AEHR& FLNC: Two Names I Think People Need to Understand More
Two names I think people need to understand more:
1.
-> Now given back nearly all of earnings gain (which was +40%).
-> So many names map back to $Aehr Test(AEHR)$
-> Guiding for $140M (midpoint) which is ~170% growth from FY26 expected revenue for 20x sales.
-> Not cheap...but certainly a big opportunity when you take into account $100M backlog too.
2.
-> Now given back more than the Q1 earnings jump
-> FY26 revenue guidance is $3.2B - $3.6B and the current MC is $2.5B.
-> And then there's $5.6B in backlog which DOES NOT include the hyperscaler pipeline of 12GW (likely announced in Q3).
I think there are a lot of opportunities out there today.
Far more than the doom nature of FinX currently portrays.
I also think $Aehr Test(AEHR)$ and $Fluence Energy, Inc.(FLNC)$ have to be upper tier opportunities if you're a believer that we're in the early innings of the AI buildout still.
Which you should...
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