Aehr Test Systems. Every tracked FinTwit mention of $AEHR, newest first. 522 mentions since the first on Dec 20, 2025. See the price chart.
July 2026 · 76 mentions
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
Serenity — @blkslymn I’m not sure if you’re aware but the entire AI sector is dropping indiscriminately right now.
A $1T company like Samsung is down -26% this month. $MRVL is down -31%.
So…↗
Jul 16
KaizenInvestor — Just like $ASML and $AEHR, $TSM reports a strong beat today.
The fact that the market looks red today and $TSM is down 4%, tells you everything you need to know about the current…↗
Jul 16
CK Capital — Did anyone here buy at $110. $AEHR https://t.co/DAVUjkdsH6↗
Jul 15
Damnang2 — I’m gradually adding to my positions because I believe the three signals from $AEHR ’s latest earnings report will soon put many of the current concerns surrounding the optical mar…↗
Jul 15
PhotonBull — Korea green, first few AI earnings reports went well ($PENG, $ASML and $AEHR for example).
Then CPI and PPI were very good.
And we are still getting cooked.
Well played market,…↗
Jul 15
Serenity — @meikozz_2026 I don't see any fundamentally wrong. There's probably going to be large corrections from time to time flush out margin/leverage before things move higher.
And this…↗
Jul 15
PhotonBull — Wow $AAOI is getting cooked even with $AEHR having good earnings and a large upside move
$NBIS kind of showing strength all things considered
Probably due to being down on fud ye…↗
Jul 15
PhotonBull — Impressive $AEHR
40% move on a bad market day https://t.co/kR9CtZZFRU↗
Jul 15
BULL OF BRITAIN — Hey @insane_analyst how are the $AEHR gains going??↗
Jul 15
Gaetano — 50%?! $AEHR
Insane. Some test names moving with it, mostly $TRT
Hopefully this is the setup that we will get with many of the optics companies.
I posted a full breakdown of al…↗
Jul 15
Shay Boloor — HOLY MOLY $AEHR IS UP OVER 50% 😳 https://t.co/Np3WEpMd54↗
Jul 15
CK Capital — $AEHR might have a 50% day. https://t.co/2EQ9HjXcVw↗
Jul 15
InvestmentGuru — $AEHR 30% up on blowout earnings
$SHMD 10% up on raised order guidance↗
Damnang2 — After listening to $AEHR ’s latest earnings call, I’ve become even more convinced of my bullish view on $AMD.↗
Jul 15
Damnang2 — Aehr’s latest results exceeded my expectations across all three key validation points I outlined in my $AEHR report published last March.
I believe this earnings release carries s…↗
Jul 15
PhotonBull — Cool CPI
$ASML beat
$AEHR beat
Feels like we might be ready for some good days finally↗
Gaetano — If you like $AEHR also check out $VIAV
Different part of the testing process, but a name that I like a good amount at these levels↗
Jul 15
Serenity — @JJJJJ_66666 It's nuanced, $AEHR implications was more toward broader silicon photonics related ramp.
Which could include 800g/1.6T pluggables, or CPO.
If they directly named C…↗
Jul 15
Serenity — @RiversSmith3 Bro I just came out from surgery, unfortunately I'm not able to listen to $AEHR earnings call while bleeding out thx.↗
Jul 15
Serenity — $AEHR back up +36.4% today off earnings!
2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 15
CK Capital — $AEHR with a similar gap up like last earnings.
Will be an interesting one to watch. https://t.co/ugCyDufADM↗
Jul 14
Cobra — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $250k in this SINGLE stock
Very similar to $AEHR that made millionaires
$100 → $100,000 overnight
$300 → $300,000 in a…↗
Jul 14
TheValueist — $AEHR KEY READ-THROUGHS FROM AEHR TEST SYSTEMS Q4 FY2026 EARNINGS CALL
Aehr Test Systems’ Q4 FY2026 call provides a disproportionately useful leading indicator for the AI semicond…↗
Jul 14
TheValueist — $SNDK $MU $SKHY $DRAM I highly suspect HBF is likely happening for GAI data centers. Second earnings call that $AEHR has dove into it with customer validation progressing. Invest a…↗
Jul 14
PhotonBull — Just so I can keep track of this:
You can currently buy $AAOI shares for $126
After $AEHR earnings. I am expecting a good day tomorrow in sympathy and maybe a run up into their…↗
Jul 14
PhotonBull — Wow, not surprised to see it move with $AEHR but my god what a move
I would not have guessed that it could be up close to 20%
$TRT↗
Jul 14
TheValueist — $AEHR Welcome and agreed! I appreciate the dialogue we've been having and for your conference read backs!↗
Jul 14
Shay Boloor — $AEHR has been a top-five position for me since $10 because I saw it evolving from a struggling silicon carbide equipment supplier into a critical reliability platform for photonic…↗
Jul 14
TheValueist — $AEHR $TRT $FORM $VIAV My GAI Test and Measurement tracker post is attached as you look for ideas and read throughs. https://t.co/NakSwM2AYb↗
Jul 14
Jose Najarro Stocks — $AEHR The AI Thesis Keeps Playing Out Annnd Now SiC Is Reviving Too!!
AEHR guided FY2027 revenue to $ 130-150M. That’s 160-200% YoY growth, backed by a record ~$100.6 M effective…↗
Michael Sikand 🦑 — $AEHR is up 30% after hours.
It's certainly been a bumpy ride for photonics, but I think this ER is extremely bullish for the sector. Congrats to the 3000+ investors who own thi…↗
Jul 14
Gaetano — $AEHR Call TLDR;
> We are really good at what we do
> All our customers are stoked
> We have a lot more customers that want what we have
> 2027 is gonna be big. 2028 even bigger.…↗
Jul 14
KawzInvests 🦑 — $AEHR 🤯
"That is, with strong momentum and a record backlog heading into fiscal 27. We're expecting revenue of between $130 million and $150 million, representing 2.6 times to thr…↗
Jul 14
PhotonBull — It's not stopping
Almost 33% after great earnings from $AEHR
Prime photonics is back🤔 https://t.co/5WuSe1Imm0↗
Jul 14
PhotonBull — $AEHR just guided FY2027 revenue to $130M - $150M, up 160% to 200% from the $50M it printed in FY2026.
