PLTR& AEHR Enjoys the Uptrends in the Near Furture!
Hello everyone! Today i want to share some trading ideas with you!
1.
$Aehr Test(AEHR)$ reports after the bell & I've been pounding the table that it will be one of the biggest winners in the 'rate-cut is coming' narrative -- here is part of the deep dive that I shared with my subscribers 🧐
• Aehr Inflection Point: As the demand for more powerful chips increases without the ability to enlarge their size -- manufacturers are adopting vertical stacking techniques. Aehr's systems are crucial in this evolution, enabling simultaneous wafer-level testing and burn-in to enhance throughput and save space, which is particularly valuable for the automotive electronics sector. Aehr's high-temperature testing ovens also play a vital role in ensuring the durability of Silicon Carbide (SiC) chips in electric vehicles -- verifying their ability to withstand rigorous automotive conditions.
• Market Expansion into AI and Advanced Packaging: The introduction of co-packaged optics, high bandwidth memory, and multi-chip modules presents new challenges in semiconductor manufacturing, all of which require the advanced testing capabilities Aehr offers -- this positions Aehr to leverage its technology to expand its market reach into highly secular growth sectors like the EV, AI & Data Center industries.
What’s more , tried to warn you guys that $AEHR will be expanding to more industries than EV 👇
• Announced a $21M acquisition expanding their AI semiconductor testing solutions.
• Just reported a great received a $13M order for FOX WaferPak(TM) Full Wafer Contactors to support production of Silicon Carbide Power.
Q4 2024 Earnings
• Adjusted EPS $0.84 vs Est. $0.10
• Sales $16.6M vs Est. $15.4M
2.
LLMs will become a commodity, but only $Palantir Technologies Inc.(PLTR)$ can make sense of all the data using its ontology. Without this ontology layer, LLMs are much less useful -- Why? 👇
Ontology acts as a map of concepts and their interrelationships within a specific domain -- helping to organize information and visualize connections. Objects represent entities like factories, stores, and trucks, while actions depict interactions such as producing, purchasing, and shipping.
Consider a global supply chain network utilizing an ontology-based system to manage its operations. The ontology maps complex relationships between suppliers, manufacturers, and distribution channels, identifying bottlenecks and inefficiencies in real-time. By analyzing these interconnected elements -- the system can recommend optimizations, like rerouting shipments or adjusting inventory levels, enhancing overall efficiency and responsiveness.
Stock is up 17% after-hours 🤩
Follow me to learn more about analysis!!
https://x.com/stocksavvyshay
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
