🌙 After-Market Earnings Recap:
$Bloom Energy(BE.US) $Cheesecake Factory(CAKE.US) $Avis Budget(CAR.US) $CoStar(CSGP.US) $Enphase Energy(ENPH.US) $Ford Motor(F.US) $KLA(KLAC.US) $Mondelez(MDLZ.US) $NXP Semiconductors(NXPI.US) $Seagate Tech(STX.US) $Skyworks Solutions(SWKS.US) $Teradyne(TER.US) $Tilray Brands(TLRY.US) $Visa(V.US) $Waste(WM.US)
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$Teradyne(TER.US) Q2 EARNINGS CRUSHED 🔥
Adj. EPS: $2.47 vs $2.09 estSales: $1.329B vs $1.223B estRaised Q3 Adj EPS GuidanceRaised Q3 Sales Guidance 🟩 +12.20%
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The board of Sigurd Microelectronics, the chip packaging firm, approved NT$2 billion (US$62M) more for capex this year, raising the total to NT$8.8 billion from NT$5.9 billion previously, media report. New spending will be aimed at AI chip testing equipment. $Teradyne(TER.US) $Camtek(CAMT.US) $Formfactor(FORM.US) #semiconductors
Source: Dan Nystedt
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nasdaq 100 rebalance takes effect today, adding astera labs coreweave nebius rocket lab and teradyne. notice the theme, its basically an AI and space infrastructure refresh. the index keeps tilting harder into the buildout every quarter
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🚨 NASDAQ-100 CHANGES
ADDITIONS$Coreweave(CRWV.US) CoreWeave$Nebius(NBIS.US) Nebius Group$Rocket Lab(RKLB.US) Rocket Lab$Teradyne(TER.US) Teradyne $Astera Labs(ALAB.US) Astera Labs DELETIONS$Charter Comm(CHTR.US) Charter Communications$Verisk Analytics(VRSK.US) Verisk Analytics$Zscaler(ZS.US) Zscaler$Cognizant Tech Solutions(CTSH.US) Cognizant Tech Solutions$Insmed(INSM.US) Insmed - H
🚨 Cathie Wood’s ARK Trade Highlights – June 4, 2026
🟢 Bought: $Alibaba(BABA.US) $Meta Platforms(META.US) $Broadcom(AVGO.US) $Coinbase(COIN.US) $Circle(CRCL.US) $X-Energy(XE.US) $Doordash(DASH.US) $Pony AI(PONY.US) $Kodiak Robotics(KDK.US)🔴 Sold: $Archer Aviation(ACHR.US) $Veracyte(VCYT.US) $Teradyne(TER.US) $Baidu(BIDU.US) $AMD(AMD.US)
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Testing: The critical bottleneck in CPO mass production (TrendForce)
The current testing approach is manual + non-standardized.Which creates a severe throughput bottleneck.For Testing exposure:-> $Formfactor(FORM.US): probe cards/systems-> $Onto Innovation(ONTO.US): inspection + metrology-> $Camtek(CAMT.US): inspection + metrology-> $Keysight Tech(KEYS.US): photonic/optical test-> $Viavi Solutions(VIAV.US): photonic/optical test-> $Aehr Test(AEHR.US): burn-in + testIn case anyone wanted to do further research.Names like $Teradyne(TER.US), Advantest, and Chroma ATE also fall here.So since $Taiwan Semiconductor(TSM.US)'s COUPE targets volume production in 2026...solving the testing bottleneck is one of the key unlocks for CPO to scale.Along with things like lasers, FAU, substrates, and advanced packaging.Disclosure: I personally have a position in Aehr.
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🚨 Cathie Wood’s ARK Trade Highlights – May 14, 2026
🟢 Bought: $Cerebras(CBRS.US)🔴 Sold: $Twist Bioscience(TWST.US) $Teradyne(TER.US) $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $Caredex(CDNA.US) $Adaptive Biotechnologies(ADPT.US)
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Decent day today but the oil hedges took a bite out of returns. Top gainers: $Jabil(JBL.US) $Joby Aviation(JOBY.US) $Alibaba(BABA.US) $Penguin Solutions(PENG.US) $Teradyne(TER.US) $Mercury(MRCY.US) $ATI(ATI.US) $Energy Fuels(UUUU.US)
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Top earnings plays I am watching from today's reports
$Eli Lilly(LLY.US) $Viking Therap(VKTX.US) $Textron(TXT.US) $GE Vernova(GEV.US) $Teradyne(TER.US) $Intercontinental Exchange(ICE.US)
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$Teradyne(TER.US) This is why I am always cautious of ER. It's not EPS or it's not Revenue, it's the guidance. No one can predict that and market can be brutal if it has concerns about FCF.