Q4 came in at $18.8M with $0.11 adjusted EPS against a consensus loss, reco…↗
Jul 14
PhotonBull — Great work here
Another banger with $AEHR
Get him to 100,000 already↗
Jul 14
PhotonBull — Would expect $AEHR earnings momentum (+25%) to be a nice boost for the entire sector
Volatile stocks such as $AAOI or similar businesses in testing such as $VIAV come to mind for…↗
Jul 14
KaizenInvestor — I told you AI was goin nowhere and the earnings would change sentiment in the market. $AEHR started great with a blow-out EPS quarter and record revenue quarter.
Stock is current…↗
Jul 14
Michael Sikand 🦑 — Follow all my photonics allocations here. Up over 100% on $AEHR. See disclaimers.
https://t.co/Fc38evQMcS https://t.co/P4dVZfKR6w↗
Jul 14
CK Capital — This guy bought $AEHR on autopilot at $45 for everyone to see.
Gave people over 100% gains.
And you aren’t following???↗
Jul 14
Damnang2 — Let’s go $AEHR!!!!! 🚀🚀🚀 https://t.co/ON7qCroqBz↗
Jul 14
CK Capital — $AEHR is up almost 30% after earnings.
Wow. https://t.co/hOZTsV3671↗
Jul 14
InvestmentGuru — $AEHR
Aehr Test Systems Reports Fiscal 2026 Fourth Quarter and Full Year Financial Results with Record Quarterly Bookings and $100 Million Effective Backlog https://t.co/6NlJPcU1m…↗
Jul 14
Shay Boloor — $AEHR is back to being a ten-bagger for subscribers 🙃 https://t.co/qlwT7VvM2k↗
Jul 14
PhotonBull — Holy shit what a call
$AEHR https://t.co/CeDlJ5gNT5↗
Jul 14
TheValueist — $AEHR Reports Q4 revenue $18.84M, consensus $18.69M. Bookings were a record $60.7M for the quarter. Backlog as of May 29 was $80.6M. Gayn Erickson, president and CEO of Aehr Test S…↗
Jul 14
Shay Boloor — I currently own a 7% position in $AEHR in the Growth Portfolio:
https://t.co/pYiZoUIG25↗
Jul 14
Shay Boloor — $AEHR Q4 EARNINGS
• Revenue: $19M vs. Est. $19M
• EPS: $0.11 vs. Est. ($0.01)
• Bookings: $61M
• Backlog: $100M
FY27 Guidance
• Revenue: $140M vs. Est. $85M (+180% YoY)
Silicon…↗
Jul 14
BULL OF BRITAIN — Another day another dollar $AEHR https://t.co/ir5IopFVkO↗
KawzInvests 🦑 — $AEHR (~$2.2B) reports tonight at 5pm ET.
Last earnings the stock dropped 5% after hours on a revenue miss, then ran from $52 to $126 in five weeks. Bookings crossed $92M by mid-A…↗
Jul 14
KaizenInvestor — $AEHR to report earnings after the market closes tonight. Investors are expecting a record quarter in terms of revenue. I regretted not buying them after last earnings, so I'm look…↗
Jul 14
Gaetano — Alright $AEHR
Let's see what you've got in store
The market is obviously pricing in lots of future growth
So this call has to instill confidence in that
Looking forward to the…↗
Jul 14
Damnang2 — $AEHR reports tomorrow. Despite the sharp pullback from its recent highs, I remain bullish.
The follow on WLBI order from its lead silicon photonics customer suggests AEHR is movi…↗
Jul 13
Gaetano — As we go into Photonics earning season...
$AEHR $NOK $AXT $AAOI $GLW
We are going to have lots of great opportunities
Especially if we go into them 30-40% off highs
What names…↗
Jul 12
PhotonBull — Excited for $AEHR $ASML and $TSM this week
What are you guys going to be monitoring in terms of earnings?↗
Jul 12
Gaetano — I am stocked for earnings season!
We've got $AEHR coming up on Tuesday
Last earnings was the catalyst for the massive run up
What will happen this time around?
I gave a pulse…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
Gaetano — There is one looming bear case for Photonics
$LITE $COHR $AAOI $SIVE
That this is cyclical and will end up in oversupply.
With lots of the focus on lasers/transceivers.
My goal…↗
KawzInvests 🦑 — $AEHR just landed a FOLLOW ON production order from its lead silicon photonics customer.
"The order includes Aehr’s turnkey FOX-XP multi-wafer WLBI system configured to test up to…↗
Jul 9
Shay Boloor — $AEHR is up nearly 20% after receiving a follow-on order from its lead silicon photonics customer for a fully automated FOX-XP wafer-level burn-in system.
The system tests up to n…↗
Jul 7
Serenity — This is the average visual TA bro, takes a 50% 50% coinflip:
If it goes the other way, they say "ABC Pattern Invalidated", should have known...
If they get the coinflip right,…↗
Michael Sikand 🦑 — $20M trade update.
I just updated my "Photonics Is Next" AI infra portfolio on @joinautopilot followed by 3300+ U.S. retail investors and $21.9M in connected assets as of 7/6.
Th…↗
Gaetano — It's clear that people are getting interested...
So in this article I talk about some of my own recent buys. I took a handfull of positions on Thursday.
I also discuss a wide ran…↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +635%
2. $AAOI +247%
3. $AEHR +247%
4. $AXTI +246%
5. $MU +242%
6. $INTC +226%
7. $PENG +214%
8. $DELL +213%
9. $WDC +213%
10. $TWS…↗
Serenity — Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI do…↗
June 2026 · 49 mentions
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
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 29
Gaetano — $VIAV reports earnings today
Will be listening to the call
Will it have an $AEHR type moment?
