I’m not rooting for the stock price to tumble, in fact, I think the most likely scenario here is that the stock will keep climbing, ON seems to very much love AEHR’s solutions, and the orders appear to be quite consistent. It’s just that for my own personal risk tolerance, a single large customer automatically disqualifies a potential investment only because I’ve seen the worst case scenario happen before. Now AEHR is a little more diversified than that, as ON is only 84% of revenue and the company has survived a changing of large customers before, so I’m not drawing parallels, only explaining why it’s scary.
But I’m not trying to project my risk tolerance onto you or anyone else that invests in this stock. +43% in the past month and +127% YTD is something to celebrate - I certainly don’t have results like that. And in the end, no one will remember in hindsight if there was massive risk taken to get there, they’ll only see your results and applaud