KawzInvests

$AEHR is up 87% since its last earnings call. Two more orders have landed since: > Aug 4: silicon photonics follow-on from their lead customer > Aug 12: $22M AI processor order Every wafer carries a few bad die that pass inspection and fail weeks later. Burn-in kills them

Four days since finx called the memory trade over. > $SNDK +17% > $MU +13% > $SKHY +16% > $DRAM +11% Buy the fear…

"the network capacity connecting just two AI data center sites is double the total global backbone capacity they built over the entirety of the last decade" Do people even realize how bullish this is for $CIEN and $NOK? 😂