Julien

Maths PhD

[Sivers-Semiconductors @SiversSemicond]

Photonics and wireless technologies are central to how modern systems handle data. 📊

As demand increases across #AI, #5G, #SATCOM, and sensing applications, performance and efficiency depend on how well these technologies work together.

At Sivers Semiconductors, we're developing solutions across both areas to support #connectivity and sensing for cloud and edge environments. Learn more: https://t.co/b1u8rgpXiW

[Julien @gropillon]

@retail_mourinho Insane strength! My biggest position! $AAOI

[KakashiCapital @KakashiCapital_]

$TRT

[Serenity @aleabitoreddit]

$AAOI is one of the names I keep averaging up on since $28.

Just from random shower thoughts… I feel like it’s just imminent to double or triple if they execute?

There’s just too much demand for 800g/1.6T optical transceivers…

Then this company is targeting the largest capacity in the US, with extreme vertical integration.

I think something to keep in mind is sovereign DCs / T2 AI DCs which increase the demand for 800g as hyperscalers upgrade to 1.6T.

So demand for 800g can actually keep increasing…

Then there’s the analyst rumors of $AAOI conversations with $AMD / $NVDA. Which is kinda expected given everyone is getting their capacity allocated way into 2028.

Nvidia always starts first and causes bottlenecks for everyone else as seen with EML, so not surprising if another hyperscaler learned their lesson this time?

Also, everyone seems to be modeling lower ASP at scale. But if this ends up a major bottleneck H1 next year as expected…

Could see unexpected price hikes + margin expansion across the board from $AAOI, $LITE, and others not really modeled in.

[The Trend Sage @JonkooTrades]

$TRT just dropped another order.
Today. June 4, 2026.

$2.6M in new burn-in board orders for a next-gen AI GPU platform.
North American and European customers.
Same platform as every previous order.

Let me show you what the order book looks like now.

Mar 4, 2026 → $2.5M automotive IDM order
Mar 17, 2026 → $5.3M AI GPU qualification order
Q3 FY26 → $2.5M AI GPU follow-on
Jun 4, 2026 → $2.6M AI GPU order. Today.

Total confirmed orders since March: $12.9M.
In under 90 days.

Notice something?

Every single AI GPU order references North American and European customers.

Not Asian. Not unnamed geography.
North American and European.

Every time.

$AMD is headquartered in Santa Clara, California.
North American.

This is not a one-off order.
This is a cadence.

The $5.3M qualification order in March was the door.
Every order since has been the same customer opening it wider.

The 104,000 sq ft Penang facility came online June 1.
Three days later, another order lands.

The timing is not a coincidence.

[high cagr @HiCagr]

https://t.co/pkUxTWB1mH

[Paradis Labs @ParadisLabs]

Still very early with $AAOI: +11.5% today.

2027 is when we'll start to see things rocket for them:

-> They've got more demand than they can handle rn.

-> Capacity ramp is happening now for 800G/1.6T units:

- Q1 2026: 100k monthly capacity
- End 2026: 650k+
- End 2027: 930k+

-> Order book inflecting w/ named commitments:

$324M+ of hyperscale orders YTD ($200M+ in 1.6T, $124M in 800G).

-> Mid-2027 target of ~$471M transceiver revenue PER MONTH.

-> Implies the current ~$16.5B MC is ~2.5x fwd sales - cheap if the ramp delivers w/ CPO laser supply as free optionality on the architecture shift.

All of this ofc depends on management execution and capacity ramp going to plan to meet that excess demand.

Just takes some time for revenue to be reported since qualificaition cycles can take several months.

[Julien @gropillon]

A deal is around the corner? 👀 $NBIS

[PhotonBull @PhotonBull]

$NBIS

Kind of a big amount of money combined with a relatively short amount of time and a risky strike price

After seeing @daniel_koss and @babyfolio speculate on a potential deal soon (I would recommend following them for $NBIS thoughts and research)

This does seem really weird to the point where it is suspicious 👀🤔

[Julien @gropillon]

@PhotonBull Fantastic company, but what a painful stock to own lol

[Retail Mourinho @retail_mourinho]

Propably one of the strongest stocks in the market right now: $AAOI

[Wisdom in the Cage @wisdominthecage]

I believe the more important question is what $TRT is actually selling.

Typical industry economics:

• Testing Services: ~20-35% gross margin
• Burn-In Services: ~30-45% gross margin
• Burn-In Boards / Fixtures / Consumables: ~40-60%+ gross margin

The recent PRs don’t emphasize testing.

They emphasize Burn-In Boards.

