Here is my GAI X-microcap tracker. If there are any additional names I should add, please let me know in the comments. I own a basket of these because, at this point, why not? $SIVEF $TRT are the only ones I own in size. https://t.co/lQcQIJUakm
$TRT Trio-Tech Reports 124% Q3 Revenue Growth, Driven by Strong Semiconductor Reliability Testing Demand Supporting AI and Automotive Applications Business Wire VAN NUYS, Calif. -- May 14, 2026 Trio-Tech International (NYSE American: TRT), a comprehensive provider of semiconductor back-end solutions and a global value-added supplier of electronic equipment, today announced financial results for its fiscal third quarter ended March 31, 2026. The Company reported 124% year-over-year revenue growth, driven primarily by strong demand for semiconductor reliability testing services. Trio-Tech International Chairman and CEO S.W. Yong’s Comments Semiconductor Back-End Solutions Driving Growth “During the third quarter, we delivered strong revenue growth driven primarily by continued demand in our Semiconductor Back-End Solutions segment, including customers developing advanced AI computing and EV automotive-related chips that require high levels of reliability and performance validation. We continue to see solid momentum in semiconductor testing services and equipment, particularly across Asian operations. “We are encouraged by the significant year-over-year improvement in revenue and profitability year-to-date. We believe Trio-Tech is well-positioned as a key partner for semiconductor reliability and performance validation, particularly for customers in high-growth markets such as AI and EV automotive. In March, we announced approximately $5.3 million in orders for high-performance Burn-In Boards supporting a next-generation AI GPU platform. Since then, we have received an additional $2.5 million in orders, underscoring demand for our burn-in and reliability solutions. Accordingly, we continue to invest in our capabilities and regional footprint to support anticipated growth opportunities in these expanding end markets. “Our focused approach, combined with expanding testing activity across Southeast Asia, continues to support strong segment performance. With a solid balance sheet, further strengthened by our recently completed equity financing, and with continued operational discipline, we remain focused on executing our strategy and positioning the Company for sustainable growth.” Fiscal 2026 Third Quarter Financial Results Total revenue: $16.5 million, a 124% increase from $7.4 million in Q3 FY2025. Semiconductor Back-End Solutions: $13.1 million, up 141% from $5.4 million in the prior year quarter, driven by higher testing volumes. Industrial Electronics: $3.4 million, up 76% from $2.0 million, reflecting increasing demand across industrial and commercial applications, including aerospace-related products. Gross margin: $2.6 million, or 16% of revenue, compared to $2.0 million, or 27%, in the prior year period; reflecting a higher mix of lower-margin, high-volume testing services. Operating loss: $81 thousand, compared to an operating loss of $343 thousand in Q3 FY2025. Net loss attributable to common shareholders: $38 thousand, or approximately breakeven per diluted share, compared to a net loss of $495 thousand, or $0.06 per diluted share, in the prior year quarter. Cash, cash equivalents, short-term deposits and restricted cash: $18.3 million as of March 31, 2026, compared with $19.5 million as of June 30, 2025. As announced, following the close of the quarter, the Company raised approximately $10 million in gross proceeds from a registered direct equity offering. Proceeds will be used for working capital and general corporate purposes, including strategic investments to expand capacity and support growth in the AI and automotive markets. Fiscal 2026 Year-to-Date Financial Results Total revenue: $47.7 million, an 85% increase from $25.8 million in the year ago period. Semiconductor Back-End Solutions: $36.9 million, up 104% from $18.1 million in the prior year period. Industrial Electronics: $10.8 million, up 40% from $7.7 million in the year-ago period. Gross margin: $7.6 million, or 16% of revenue, compared to $6.5 million, or 25%, in the prior year period. Operating income: $62 thousand, compared to an operating loss of $213 thousand a year ago. Net income attributable to common shareholders: $165 thousand, or approximately $0.02 per diluted share, compared to a net loss of $224 thousand, or $0.03 per diluted share, in the prior year period. Outlook Trio-Tech expects increased demand for its semiconductor back-end testing services, supported by customer programs for advanced semiconductor devices, including high-performance CPU and GPU computing requirements and EV automotive applications. In response to growing demand from our North American and European semiconductor customers, the Company is expanding its footprint in Malaysia through a newly executed lease for an additional 104,000 square feet in Perai, Penang. This expansion adds significant capacity for AI-related testing services and meets the strong customer demand for our services in Southeast Asia. The Company also expects higher contributions from its Industrial Electronics segment, driven by demand across industrial, commercial and aerospace applications. Within Industrial Electronics, revenue growth and contribution increased from key components used in third-generation point-of-sale (POS) systems, reflecting the segment’s continued expansion into commercial technology applications. Trio-Tech remains focused on operational efficiency, disciplined demand-driven capital allocation, and maintaining a strong liquidity position to support long-term growth and profitability. About Trio-Tech International Trio-Tech International (NYSE American: TRT) is a California-based company operating in the United States, Singapore, Malaysia, Thailand, and China. Founded in 1958, Trio-Tech is a leading provider of semiconductor testing services, manufacturing solutions, and value-added distribution services. The Company’s diversified business segments include Semiconductor Back-End Solutions and Industrial Electronics.
