Napoleonite

$AEHR earnings after hours could trickle into $TRT price action. Although the companies are different, the testing sector sometimes moves in unison.

$AEHR reports tomorrow. Despite the sharp pullback from its recent highs, I remain bullish. The follow on WLBI order from its lead silicon photonics customer suggests AEHR is moving beyond qualification and into real production deployment, with potentially more systems coming later this year. Whether the customer is $INTC, $JBL, or another major player remains speculation, but the repeat order is what matters. Add the major PLBI orders from its lead hyperscale AI customer, rumored to be $GOOGL or $MSFT, and I still like the setup heading into earnings.