SullivanRrr
06-18

$Aehr Test(AEHR)$ Just received another WLBI system order from a major SiPho customer... and they're already guiding for more orders later this year.

What really stands out is the tone shift here.

This isn't "testing anymore" – it's repeat procurement after qualification.

Based on prior releases, the customer could be linked to Intel, Jabil, or Cisco (described as a global leader in networking), but nothing is confirmed due to NDA.

Still, the pattern is clear:

qualify → validate → repeat orders → scale planning

And that lines up directly with what's happening in the background:

hyperscaler expansion → SiPho ramp → more WLBI demand

The stock has been quiet lately, but order flow hasn't.

Feels more like early pipeline conversion than anything late-cycle.

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