Aehr Test Systems stands to benefit because testing is a bottleneck to scaling AI chips. Testing demand is about to surge. Investors did not question its price-to-sales ratio at 120, despite the current P/S objection. x.com  x.com 

inTEST's Q1 dip is short-term noise, since the real revenue should arrive in the second half of 2026 as orders tied to silicon photonics and HBM testing flood in. Revenue rose 27.2% to $33.9 million, margins expanded 400bp to 45.5%, backlog grew 35.5% to $51.8 million, and 2026 guidance rose to $130-135 million. The stock fell because new orders dropped 15.2% sequentially to $31.8 million, but hitting guidance implies heavy H2 orders, with volume testing lagging 1.6T sampling by 3-6 months. … Show more

inTEST looks cheap as a semiconductor testing company growing 27% year over year at about 1.5x sales. That fits @citrini's screen for this stage of the cycle: semiconductor names that haven't tripled yet and still trade at the low end of their historical valuation range. x.com 

Burn-in test is one of three areas set to run hot into the summer, alongside CPU ecosystem names and power semis, driven by the Rubin ramp and the CPU production ramp. Trio-Tech and inTEST are among the undervalued names with immediate upside. inTEST has a third tailwind from the scale-up of power semis. Capital should shift from photonics and connectivity toward these areas. Barring a prolonged Strait of Hormuz closure, other headwinds such as private credit shouldn't hit until Q3 or later. … Show more

Aehr Test Systems' valuation looks ahead of its fundamentals after a strong turnaround quarter. Q4 FY2026 revenue rose 33% to $18.8 million with a return to GAAP profit, bookings hit a record $60.7 million and effective backlog topped $100.6 million. FY2027 guidance of $130-150 million implies 160-200% growth, so the post-earnings run prices in high expectations that depend on shipping FOX-XP systems on schedule without margin erosion. TRT is preferred for now. x.com  x.com 

Teradyne supplies the testing behind the AI revolution, with fundamentals accelerating and technicals confirming. x.com 

Aehr Test Systems is winning repeat AI business, with a $22M follow-on order from a major AI customer for its FOX-XP wafer-level burn-in systems that adds chip capacity over the next six months. Jefferies initiated coverage with a Buy and a $175 target, calling it undervalued given its AI, silicon photonics and networking exposure. After three straight weeks of selling off the highs, volume is coming in while the stock holds its 200-day EMA, setting up a curl higher. x.com 

Aehr Test Systems has become a key picks-and-shovels supplier to the AI chip boom, with its Sonoma platform the go-to system for reliability testing of high-power AI processors. On April 16, 2026, it announced a $41M follow-on order, its largest ever, from an unnamed hyperscale AI chip leader for custom AI ASIC testing, with revenue from fiscal 2027. Backlog doubled to $38.7M, second-half FY26 bookings exceed $92M, and FY26 should hit the high end of $45-50M guidance. x.com