中文翻译
@soup19152116 我已经覆盖过 $AEHR 了，而且我现在是多头，因为我觉得他们快接近 $AAOI 那种超大规模云需求拐点了。 过去两三个月里有不同的订单流，我觉得挺有希望。
· 个股论点
看好 AEHR 接近触发 hyperscaler 需求拐点。
英文原文
@soup19152116 I've covered $AEHR already and I'm long since I do think they be close to hitting their $AAOI-type hyperscaler demand inflection point. There were streams of different orders past two to three months, think it's promising.