Stock fell despite beating expectations due to high year-to-date gains and stretched valuation.

Viewed as part of a sector bubble that is beginning to deflate.

Owns Universal Robotics, a leader in cobots used in defense; seeing bipartisan support and congressional investment.

Mentioned as a semiconductor name the speaker has previously highlighted as part of the bullish AI infrastructure theme.

Teradyne (TER), a chip-testing equipment maker, saw its shares jump by nearly 25% in pre-market trading due to a strong forecast for the first quarter.

Included in a list of semiconductor companies set to benefit from the industry's shift towards advanced packaging and chip efficiency.

Mentioned as another semiconductor and tech hardware company benefiting from the AI buildout.

Highlighted as a 'favorite name' that is shifting its growth driver from mobile to AI and computing, with an upcoming upgrade cycle expected for computers, phones, and industrial components.

Highlighted as a long-term right-tail opportunity, with its robotics segment expected to drive significant benefits in 2026 and beyond. Considered an attractive investment due to potential upside from robotics and a strong financial position, despite short-term challenges in semi-test.

Surged 19% after hours on a double earnings beat and strong guidance for AI-related growth, signaling broad strength in the semiconductor testing space.