Teradyne. Every tracked FinTwit mention of $TER, newest first. 37 mentions since the first on Oct 1, 2025. See the price chart.
May 2026 · 11 mentions
May 31
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…↗
May 22
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 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…↗
April 2026 · 6 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 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.↗
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…↗
January 2026 · 1 mention
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…↗
December 2025 · 6 mentions
Dec 24
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 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…↗
Dec 3
Ray Wang — 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 — $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…
— $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…
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 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…↗
— GAI Test and Measure. Don't sleep on VIAV.
$VIAV $AEHR $TER $KEYS https://t.co/LTNpDcRmZw
— 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…
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…↗