Trade Alert: Betting On Another Upside Surprise
Robot-maker Teradyne exploded 20% higher after earnings Tuesday. Next month, one of its suppliers reports.
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.
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.
