Category Company Analysis

Value Investment Memo: Aehr Test Systems, Inc. (NASDAQ: AEHR)

Ticker: AEHRCurrent Price: ~$11.32Market Cap: ~$337 millionIndustry: Semiconductor Test Equipment Investment Thesis Aehr provides specialized test and burn-in systems for high-demand semiconductor sectors, including silicon carbide (SiC) used in EVs and power electronics. Its proprietary FOX-XP and FOX-P wafer-level systems…

Value Investment Memo: Archer Aviation Inc. (NYSE: ACHR)

Ticker: ACHRCurrent Price: ~$10.28 (as of June 16, 2025) (barrons.com)Market Cap: ~$5.48 billionIndustry: eVTOL / Urban Air Mobility Investment Thesis Archer Aviation produces electric vertical takeoff and landing (eVTOL) aircraft—Midnight and others—targeted at transforming urban air mobility. With significant momentum underpinned…

Company Analysis Memo: Knightscope Inc. (KSCP)

Ticker: KSCP Current Price: ~$4.98 Market Cap: ~$36M Industry: Security Robotics / AI Analytical Focus Knightscope is an early mover in autonomous physical security, offering AI-powered robots under a subscription model (RaaS) to replace traditional human patrols. Targeting disruption of…