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TER

TER

3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by Wall St Engine 1mo ago
IN TRACKED PORTFOLIOS
Cathie WoodSELL
TERTERLONG4w ago
“Backend Equipment Advantest $6857.T Teradyne $TER DISCO $6146.T BE Semiconductor $BESI.AS ASMPT $0522.HK Kulicke & Soffa $KLIC”
P Equity Research 📰

AI chip complexity drives more intensive semiconductor test requirements; Teradyne is named as the key US backend test equipment play in the supply chain map

TERTERLONG@ $429.88
$379.21-11.79%
since call Jun 27
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TERTERLONG1mo ago
“This move puts Advantest in head-to-head positioning against Teradyne's Photon 100 in the EO/tester layer, with both incumbents now moving to absorb production-”
Damnang2

Teradyne's early Photon 100 silicon photonics tester is validated by Advantest's entry into the same market, confirming the EO test layer as the next major ATE spend category

TERTERLONG@ $474.97
$379.21-20.16%
since call Jun 25
Trade on Robinhood →
TERTERLONG1mo ago
“Nasdaq-100 adds $ALAB, $CRWV, $NBIS, $RKLB and $TER; removes $CHTR, $CTSH, $INSM, $VRSK and $ZS.”
Wall St Engine

TER joins Nasdaq-100 Monday, forcing passive fund buying before the open

TERTERLONG@ $436.21
$379.21-13.07%
since call Jun 21
Trade on Robinhood →