10 Under-the-Radar Tech & Semiconductor Names Worth Watching $HIMX — Taiwanese fabless semi leader in display driver ICs + automotive displays. IBM partnership in play. Q1 earnings May 7. Stock up 36%+ from March lows. WiseEye ultralow-power AI sensing = hidden edge AI angle. $TRT — Trio-Tech. Revenue up 82% YoY in Q2 FY2026, led by AI chip final testing services (+113% segment growth). $5.3M burn-in board order for next-gen AI GPU platform. $2.5M automotive IDM burn-in contract ramping through 2026. Tiny cap, massive AI testing exposure. $SHMD — Schmid Group. German advanced PCB + semiconductor packaging equipment maker. Secured major order for wet-process equipment supporting AI & HPC infrastructure. Delivered first InfinityLine H+ panel-level packaging system to a leading U.S. tech company. high risk $OPTX — Syntec Optics. Vertically integrated U.S. optics manufacturer. $2M AI-powered AR camera order for U.S. warfighters. $4M+ in defense orders in March. LEO satellite optics ramping — on track to nearly triple 2026 deliveries. NDAA domestic sourcing mandates = structural tailwind. Stock up 7x in 1 year. $QUIK — QuickLogic. Radiation-hardened FPGA play. $89M SRH FPGA prime contract ceiling. $13M contract tranche secured. New eFPGA design win on 12nm data center ASIC. Defense + commercial dual-track revenue building. Underowned, underknown. $NOK — Nokia. Q1 2026: revenue +4%, operating margin expanded 200bps, free cash flow €629M. Optical Networks booming on 800G demand, €1B in new orders. Infinera acquisition synergies flowing. AI + cloud infrastructure = Nokia’s second act. $ALMU — Aeluma. III-V-on-silicon photonics platform. NASA award for quantum dot laser platform. $4M+ in U.S. government contracts in April alone. Targeting AI interconnects, defense sensing, quantum & AR/VR. Revenue inflection expected 2027-2028. Tower Semi + Sumitomo as foundry partners. Early-stage, high-conviction speculative. $LPTH — LightPath Technologies. Vertically integrated IR optics + camera systems. Black Diamond glass + G5 Infrared acquisition. 2026 NDAA beneficiary — domestic infrared optics sourcing mandate. Up 473% since 2018. Defense sensing and thermal imaging long-term compounder. $OSS — One Stop Systems. Rugged GPU-accelerated edge compute for defense. 20-25% revenue growth guidance for 2026. $10.5M in new U.S. Navy + defense contractor awards. P-8A Poseidon lifetime revenue now $65M+. Returned to profitability in 2025. AI-on-the-battlefield is the entire thesis. $LPKFF — LPKF Laser & Electronics. German laser systems maker for PCB prototyping, semiconductor packaging, plastic welding & solar. OTC-listed. Revenue ~$135M TTM. Stock up ~95% from 52-week lows. Warburg Research maintains Buy rating.  Earnings Apr 30. Morningstar fair value estimate $59 vs current ~$15 — significant implied upside if demand recovers. Niche but critical in advanced electronics manufacturing. defense tech, AI sensing, optical systems, laser manufacturing, and rugged compute — the hardware layer of next-gen warfare and AI infrastructure. Not the flashy names. The picks and shovels for the decade ahead. Not financial advice.
Companies I’m going to look into this weekend: $HIMX $ENSI $MEMS $TRT $VICR $FTC $LPKF $SHMD $NOC $QRVO $WOLF If you don’t want to waste a lot of tile on researching new companies, here is my method 👇
Did you look at the last 15 mins of trading yesterday on $TRT ? https://t.co/tIRqXuDthf
There is enough interest on Fintwit that could have bought the entire $TRT deal!