If future revenue is increasingly driven by Burn-In Boards tied to AI GPU production ramps rather than testing labor, investors may be looking at the business through the wrong lens.

I believe the gross margins will substantially increase with this segment of business.

[Julien @gropillon]

@JonkooTrades Not selling a single share. Couldn’t care less about braindead shorts spreading FUD

[Julien @gropillon]

@retail_mourinho Incredible strength $AAOI wtf. I’m ballz deep in it since $158, not regretting it so far

[Julien @gropillon]

@Ren_aramb Long $TRT! Managed to grab some shares premarket sub $12, pretty happy!

[Ren @Ren_aramb]

$TRT keeps delivering, now over $5M in this Q alone. This is not stopping anytime soon.

Trio-Tech just announced an additional $2.6 million in new orders for high-performance burn-in boards supporting a next-generation AI GPU platform. North American and European customers.

But here is the number that matters.

This quarter alone TRT has now received over $5 million in new burn-in board orders. On top of the $5.3 million announced in March. That is over $10 million in GPU and CPU burn-in board orders in a single fiscal year from this segment alone.

Revenue last quarter was up 124% YoY. Semiconductor back-end solutions up 141% YoY. And the order momentum is accelerating, not plateauing.

The CEO said it directly: "The current order activity reflects growing demand for our burn-in and reliability solutions for advanced CPU and GPU computing requirements."

Why context matters:

Every AI GPU and CPU that ships has to pass burn-in testing before it leaves the factory. No exceptions. You cannot skip this step. As NVIDIA scales Blackwell and Rubin Ultra into production at volumes the industry has never seen, every single chip needs to go through a burn-in board. TRT makes those boards. In Southeast Asia. Right where the manufacturing is happening.

The Malaysia expansion is the tell. They just signed a lease for an additional 104,000 square feet in Perai, Penang. That is not a company responding to one order. That is a company positioning for a multi-year ramp.

The bear case remains the same as before. Gross margins under pressure as they scale. But the thesis is intact and the orders keep coming.

TRT meets demand where it’s needed.

Bullish $TRT
I’m long $TRT

Not financial advice.

[The Trend Sage @JonkooTrades]

https://t.co/faCHG5LZoL

[Rosanna Prestia, MBA @RosannaInvests]

$TRT just landed its SECOND order for the same next-gen AI GPU platform.

→ March: $5.3M
→ Today: +$2.6M
~$8M and climbing - all for ONE program.

Here's the tell most people miss: repeat, growing orders from the same customer means their production ramp is REAL. You don't reorder if the first batch didn't work.

And here's what $TRT actually does: every AI GPU on earth has to be burned-in baked at extreme heat, voltage, and load to catch failures before it ships. It's a quiet, mandatory chokepoint in the entire AI buildout.

A ~$160M micro-cap. 9-month revenue already DOUBLED ($26M→$48M). Expanding in Malaysia to keep up. Just added a separate automotive win on top.

Everyone watches who designs the AI chips.
I watch who tests them before they ship. 👀

Long $TRT 📈

[Julien @gropillon]

@triotechtrt Very bullish $TRT!

[Athu Invests @athuinvests]

I told you, anon!

$TRT is going to get many more like these.

The fact that this is for the BIBs and not yet for testing means we still have a lot of good things ahead with this “AI GPU platform”.

The new facility was a clear sign. Many sold not knowing how bullish that was.

[CK Capital @CKCapitalxx]

Great to see $TRT getting this kind of validation. This is a company X has loved for a while and the thesis is starting to play out.

$TRT just landed a $2.6 million order for burn-in boards to test a next-generation AI GPU platform. That matters more than the dollar amount suggests. It is validation that this little semiconductor testing company is plugged directly into the AI hardware buildout.

Here is why people have liked this name. Every AI chip that goes into a data center has to be tested before it ships. Burn in testing exposes processors to extreme heat, voltage, and workloads to catch failures before deployment.

For AI GPUs running mission critical workloads it is required, not optional. $TRT makes the boards that do it. They do not have to pick which chip wins. They get paid to test all of them.

And the numbers are backing up the story. Q3 revenue up 124% year over year. Turned a profit. This $5.3 million AI GPU order delivering over the next few quarters. A separate $2.5 million automotive order. $10 million raised to expand AI testing capacity in Malaysia. A new facility lease to scale.

A semiconductor testing company founded in 1958 quietly becoming an AI reliability play. Tiny market cap. Real revenue. Real AI orders flowing in.

Validation like this is exactly what the bulls were waiting for. Nice to see it playing out.