In short: Terranova's final trade — explicitly "a trade" (42:33). "Your risk here is down to the 200 day moving average at 323. In Q3, you have a series of higher lows. You're buying against that level with the hope that the restart happens for the semiconductor name with a reasonable valuation." Santoli: ~$33 of downside, "more than that for the upside."
Teradyne makes the machines that test chips before they ship. Terranova calls it a trade, not a long-term hold: the stock has made higher lows through the quarter, and he would sell if it fell below its 200-day average (about $323), roughly $33 below where it traded. The bet is that chip-testing demand restarts while the valuation is still reasonable.
In short: Harrington owns it on the testing-complexity thesis: "everything needs to go back to testing, and the more complicated chips get, the harder and more important testing is" — her preferred way into the semi story vs the harder-to-value memory names.
In short: Brown: semiconductor-test AI-buildout beneficiary, rallying on the Micron read-through.
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