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
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
$TER Teradyne, Universal Robots.
"This is a quantum leap in terms of being able to manufacture these medicines at a lower cost, and in a smaller space.” businesswire.com/news/home/2025…
LRT Capital Management on Integrated Electrical Services, Inc. (IESC) $IESC US
Thesis: Integrated Electrical Services, Inc. (IESC) is a diversified provider of essential electrical and technology infrastructure services in the U.S., leveraging its four segments to capitalize on…
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