Some of my watchlist:
-Mix shift:
Traditional service providers - 40%
Data center…↗
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…↗
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
Shay Boloor — It’s been a while since we’ve had a face-melting rally like today:
• $AEHR +22%
• $MRVL +13%
• $ASTS +12%
• $RKLB +12%
• $BE +11%
• $HIMS +11%
• $NBIS +11%
• $ONDS +11%
• $ARM +9%…↗
Mar 31
Gaetano — $AEHR hit a low of ~$29.2 yesterday
Had my 1st level I'd consider buying set at $30 on Substack
Up ~22% today from that level
Since releasing my watchlist, a handful of companie…↗
Gaetano — 🚨How I construct my Photonics portfolio
$AAOI $LITE $COHR $CIEN $GLW etc.
For me, diversity is the game.
Different parts of the stack have different timelines and catalysts and…↗
Feb 26
Serenity — Year to Date post $NVDA earnings:
477.27%.
Majority of the gains are the result of the research I've done the past few months:
From the $AXTI's InP chokepoint that went up few h…↗
Feb 26
Serenity — @declan_barpixel So the nuance is that there's two. One is thermal management bottlenecks (liquid cooling, copper life extension, etc).
$AEHR sits in the manufacturing side for se…↗
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 24
Serenity — The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers…↗
Jan 24
Serenity — @PhotonCap Agreed! I really like $AEHR especially, since they're a toll booth for a lot of things like hbm4, SiC wafers, photonics, etc↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…
December 2025 · 1 mention
Dec 20
Shay Boloor — MY 2026 PICKS ARE IN
When I started the growth portfolio, I didn’t expect it to double in each of the first three years.
I make a small set of high conviction picks each year wh…↗
Shay Boloor — 10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING
1. $CLPT navigation platform for neurosurgeons
2. $OSS rugged edge compute for the battlefield
3. $OUST eyes & perception for physical…↗
Jun 26
Black Panther Capital — $AAPL just raised prices on the MacBook and iPad. The reason they gave, on the record, was higher component costs. Memory chips, specifically.
Sit with that for a second.
This is…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 22
Midas — High risk high rewards stocks that I can see going up 2-3x in the next few months:
1) $SNDK
2) $AAOI
3) $NBIS
4) $AEHR
5) $SIVE
Save this post for later.↗
Jun 22
Black Panther Capital — 12 months ago people hesitated.
9 months ago people hesitated.
6 months ago people hesitated.
3 months ago people hesitated.
Meanwhile $MU went up +850%
$SNDK went up +4.800%
$AXT…↗
Jun 22
KawzInvests 🦑 — In 1956 Eisenhower signed the Federal Highway Act and authorized 41,000 miles of new interstate highway across the United States.
The existing roads worked fine. The problem was t…↗
Jun 22
Serenity — As for $LPK: Maybe $3B-$5B seems reasonable when they fully volume ramp if I had to guess.
Feels more asymmetrical to me personally since it's just a waiting game and they have t…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 19
BULL OF BRITAIN — Round 2 of high sentiment AI trades with retard explanations at the end.
In my opinion these are the greatest companies in their respective sectors, I genuienly don't think you c…↗
Jun 19
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 19
Serenity — @GalV19634050 So short term ramp, I see $LPK probably might be more parabolic.
Since when equipment suppliers switch from qualification to volume production as seen with $AEHR or…↗
Jun 19
Serenity — I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I…↗
Jun 19
Damnang2 — Compute is starting to trade like a commodity.
CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…↗
Jun 19
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
Jun 18
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Jun 17
Black Panther Capital — @JonkooTrades @babyfolio Ha. You got me in now 😂👊 I got $AEHR vibes.↗
Alex A.C. — "The CEO of $AEHR [...] said he's been surprised how few chips get this test in production today [burn-in]. Most custom AI chips skip it 😱 around half the AI accelerators get it…↗
Jun 17
Serenity — $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…↗
Jun 17
Gaetano — Some testing companies are really strong right now
$AEHR $TRT and $COHU
All showing great relative strength these past few days↗
Jun 17
InvestmentGuru — $AEHR
Aehr Receives Follow-On Order From Major Silicon Photonics Customer for Fully Automated Wafer-Level Burn-In System for Hyperscale Data Center Optical Interconnect↗
Jun 17
Shay Boloor — $AEHR received a follow-on order for its FOX-XP wafer-level burn-in system from a silicon photonics customer that placed its first order six months ago.
The customer also forecast…↗
Jun 17
Serenity — @AsianbeBlazin Yep, but there hasn’t been any much news with $AEHR.
Not really heavily debated stock like $AAOI aside from one or two comments saying AEHR would go back down to $…↗
Jun 15
Nezih Gökay — 🚀 NVIDIA’S ZERO ERROR WEAPON: $AEHR TEST SYSTEMS
Nvidia’s AI empire $NVDA may be taking the world by storm. But no one is talking about the invisible protective shield behind the…↗
Jun 15
Serenity — @halldj00 Ayar started off multi-sourcing with $MTSI and $LITE.
Then removed them from their website and likely made $SIVE primary source (likely for first gen).
It's every hyp…↗
Jun 15
Nezih Gökay — 🚀 NVIDIA’NIN SIFIR HATA SİLAHI: $AEHR TEST SYSTEMS
Nvidia’nın yapay zeka imparatorluğu $NVDA dünyayı kasıp kavuruyor olabilir. Ancak hiç kimse bu devasa AI çiplerinin arkasındak…↗
Jun 13
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 8
Serenity — Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR -…↗
Jun 7
PhotonBull — This guy has a tendency to be VERY early to the next major AI theme
He runs some of the best performing @joinautopilot portfolios with @michaelsikand
His moves? He went all in o…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
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…↗
— 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 25
PhotonBull — This guy introduced me to some stocks before
Most notable ones:
$AAOI at $40
$AEHR at $40
$NOK at $8
$SOI at €50
When he brings up a new trade idea I make sure to listen 🫡↗
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
PhotonBull — Does anyone know when $LYTE starts trading?
