中文翻译
$AEHR 的财报应该会很有意思。 我以前没见过这么多超大规模客户 / 光收发器（可能是 $AMD、$GOOGL、$INTC 等）公司去给一家 13 亿美元市值的小公司做资格认证。 我猜也许下一次财报里，我们会看到更多量产爬坡的指引？他们上周才刚开始和那家新的光收发器公司做资格认证。 如果这次财报就发生那当然更好。市场是前瞻的，所以很多重估其实现在就会开始。
· 方法论
认为 AEHR 未来量产爬坡是核心，当前财务无法体现。
英文原文
$AEHR earnings should be fun. I haven't seen so many hyperscalers/optical transceiver (prob $AMD, $GOOGL, $INTC, and others) companies qualifying a small $1.3B company before. My guess is maybe next earnings, we'll see more volume ramp projections? They just begun qualification with that new optical transceiver company last week. Would be nice if it happened this ER though. Markets are forward looking, so a lot of the repricing would happen around now imo.