Aug. 26 at 11:56 PM
$AEHR has just surged nearly 50% in two sessions on modest contracts and an evaluation order, pushing its market cap to ~
$735M despite only
$26M cash on hand. Fundamentals don’t justify this premium, so raising capital now would be smart. A secondary or ATM at
$19–22 could secure
$75M–
$100M while dilution remains manageable. With NVDA’s earnings set to swing the entire AI sector, AEHR faces heightened volatility. If NVDA disappoints, AEHR could gap-fill hard, forcing them to raise later at much lower prices. If they initiate an offering pre-market, it would reduce the share price, and if NVDA beat, it brings the stock back up again. It's a win/win imo. Management should seize this inflated window before momentum fades!!!