$TRT - Reflexivity. Trio-Tech International (TRT) Announces Pricing of $10 Million Registered Direct Offering Business Wire VAN NUYS, Calif. -- April 24, 2026 Trio-Tech International (“Trio-Tech” or the “Company”) (NYSE MKT: TRT), a comprehensive provider of semiconductor back-end solutions and a global value-added supplier of electronic equipment, today announced that it has entered into securities purchase agreements with fundamental institutional investors for the purchase and sale of 1,052,632 shares of its common stock in a registered direct offering (the “Offering”). The closing of the Offering is expected to occur on or about April 27, 2026, subject to the satisfaction of customary closing conditions. D. Boral Capital LLC is acting as exclusive placement agent for the Offering. The gross proceeds to the Company from the Offering are expected to be approximately $10 million, before deducting placement agent fees and other offering expenses payable by the Company. The Company intends to use the net proceeds from the offering for working capital and general corporate purposes, including strategic investments to expand capacity and support growth opportunities in the AI and automotive markets. The proposed Offering of the common stock described above is being offered by the Company pursuant to a "shelf" Registration Statement on Form S-3 (File No. 333-291219) filed with the Securities and Exchange Commission (the "SEC") and declared effective by the SEC on December 16, 2025, and the accompanying prospectus contained therein. The Offering is being made only by means of a prospectus supplement and accompanying prospectus. A final prospectus supplement and accompanying prospectus relating to the Offering will be filed with the SEC, which may be obtained, when available, from D. Boral Capital LLC, 590 Madison Avenue, 39th Floor, New York, NY 10022 by email to dbccapitalmarkets@dboralcapital.com, or by calling (212) 970-5150. This press release does not constitute an offer to sell, or the solicitation of an offer to buy any of the Company’s securities, nor shall there be any offer, solicitation or sale of any of the Company’s securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction. About Trio-Tech International Trio-Tech International (NYSE MKT: TRT) is a California-based company operating in the United States, Singapore, Malaysia, Thailand, and China. Founded in 1958, Trio-Tech is a leading provider of semiconductor testing services, manufacturing solutions, and value-added distribution services. The Company’s diversified business segments include Semiconductor Back-End Solutions and Industrial Electronics.
As @JaredKubin says, always look at the last 15 mins of the trading day for institutional buying/selling. $TRT https://t.co/OLQdVKNGBs
$TRT rocket ship. +60% on the open. https://t.co/NUkxzQm9RV
$TRT up another 31% pre. Reflexivity. https://t.co/mqy8XZWlmi
$TRT Trio-Tech International: Navigating the AI and Automotive Semiconductor Inflection Trio-Tech International is a microcap company specializing in semiconductor reliability testing and industrial electronics. The text details a significant strategic shift as the firm moves from cyclical legacy business toward high-growth sectors like lAI compute chips, electric vehicles, and automotive semiconductors. While recent data shows a massive revenue inflection driven by new contracts, the reports highlight a concerning **compression in gross margins** and a lack of corresponding earnings growth. Evaluated through financial and leadership lenses, the company is noted for its **strong balance sheet** and deep industry experience, contrasted against risks involving **customer concentration** and a long-tenured, founder-led management structure. Ultimately, the documents present a balanced view of a business with high **structural optionality** that has yet to prove it can translate increased sales into sustainable **shareholder value**.
Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4 SEK) $ENAFF: +31.58% ($1.71 -> $2.25) $AL2SI: +25.44% (28.70 EUR -> 36 EUR) $ENVX: +21.30% ($5.07 -> $6.15) $BZAI: +18.99% ($1.79 -> $2.13) $POET: +16.04% ($6.11 -> $7.09) $WATT: +14.81% ($15.8 -> $18.14) $HGRAF: +14.48% ($4.49 -> $5.14) $VLN: +13.79% ($1.16 -> $1.32) $LPK.DE: +13.20% (6.59 EUR -> 7.46 EUR) $FLY: +13.09% ($33.16 -> $37.50) $VPG: +11.63% ($44.7 -> $49.90) $PLAB: +9.86% ($40.87 -> $44.90) $TRT: +8.33% ($5.88 -> $6.37) $EQR.AX: +7.94% (.315 AUD -> .34 AUD) $LASR: +7.92% ($60.7 -> $65.51) $ASPI: +6.67% ($4.2 -> $4.48) $P4O.DE: +5.69% (6.85 EUR -> 7.24 EUR) $EOS.AX: +3.11% ($9.00-> $9.28) $ADUR: -0.29% ($10.37 -> $10.34) $MITK: -2.52% ($13.9 -> $13.55) $ALCJ: -3.41% (2.05 EUR -> 1.98 EUR) $TMC: -5.01% ($4.59 -> $4.36) $QURE: -9.94% ($17.21 -> $15.50) $EONR: -20.00% ($.9 -> $.72) Top 3: 1. $AEHR: +56.72% 2. $AAOI: +39.63% 3. $SIVE: +35.35% Honorable mention $ENAFF with a 31.58% return. Weighted average was 12.39%. Honestly not bad everyone, you beat year index returns in just 1 week.
Serenity's Followers Favorite Stock Parabolic Growth ETF: The most anticipated ETF of all time: $TRT - $5.88 $HGRAF - $4.49 $SIVE - 9.9 SEK $QURE - $17.21 $AEHR - $45.08 $ENVX - $5.07 $ASPI - $4.2 $EONR - $11.79 $LPK.DE - 6.59 EUR $MITK - $13.9 $EQR.AX - .315 AUD $WATT - $15.8 $VLN - $1.16 $BZAI - $1.79 $TMC - $4.59 $ALCJ - $74.57 $POET - $6.11 $AAOI - $108.86 $ADUR - $10.37 $P4O.DE - 6.85 EUR $PLAB - $40.87 $FLY - $33.16 $LASR - $60.7 $AL2SI - 28.70 EUR $ENAFF - $1.71 $VPG - $44.7 $EOS.AX - $9.00 I haven't heard of 1/3rd of these names, but if my followers have high conviction that their name will 10x... So do I.
