Told you all that $AEHR looked cheap... Up 17.28% today to $3.46B MC. Basically a ~3x since my V1 post a couple months ago. My personal estimation is $10B MC by around Q1 2027. For very rough napkin maths from post-Earnings: - $AEHR have new 240 systems/year capacity - By hitting 30% consumables target, they can generate ~$850M+ rev - Applying standard high growth 12x–15x P/S multiple = valuation range of $10B - $13B And just to remind you: They got a record $41M order from their lead hyperscaler customer. With the CEO saying: "We have significant additional customer demand forecasted over the next few months across multiple markets, including... photonics wafer-level burn-in, and SiC & GaN semis production burn-in" And some of this demand converts into actual bookings by the en
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