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Tamor Menosn
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$AEHR just blow through their guidance.
FY2027 Guidance:
Revenue: ~$140m vs WS Est: $85m (+180% YoY)
Obviously this is a small company and its been oversold recently. But if other ai infrastructure names share similar comments about over investment from customers, this ai train isn't slowing down, and prices will rocket back quickly.
$ASML & $TSM will be the first real test this earnings season.

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