EON

$TRT - the market just handed me a gift. I'm doubling down on this name. This is an $AEHR in the making and you are selling? I just rotated a +100% swing position from $TE into $TRT on today's dip at $11.78. Morgan Stanley estimates the Powered Shell at 6-14% of every hyperscaler build. That is $2-6bn per GW at stake. Every GaN and SiC device shipped into that layer needs to be tested before it goes into a rack. Both $AEHR and $TRT are major beneficiaries playing that opportunity differently. $AEHR operates at the wafer level. Before the chip is even cut from the wafer, Aehr burns it in. This is the earliest and most specialized test step in the entire production flow. If a GaN or SiC wafer fails here, it never becomes a device. $TRT operates at the back end. After the chip is packaged, Trio-Tech runs burn-in, environmental stress, and reliability validation. This is the final quality gate before a device ships to a customer. Same supply chain. Different layers. Neither replaces the other. The key difference: $AEHR is a US-listed Nasdaq name with wafer-level IP that is difficult to replicate. Higher margin, higher multiple, more institutional coverage. Power semi exposure has become one driver among several as AI processor burn-in takes over. $TRT is the Asian back-end pure-play catching the same wave at a much earlier stage of market recognition. Had a stellar ER with accelerating growth Q1: 58%. Q2 +82%. Q3: +124% revenue growth. $7.8M in orders already confirmed. Revenue run rate approaching $65M annualized. Balance sheet clean. Debt-to-equity O.11. New facility coming online in Malaysia, which is a hot spot. Higher execution risk but also much more room to re-rate if the AI and power semi ramp continues. The Morgan Stanley model shows $2-6bn per GW flowing into the Powered Shell. Every chip in that layer needs both test steps. $AEHR captures the front. $TRT captures the back. The opportunity is large enough for both to win. The difference is that $AEHR sits at a $2.5bn market cap and $TRT sits at $200mn. I am not trading this one for a quick flip. I am holding for an easy x3-x5 within a year. If it keeps dipping, I will buy more. I own both. I am loading up on $TRT. This is still early for $TRT but not for long. I'm long $TRT. NFA, you do you.

Okay chat. I'm curious what your thoughts are on the next 1350%+ 1Y return $SNDK or 2918% 1Y return $AXTI. If you have to choose 1 very high conviction, hyperbolic growth stock... What would it be and why?