AEHR& FLNC: Two Names I Think People Need to Understand More

MMMTWealth
07-28

Two names I think people need to understand more:

1.

$Aehr Test(AEHR)$:

-> Now given back nearly all of earnings gain (which was +40%).

-> So many names map back to $Aehr Test(AEHR)$

-> Guiding for $140M (midpoint) which is ~170% growth from FY26 expected revenue for 20x sales.

-> Not cheap...but certainly a big opportunity when you take into account $100M backlog too.

2.

$Fluence Energy, Inc.(FLNC)$:

-> Now given back more than the Q1 earnings jump

-> FY26 revenue guidance is $3.2B - $3.6B and the current MC is $2.5B.

-> And then there's $5.6B in backlog which DOES NOT include the hyperscaler pipeline of 12GW (likely announced in Q3).

I think there are a lot of opportunities out there today.

Far more than the doom nature of FinX currently portrays.

I also think $Aehr Test(AEHR)$ and $Fluence Energy, Inc.(FLNC)$ have to be upper tier opportunities if you're a believer that we're in the early innings of the AI buildout still.

Which you should...

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