The @roundhill photonics ETF
Very excited for this one! Probably going to end up buying some, I remember
$DRAM was almost a doubl…↗
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 14
Alex A.C. — @ParadisLabs $TSEM + $AEHR
@PhotonCap 😅↗
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
Gaetano — We need to remind Photonics companies they are overvalued
They shouldn't keep going up
$LITE ATH
$COHR ATH
$SMTC ATH
$AAOI ATH
$CIEN ATH
$GLW ATH
$ALMU ATH
$HUBN ATH
$AEHR ATH…↗
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
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
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
Shay Boloor — I’ve officially trimmed all my original risk in the $AEHR position meaning I sold my cost basis and the remaining shares are pure profit.
I’ll let it ride until the thesis breaks…↗
May 2
Shay Boloor — $AEHR being the biggest winner in the growth portfolio this year because I was able to build this position up below $10 just last summer as I saw how this company was positioning i…↗
May 2
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
May 2
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $TSLA, $OKLO, $IONQ, $HIMS, $OPEN
• Bearish |…↗
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?↗
— @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…
BULL OF BRITAIN — 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…↗
Apr 28
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
Shay Boloor — @Micro2Macr0 @meetblossomapp Currently own $AEHR, $CRDO and $AAOI in the Growth Portfolio with $ALAB in the Family Portfolio.
All have already rerated from my original entries but…↗
Apr 26
Shay Boloor — 2026 IS THE YEAR OF PHOTONICS
• $GLW glass fiber & cable infrastructure for optical networks
• $MRVL optical DSPs & custom interconnect silicon for AI clusters
• $CRDO retimers, D…↗
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 25
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AEHR +375%
2. $AAOI +365%
3. $SNDK +317%
4. $BE +166%
5. $NVTS +142%
6. $LITE +139%
7. $WDC +135%
8. $INTC +124%
9. $ARM +115%
10. $DOCN…↗
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
Gaetano — With the test layer getting so much attention
$AEHR $FORM $VIAV $COHU
I figured it was time to talk about $COHU
So I did:
https://t.co/Gfbclcnf8W↗
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
Tradable Astronaut — While the market went sideways this week the Aion Index kept printing winners.
$POET +19.6%
$NVTS +38.4%
$AOSL +32.6%
$SOXL +43.3%
$AEHR +111.9%
1,182 tickers scored daily.…↗
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
Shay Boloor — $AEHR JUST CROSSED $100 🤯 https://t.co/JjQkBCOsiM↗
Apr 22
BULL OF BRITAIN — Good morning from Europe!
$LPK $M7U $IQE $SOI $AEHR $AIXA https://t.co/uYgxIQAJc0↗
Apr 21
Tradable Astronaut — There is always a bull market somewhere.
1,182 tickers scored across 31 sectors.
$AEHR 100, +113.8% since added. 13 day streak.
$MXL 100, +25.7%
$SOXL 100, +36.3%
$CRDO 100, +…↗
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
Gaetano — Update!
$POET $CRDO $AEHR $AAOI $SMTC $COHR
My personal watchlists are fairly conservative
But when they hit a few weeks ago, they produced some nice gains!
$AEHR
Level 1 - $30…↗
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
Shay Boloor — $AEHR IS NOW UP MORE THAN 1,000% OVER THE PAST YEAR https://t.co/KKpRGz1MY2↗
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…↗
Apr 20
Shay Boloor — My top two growth positions seem to be having their own race to $100.
$RKLB, $AEHR https://t.co/cCjDgccLwN↗
Gaetano — My portfolio has exposure to every level here
$ALMU $AIXA $TSEM $AEHR $LITE $SMTC
Just to name a few
I introduced every company in this stack in a full article
Read it here!
h…↗
Apr 19
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, $…↗
Apr 19
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
Apr 19
Shay Boloor — THE OPTICAL PHOTONICS BOTTLENECK
As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stac…↗
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
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $TSLA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $HOOD, $OKLO, $IONQ, $HIMS, $OPEN, $SOF…↗
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 18
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87…↗
Apr 18
Gaetano — This is my most viewed post ever!
$AXTI $LITE $COHR $POET $AEHR
I think it did a good job for anyone interested in the Photonics sector of laying out all the different layers that…↗
Apr 18
Gaetano — One of my biggest mistakes in Photonics...
$POET $ALMU $COHR $MRVL $LITE
Was having meaningful exposure to pre-commerical companies rather than being predominantly weighted on the…↗
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
Gaetano — If you want a pulse check on the optics trade
$Lite $aehr $mrvl $poet $axti
Read here!↗
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…↗
Gaetano — I've got a post on $VIAV coming today as well
So much focus on $AEHR lately
Rightfully so
I want to take a moment to discuss some other aspedts of this layer too!↗
Apr 16
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
PhotonBull — @Remzztrades $VIAV about to pull an $AEHR move↗
Apr 16
Gaetano — $AEHR with a new $42m order today.
Largest ever.
Absolutely crushing this execution.↗
Apr 16
Shay Boloor — Pretty wild to see $AEHR become a 5x for me already 😏 https://t.co/fMeqVO1hUV↗
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
Shay Boloor — Wild to see $AEHR become a 10x for me in less than a year from when I started building the position 🤯 https://t.co/Xp8D1D4LLQ↗
Apr 16
PhotonBull — @ParadisLabs Coming back to this, let's see if $VIAV joins the fun with $AEHR today👀↗
Apr 16
Shay Boloor — $AEHR received a record $41M production order from its lead hyperscale customer for package-level burn-in of custom AI ASICs used in data center training and inference.
That pushe…↗
Apr 16
PhotonBull — When I posted this, $AEHR had dipped under $60 after the market closed
I argued that it was not a fair reaction.
