Told you all that $AEHR looked cheap...
Up 17.28% today to $3.46B MC.
Basically a ~3x since my V1 post a couple months ago.
My personal estimation is $10B MC by around Q1 2027.
For very rough napkin maths from post-Earnings:
- $AEHR have new 240 systems/year capacity
- By hitting 30% consumables target, they can generate ~$850M+ rev
- Applying standard high growth 12x–15x P/S multiple = valuation range of $10B - $13B
And just to remind you:
They got a record $41M order from their lead hyperscaler customer.
With the CEO saying:
"We have significant additional customer demand forecasted over the next few months across multiple markets, including... photonics wafer-level burn-in, and SiC & GaN semis production burn-in"
And some of this demand converts into actual bookings by the end of the year.
Kinda bullishhh
Early Wednesday morning we shared a high conviction macro pair trade in our subscriber chat that probably still has upside from here, long SFRH7 @ 96.20, which we averaged down on Thursday, paired with short ES @ 6660.
Here’s the reasoning:
Orderflow can be complicated, but it doesn’t have to be.
Simple but effective read on $ETH from yesterday:
If OI and CVD are rising but price can’t move higher, buyers are being absorbed by a passive seller.
Demand is being met before price can move higher - often preceding the next leg lower.
Same logic at the lows:
OI + CVD rising and price refuses to go lower = a passive buyer meeting supply before expansion.
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@0xBlurz@fantasy_top_ Great calls tbh - was following your strat pretty closely. You should consider starting an FT club so we have a forum to bounce ideas
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