🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-02 01:05:46时区推断·⟳ 抓取 06-03 20:41:19回填·⚡ 决策 06-17 09:11:47·132.5 天前
KOL发帖总结AEHR近期订单并推测硅光与AI客户，底层多为旧闻
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$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $…
不做 AEHR.US
底层订单公告为2-3月旧闻，客户归属纯推测无一手证实，KOL喊单小盘股缺乏新催化剂，疑似情绪尾部，无edge
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原文全文
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$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 customers:
Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META).
- Probably Google? Aehr bought Incal, who was speculated to be used by Google for their TPUs.
Feb 26th: $14 million from AI lead customer (likely $AMD, $NVDA)
- Probably $AMD here for Instinct MI300/MI400.
March 3rd: Lead silicon photonics customer for one FOX-XP system (likely $INTC siph)
- Very likely $INTC has been their lead customer.
March 31st: Initial order from major new silicon photonics customer (likely $AVGO, $MRVL, $CSCO )
- New customer (rules out Intel), prob one of these transitioning to 800G/1.6T silicon photonics transceivers
(All speculative, very confidential BOM)
Regardless. This timeline is just bottling up for $AEHR.
Could be next earnings. Or two quarters from now.
But feels like a matter of time before we see mass orders.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customers:
Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META).
- Probably Google? Aehr bought Incal, who was speculated to be used by Google for their TPUs.
Feb 26th: $14 million from AI lead customer (likely $AMD, $NVDA)
- Probably $AMD here for Instinct MI300/MI400.
March 3rd: Lead silicon photonics customer for one FOX-XP system (likely $INTC siph)
- Very likely $INTC has been their lead customer.
March 31st: Initial order from major new silicon photonics customer (likely $AVGO, $MRVL, $CSCO )
- New customer (rules out Intel), prob one of these transitioning to 800G/1.6T silicon photonics transceivers
(All speculative, very confidential BOM)
Regardless. This timeline is just bottling up for $AEHR.
Could be next earnings. Or two quarters from now.
But feels like a matter of time before we see mass orders.
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