One week later, and we received a large order premarket and are…↗
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
Tradable Astronaut — The Aion leaderboard already flagged where money was rotating.
Semis. 74 tickers scored.
$AEHR 100
$LWLG 99
$INTC 97
$MRVL 95
Price follows strength.
The index ranks it…↗
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 13
Gaetano — If you invest in Photonics, you need to understand the important of the testing layer
$AEHR $VIAV $FORM $KEYS $TER
This article is a great introduction↗
Apr 12
Gaetano — Just putting this here
$LITE $COHR $CIEN $AAOI $AEHR↗
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…↗
Apr 12
Gaetano — Well, we might get a needed cool off in Photonics
$LITE $COHR $CIEN $AAOI $AEHR
If we get a market wide sell off, we know what to expect
These names have run like crazy the last…↗
Gaetano — 🚨 Is the optics trade doomed? Data center delays?!
$LITE $COHR $CIEN $POET $AEHR $SIVE
I just posted what I believe to be one of my most important articles yet.
If you follow my…↗
Apr 11
CK Capital — Other than space stock photonics is my next favorite sector.
These stocks still have insane potential after massive run ups.
$AAOI $LITE $AEHR $COHR↗
Apr 11
Daniel Koss — $AEHR up 92.3% since I added it on March 24 :)
$NBIS up 57.1% since I loaded the boat at $92 on March 30.
You do NOT have to follow me there. I will keep sharing my picks and thou…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +332%
2. $SNDK +259%
3. $AEHR +249%
4. $LITE +143%
5. $WDC +99%
6. $BE +92%
7. $VG +90%
8. $PL +76%
9. $NBIS +73%
10. $INTC +69%
11…↗
Apr 11
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
Daniel Koss — Last year my portfolio returned 660%.
Many people rightfully get very skeptical, when they hear such claims.
I personally believe most claimed gains on X are fake. Mine are real.…↗
Apr 10
Gaetano — Update:
$AAOI $85 to $153: 80% gain
$AEHR $30 to $71: 135% gain
$COHR $220 to $307: 40% gain
$CRDO $95 to $120: 27% gain
$SMTC $71 to $86: 22% gain
$POET $5 to $7: 40% gain
Wow.…↗
Apr 10
Jose Najarro Stocks — HOLY CHIPS!! $NVDA $AMD $ALAB $AEHR $CRWV $MRVL $CRDO
It's been a great week for the What The Chip Happened Community!!
LAST 5 DAYS
$AEHR +55%
$ALAB +25%
$AMD +12%
$CRWV +25%
$MR…↗
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
Tradable Astronaut — While all of this was playing out, the @AionAnalytics index kept finding the names.
$AEHR +56.6%.
$SATL +45.2%.
$FLY +43.8%.
$RLAY +34.5%.
$SPIR +33.3%.
$INTC +20%.
$MRVL +2…↗
Apr 9
Gaetano — While we are at all time highs in these names
$LITE $COHR $AAOI $CIEN $AEHR etc.
Remember what happened the last two weeks.
A macro sell is still very possible and these names go…↗
Apr 9
Shay Boloor — Wild to see my $AEHR position up 4x and become the biggest holding in the growth portfolio.
I also started a brand new position today. Any guesses?
Hint: it’s in the drone thema…↗
Gaetano — Update:
$AAOI up 70%
$AEHR up 125%
$COHR up 30%
$SMTC up 28%
$POET up 30%
$CRDO up 17%↗
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
PhotonBull — @fatc88 @AlmaCap114204 im not good at short term market timing, but I like $AAOI, $SOI and $AEHR for the long term↗
Apr 9
Gaetano — Its never too late to learn about optics
$lite $aehr $cohr $cien $sive $poet↗
Apr 9
CK Capital — My favorite stocks right now by sector:
Space & Launch:
$ASTS — Direct-to-device satellite connectivity. 3.2B addressable subscribers. Commercial service this year.
$FLY — First…↗
Apr 9
Gaetano — This platform is more than stock ideas.
$AAOI $LITE $COHR $CIEN $POET $AEHR
Subscribers get:
• Company specific deep dives and sector wide research
• My watchlist, valuation wo…↗
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…↗
PhotonBull — $AEHR just announced a $60M equity distribution agreement with William Blair and Craig-Hallum. Stock dipped 5% AH.
Here’s why that’s the wrong reaction.
They have a record $50.9…↗
Apr 8
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
CK Capital — My portfolio and how it performed today
$ASTS +4%🟢
$NBIS +7%🟢
$EOS.AX +5%🟢
$AAOI +13%🟢
$COHR +10%🟢
$AEHR +25%🟢
$BE +8%🟢
Green across the board.
Hold strong and know wha…↗
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…↗
Apr 8
Shay Boloor — $AEHR entered a $60M equity distribution agreement with William Blair and Craig-Hallum.
As demand ramps across AI and silicon photonics this gives the company more flexibility to…↗
CK Capital — $AEHR has been one of the most talked about names in the photonics space and after yesterday’s earnings it is not hard to see why.
Here is what $AEHR actually does and why it matt…↗
Apr 8
Shay Boloor — Earlier this year I called out chip testing as major AI bottleneck & why $AEHR could be one of the biggest reratings tied to it.
At the time, it was still a ~$500M company wit…↗
Apr 8
Gaetano — If you haven't read this yet, please do
$LITE $AEHR $POET $AAOI $COHR
The market presented us with such great opportunities over the last couple weeks
If you have conviction in t…↗
Apr 8
Shay Boloor — Wild to see my initial $AEHR position up ~8x in less than a year.
Having conviction before the market sees it is the whole game. https://t.co/i28q9h40JC↗
Apr 8
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…↗
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
Shay Boloor — $AEHR just hit a new all-time high and is now up more than 25% 🙃 https://t.co/bEYdV7ckpK↗
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
PhotonBull — What a market
Hope everyone survived the last few weeks
Will we go back to ATH before they find a new reason for a crash?
