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Is TRT the next AEHR?
Posted on 4/24/26 at 9:08 am
Posted on 4/24/26 at 9:08 am
1 million share offering this morning allowed for a chance to get in.
This company's shares outstanding is below 10 million.
The are both in the semiconductor "burn in" space, but TRT trades at 1x sales while AEHR now trades at 50x sales.
That's all I've got for now.
Be careful and size accordingly.
While financial health is quite exceptional, it has run up significantly.
This company's shares outstanding is below 10 million.
The are both in the semiconductor "burn in" space, but TRT trades at 1x sales while AEHR now trades at 50x sales.
That's all I've got for now.
Be careful and size accordingly.
While financial health is quite exceptional, it has run up significantly.
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If tweet fails to load, click here. This post was edited on 4/24/26 at 9:09 am
3
Posted on 4/24/26 at 9:10 am to bayoubengals88
Posted on 4/24/26 at 9:15 am to bayoubengals88
While what they do is different, if that valuation gap closes at all, we're looking at a multiplier here...
I. VALUATION DISPARITY
TRT and AEHR report similar annual revenue near 50 million dollars. However, AEHR commands a market cap between 2.3 and 2.8 billion dollars with a price to sales ratio exceeding 50x. TRT maintains a valuation between 60 and 75 million dollars with a 1.2x ratio.
II. TECHNICAL DIFFERENTIATION
The valuation gap reflects distinct testing methods. AEHR utilizes proprietary systems for wafer level burn in, which is essential for complex AI chips. TRT focuses on package level testing and burn in boards. AEHR functions as a high margin hardware provider, whereas TRT operates a service heavy model with lower margins.
III. STRATEGIC OUTLOOK
Both firms are tied to AI GPU and EV themes. Unlike the pure play model of AEHR, TRT includes legacy real estate and distribution segments that complicate its profile. Investing in TRT is a bet that its low sales multiple will expand as its AI testing contracts become repeatable.
I. VALUATION DISPARITY
TRT and AEHR report similar annual revenue near 50 million dollars. However, AEHR commands a market cap between 2.3 and 2.8 billion dollars with a price to sales ratio exceeding 50x. TRT maintains a valuation between 60 and 75 million dollars with a 1.2x ratio.
II. TECHNICAL DIFFERENTIATION
The valuation gap reflects distinct testing methods. AEHR utilizes proprietary systems for wafer level burn in, which is essential for complex AI chips. TRT focuses on package level testing and burn in boards. AEHR functions as a high margin hardware provider, whereas TRT operates a service heavy model with lower margins.
III. STRATEGIC OUTLOOK
Both firms are tied to AI GPU and EV themes. Unlike the pure play model of AEHR, TRT includes legacy real estate and distribution segments that complicate its profile. Investing in TRT is a bet that its low sales multiple will expand as its AI testing contracts become repeatable.
Posted on 4/24/26 at 11:24 am to bayoubengals88
I did what I could when it was $11
Just blew through $15
Ask yourself if a rerating is warranted.
If it trades at 10x sales then $90 isn't ridiculous as it sounds.
Just blew through $15
Ask yourself if a rerating is warranted.
If it trades at 10x sales then $90 isn't ridiculous as it sounds.
Posted on 4/24/26 at 11:44 am to bayoubengals88
I'll dabble.
Posted on 4/24/26 at 1:19 pm to bayoubengals88
Damn came here to find a quick buy today.
Missed it by a few hours
Missed it by a few hours
Posted on 4/24/26 at 1:25 pm to SuperSaint
It has just cooled off from $19 down to $16 
I'm really going to try to hold this one for a bit.
We may see a proper re rating.
I'm really going to try to hold this one for a bit.
We may see a proper re rating.
Posted on 4/24/26 at 1:56 pm to bayoubengals88
quote:
It has just cooled off from $19 down to $16
In at $16.30, stop loss set at $13
Here’s to hoping for a re-rating.
Posted on 4/24/26 at 2:30 pm to bayoubengals88
What am I missing here play wise? They sold 1.1 million shares for under $10 a share today and now it is 17? Is this a squeeze play?
Posted on 4/24/26 at 2:50 pm to igoringa
quote:
Is this a squeeze play?
No, it's a sector momentum play with a lot of smoke around AMD using TRT.
There was a $5.3 million order Trio-Tech secured in March 2026 for burn-in boards tied to a "next-generation AI GPU platform."
The X community has been drooling over AEHR for the last 1-2 months.
It was valued around 300 million just last summer. Now it's over 3bn trading at 50x sales.
The thought is that TRT can command at least a 5-10x sales multiple since it's in the same sector.
They both test chips.
As of earlier this week the word is getting out...that's about all there is to it.
Posted on 4/24/26 at 2:53 pm to bayoubengals88
And tradable float is just 4.99 million so when people pile in it has nowhere else to go but up.
Posted on 4/24/26 at 3:03 pm to bayoubengals88
They will just keep doing more offerings to dilute it.
Posted on 4/24/26 at 3:07 pm to Skee
quote:Of course they will. This doesn't bother me as long as orders continue and offerings are done wisely (2-3 per year would be justified).
They will just keep doing more offerings to dilute it.
The market thought that this morning's offering was quite reasonable. The sizing was strategic.
Posted on 4/24/26 at 3:34 pm to bayoubengals88
I’m seeing some interesting after-hours price movement!
This post was edited on 4/24/26 at 3:46 pm
Posted on 4/24/26 at 3:53 pm to iPad
Some large buys above $17 
Posted on 4/24/26 at 3:56 pm to bayoubengals88
quote:
And tradable float is just 4.99 million so when people pile in it has nowhere else to go but up.
And 6.6 million shares traded today? Jesus, 1.3 times float - that is some hella flipping going on.
And nasdaq shows 31 million shares yesterday traded?!?
This post was edited on 4/24/26 at 3:59 pm
Posted on 4/24/26 at 4:06 pm to igoringa
Yup! The conclusion I draw from this is that the hype has just begun:
Posted on 4/24/26 at 4:46 pm to bayoubengals88
quote:
Yup! The conclusion I draw from this is that the hype has just begun:
I hope you are right - I worry about that - the mathematics needed to have 31 million shares trade in a day with that float are not natural occurrences - my experience suggests manipulation risk (wash sales for some reason). Doesnt mean it cant rocket but to me that level of mathematical impossibility in a microcap scares me
Posted on 4/25/26 at 6:41 am to igoringa
Should make for an interesting Monday as it will be circulating on the socials this weekend.
Posted on 4/25/26 at 6:45 am to bayoubengals88
Of course stock talk has been aware of them for years…
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