Right. So, Aehr Test Systems (AEHR 12.21%). Down almost 15% today. Honestly, it felt…predictable. The market, you see, has decided to have a bit of a wobble about AI. A full-blown, dramatic wobble. It’s like a teenager discovering existential angst, only with more money at stake.
Apparently, Advanced Micro Devices (AMD) suggested things might…slow down a tiny bit in 2026. A sequential decline, they called it. Five percent. Five! As if five percent is the end of the world. It’s enough to send everyone into a frenzy, of course. It’s always something.
Units of Aehr stock lost: significant. Hours spent refreshing financial news: an embarrassing amount. Number of times I questioned my life choices: too many to count.
The thing is, AMD is still projecting 32% year-over-year growth. Thirty-two! But the market doesn’t seem to care about that. It’s fixated on the potential for a slowdown. Which, naturally, impacts Aehr. They’re pivoting towards testing AI processors, you see, after the electric vehicle silicon carbide market slowed. It’s a bit like trying to learn a new dance when the music suddenly changes tempo. Aehr was doing perfectly well with EVs, then suddenly everyone wants AI. It’s exhausting, really.
And the really baffling part? Teradyne (TER 4.74%), who do similar stuff, actually beat expectations. Said AI demand was “fueled” – a terribly dramatic word, really – in compute, networking, and memory. They’re further up the chain, testing things earlier on. It’s like they’re getting the invitations to the party, and Aehr’s still waiting for the RSVP.
It all feels a bit…emotional, doesn’t it? Like everyone’s reacting with their feelings, not their brains. Which, as a value investor (that’s me, trying to be sensible in a world gone mad), is slightly alarming. I mean, I’m not saying I’m immune to panic. Just that I try to manage it. Mostly.
The comparison with Teradyne is interesting. Aehr tests the quality and reliability of the wafers themselves, which happens later in the process. So, Teradyne doing well should eventually translate into good news for Aehr. It’s a delayed reaction, like waiting for a text back.
If this sell-off continues – and honestly, who knows what the market will do tomorrow? – it could create a genuinely good buying opportunity. A chance to pick up some shares at a decent price. I’m adding it to my watchlist, naturally. Along with approximately 78 other companies. It’s a long list.
Will become disciplined long-term investor: progress uncertain. Amount of coffee consumed while researching stocks: alarming. Number of times I’ve considered becoming a shepherd: surprisingly high.
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2026-02-05 01:33