ROY

$TRT - Trio-Tech Reports 124% Q3 Revenue Growth, Driven by Strong Semiconductor Reliability Testing Demand Supporting AI and Automotive Applications

$NXT, $CSIQ I believe energy will be the next bottleneck I can't see a world where solar is not a big big winner in that, with these two stocks you have one ready to breakout and one already flying, both with earnings next week could be explosive in either direction.will BUY both

$NXT is reporting earnings today always a scary day to be an investor, i've been loading the 120s now have about 75% of my usual swing size saving the rest for after earnings. The chart is looking super strong and we breached $131.72 yesterday to achieve a new ATH but didn't hold

$NXT Q4 FY26 EARNINGS HIGHLIGHTS 🔹 Revenue: $880.5M (Est. $828.9M) 🟢; -4.7% YoY 🔹 Adj. EPS: $1.05 (Est. $0.90) 🟢 🔹 Adj. Net Income: $161.7M (Est. $137M) 🟢; -16% YoY 🔹 Adj. EBITDA: $202M 🔹 Backlog: Over $5.25B, record level FY27 Guide: 🔹 Revenue: $3.8B-$4.1B, raised from $3.6B-$3.8B 🔹 GAAP Net Income: $501M-$559M 🔹 EPS: $3.19-$3.56 🔹 Adj. EBITDA: $825M-$900M, raised from $800M-$900M 🔹 Adj. EPS: $4.21-$4.59 🔹 Incremental Costs: Approx. $50M related to power conversion market entry Other Metrics: 🔹 Cumulative Tracker Shipments: Surpassed 160 GW globally 🔹 Backlog: Over $5.25B, record level 🔹 NX Horizon-XTR Sales: Exceeded 50 GW cumulative 🔹 Tracker Systems Sales: Surpassed 25 GW to date in each of Latam and MEIAT 🔹 Q4 New Product & Bundled Solution Bookings: Increased QoQ 🔹 eBOS Bookings: Record quarter 🔹 NX PowerMerge Bookings: Over 100 MW 🔹 TrueCapture Revenue: Record quarterly and annual revenue 🔹 First Bundled VCA Project Incorporating Robotics: Booked M&A: 🔸 Zigor Power Conversion Assets Acquisition: Approx. $80.5M in cash 🔹 Closing Payment: $46M 🔹 Potential Earnouts: Up to $34.5M 🔹 Additional Growth Investment: $50M 🔹 Production Ramp: Expected to begin in 2027 🔹 Deal Requires Spanish FDI Approval Commentary: 🔸 “Fiscal 2026 marked a defining inflection point for Nextpower as we accelerated our evolution from the solar tracker leader over the last decade to an integrated utility-scale energy technology platform.” 🔸 “Our core tracker business remains very strong, supported by one of the highest booking quarters in our history and expanding market leadership.” 🔸 “We are now seeing clear, measurable traction around our platform strategy, reflected in rising adoption across eBOS, foundations, and robotics solutions, early success in bundled deployments, and growing demand for new products such as NX PowerMerge.” 🔸 “Supported by our growing backlog and strong bookings momentum, we are raising our fiscal 2027 outlook and remain focused on disciplined capital allocation, investing in a balance of organic growth and strategic acquisitions, returning capital to shareholders, while maintaining a strong balance sheet and delivering consistent, long-term shareholder value.”

Let’s make a deal with $NVDA so we can hide these numbers - $IREN Big yikes… how do you manage to make less money on AI in this market YoY? $CRWV $NBIS $HUT $CIFR

$NXT, $CSIQ I believe energy will be the next bottleneck I can't see a world where solar is not a big big winner in that, with these two stocks you have one ready to breakout and one already flying, both with earnings next week could be explosive in either direction.will BUY both

still holding my open position chart looks very good, but very cautious heading into earnings today will be riding with a tight stop loss and hoping we hear some positive data.

Well IREN went off this week, we got a lovely dip and bounce at $42 around the daily ma50 and 200,I reloaded my swing position heavy at 44 and now we wait for earnings and try flip that 63.50.I haven't been this bullish on the stock since the last earnings and that went well.....

my current main swing other than $IREN is $OPEN chart looks very good with a downtrend break and tapping $6 yesterday, swinging this one because of the potential FED change and rate cuts

Everyone's focused on $TRT's AI GPU order. They're sleeping on the second engine. Automotive. Here's the thing about cars that most people don't realise: A modern EV contains 1,000+ semiconductors. A fully autonomous vehicle will need 5x more chips than today. And every single one of them has to be burn-in tested. Not optional. Mandated. A chip failure in a phone is inconvenient. A chip failure in a car doing 70mph is catastrophic. The reliability standards for automotive chips (AEC-Q100) are among the strictest in any industry. The market $TRT is walking into: → Automotive semiconductor market: $85B+ in 2025 → Growing to $114B by 2028 (11% CAGR) → Burn-in test equipment market: $789M in 2025 → $1.2B by 2032 → Automotive is the fastest-growing end market in semiconductor testing What $TRT has already done: March 2026 - $2.5M initial manufacturing order for automotive burn-in. This isn't a one-off. Automotive burn-in is a recurring, high-volume contract. Once you're qualified as a supplier, you're in the supply chain for the life of that programme. So $TRT now has two completely separate growth engines: - AI GPU testing, which is already running at $15M+ per quarter - Automotive burn-in, is just getting started Neither is dependent on the other. Both are mandatory. Both are growing. The market is only pricing in one of them.