Episode 122: A Top Stock to Buy For the Coming EV Market Recovery? Aehr Test Systems (AEHR)

Episode 122: A Top Stock to Buy For the Coming EV Market Recovery? Aehr Test Systems (AEHR)

Aehr Test Systems' (AEHR) latest earnings update was just as they forecasted it would be: Revenue tanked 56% year-over-year. Aehr’s products are cyclical, and with the diminished demand for test and burn-in systems, particularly for silicon carbide (SiC) chips used in electric vehicles (EVs), Aehr is in a bit of a slump. Customers are expected to take delivery of the company’s equipment for SiC chip manufacturing later this year. But instead of focusing on the the poor results, Chip Stock Investor focuses on Aehr's potential growth areas, including the EV market, gallium nitride (GaN) semiconductors, silicon photonics, and memory chips for AI systems. Watch our video on the semiconductor manufacturing and packaging equipment here: https://youtu.be/thFL9Z9onAU Want to Become the Ultimate Chip Stock Investor Insider? Get more than just great content – become part of the Chip Stock Investor family! Our Membership is where you'll connect with like-minded investors, chat directly with us, and gain insider insights. Downloadable show notes, exclusive emojis, and a super welcoming Discord community await. Upgrade your experience today! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. If you missed our Cybersecurity Industry Manual for 2024, you can purchase it here: https://ko-fi.com/s/0a436c7c8e Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #aehrtestsystems #silconcarbide #wafertesting #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Aehr Test Systems

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(463)

Intel's Packaging Edge: EMIB, Foveros vs. TSMC CoWoS

Intel's Packaging Edge: EMIB, Foveros vs. TSMC CoWoS

Intel's recent rally has investors asking whether the turnaround is real, but the answer may have less to do with wafer manufacturing and more to do with advanced packaging. We break down EMIB (Embedd...

21 Juli 0s

Solstice's $4.5B Element Solutions Deal: Why It Sold Off

Solstice's $4.5B Element Solutions Deal: Why It Sold Off

Solstice Advanced Materials is acquiring Element Solutions (NYSE: ESI) in a $4.5 billion deal that would create a combined semiconductor and electronics materials supplier generating close to $8 billi...

17 Juli 12min

Hyperscaler CapEx Hits $800B: Why Memory & Optical Stocks Are Booming

Hyperscaler CapEx Hits $800B: Why Memory & Optical Stocks Are Booming

Hyperscaler capital expenditure is on pace to hit $800 billion in 2026, up from $482 billion just a few quarters ago, and the trajectory points toward $1 trillion by 2027. This is the real driver behi...

16 Juli 5min

Qualcomm Is Quietly Becoming an AI Data Center Stock

Qualcomm Is Quietly Becoming an AI Data Center Stock

Qualcomm just held its 2026 Investor Day, and the headline number is a new $15 billion AI data center revenue target for 2029 — up from essentially zero two years ago. We break down whether this fable...

14 Juli 11min

IBM NanoStack CFET: Turning Patents Into Chip Royalties

IBM NanoStack CFET: Turning Patents Into Chip Royalties

IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semicond...

10 Juli 15min

Jensen Called Marvell a $1T Stock — We're Not Buying It

Jensen Called Marvell a $1T Stock — We're Not Buying It

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just pos...

7 Juli 11min

Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In thi...

4 Juli 11min

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NY...

2 Juli 10min

Populärt inom Business & ekonomi

badfluence
framgangspodden
dynastin
varvet
rss-borsens-finest
uppgang-och-fall
svd-tech-brief
avanzapodden
rss-inga-dumma-fragor-om-pengar
fill-or-kill
rss-dagen-med-di
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
borslunch-2
borsmorgon
rss-veckans-trade
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
rss-dominoeffekten
rss-hos-psykologen