$ASTS $NBIS $AAOI $AEHR $KRKNF $EQR.AX $EOS.AX $LASR $R…↗
Apr 8
シバイヌおやびん（投資系VTuber） — $AEHR エアテスト・システムズ決算アーニングスコール要約
・受注残が5090万ドルに達し、2026年度通期売上高で4500万ドルから5000万ドルの高水準を目指す
・Aehr Test Systemsは、複数の市場セグメントにおける力強いビジネスの勢いにより、第3四半期の受注額が3700万ドルを超え、受注対出荷比率（B/Bレシオ）が3.5倍を上回った…↗
Apr 8
Gaetano — This could be a confusing layer of Photonics
$VIAV $AEHR $FORM $KEYS
So I took a moment to try to make it as simple as possible
Testing is going to become a big theme as we trans…↗
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
Gaetano — $AEHR Q3 revenue was light.
That wasn't a surprise
What I think is more important is that the call painted a much stronger forward picture than the headline number did
- bookin…↗
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…↗
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
Shay Boloor — $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)
Key Wins This Quarter
• Demand runnin…↗
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
Gaetano — Really looking forward to the call $AEHR↗
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
Gaetano — $AEHR Is now up > 70% from last weeks target entry
What happens next with earnings is anyone's guess
I could see the market reacting negatively to a headline revenue that is lowe…↗
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…↗
Apr 6
Shay Boloor — @ScavengerCap @aleabitoreddit I think I was the only public bull calling $AEHR an AI data center play a year ago when I started building my position under $10. https://t.co/2lrZ858…↗
Apr 6
PhotonBull — Incredible run so far
$LITE $AAOI $AXTI $AEHR $COHR↗
Apr 6
CK Capital — The photonics sector has been the greatest trade most investors have never heard of.
Here are the one year returns of some of my favorite socks from the sector and their role in p…↗
Shay Boloor — $AEHR is now the next multi-bagger in the growth portfolio.
The thesis for building the position early was that if AI data center capacity triples this decade, Aehr only needs to…↗
Apr 6
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…↗
Apr 6
PhotonBull — Great list for photonics!
$AEHR
$AAOI
$LITE
$TSEM↗
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
PhotonBull — Seems like defense, space and photonics are really the best high beta spots to be invested right now during the volatility.
Have I missed any sector or theme?
$ASTS $RKLB $KRKNF…↗
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…↗
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
Alex A.C. — @damnang2 - [For Photonic devices] Aging the device under controlled current and temperature stress
- Revenue doesn't stop at equipment shipment. The contactor is a consumable tha…↗
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
Gaetano — Updates on my watchlist...
$COHR $AEHR $POET $SMTC
10 days ago I launched my Substack
On day 1 I sent out a watchlist of all the companies
Since then, only 6 companies hit my fi…↗
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
Gaetano — Are we at the top of the optics cycle?
$LITE $COHR $AAOI $POET $AEHR
What I think gets lost in this conversation is that there are really two different questions here.
The first…↗
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
Shay Boloor — @aleabitoreddit Yup exactly and $AEHR operates in what will be a $2B TAM by 2030 where I think they can win a 25-30% share in.↗
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
Shay Boloor — @aleabitoreddit Couldn’t agree more.. that’s exactly why $AEHR is a top 3 position in my growth portfolio. https://t.co/ZFoh53AkZE↗
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
Gaetano — What do we think will happen to all the photonics names that were pushing ATH's before all the intense war escalation IF Trump comes out and formally announces a soon withdrawl fro…↗
Apr 1
InvestmentGuru — $AEHR is a high-conviction speculative play at the intersection of two of the strongest themes in markets right now — silicon photonics and AI infrastructure buildout. The near-ter…↗
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…↗
Apr 1
Gaetano — I haven't talked too much about testing
$VIAV $AEHR
But I will going forward
Working on an intro post to it now, deep dives soon
And already have my watchlist up on the st…↗
— 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…
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…↗
Mar 31
Gaetano — I haven't covered test much on my page
$AEHR $VIAV
But I've got a post scheduled for later today on the stack introducing this layer that will serve as the foundation for company…↗
Mar 31
Shay Boloor — $AEHR up 14% after winning a new silicon photonics customer tied to AI data centers, with orders for FOX-XP systems and production tools.
It adds to the case for silicon photonics…↗
Mar 30
Serenity — @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…↗
Mar 30
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 28
InvestmentGuru — The Photonics and Optical sector— Full Breakdown -
Light. Speed. Fiber. Lasers.
Infrastructure layer-
$CIEN — High-speed optical networking equipment
$GLW — The fiber optic ca…↗
Mar 28
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +182%
2. $SNDK +159%
3. $VG +157%
4. $LITE +91%
5. $DOCN +69%
6. $AEHR +61%
7. $WDC +60%
8. $PL +57%
9. $BE +53%
10. $TWST +40%
11.…↗
Mar 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
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 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
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
Tradable Astronaut — $AXTI For the flow bros
$6M in In the money, sold to open puts. $75 strike
Those are bullish orders
+19% today, insane move caught thanks to @AionAnalytics
If you want to try…↗
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 21
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +199%
2. $AAOI +151%
3. $VG +132%
4. $LITE +92%
5. $BE +73%
6. $DOCN +72%
7. $PL +72%
8. $AEHR +71%
9. $WDC +70%
10. $MU +48%
11. $…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
Serenity — @mi20483980476 @moderndayvenom $AEHR is one of my favorite longs. Unfortunately the question asked me to pick 5 only↗
Mar 19
Serenity — Year to Date return from Jan to March:
+564.36%.
I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks.
And picking the winners.
- 500%+ unrealize…↗
Mar 17
Serenity — @PhotonCap Glad to hear! Yeah, there's so many different names since photonics TAM for AI is massive.
You can definitely make an ETF of stuff like $FORM, $KEYS, $VIAV, $AEHR, and…↗
Mar 17
Serenity — @GOATTRADER5184 So my personal picks out of the bunch were:
$SIVE, $TSEM, $AEHR, $SOI.
