Jim Cramer Says He Likes Teradyne
Second most powerful theme, again, a technology theme. The semiconductor capital equipment companies that make the machines needed to boost memory and storage production. There are only a handful of these, think KLA, Lam. And then there are other companies that test what these companies make. Again, only a handful. I like Teradyne.
Teradyne, Inc. (NASDAQ:TER) supplies automated test equipment for semiconductor devices across industries such as automotive, communications, consumer electronics, and computing. The company also provides collaborative robots, mobile robotics, test instrumentation, and wireless testing solutions for manufacturing and industrial applications. During the January 6 episode, a caller inquired about the stock, and in response, Cramer said:
You know what… this is a tough one. The stock is capturing too much enthusiasm, but I’ve got to tell you, it is one hell of a company. It is really, really great, and I would not step away from it. Would I buy it up here? I don’t know, if it pulls back, I’m still a buyer… It’s that good a company.
While we acknowledge the potential of TER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the
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