L/S Equities. All thoughts my own. Not investment advice / do your own research. Probably own the stocks I post about.
*Not an investment firm*Joined July 2025
Flow Freebie:
$TER
This is December 2027. So it ia a LONG term hold, not to be traded on a 5 min chart. Down day today, but with that amount of time on it, it allows for the regular ebbs and flows of the market. This is over $7 million, so not a retail trader.
Was it my imagination or did $TER seem a touch more confident at Citi vs earnings call a month ago, about breaking into GPU test next year with Rubin?
Nothing is decided, but was tone a bit better? And TER was willing to discuss its confidence around the UltraFLEXplus tester,…
$NVDA just said that Universal Robots is a leading robotics company that they are working with in their prepared remarks. Yet, Teradyne trades like a cyclical auto business?? $TER
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