For $Teradyne(TER.US), 50ma has to be reclaimed, otherwise $Spotify(SPOT.US) can happen here too.
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$Teradyne(TER.US) | Teradyne Inc., Q1-2026 Earning Report
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$Teradyne(TER.US) Double Beat and getting smoked
EPS: $2.56 vs $2.10 estREV: $1.282B vs $1.210B est🟥 -11.44%
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🚨 Cathie Wood’s ARK Trade Highlights – April 24, 2026
🟢 Bought: $X-Energy(XE.US) $Amazon(AMZN.US)🔴 Sold: $AMD(AMD.US) $Caterpillar(CAT.US) $Rocket Lab(RKLB.US) $Teradyne(TER.US) $Iridium Comm(IRDM.US)Source: Hardik Shah
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"Silicon photonics scaling hits wafer testing bottleneck"
- $Formfactor(FORM.US) (helps that ficontec left), $Aehr Test(AEHR.US) - Over in Taiwan MPI (6223), MA-tek (3587), MSScorps (6830)- Then large cap Cap - $Teradyne(TER.US), Advantest (6857) Are some decent exposure off the top of my head if you’re curious. I’ll make a deeper dive ETF for you all soon.Source: Serenity
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Nvidia’s adoption of Co-Packaged Optics (CPO) in its upcoming Vera Rubin AI chip platform hinges on the semiconductor testing supply chain, as the most difficult hurdle to mass production is wafer-level testing of the ‘Electronics-on-Top, Photonics-on-Bottom’ structure, which is a 3D stack of chips, like a sandwich, that uses TSMC’s SoIC advanced packaging technology, media report. The issue is testing for photonic and electrical signals differs significantly, and the industry does not have testing equipment able to do mass production volumes. If a solution cannot be found, it may hurt adoption of the technology. A number of companies are rushing to develop such equipment, including Advantest, Teradyne, FormFactor, MPI and Hermes Testing (HTSI). $NVIDIA(NVDA.US) $Teradyne(TER.US) $Formfactor(FORM.US) $6857 #semiconductors #semiconductor
Source: Dan Nystedt
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ASE, the chip packaging giant, expects to spend more than its original US$7 billion on capex this year due to strong AI demand, and announced an NT$108.3 billion (US$3.4B) plan to build a chip testing cluster in Kaohsiung, south Taiwan, media report, citing ASE COO Tien Wu, and adding ASE plans to break ground on Six new advanced packaging plants this year. ASE expects operations to begin at the Renwu, Kaohsiung site in April, 2027. The 2nd phase of expansion is set for October, 2027. $Advanced Semiconductor Engineering(ASX.US) $Taiwan Semiconductor(TSM.US) $Amkor Tech(AMKR.US) $BESI #Advantest $KLA(KLAC.US) $Teradyne(TER.US) #semiconductors
Source: Dan Nystedt
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Teradyne sees mobile not recovering to previous peak despite 2nm/WMCM. Huge installed base in mobile limits incremental growth. Merchant DC GPU qual in process and revenue likely from 2H.
Source: Sravan Kundojjala
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Some names that reported in Feb 2026 that are up 2+% $Teradyne(TER.US) $Ball(BALL.US) $Palantir Tech(PLTR.US) $Illinois Tool Works(ITW.US) $Marathon Petroleum(MPC.US) $PepsiCo(PEP.US) $Enterprise Products Partner(EPD.US) $ATI(ATI.US) $Merck(MRK.US)
Source: Sunrise Trader
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The decline in precious metals was expected, and the impact of the nomination of a hawkish Fed chair candidate is immeasurable. The future of the US dollar remains to be seen.
Featured🔥 Market Shock: Hawkish Fed Nominee Sinks Stocks & Metals | Monday, Feb 2, 2026
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