I like try and pick winners. As for current cycle it's:
$AXTI, $LITE, $COHR, $AAOI, $IQE↗
Gaetano — What Photonics companies should I buy?!
$LITE $COHR $AAOI $POET $LWLG
I get asked this question often.
I can't tell anyone what to buy.
So instead, let me lay out all the compa…↗
Mar 14
Serenity — I realized by the amount of bookmarks.
I lowkey dropped a banger ETF?
AI Displacement Equal Weighted YTD:
$AXTI: +191.53%
$AAOI: +144.47%
$SNDK: +140.38%
$SOI: +114.3%
$LITE: +6…↗
Mar 14
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
InvestmentGuru — AI Is Fast… But Your Copper Wires Are Slower
Think AI is all about GPUs? Think again. The real bottleneck is moving data fast enough. Enter Photonics — sending data at the speed o…↗
Mar 14
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +179%
2. $AAOI +178%
3. $BE +78%
4. $AEHR +77%
5. $LITE +69%
6. $WDC +58%
7. $MU +49%
8. $DOCN +43%
9. $NTLA +42%
10. $NVTS +41%
11…↗
Mar 13
Serenity — @soup19152116 I've covered $AEHR already and I'm long since I do think they be close to hitting their $AAOI-type hyperscaler demand inflection point.
There were streams of differ…↗
Mar 13
TheValueist — Search my timeline. I’ve shared much information on $AEHR↗
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 11
Serenity — @workoutwithp @tech_signals It’s fun to see that mini ETF of the names I’ve mentioned!
Cool to see that 60% are names I’ve talked about from $NBIS to $AEHR, aside from the random…↗
Mar 11
Tradable Astronaut — $SPY -0.4%
Aion Index
$AEHR +0.6%
$RDW +1.35%
$AAOI +5%
$CRCL -2.45%
$FSLY +8.62%
I heard @jimcramer said this yesterday
“Just impossible Day to Make Money”
Find good names hol…↗
Mar 10
Tradable Astronaut — Meanwhile some of the leaders are holding up well two days in a row.
$AEHR +9.08%
$AAOI +9.91%
$CRCL +8.15%
$FSLY +4.35%
If you are in them good to manage positions accordingl…↗
Mar 10
Tradable Astronaut — Great trade recap done on recent $AEHR trade👇
Must read for everyone↗
Mar 10
Tradable Astronaut — Aion Index is killing it today
$AEHR +9%
$RDW - 1%
$AAOI +9%
$CRCL + 8%
$FSLY + 4%
On top of the gains from yesterday.
Should we open up a waitlist for free trials?👀
Comment "…↗
Mar 10
Tradable Astronaut — One thing I will say though.
Pay attention to the names that held well and were moving today.
$AEHR +14.80%
$AAOI +15.74%
$CRCL +9.74%
$RDW +12.87%
$FSLY +8.39%
Here are some…↗
Mar 7
Shay Boloor — @FuturumEquities @danielnewmanUV As AI chips become more complex, power-hungry & expensive to manufacture, the cost of a modern GPU is about the entire stack around it like advance…↗
Mar 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #33
Daniel and I covered five big themes:
• Stagflation just landed: breaking down the -92K jobs print and why the Fed is now stuck
• Earnings de…↗
Mar 7
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +174%
2. $SNDK +122%
3. $AEHR +76%
4. $BE +56%
5. $LITE +52%
6. $NTLA +49%
7. $TWST +48%
8. $FIGS +45%
9. $WDC +42%
10. $CAVA +34%…↗
Mar 6
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 6
Serenity — @thephillydegen I went long on $AEHR for this segment↗
Mar 6
Serenity — $MRVL released earnings. From transcript:
Targeting $500m ARR 2028, $1B ARR 2029 with Celestial CPO revenue.
$POET the $1B retail favorite interposer stock, is the large benefic…↗
Tradable Astronaut — 🚨Leaderboard for the day🚨
Top 5 Strongest: $AAOI $ACLX $LWLG $YOU $AEHR
Top 5 Weakest: $EOSE $MKND $RUN $GRAL $SHLS
Newly added to Strongest: $APA $PBF $RCAT $REI $RELY $USO…↗
Mar 3
Serenity — @demarscrypto Just stick with shares and slight margin if you want leverage, IV for $AEHR leaps are way too high.↗
Mar 3
Serenity — Feels like $AEHR ($1.2B) is close to hitting its inflection point from a speculative small cap to mass order ramp.
Just last week they received another $14M order.
And today ano…↗
Tradable Astronaut — $AEHR was caught on the Terminal Leaderboard 2 days ago!
Entry was at $38.32 in common shares, and we are now up 14%! 📈
Last chance to use our free trial (ends tonight!).
It wa…↗
Mar 2
TheValueist — GAI Test and Measure. Don't sleep on VIAV.
$VIAV $AEHR $TER $KEYS https://t.co/LTNpDcRmZw↗
Mar 2
Tradable Astronaut — $AEHR + 15% today
Entire team is winning 💰💰 https://t.co/39l50ppBh7↗
Serenity — @B38B37 I’m a fan of diversification if you’re choosing between $AEHR and $AAOI. The more the merrier.↗
Mar 1
InvestmentGuru — Why Photonics Is a High-Conviction Sector Investment
Photonics isn’t just “optics.”
It’s the infrastructure layer enabling AI, hyperscale data centers, telecom upgrades, and next…↗
Mar 1
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +168%
2. $AAOI +142%
3. $AEHR +85%
4. $BE +79%
5. $WDC +62%
6. $NTLA +53%
7. $TWST +48%
8. $CRML +46%
9. $AMAT +45%
10. $MU +44%
11…↗
— @daniel_koss Appreciate it! I kept seeing a questions pop up around $AEHR. Especially because of jargon like "Fox-XP" or "silicon carbide and gallium nitride power semiconductors…
Daniel Koss — @aleabitoreddit Also own $AEHR and love the simple breakdown. It's one of the stocks I found when I looked for businesses that would scale insanely well with inference demand going…↗
Feb 26
Serenity — @labubu_trader I haven't been trading it, but it's really volatile. You did time it well considering $NVDA caused a selloff across the board.
