Top Tweets for #TrioTech

$TRT When you win a major new customer you price to qualify, not to immediately profit. You absorb setup costs, run equipment below capacity, prove your process. It looks ugly on a margin chart. But it’s actually the most important phase of the whole ramp. The market punished $AEHR for it too. Then it didn’t. $TRT is right now, the point $AEHR was in 2021 👀

$TRT doubling isn’t random, it’s the market finally waking up to what burn-in actually means in AI. They just printed real growth and landed a meaningful order tied to next-gen AI GPUs likely $AMD and that’s the key shift. Reliability is becoming a bottleneck, not an afterthought. Everyone is chasing compute and optics but if these chips fail at scale, the whole stack breaks. That’s why $TRT and even $AEHR start to matter more as this cycle matures. It’s not hype. It’s the part of the stack nobody pays attention to… until it’s mission-critical.