Can someone help me understand why $AEHR has given back 85% of the post-earnings gains? Makes no sense to me. The company raised FY2027 guidance to 65% above consensus and gave a bunch of reasons why there's still upside to the $130-150M range plus new products and pilot programs with large semi companies. Margins are also expanding nicely. Did I miss something? Is the market expecting an equity/convert offering? Is the market now waiting to close the earnings gap? I'm confused. NFA. DYOR. *We are long $AEHR at @FirstWaveFund
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