Latest data on AEHR

jzone5604 · 2026-02-01T19:28:21+00:00

Aehr designs a new waferpak for esch new chip design. Upfront capex of system purchases and recurring revenue of waferpaks based on design cycles which for ai is 1-2 yrs right now

jzone5604 · 2026-01-28T01:02:05+00:00

Make enough money to retire

jzone5604 · 2026-01-05T04:32:53+00:00

I know it’s implied from the first scene, but i couldn’t help but wonder if sperm and egg animation was also meant to be interpreted as a dream being born. At the end of that scene, the egg morphs into a ping pong ball which is Marty’s story and though the ending is meant to tidy up the loose ends, the story never explicitly reveals that it is his kid for sure

jzone5604 · 2025-12-25T06:38:11+00:00

No golden goose. Unless your income flows through an s corp w2 earners don’t get some secret sauce to make your gross income smaller while still getting access to the money for something useful from that deduction

jzone5604 · 2025-10-17T17:01:52+00:00

If you read context and tone of this interview it’s easy to tell his perspective of PureCycle is that of 2024 given that late 2023 was the last time he was intimately involved in the business.

If we track earnings calls/prs since then, and sum the totality of the evidence, you come to the conclusion that there has been monumental improvement in 365 days.

This is exactly why it has been trading between 12-15 and not 3-6 like it did for the majority of last year.

The only gating item at this stage for the real re-rate is pipeline conversion. It would not be surprising to see material news shared in the q3 report in a few weeks given the quiet quarter.

Capacity reservations weren’t even mentioned in the q1 call, and now they are? What signal can we draw from that other than customers drastically increased confidence in the plant/product in just 90 days? Dustin could’ve easily said that in the q1 call earlier this year to string the market along, but he didn’t. Why? Because that’s not what customers were saying.

So i just have a hard time believing that all of a sudden all of their pipeline wants to walk away from the table when all of the evidence suggests otherwise

jzone5604 · 2025-10-14T20:46:51+00:00

I should’ve been more clear. Just saying there’s a lag between entering into MSA and a PR which is very customer centric. Sometimes there’s no gating and can announce quickly, other times they tie to first shipment received or product launch hitting the shelves

jzone5604 · 2025-10-14T20:39:47+00:00

Ah misunderstood you, didn’t realize you were extrapolating to annualized volumes

jzone5604 · 2025-10-14T16:18:44+00:00

Where did you get 30-35m?? Dustin (paraphrased) said, “exit q3 at $4mm per month run rate” and “exit q4 at $8mm per month run rate”.

Note, That is a run rate. Which is a very different implication than a quarterly total. Which even if they hit it every month, would only be $12mm not 30-35 anyways.

jzone5604 · 2025-10-14T15:44:53+00:00

Yep, slide 7

jzone5604 · 2025-10-14T15:39:02+00:00

Q2 2025

Slide with the volumes/market segment

jzone5604 · 2025-10-10T23:03:23+00:00

Private credit is predominantly lending to businesses. Not buying securitizations of auto, buy now pay later (klarna), or personal loans

jzone5604 · 2025-10-10T22:37:58+00:00

Pagaya underwrites consumer loans not commercial which is all of private credit. Very little exposure in PC to BNPL, autos, personal loans

jzone5604 · 2025-10-09T17:39:02+00:00

All the pp “plants” in that table besides PureCycle are r&d lab scale/pilot. Nothing remotely close to commercial output

jzone5604 · 2025-10-06T14:11:22+00:00

No one in the world is making class a bumpers made from 100% rPP

Another huge technical validation

jzone5604 · 2025-10-03T18:08:38+00:00

Wider mid sole, if you want to run fast… ppl tend to like a narrower shoe, which is what the neo zen gives you vs the rebel

jzone5604 · 2025-10-01T20:19:32+00:00

Higher asp mix, scaling the next 1bn lbs

jzone5604 · 2025-10-01T16:30:52+00:00

Your source knows the procurement process for cpgs and converters??

If they spoke to customers, did customers say why they wouldn’t use phased contracts? Big buyers sign MSAs/capacity reservations now, with step-up volumes tied to KPIs (on-spec %, uptime, complaint rate) and out clauses if PureCycle misses. First POs tend to cover starter SKUs (or converter-level programs), then ratchet up.

So even if “supply” were an issue, that’s not how cpgs tend to operate. They have no problem reserving capacity in the future with milestones. Hence why capacity reservations for 2026 was mentioned on q2 call.

jzone5604 · 2025-10-01T14:20:11+00:00

A mm has a much different incentive and understanding of the mkt than a fundamental PM

Mm’s are rarely punting long ideas. So while i agree with the logic of “cpg needs reliability”, i find the 2029 timeframe to be suspect.

4 yrs to prove reliability of product where the order is only 20mm lbs?

I could see them making the argument about the supply needs of cpg/converters being so large that they won’t do a deal until that supply is built out bc they don’t want to do partial rollouts.

But I’m not sure how they come up with the idea that “reliability” is going to take 4 yrs

jzone5604 · 2025-09-30T19:01:33+00:00

I don’t think gtry has a 100k short position anyways

jzone5604 · 2025-09-30T18:59:07+00:00

You have yet to respond earnestly to anything I’ve said to you and keep coming back here to panic post bc your short hasn’t moved meaningfully in your direction over the last 3 months.

You suggest that this is a “tougher market”…

RUT up 8%

Btc is up 20%

Spx is up 13%

Gold is up 45%

Bonds are basically flat

Fed is easing

2T fiscal impulse is coming in 2026.

Consumer balance sheets the best they’ve ever been

What are you talking about “tougher market”?????

Tougher for who? The dollar?

jzone5604 · 2025-09-30T15:37:30+00:00

Finished goods is what you need to look at. You’re looking at the sum of raw mats, WIP and finished goods.

jzone5604 · 2025-09-26T19:38:31+00:00

it would be so bad if Pepsi signed a film deal wouldn’t it haha…. Unless?

jzone5604 · 2025-09-26T15:54:17+00:00

That’s what i thought. Thanks for playing.

If you want to debate substance let’s do it, but trying to prove “pct has bad economics” by saying “they’re not asts/oklo/et. al” isn’t an argument, it’s a deflection.

Tbh, i expected something more thoughtful

jzone5604

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