$TDY mention timeline

Teledyne Technologies. Every tracked FinTwit mention of $TDY, newest first. 25 mentions since the first on Dec 20, 2025. See the price chart.

May 2026 · 6 mentions

May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos. Wrong first filter. Start with the deployment stack: Actuators / motion control: $PH $RRX $TKR $AM…↗
May 22
InvestmentGuru — Physical AI is the next wave. The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world. Here’s the complete P…↗
May 21
Black Panther Capital — The clearest sign you can get 😳 “Physical AI is the next wave.” — Jensen Huang. Here’s the complete Physical AI list - save it: $NVDA: GPUs, Jetson processors, Omniverse digita…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment Robot Automation $ROK – Rockwell Automation $ZBRA – Zebra Technologies $CGNX – Cognex $PATH – UiPath $PEGA – Pegasystems Medical R…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade. A rumored $2T valuat…↗

Apr 1
Michael Sikand 🦑 — $KRKNF - Iran is accelerating the 10x thesis. Sweden just placed a follow on order for more $TDY GAVIA underwater drones. Each is powered by $KRKNF sonar + batteries. The missio…↗

Mar 26
Wayne Liang — The market has only partially priced in the SpaceX IPO, initiating a mini rally for related tickers. Being the largest IPO in history at $1.75 trillion, I don't think the market c…↗
Mar 25
Wayne Liang — SpaceX IPO is undoubtedly going to bring an influx of capital into the space sector. Some of the easiest money will be made through proxy trading. While L3Harris $LHX and Teledyne…↗
Mar 25
Serenity — So just checked out the comments... $P4O does look like a potential upstream $LITE supplier at a $34M MC. How it likely maps: -> Plan Optik $P4O (Glass Wafers) -> Teledyne $TD…↗
Mar 22
InvestmentGuru

Jan 28
Gaetano — The Drone Revolution is here We need to talk about the BATTERIES $AMPX Defense and aviation are exploding with unmanned systems, but legacy batteries are a major limiter: short fl…↗
Jan 18
Gaetano — Hoping for a pullback in the market to take a new Photonics Aerospace and Defense position! Here is some of my watchlist with price levels - $RTX - $180 $LHX -$305 $NOC - $580 $D…↗
Jan 18
Serenity — Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Va…↗
Jan 15
Gaetano

Dec 22
Shay Boloor — The FCC is restricting new foreign-made drone models on national security grounds. That shifts future drone adoption toward U.S.-controlled stacks across hardware, software & supp…↗
Dec 20
Shay Boloor — MY DRONE WATCHLIST • $ONDS is about connectivity • $TDY is about sensing & targeting • $PLTR is about command, control & decision-making • $UMAC is about fleet orchestration & s…↗
Dec 20
Shay Boloor — 10 WAYS TO PLAY AMERICAN DRONE DOMINANCE ENTERING 2026 1. $ONDS builds the secure communication networks drones rely on to transmit video, data & commands without being jammed or…↗