As noted EV is the bread winner and auto manufacturers have pulled back. That said EV is the future. Now with these other revenue streams which really were not present at the prior highs the momentum could go much higher than prior highs over the next 2-3 years.
Haven't written recently about AEHR (at least not here), but after another order from an AI chip producer, this ever more looks like the transition from one customer in one segment to many customers in many segments, all the time increasing the installed base of systems which produces a continuous demand for high-margin consumables. https://seekingalpha.com/pr/20172991-aehr-strengthens-ai-market-share-with-additional-orders-for-sonoma-production-test-and-burn#hasComeFromMpArticle=false
As noted EV is the bread winner and auto manufacturers have pulled back. That said EV is the future. Now with these other revenue streams which really were not present at the prior highs the momentum could go much higher than prior highs over the next 2-3 years.
That about sums it up Kevin.