As for, $AEHR they've finally gotten…↗
Feb 26
Serenity — A simpler overview of $AEHR - $1.1B (without the jargon). One of my long positions:
With AI, thermal is a known bottleneck.
With new gen $NVDA or $AMD type chips that gets hot,…↗
Gaetano — Well, maybe I was too conservative 😅
Yesterday we saw some big moves
$AXTI up 23%
$AEHR up 14.3%
$LWLG up 13.6%
$ALMU up 13.5%
$POET up 10.6%
$GLW up 4.3%
$AAOI up 4.2%
This…↗
Feb 24
TheValueist — GAI Test & Measure is the new WFE.
$KEYS $AEHR $RAL $VIAV $FORM https://t.co/fkh3AeKxIU↗
Feb 24
TheValueist — Sea of green today in GAI Test & Measure on the KEYS print.
$KEYS $AEHR $RAL $VIAV↗
Feb 24
TheValueist — Here's my updated US GAI Test & Measurement Tracker sorted by YTD. Get after it.
$FORM $AEHR $TER $VIAV $KEYS https://t.co/ulnUm3PQbe↗
Feb 24
Gaetano — 🚨Photonics Investors, here is my active watchlist!
Prices where I would consider initiating or adding
Keep in mind that none of this is financial advice or a recommendation and…↗
Feb 22
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +174%
2. $BE +70%
3. $AEHR +66%
4. $WDC +66%
5. $TWST +53%
6. $MU +50%
7. $AMAT +46%
8. $ENPH +45%
9. $LRCX +43%
10. $NTLA +41%
11.…↗
Feb 21
Serenity — @PhotonCap Thank you! Hope you’re doing well yourself i remember we had some shared interest like $LITE, $AEHR to photonic names that have performed really well recently↗
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 14
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11.…↗
Feb 12
Gaetano — 🚨Let's talk about the state of AI Infrastructure
There were lot's of recent earnings + updates that give us insight into the AI trade
In this post I will specifically reference…↗
Feb 11
Gaetano — There is alot to cover in the AI trade today:
$VRT - up 22% after earnings
$META - 1GW data center in Indiana
$ALAB - down 20% after earnings
$ALMU - earnings after market
$GFS -…↗
TheValueist — $AEHR Aehr Test Systems: Strategic Pivot to AI Reliability and Burn-In.↗
Feb 11
Serenity — Wow…
$AEHR up 30%+ today on hyperscaler orders.
$ACMR up 29% this week on China memory (cmxt + ymtc)
$AXTI up 42% this week on photonics ramp and Google capex spend
$AMKR up 19% t…↗
Feb 11
Shay Boloor — $AEHR landed an initial Sonoma system order from a hyperscaler, with shipments starting this summer for AI package burn-in.
Management says this customer is forecasting a much lar…↗
Feb 11
Serenity — For the vast majority of retail:
If you want to ride the capex trends happening right now, these are probably must have imo:
1. Memory - $MU, Samsung, Sk Hynix, $SNDK
2. Photon…↗
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…↗
Feb 7
Serenity — Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…↗
Feb 7
Shay Boloor — These picks are about upside ceiling but one small-cap name I’ve been accumulating over the past year is $AEHR which sits in test & burn-in for AI chips.
Big rerating potenti…↗
Serenity — @Sanchecks I'm actually long $AEHR right now in the event any of the big three memory companies use them for HBM DRAM die burn in or hyperscalers expands Sonoma usage. Then there's…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +197%
2. $SNDK +100%
3. $SKYT +72%
4. $BE +67%
5. $RDW +65%
6. $NTLA +63%
7. $ASTS +56%
8. $APLD +54%
9. $IREN +50%
10. $EOSE +49%…↗
Jan 23
Serenity — @Lotharinvest I’m aware of $AEHR, it has the structure of a moonshot (eg. $5.5M Sonoma order recently in line with $MU HBM4 16-hi qualification phase) as you mentioned. No confirme…↗
Jan 19
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• What $TSM earnings revealed about the AI cycle: $NVDA, $ASML, $AMD
• SMID names riding TSMC’s dominance: $AMKR, $AEHR, $ALAB, $PSTG
• The spa…↗
Jan 18
Shay Boloor — 10 STOCKS UNDER $2B MARKET CAP WORTH TRACKING
1. $CLPT | ClearPoint Neuro
2. $AEHR | Aehr Test System
3. $JMIA | Jumia
4. $OSS | One Stop Systems
5. $PRCT | PROCEPT BioRobotics
6…↗
Jan 17
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +154%
2. $SKYT +82%
3. $SNDK +74%
4. $KTOS +72%
5. $BE +72%
6. $AVAV +62%
7. $ASTS +59%
8. $RDW +54%
9. $IREN +53%
10. $NVTS +53%…↗
Tradable Astronaut — $AEHR ugly weekly candle so far, you want want to see it form a hammer candle from here https://t.co/2QBZuCCpVn↗
Jan 10
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $OKLO +47%
2. $RDW +44%
3. $NVTS +41%
4. $ONDS +40%
5. $ASTS +34%
6. $EOSE +33%
7. $AMKR +32%
8. $AEHR +30%
9. $OUST +29%
10. $LRCX +28%…↗
Jan 9
Tech Fund — Two additional AI processor companies evaluating $AEHR https://t.co/FRMGxHucwt↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 5
Jose Najarro Stocks — THE AI EXCITEMENT CONTINUES ..., And I'm All For It
Who is in your corner?
$NVDA + 1.4%
$AMD +2.8%
$INTC +4%
$NVDG +2%
$CRWV + 3.8%
$AVGO +1.7%
$AMKR +4.8%
$AEHR +3.8%
$MU +2.9%…↗