Teledyne Technologies. Every tracked FinTwit mention of $TDY, newest first. 10 mentions since the first on Mar 7, 2026. See the price chart.
May 2026 · 5 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…↗
April 2026 · 1 mention
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…↗
March 2026 · 4 mentions
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…↗
— THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…