Teradyne. Every tracked FinTwit mention of $TER, newest first. 105 mentions since the first on Oct 1, 2025. See the price chart.
July 2026 · 8 mentions
Jul 13
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
Follow me for more.↗
Jul 7
Alphatica — LARGE / MID-CAP TAPE | July 7, 2026
Large / mid-cap blocks. -$726M net sell. $ALAB -$138M. $TER -$129M zero buys. $RKLB -$124M. $NET +$79M near-zero sells. The mid-caps got hit. Q…↗
Jul 5
Antonio Costa — $TER The lower trendline acts as rising support, connecting higher lows on an ascending channel pattern. Stock needs to hold this line next week. https://t.co/cb64zJfwPa↗
Jul 3
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TER tests AI chips & owns the cobots through Universal Robots
2. $NOVT precision photonics & motion inside surgical & industrial robots
3. $OU…↗
Jul 3
InvestmentGuru — SEMICONDUCTOR EQUIPMENT:
Smart money is watching who BUILDS the machines that make those chips.
Here’s the full value chain:
making the wafer:
Lithography: $ASML (the undispute…↗
Jul 2
Serenity — Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $META report: “this is not new news”.
Regardless:
$AEHR down -18.3%
$AAOI do…↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
If this helped you out, follow me for…↗
Jul 2
Gaetano — Lots of test companies have been strong lately
$COHU $TER $FORM
Aside from today of course.
I wonder why $TRT doesn't play along https://t.co/VI1MLyX21S↗
June 2026 · 17 mentions
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 22
Black Panther Capital — $NBIS joins the Nasdaq-100 this morning.
So does $RKLB, $CIFR’s neighbors $CRWV, $ALAB and $TER, in the same rebalance.
I’m still long $NBIS, and I want to be honest about what…↗
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
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 27
SandemanStocks — @BitcoinDavid21 I don’t have any at the moment but $TER and $OUST look really good. I’d have to do more research.↗
May 23
Jason's Chips — Given the popularity of this article, I will definitely be doing a CPO Supply Chain 102.
Assembly ( $HIMX, FOCI), Test ( $AEHR, $TER), Fiber ($GLW), even ferrules (Mipox, Seikoh G…
April 2026 · 13 mentions
Apr 30
Damnang2 — It is good to see $TER starting to recover from the misunderstanding after its earnings report.
I covered my full analysis of $TER in detail in the article below, so please take a…↗
Apr 29
Serenity — @gregory_FTA $TER is not a good proxy because they're extremely large. They had exposure to non-AI segments like smartphone chips, EV/automotive. Then they're facing competition fr…↗
Apr 29
TheValueist — $TER KEY READ-THROUGHS FROM TERADYNE Q1 2026 EARNINGS CALL
Teradyne’s Q1 2026 earnings call is a high-signal cross-market data point for AI infrastructure because the company sits…↗
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 17
InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE
The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗
Serenity — A simpler overview of $AEHR - $1.1B (without the jargon). One of my long positions:
With AI, thermal is a known bottleneck.
With new gen $NVDA or $AMD type chips that gets hot,…↗
Feb 24
TheValueist — Here's my updated US GAI Test & Measurement Tracker sorted by YTD. Get after it.
$FORM $AEHR $TER $VIAV $KEYS https://t.co/ulnUm3PQbe↗
Feb 19
Alphatica — $MU $SNDK $TER – Buy at 3:59 PM and sell at the market open. Rinse and repeat. Institutions have been accumulating in all three names, primarily in after-hours trading.
Not Invest…↗
Feb 16
Black Panther Capital — Labor shortages in manufacturing remain unresolved.
Reshoring is happening, but only works economically with automation.
That’s the forcing function.
Automation is ALREADY deliv…
January 2026 · 12 mentions
Jan 28
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 22
Serenity — Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$…↗
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 21
InvestmentGuru — Top 10 Robotics Plays -
$NVDA
The compute powerhouse of robotics — its GPUs and Jetson AI platforms are used in robot perception, autonomy, and AI workloads. Robotics innovation…↗
Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
Ray Wang — $TER: "We anticipate that business conditions for mobile, auto, industrial, and robotics will improve, but the timing and the intensity of that recovery is uncertain."
"The real…↗
Oct 29
Ray Wang — $TER beats Q3 and reports guide a good Q4.
Fundamentals are important, but perhaps the investors want to hear the most about is the progress in chip testing (>70% of rev) cust…↗
Oct 28
Ray Wang — Comment from $TER CFO Sanjay in September 6th: https://t.co/d1ckFT3jnE↗
Oct 28
Ray Wang — 2) GF believes $TER is set to gain AI testing share, with $NVDA Rubin testers certified by 4Q25 (low-teens % share, shipments in 2Q26, Rubin Ultra mid-20s%).
It also claims that…
— 🚨 $RKLB, $CRWV, $NBIS, $ALAB, and $TER all join the Nasdaq-100 this morning prior to market open.
