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Earlier this year I called out chip testing as major AI bottleneck & why $AEHR could be one of the biggest reratings tied to it. At the time, it was still a ~$500M company with real exposure to AI processors & silicon photonics. Now it is one of 2026’s...

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Shay Boloor

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351,756 Aufrufe • vor 4 Monaten •via X (Twitter)

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