Hey there,
I’ve been trading for a long time, but this could be the biggest opportunity I’ve ever seen…
And the craziest thing is almost no one is talking about it.
You see, there’s a quiet shift going on in the market… I call it The Great Rotation.
Traders are beginning to shy away from the big name stocks with sky-high valuations.
And they’re beginning to search for opportunities in one of the most overlooked markets…
Penny stocks.
I’ve been watching this trend develop for some time, but it has kicked into high gear over the past few weeks.
And it’s led me to some huge wins over the past few weeks, including an absolute banger that rallied as much as 316% before it was all said and done.
Thursday at 8pm ET, I’m hosting an open training to get traders up to speed on this opportunity and what I’m doing to take advantage of it.
I’ll even break down my playbook for uncovering and trading these under-the-radar names.
If you want to get an early jump on The Great Rotation, I suggest sign up for a seat before it fills up.
See you there,
Howard Greenberg
Prosper Trading Academy
AEHR Keeps Winning: Up +100% With Memory Chip Deal Potential
By Leo Miller. Publication Date: 3/13/2026.
Key Points
- Aehr Test Systems has stormed out of the gate in 2026, already providing more than a double-bagger return.
- New press releases are pushing the stock up as Aehr generates AI interest across two key products.
- The company's ongoing negotiations with a "major NAND flash memory supplier" add more room for optimism.
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Small-cap semiconductor stock Aehr Test Systems (NASDAQ: AEHR) has gotten off to a blistering start to 2026. Its year-to-date return is well above 100% as Aehr continues to deliver positive updates tied to its artificial intelligence (AI) business.
Aehr saw a 16% single-day pop in early January after releasing its most recent earnings report. It followed that with a 26% single-day surge in mid-February after announcing another round of orders for its Sonoma systems.
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Good news keeps rolling in: Aehr recently announced two more significant orders, one in late February and another in early March. This time the demand centers on a different product line — its FOX-XP wafer-level burn‑in systems. Those announcements reinforce Aehr's ability to attract AI customers across multiple stages of the semiconductor testing process.
Sonoma vs. FOX-XP: Aehr Is Winning Orders Across Multiple Product Lines
Demand for Aehr's Sonoma systems sparked the early excitement. These machines test semiconductors at the package level, after chips have been diced from a wafer and placed into protective housings. Sonoma exposes packaged chips to intense conditions to reveal defects, helping ensure faulty parts don't reach data centers.
Manufacturers can also perform wafer-level testing — after circuitry is patterned onto 300mm wafers but before the wafers are cut into individual chips and packaged.
That is where Aehr's FOX-XP systems come into play. Notably, Aehr said it has received a $14 million order from its lead AI processor customer for FOX-XP systems.
That figure may not sound large in absolute terms, but for the small Aehr Test Systems it is meaningful.
Over the last four quarters, Aehr generated an average of $11.7 million in revenue per quarter, making this order roughly equivalent to more than a full quarter's recent sales.
With demand for both package-level and wafer-level testing systems, Aehr is establishing two legitimate entry points to capture AI-driven spending as infrastructure investment accelerates.
FOX-XP Draws Interest From NAND Flash Suppliers
There is further reason for optimism around FOX-XP. Aehr says it is "working closely with a major NAND flash memory supplier" on wafer-level testing for next‑generation flash memory wafers.
Major NAND flash suppliers include companies such as Samsung Electronics (OTCMKTS: SSNLF), Micron Technology (NASDAQ: MU), Kioxia, and SanDisk (NASDAQ: SNDK). (Kioxia manufactures SanDisk's chips through a joint venture.) These suppliers have seen their shares rise amid a shortage of NAND flash and other memory chips.
Aehr isn't yet announcing a formal order from a NAND supplier, but its collaboration suggests that could change. Given the strong demand for NAND, this would be a favorable development for the company as several firms increase capacity.
Kioxia plans to double its NAND output over the next five years. Meanwhile, Micron is building a new facility and investing $24 billion over the next decade to "address growing market demand for NAND technology." More capacity would increase wafer production and expand the market for wafer-level testing that FOX-XP provides.
That said, in 2026 NAND leaders Samsung (OTCMKTS: SSNLF) and SK Hynix reportedly cut NAND wafer output by 4.5% and 10%, respectively. Despite that divergence, Aehr could benefit significantly by building relationships with suppliers that are expanding capacity.
FOX-XP Lands a Follow-On Order for Silicon Photonics Testing
In another press release, Aehr said it received a follow-on order for FOX-XP to support silicon photonics testing. Silicon photonics is a technology that enables high-speed optical communication between data-center components. This order is smaller — one FOX-XP system plus an upgrade to an existing system — compared with the multiple new systems in the earlier announcement.
Still, the follow-on order underscores that Aehr's testing solutions are drawing interest across three critical parts of an AI data center: processors, memory, and networking.
AEHR: Wins Across Products With NAND Expansion Possible
Aehr's recent announcements bolster confidence in the company's outlook in two ways. First, through both Sonoma and FOX-XP, its technology is being used at multiple stages of the chip testing process. Second, interest is rising across several types of data-center components.
