Seranity/Precise market analysis

@aleabitoreddit @RiversSmith3 x.com/i/grok/share/9… `

@RiversSmith3 Bro I just came out from surgery, unfortunately I'm not able to listen to $AEHR earnings call while bleeding out thx.

$AEHR back up +36.4% today off earnings! 2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none from newly benchmarked AI customer). Q4 bookings: $60.7M, effective backlog is $100.6M. - Lead AI processor wafer-level burn-in customer is significantly ramping their products. - Engaged with additional AI processor customers who are evaluating wafer-level burn-in. - Benchmark customer, which was a “major supplier of AI accelerators, CPUs and network processors” “exceeded their expectations. From management: The potential revenue opportunity from one of these devices is "significant to Aehr". So another benchmark win for potential HVM in the future. - Wafer level burn-in benchmark with a "global leader in NAND flash completed". Now evaluating a development agreement for HBM/NAND Seems like $SNDK since there was HBF related discussions from last quarter I think. - "Our package level burn-in business for AI processors also gained momentum over the year … from our lead hyperscale customer for Sonoma systems" - Silicon photonics customer already ramping, newer networking customers has forecast additional systems Basically the amount of global semi companies that map to $AEHR is pretty ridiculous across silicon photonics, memory, AI processors, and others. I don’t quite think that $130-$150m guidance is representative of actualized revenue for 2027 if these hyperscalers/semi companies convert to HVM. Typically with these types of qualification into HVM players, markets don’t really judge it by current quarter, but what’s to come. And it looks very positive so far in terms of reactions... $116 -> $60 -> $94 all in the span of a month is pretty insane volatility tho, so good to know what you're holding.

@aleabitoreddit @RiversSmith3 x.com/i/grok/share/9…

@aleabitoreddit @talethdabm89 x.com/i/grok/share/9…

Feels like algos often miss $SIVE, after slight $LITE / optical sector recovery after CPI print. Especially bc it's trading on some random Swedish exchange, but catches up on random days. That being said it's definitely on institutional radar, especially since MS put it next to $LITE and $COHR as the three leading CPO laser companies yesterday. Just waiting for things to play out, stocks don't move in a straight line up every day.

Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e). AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr. The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier). This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it. Regardless, glad to see both of these companies in their Anime training arc phase as they power up.

@aleabitoreddit @cragents x.com/i/grok/share/9….

@cragents Don't really have any strong opinion on $IBM since don't know enough about all their revenue streams. Was surprising to say the least seeing it drop 24.3% in a day tho after ER.

@aleabitoreddit @cragents x.com/i/grok/share/9…

Just wrapped up 3 days of community garden volunteer work—planted 50 saplings with fellow locals, and seeing the tiny green shoots pop up makes every early morning and dusty hands totally worth it!

Ready to hit the mic u0026 sing your heart out at the best KTV in town! No judgment, just non-stop fun, bops and good vibes all night long. Come sing with us!，

Missing my person across time zones—can’t wait to hug you soon. ，

Tiny feet, big adventures! 5-minute backyard treasure hunt with my kid = endless laughs and memories to last a lifetime

Today’s small win: made it to my morning walk despite the heavy rain. Grateful for these tiny moments that make my day feel lighter ，

Just finished a 30-minute casual match with my squad—still can’t believe we pulled off that last-minute clutch win! Total mood booster for today!，

Every boundary I push is a step I take closer to my new version. Today, I conquer what once felt impossible!

The highly anticipated season finale of our favorite sci-fi drama just dropped! Twists, tears, and a cliffhanger that’ll keep you glued to your screen all weekend—don’t miss it!

Just finished making a hand-painted fabric tote bag! It’s perfect for carrying books or groceries—so fun to make my own unique accessory. ，

Went to a café with my new neighbor today. Turns out we both love making homemade cookies—ended up swapping recipes and planning a weekend bake! Small chats lead to big joys

Had the coziest weekend baking fresh chocolate chip cookies from scratch The smell, the warm buttery bites, and even the flour mess made it perfect! Tag a friend who loves baking treats with you!，

Just passed my driving test! 3 months of parallel parking fails and round panic stops later, I’m now a fully licensed driver with a new favorite snack: fast food from the drive-thru #NewDriver #RoadReady，

Just stared at the rain for 10 mins, no thoughts, just soft calm wrapping around me. Small wins hit different.