Jan. 8 at 9:22 PM
$AEHR 60-80m in bookings in the next 2Qs, beginning with the 5.5m in Sonoma orders YTD. To put this in context, AEHR booked 60m over the last 5 Qs and 80m over the last 6 - the massive inflection in orders has begun. Who cares about this quarter when they are inflecting rapidly - clearly with
$ASX, but is also sounds like for
$GOOG with its 'next generation' device on 300mm wafers. The evaluation program with a "top-tier AI processor supplier" also sounds like
$TSM
If you are short (Steve) you should cover now - this thing should not be down and will not stay down