AEHR TEST SYSTEMS WKN: 908802 ISIN: US00760J1088 Kürzel: AYB Forum: Aktien Thema: Hauptdiskussion

Kurs AEHR TEST SYSTEMS DL-,01
31,27 EUR
+0,10 % +0,03
12:58:35 Uhr, Lang & Schwarz
Kommentare 3.264
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Aktenhai
Aktenhai, 11. Feb 15:41 Uhr
0

Ups. Jetzt bin ich wach. Was ist los?

daddycool1960, 11. Feb 15:34 Uhr
es steigt :-)
Aktenhai
Aktenhai, 11. Feb 15:35 Uhr
0
das knallt aber jerzt richtig hoch 😍
daddycool1960
daddycool1960, 11. Feb 15:34 Uhr
0
Ups. Jetzt bin ich wach. Was ist los?
Aktenhai
Aktenhai, 11. Feb 15:34 Uhr
0
+32% 😍😍😍😍😍😍😍
Standard
Standard, 11. Feb 15:34 Uhr
0
Upsi shorts werden gegrillt
Aktenhai
Aktenhai, 11. Feb 15:32 Uhr
0
WOOOWW 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
R
Reddevelx, 11. Feb 15:09 Uhr
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Endlich
Standard
Standard, 11. Feb 14:13 Uhr
0
Weis nicht dacht eig google wäre es. Maia 200 Details Announced in January 2026, this inference accelerator is optimized for Azure, delivering over 10 PetaFLOPS at 4-bit precision (FP4) and more than 5 PetaFLOPS at 8-bit (FP8) on 3-nm technology with high power density—ideal for Aehr’s Sonoma burn-in testing.[blogs.microsoft +1] Fit with Aehr Order Aehr’s February 2026 order for “next-generation AI ASIC processors” aligns precisely with Maia 200’s rollout in US Azure regions for GPT-5.2, Copilot, and Superintelligence workloads. Prior Sonoma orders in 2025 matched Maia 100 production.[news.microsoft +2] Why Not Others? Other hyperscalers (AWS Trainium3, Google TPUv7) have different timelines, but only Microsoft’s Maia roadmap matches Aehr’s “world-leading hyperscaler” description and 2026 production start.
Standard
Standard, 11. Feb 14:02 Uhr
1

Lesenswert $AEHR I believe Google is the un-named major hyperscaler (you can read in my quoted DD below) $GOOG earnings just dropped a $185B CapEx top end guidance for 2026. Management explicitly stated this is for "scaling AI Infrastructure." The Ironwood is the workhorse of Google Data Centres. It is logical to assume they are expanding the Ironwood rollout significantly with this CapEx spending. These are the chips I linked to AEHR because of their dual-chip architecture. "Ironwood" (TPU v7) is a dual-chiplet architecture heavily reliant on Optical Circuit Switches (OCS) and optical interconnects to scale to 9k chips per pod. AEHR specialises in this sector with the FOX-XP solution capable of wafer-level burn-in for both high-power AI logic (the Ironwood chips) and the critical Silicon Photonics (the OCS backbone of Googles chips) which I linked and explained more in the quoted DD below....Highly recommend reading it. AEHR announced "follow-on orders" from a major hyperscaler late last year. Now Google confirms a "backlog that has outpaced projections" and a 100% CapEx increase to clear it. 2025 CapEx: ~$90B 2026 Guidance: $175B - $185B (~100% YoY increase) To put that $185B in perspective.. Google is spending more on just infrastructure next year than the entire market cap of 90% of the S&P 500. If AEHR is the test partner for Ironwood, the revenue ramp isn't just "starting" it's about to go parabolic....I stand by my words...A tsunami of revenue is coming for AEHR.

Standard, 5. Feb 15:46 Uhr
Aehr Test Systems Announced A Key Strategic Win With An Initial Production Purchase Order Of Sonoma Systems For Lead Hyperscale Customer's Next-generation AI ASIC Processors https://www.aehr.com/2026/02/aehr-secures-key-ai-production-burn-in-win-with-initial-order-of-sonoma-systems-for-lead-hyperscale-customers-next-generation-ai-asic-processors/
Standard
Standard, 5. Feb 15:46 Uhr
0
Lesenswert $AEHR I believe Google is the un-named major hyperscaler (you can read in my quoted DD below) $GOOG earnings just dropped a $185B CapEx top end guidance for 2026. Management explicitly stated this is for "scaling AI Infrastructure." The Ironwood is the workhorse of Google Data Centres. It is logical to assume they are expanding the Ironwood rollout significantly with this CapEx spending. These are the chips I linked to AEHR because of their dual-chip architecture. "Ironwood" (TPU v7) is a dual-chiplet architecture heavily reliant on Optical Circuit Switches (OCS) and optical interconnects to scale to 9k chips per pod. AEHR specialises in this sector with the FOX-XP solution capable of wafer-level burn-in for both high-power AI logic (the Ironwood chips) and the critical Silicon Photonics (the OCS backbone of Googles chips) which I linked and explained more in the quoted DD below....Highly recommend reading it. AEHR announced "follow-on orders" from a major hyperscaler late last year. Now Google confirms a "backlog that has outpaced projections" and a 100% CapEx increase to clear it. 2025 CapEx: ~$90B 2026 Guidance: $175B - $185B (~100% YoY increase) To put that $185B in perspective.. Google is spending more on just infrastructure next year than the entire market cap of 90% of the S&P 500. If AEHR is the test partner for Ironwood, the revenue ramp isn't just "starting" it's about to go parabolic....I stand by my words...A tsunami of revenue is coming for AEHR.
R
Reddevelx, 4. Feb 18:33 Uhr
0
Heut gibts aber hart auf den Deckel
Aktenhai
Aktenhai, 28. Jan 15:42 Uhr
0
Aehr Test Systems will participate in the 11th Annual Oppenheimer Emerging Growth Conference, which will be held virtually on February 3-4, 2026. CEO Gayn Erickson and CFO Chris Siu will host virtual meetings with investors throughout the day on Tuesday, February 3rd.
Aktenhai
Aktenhai, 28. Jan 13:02 Uhr
0

Ich finde es wirklich schade, dass man nicht täglich in diese Raketenpapiere einsteigen kann, die einem bei Stocktwits angezeigt werden. Die schon in der Vorbörse mehr als 100% haben und dann bei um die 700 bis 800% steigen bis Schluss. Geht alles nur über US-Börse, hier kein Handel.

daddycool1960, 26. Jan 22:57 Uhr
bei welchen Broker bist du ?
daddycool1960
daddycool1960, 26. Jan 22:57 Uhr
0

https://www.nasdaq.com/articles/new-year-new-growth-3-stocks-under-2b-breaking-out-2026

Aktenhai, 26. Jan 10:21 Uhr
Ich finde es wirklich schade, dass man nicht täglich in diese Raketenpapiere einsteigen kann, die einem bei Stocktwits angezeigt werden. Die schon in der Vorbörse mehr als 100% haben und dann bei um die 700 bis 800% steigen bis Schluss. Geht alles nur über US-Börse, hier kein Handel.
daddycool1960
daddycool1960, 26. Jan 22:51 Uhr
0

es gab keine......was ist mit deiner Eintracht los ?

Aktenhai, 26. Jan 10:21 Uhr
Boah, da spielt ja sogar Offenbach besser. Ich würde die nur noch mit Medizinbällen trainieren lassen
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