Aehr Test Systems’ stock fell 11.6% in November. The market exhaled a tired sigh, as it often does when faced with the future. Investors paused their AI euphoria, wondering if they’d bet on a mirage. So it goes.
Aehr’s AI crossroads
The company once thrived selling test systems for electric vehicle chips. EVs were supposed to eat the world. Instead, automakers grew cautious, nibbling at progress rather than devouring it. Aehr’s revenue graph tilted downward like a sinking ship.
But Aehr, ever the resilient cockroach, scrambled toward AI. Suddenly, its test systems mattered again-for silicon brains powering chatbots and self-driving cars. A leading “hyperscaler” (that’s tech for giant with more money than sense) placed multiple orders. The stock soared 52% year-to-date. Then November came.
November hates optimism. The AI bubble debate flared-Michael Burry called it a “speculative frenzy.” Nvidia’s stock coughed. Aehr’s fate, now tied to algorithms and dreams, tumbled alongside. So it goes.
What if nobody’s right?
Teradyne, a semiconductor testing firm, just posted “stellar” results. AI spending hums louder than a data center fan. Aehr’s CEO claimed customers were “requesting benchmark evaluations” for AI processors. Translation: Big fish are nibbling. The future, if not guaranteed, remains plausible.
Markets trade in stories, not facts. The AI story feels both infinite and fragile-a soap bubble reflecting the sun. Aehr’s fate hinges on which narrative wins. So it goes. But bubbles burst only when everyone agrees they exist. Until then: hold your breath, buy dips, or run. Your call.
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2025-12-05 01:22