Overall, Aehr remains a small, highly volatile stock, but it is a company with meaningful momentum heading into 2026.
3 Stocks With the Most to Gain From Tariff Relief
Reported by Dan Schmidt. Published: 3/2/2026.
Key Points
- The Supreme Court struck down President Trump's sprawling tariff regime under the IEEPA.
- While other tariffs remain and Trump quickly enacted new ones, the decision provides significant relief and newfound policy predictability for many U.S. firms.
- Five Below, Ross Stores, and FedEx Corp are three of the companies that stand to benefit most from tariff reductions (and potential refunds).
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Tariff drama is again dominating market headlines after the Supreme Court struck down the strictest rates. Although the ruling is clearly bullish for many retailers, the market's muted reaction may have left investors puzzled. Here's why the market responded as it did—and where the ruling still creates opportunities for stocks that are no longer in the trade-war crosshairs.
Where the Tariff Situation Currently Stands
On Feb. 20, the Supreme Court ruled against President Trump's use of the International Emergency Economic Powers Act (IEEPA) to impose sweeping tariffs without Congressional consent. In a 6-3 decision, the Court held that the President exceeded his authority under IEEPA and that all tariffs imposed under that law must be vacated immediately.
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Following the ruling, the President implemented new 10% tariffs under Section 122 and said the current tariffs under Section 232 would remain in place. According to a Penn Wharton analysis, the new effective tariff rate is 9.1%, down from the 9.8% effective rate that prevailed for most of 2025. Companies facing tariffs will welcome any relief, but the relatively small decline helps explain why the market reaction was more of a yawn than a celebration.
The Section 122 tariffs carry limitations that the IEEPA ones lacked: they cannot be tailored to specific countries, the rate cannot exceed 15%, and they do not stack on top of other tariff types (such as Section 232). Crucially, Section 122 tariffs are temporary — after 150 days the President must seek an extension from Congress, which is unlikely shortly before midterm elections.
Another wild card is the prospect of refunds. The IEEPA tariffs collected an estimated $175 billion, and companies seeking refunds must sue in the Court of International Trade. Refunds would be a windfall for hundreds of corporations that built higher import costs into their 2026 projections. Refunds, plus a possible additional rate reduction after the 150-day window under Section 122, would create a powerful tailwind for stocks most affected by tariffs.
3 Stocks That Benefit From Tariff Cancellations (and Potential Refunds)
The market's recovery over the final eight months of 2025 may have reflected expectations that the Supreme Court would curb the administration's tariff authority. Regardless, the tariffs materially affected the following three stocks, and any rollback of those measures—along with potential refunds—could have meaningful implications going forward.
Five Below: Immediate Relief on China Imports
Five Below Inc. (NASDAQ: FIVE) faced significant margin pressure from tariffs because most of its products are imported from China and the company's pricing strategy limits its ability to pass costs on to customers.
The retailer targets the youngest, most price-sensitive customers, so every tariff increase directly eroded Five Below's margins.
Revoking the harshest China rates therefore provides immediate relief and, importantly, restores some predictability by removing the threat of ever-expanding escalation that investors feared last spring with the so-called Liberation Day tariffs.
Five Below reported its fiscal Q3 2026 results in December; while the numbers were strong, management warned of a potential 240-basis-point decline in operating margin due to tariff costs. The company will release fiscal Q4 results on March 18. Although the recent tariff relief is unlikely to affect those results, guidance for fiscal 2027 should look better. Analysts at JPMorgan appear optimistic — they raised their price target to a Street-high $259, implying nearly 15% upside from current levels.
Ross Stores: Margin and Inventory Boosts on the Horizon
Ross Stores Inc. (NASDAQ: ROST) benefits from the tariff decision more indirectly than Five Below. While over 50% of the merchandise it sells originates from China, Ross does relatively little direct importing.
Instead, Ross buys overstocked inventory from other U.S. brands that already paid duties.
Many retailers front-loaded inventories last year to avoid future tariff exposure and may now seek to unload excess stock to resellers like Ross at deeper discounts.
Ross has said tariffs shaved about 16 cents off EPS in fiscal 2025.
In Ross's March 3 earnings report, investors will watch guidance closely now that IEEPA tariffs have been vacated. Several firms raised price targets on ROST in February, including a Street-high $232 from JPMorgan on Feb. 23, reflecting optimism about margin and inventory tailwinds.
FedEx: Trade Volume Recovery and First-Mover Advantage on Refunds
FedEx Corp (NYSE: FDX) won't enjoy the same direct margin relief retailers will, but it does gain important benefits.
The biggest advantage is a normalization of operations on its most lucrative trade lane: China-to-U.S. shipping.
FedEx estimated tariffs created roughly a $1 billion revenue headwind in fiscal 2025, a figure that should be easier to manage now that the IEEPA tariffs are gone.
FedEx was also the first company to sue the U.S. government for a refund following the Supreme Court decision. If successful, the firm could be eligible for up to $1 billion in tariff relief and could win goodwill by returning some of that windfall to shippers. One caveat: the stock appears overbought on the Relative Strength Index (RSI). A pullback toward the 50-day moving average could offer a more stable entry point for new positions.
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*Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.
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