May. 12 at 11:49 PM
$TRT $
$AEHR $KOPN $NBIS
Initiating position for TRT Trio tech: a better upside potential versus AEHR
>cheaper option versus AEHR on which i was long when i initiated in the 20’s. Good upside here in my opinion at 123 million market cap versus AEHR 3 billion
>Background: Tri Tech
Some highlights from the latest quarter:
* Revenue grew about 82% YoY to roughly
$15.6 million
* Growth was driven by AI chip and EV semiconductor testing demand
* Semiconductor back-end solutions revenue more than doubled YoY
Trio-Tech International stock surged on April 23, 2026 mainly because of a combination of:
1. AI semiconductor hype and momentum trading
2. Very small float / microcap dynamics
3. Speculation around AI GPU burn-in testing demand
4. Heavy retail trader and newsletter attention
5. Technical breakout with massive volume
> recent stock offering of 10 million$ which is now already closed.
Key takeaway:
* TRT currently has better growth momentum and is much cheaper on a price-to-sales basis.
* AEHR still has higher margins, larger cash reserves, and stronger institutional recognition in wafer-level burn-in.
* TRT is being viewed by some investors as a smaller, earlier-stage AI burn-in/testing play that could rerate if growth continues.
One reason investors compare them:
* Both participate in semiconductor reliability testing / burn-in tied to AI GPUs and high-performance chips.
* AEHR already received a premium valuation from the market during the AI cycle.
* TRT bulls argue TRT could eventually deserve a higher multiple if revenue growth and margins improve.
In this comparison, TRT shows stronger recent revenue and growth than AEHR, while AEHR maintains higher profit margins. TRT now has an estimated net cash position of about
$22M with essentially no debt. Meanwhile, AEHR commands a premium valuation driven by recent large hyperscaler-related orders.
There’s no real debate that AEHR is the higher-quality, more established business overall. However, at current prices, TRT arguably offers greater upside potential in my view.
TRT is expected to report earnings in May, though the exact date hasn’t been clearly confirmed yet. For now, I’m keeping the position small but it’s definitely a name worth watching closely.
Again, not financial advice. Do your own DD as well. Reinforce Risk management all the time.
Goodluck to all of us
