← Watchtower
February 14, 2026
#TER

πŸ‡ΊπŸ‡ΈπŸ’Ύ Teradyne is the top performer in the best-returning portfolio this month

The business is straightforward: automated test equipment for semiconductors. Surging demand for memory chips from AI data centers has driven massive growth in demand for the company's services.

Revenue is expected to double to $6B over the next three years. Teradyne ranks in the 89th percentile by Growth Score.

Since the latest rebalance of the S&P 500 Growth + Momentum portfolio TER is up +30%. The portfolio overall: +7.5% vs. –1.5% for the index.