AMD Signs Deal with OpenAI and NIA Announces #2 Overall Stock Suggestion for 2026

AMD and OpenAI today announced a strategic chip supply agreement under which AMD will provide up to 6 gigawatts of AI GPUs, starting with an initial 1-gigawatt deployment in the second half of 2026! AMD shares are up by 25% today on this huge development!

AMD tests their semiconductors using equipment that is manufactured and/or distributed by Trio-Tech International (TRT).

NIA is excited to officially announce Trio-Tech International (TRT) as its #2 favorite overall stock suggestion for 2026 at a current price of $6 per share.

TRT has been working with AMD for decades and AMD is their largest customer.

With 4,312,805 shares outstanding the company has a market cap at $6 per share of $25.877 million.

TRT at the end of fiscal year 2025 on June 30th had cash, cash equivalents, and deposits of $19.5 million.

TRT’s enterprise value is only $6.377 million when they generated fiscal 2025 revenue of $36.473 million.

TRT has an enterprise value of only 0.1748x revenue!

TRT’s 4Q 2025 revenue of $10.7 million grew by 10.31% year-over-year and the company was profitable with operating income of $0.467 million up by 30.45% year-over-year!

If we annualize its 4Q 2025 revenue the company has an enterprise value at $6 per share of less than 0.15x revenue!

Trio-Tech International (TRT)’s closest publicly traded comparison and main competitor Aehr Test Systems (AEHR) trades with an enterprise value of 16.16x revenue!

AEHR trades at an enterprise value/revenue ratio that is 100x higher than TRT and AMD, the largest customer of TRT, is now working with OpenAI!

Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This message is meant for informational and educational purposes only and does not provide investment advice.