This means ETFs that track this index, like $QQQ, will be forced to buy these na…
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 20
Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...
1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗
Jun 19
Damnang2 — Compute is starting to trade like a commodity.
CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…↗
Jun 18
mon — New stocks are joining the Nasdaq-100 on June 22, 2026.
Five companies: Astera Labs $ALAB, CoreWeave $CRWV, Nebius Group $NBIS, Rocket Lab $RKLB and Teradyne $TER are being added…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 13
Wayne Liang — So the entire space sector had massive turbulence from $SPCX IPO... exactly what we've been preparing you for, for months!
And remember, IPO volatility does not change the fundame…↗
Jun 12
InvestmentGuru — 🚨 NASDAQ 100 JUST GOT AN AI & SPACE UPGRADE 🚨
Nasdaq announced the June 2026 quarterly rebalance — and the additions tell you exactly where the market is going.
Effective June…↗
Jun 12
The Future Investors — Nasdaq-100 Rebalance 📊
Nasdaq announced its quarterly index changes, effective June 22.
✅ Added: $ALAB, $CRWV, $NBIS, $RKLB, $TER
❌ Removed: $CHTR, $CTSH, $INSM, $VRSK, $ZS http…↗
unusual_whales — BREAKING: Nasdaq will add $ALAB, $CRWV, $NBIS, $RKLB, and $TER to the Nasdaq-100 effective June 22, 2026, while removing $CHTR, $CTSH, $INSM, $VRSK, and $ZS as part of its quarterl…↗
Jun 12
TheValueist — $NBIS $ALAB $CRWV $RKLB $TER JOIN $QQQ
I’m long calendar NBIS -1/15/27 c410 || +12/15/28 c410.
Club Valueist - get involved. It will be the best $1/month you will ever spend.…↗
Jun 12
Chris Ray — 🚨 $RKLB ADDED TO NASDAQ-100
Along with $ALAB, $NBIS, $CRWV, and $TER.
Funds like $QQQ and others will now be forced to buy.
Huge news! 🥳🎉 https://t.co/6W9PFayJ5O↗
Jun 12
amit — NEW COMPANIES JUST ANNOUNCED TO JOIN THE NASDAQ 100 $QQQ:
$NBIS $RKLB $CRWV $TER $ALAB↗
Jason's Chips — J.P. Morgan upgrades $TER to OW with $400 PT
"Auto/industrial has already structurally remixed toward data center exposure, which the market is not crediting. Management disclosed…↗
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 — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
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 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 3
Alphatica — Q1 2026 earnings season. Here's what the actual 10-Q filings are showing.
238 S&P 500 companies have filed with the SEC. Not press release numbers. Filed accounting.
Revenue grow…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 1
Jukan @COMPUTEX — [GF Overseas Electronics & Communications]
Teradyne 1Q26 Review: Entering a Transition Period in 2H26
☄️ Teradyne 1Q26 Review: Entering a Transition Period in 2H26
☀️ Strong 1Q…↗
— $TER
Teradyne’s latest earnings were clearly strong.
Both revenue and earnings came in above market expectations, and AI related test demand remained strong. Yet the stock still…
Alex A.C. — @BSkypia59338 - Me: "it has more potential due to margins"
- $TER CEO: "Our Q1 results reached a new record high"
I was right about the jump in margins or not 😌
Stock is tankin…↗
Apr 22
Alphatica — $TXN still going strong in the after-hours session. The $TER economic connection was strong here. Texas Instruments has some legs. We expect this stock to continue to rally.
***N…↗
Apr 22
Alphatica — We can almost guarantee not one Wall Street analyst had the $TER economic connection.
$TXN beat. 7 straight now.
EPS: $1.68 vs Street $1.37 — beat by 22.6%
Revenue: $4.83B vs St…↗
Apr 22
Alphatica — TXN reports today after the close.
6 straight beats. Stock +34% YTD near 52-week highs.
Street EPS: $1.37
Street Revenue: $4.52B
Alphatica Estimates:
EPS: $1.42
Revenue: $4.55B…↗
Apr 19
Gaetano — Photonics is a stack!
$AXTI $AIXA $TSEM $AEHR $LITE $GLW
Here is a clean map of the sector.
Please bookmark & share!
A laser, a photonic chip, a finished module, and a deployed…↗
Apr 14
Serenity — "Silicon photonics scaling hits wafer testing bottleneck"
- $FORM (helps that ficontec left), $AEHR
- Over in Taiwan MPI (6223), MA-tek (3587), MSScorps (6830)
- Then large cap C…↗
Apr 13
Gaetano — If you invest in Photonics, you need to understand the important of the testing layer
$AEHR $VIAV $FORM $KEYS $TER
This article is a great introduction↗
Apr 13
Jukan @COMPUTEX — FormFactor and MPI vie to break SiPh test bottleneck as ficonTEC reportedly exits
As AI data centers officially enter the silicon photonics (SiPh) era, the industry faces severe c…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
— I realized by the amount of bookmarks.
