KawzInvests ·Assistant

$AEHR just landed a FOLLOW ON production order from its lead silicon photonics customer. "The order includes Aehr’s turnkey FOX-XP multi-wafer WLBI system configured to test up to nine 300mm wafers in parallel together with the fully automated FOX WaferPak® AutoAligner™, enabling automated, high-volume production burn-in with hands-free operation when integrated with an automated wafer handler." Same customer that ran their first fully automated system last year. now scaling up to high volume. No customer name in the release. The wafer runs through a FOX-XP before it ships whether the buyer downstream turns out to be $AVGO, $MRVL or $CSCO. The word that matters here is follow-on. the first system already qualified and ran hands-free, so this is the volume ramp starting. earnings are july 14. $AEHR

Who the hell priced the CXMT IPO??? They are IPOing at just $80B market cap (revenue will be in the $50B-$60B range this year at 75% GM, next year over $120B) Is there a way to get in??

Morgan Stanley: Nvidia $NVDA NDR Highlights > Company describing "accelerating growth rates" even as revenues approach the $100B/quarter mark. > AI labs are 20% of total demand for Nvidia > NVDA's share of compute has climbed from 2024 to 2026, and with both Nvidia $NVDA and Broadcom $AVGO AI businesses growing 80%+ next year > Despite recent rumors suggesting that the Rubin Ultra timeline might slip to 2028, the company clarified that it remains on track to ship next year. However, they did confirm upcoming changes to the system's form factor. Specifically, the Kyber rack is being phased out in favor of an improved solution, which could potentially enable a larger, single-rack scale-up domain. Furthermore, critical technologies—such as the 800-volt architecture and optical scale-up capabilities between racks—are proceeding exactly as scheduled.

$AEHR has received 4 separate orders in under two months across different platforms. Each one covers a different burn-in use case. AI processor production. Silicon photonics qualification. Silicon photonics volume ramp. The most recent added engineering qualification and high-volume production systems in a single order. That last structure matters. Customers do not buy production-scale capacity alongside engineering systems unless the internal ramp decision has already been made. $AEHR is the only company with production-scale wafer-level burn-in for silicon photonic ICs. The CPO wave has not started yet. $AEHR $VIAV $COHR $LITE $AVGO $NVDA $TSEM

Why I like $SMTC... Positioning Product mix Pre-inflection... Yes I know the stock is going down. They all are. But the story here is worth understanding The amount of architectures and products they can ship into is very important Look at this image. Ignore the slop fluff