very flattering having a $50k dedicated fund around my posts but pls do ur own research before entering any positions first!
Also timing the buy is also very important…↗
Apr 3
Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF:
The most anticipated ETF of all time:
$TRT - $5.88
$HGRAF - $4.49
$SIVE - 9.9 SEK
$QURE - $17.21
$AEHR - $45.08
$ENVX -…↗
Apr 2
TheValueist — Look at this post-lunch rip in $AEHR https://t.co/Bvvl5y6RBC↗
Apr 2
KaizenInvestor — @gregory_FTA I know $AEHR, it’s an interesting stock. Just think that $FN is almost not covered on X, so wanted to highlight them a bit. But I like $AEHR a lot.↗
Apr 2
Serenity — @jaimecarralon Yes I’m long on $AEHR.
Also used inevitable to poke some fun at others using that format with $LITE, don’t really mean that.
But it’s highly compelling long from…↗
Apr 2
Serenity — $420 looks inevitable on $AEHR.
Maybe 2 years?
Don’t think I’ve seen so many hyperscalers or AI companies qualifying a small $1.1B company before?
Last time was $AAOI back at $…↗
Apr 2
Serenity — @Ud197601 $AEHR looks like a 10x in 3 years.↗
Apr 2
Serenity — @TD_btc24 Yeah $AEHR is high conviction now in the test space. Tons of potential there↗
Apr 1
Michael Sikand 🦑 — @mvcinvesting $AEHR $OPTX, $EQR.AX, $EOS.AX, $LASR↗
Apr 1
KaizenInvestor — @BlackPantherCap would add SK Hynix on memory, thermal management like $VRT, Packaging like $AMKR, and testing like $AEHR↗
Apr 1
KawzInvests 🦑 — @aleabitoreddit I agree i think $AEHR is the highest-upside, highest-risk pure play on wafer-level photonic IC testing, while
$VIAV is the higher-quality, lower-risk exposure to…↗
Apr 1
Serenity — @KawzInvests Nice high level overview on the supply chain! Yeah $VIAV $AEHR are all great.
I just personally like the smaller MC names like Aehr, since it implies higher upside,…↗
Apr 1
Serenity — @StockSavvyShay Nice return on $AEHR, pays dividends to be extremely early with that 132% return.
Lot of hyperscalers / optical transceiver customers for the next supercycle are…↗
Apr 1
KawzInvests 🦑 — @aleabitoreddit The part most people miss is $AEHR and $VIAV are the only two names here that do not require you to pick a winner. $AEHR burns every photonic wafer before it ships…↗
Apr 1
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 customer…↗
Apr 1
Serenity — Modest +1,124.09% return over the past year.
Anon, only a few years left to escape the permanent underclass due to AI?
OpenAI raising $122B is enough to fuel the rally for anothe…↗
Apr 1
Damnang2 — I recently took a deep dive into $AEHR.
If you are interested, please visit my Substack and read the article.
(This article is exclusive to Substack.)
https://t.co/Vl1XRCvZ65
Som…↗
— @mi20483980476 So they all sit in three separate categories (with some overlap) and I like all three.
$AEHR does testing.
$TSEM is more like a foundry
then $AAOI is more like las…
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 27
KawzInvests 🦑 — Building the next-generation optical chips for AI (800G and 1.6T) is incredibly difficult.
At these extreme speeds, signals easily distort, and just one bad chip can crash a massi…↗
Mar 24
TheValueist — Nice move higher on $AEHR https://t.co/TAAQWWCn0x↗
Mar 24
Serenity — @GoldenMeth IMO $AEHR is a great long here and should hit its inflection point in the next few months like $AAOI.
$AMKR better to wait next year since they’re in capex phase and t…↗
Mar 23
TheValueist — @boymanrobshit Search my timeline for the $AEHR↗
Mar 23
Serenity — @DegnFarmer Oh I am. There's a ton of good opportunities ON, $SMCI at $18.5, $AAOI at $86, $AEHR, etc.↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 13
TheValueist — Search my timeline. I’ve shared much information on $AEHR↗
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$MRVL
$OUST
$COHR
$AEHR
$BWXT
$NEE
Here is my method 👇↗
Mar 6
TheValueist — Haha. I don't know about huge, but of your list I like $KEYS $TER $FORM $AEHR - the others might be interesting as well, but I haven't spent much time on them.↗
Mar 2
TheValueist — GAI Test and Measure. Don't sleep on VIAV.
$VIAV $AEHR $TER $KEYS https://t.co/LTNpDcRmZw↗