I lowkey dropped a banger ETF?
AI Displacement Equal Weighted YTD:
$AXTI: +191.53%
$AAOI: +144.47%
$SNDK: +140.38%
$SOI: +114.3%
$LITE: +6…
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
Mar 9
SemiAnalysis — While Advantest took the early lead, with greater exposure to #HPC, $NVDA AI accelerators, and the #HBM business, $TER is working hard to recapture test steps and market share. (2…↗
Mar 6
TheValueist — Haha. I don't know about huge, but of your list I like $KEYS $TER $FORM $AEHR - the others might be interesting as well, but I haven't spent much time on them.↗
Serenity — Retail is panicking that US Job Numbers have been now revised down by over 1 Million.
But you are likely missing the bigger picture.
Here's what happened, and how to structure…↗
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Feb 11
Serenity — For the vast majority of retail:
If you want to ride the capex trends happening right now, these are probably must have imo:
1. Memory - $MU, Samsung, Sk Hynix, $SNDK
2. Photon…↗
Feb 9
Serenity — Speaking of other bottlenecks like $AXTI.
I’ve been looking into 4D AI.
Convos with industry insiders leads me to believe it’s an upcoming trend eg. “World Models” for physical A…↗
Daave “3 and 30” Tepper — @FatBearCapital more sensitive to test volumes than equipment sales. On a lag to $ter but it’ll come. Earnings lower volatility
Tbh I added it back recently and I don’t feel great…↗
Feb 3
TheValueist — $TER EXECUTIVE CALL SUMMARY: Teradyne, Inc. (02/03/26)
Q4 2025 represented a material inflection in both financial performance and narrative framing, with results and forward outl…↗
Feb 3
Serenity — @Sanchecks I'm actually long $AEHR right now in the event any of the big three memory companies use them for HBM DRAM die burn in or hyperscalers expands Sonoma usage. Then there's…↗
Feb 2
Serenity — @jukan05 Wow, 19%+ AH on $TER.
Just a normal day for $SNDK though https://t.co/Gu27gjquEi↗
Feb 2
TheValueist — $TER (Bloomberg) -- Teradyne shares jumped 19% in postmarket trading after the company forecast revenue for the first quarter that exceeded the average analyst estimate.
FIRST QUAR…↗
Feb 2
Jason Luongo — ALL OF THESE STOCKS REPORT EARNINGS THIS WEEK!
Monday, February 2:
The Walt Disney Company $DIS
Palantir Technologies $PLTR
NXP Semiconductors $NXPI
Simon Property Group $SPG
Tys…↗
— THE HUMANOID ROBOT LANDSCAPE IN 2026
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robo…
InvestmentGuru — Robots Are Taking Over — And This Is Bigger Than Most People Realize
Robot software
$NVDA, $QCOM, $PTC is the intelligence layer — AI, chips, and operating systems that power ev…↗
Jan 11
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
InvestmentGuru — Top 20 Picks for 2026
1. $NVDA – AI infrastructure king, earnings power still compounding
2. $AMD – AI accelerators + CPU share gains
3. $AVGO – AI networking + software cash mac…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 8
Black Panther Capital — 2026-2030 money flow prediction:
Capital hits AI hardest first → fuels robotics breakthroughs → unlocks space scale.
AI leaders: $NVDA $MSFT $GOOGL $AMZN $META
Robotics surge:…↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 1
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…↗
— 4) Q: "And I said over the summation of '26 and '27 -- let's not take 1 year or the other. Over that period, which one of those 3 would you say would be the largest?"
$TER: "And w…
Ray Wang — 3) $TER: "I think that ultimately, long term, what we've seen in other customers that do dual sourcing is that your share ends up in a 30% to 70% range based on differentiation and…↗
Dec 3
Ray Wang — 2) $TER: "The other thing that happens when you're qualified is they give you more to do. So we'll begin other projects to do more conversions of parts that are much earlier in the…↗
Dec 3
Ray Wang — 1) $TER: "We've been working on this sort of qualification project for a little bit less than the last 6 months.....
And we are late in that third phase now. And to your point,…↗
Ray Wang — 1) Been following $TER for quite while. Share up 40+% since August 1st.
The note (#2) below from GF Securities caught my attention today (coverage initiated). Of course, one key…↗
Oct 14
Ray Wang — Jeffries says they found NO evidence that $TER enters $NVDA Rubin supply chain (referring chip testing).
Interesting.
$avantest https://t.co/e5i5kTUHWp↗
Daave “3 and 30” Tepper — NAND / eSSD supply response is too fast IMO to chase these stocks.
However, testing equipment is the “picks and shovels” for nearly assured explosion in eSSD.
Advantest and Tera…↗