What @Citrini7 likes about Teradyne: - underappreciated robotics tailwind - Amazon is buying $TER's robot claw for their factories - analysts' earnings expectations = "cynical cyclicality" 1/3 Full interview:

As I disclosed in the interview, I owned 1 $TER call at the time of recording (since airing the episode, I have obtained several more) $TER is also in $SMH, the sponsor of that episode (VanEck Semiconductor Fund) 2/3

Small position. $TER has a history of profitability & buying back stock so while it it cyclical, it is not a shitco. I would not buy if it was a shitco. Although interestingly, it is shitcos that are rallying the hardest over the past ~month. By definition, this cannot last 3/3