Trade Alert: Betting On Another Upside Surprise

Robot-maker Teradyne exploded 20% higher after earnings Tuesday. Next month, one of its suppliers reports.

Oct 29, 2025

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Betting On Another Robotics Upside Surprise

Back in July, we entered a trade on Teradyne (TER 0.00%↑) after reports that its robotics division was supplying collaborative robots to Amazon for its new “Vulcan” warehouse arm.

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Those robots were already integrated with Nvidia’s Isaac stack, giving the segment an AI halo just as GPU-driven path-planning moved from demo to deployment.

That TER trade ended up returning 236%, but as we saw yesterday, there was still plenty of upside left: Teradyne’s shares exploded more than 20% higher after its latest earnings report.

Today, we’re positioning for a similar post-earnings move in another high-conviction robotics name we’ve traded before, one that happens to be a supplier to Teradyne.

Details below.

Today’s Robotics Trade

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