Shay Boloor(@StockSavvyShay):Oppenheimer initiates $AEHR at $130 saying “even one additional leading AI processor adopting FOX in HVM could require dozens of systems and materially raise AEHR’s earnings ceiling.” That upside gets more interesting as AI packages become more expensive and complex because Aehr can capture the test workload both before packaging with FOX and after packaging with Sonoma.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

加入 February 2019

335 正在关注 459.2K 粉丝

Shay Boloor@StockSavvyShay

2026.09.10 15:27

Oppenheimer initiates $AEHR at $130 saying “even one additional leading AI processor adopting FOX in HVM could require dozens of systems and materially raise AEHR’s earnings ceiling.” That upside gets more interesting as AI packages become more expensive and complex because Aehr can capture the test workload both before packaging with FOX and after packaging with Sonoma.

显示更多