Yeah I hope I get a second shot at a BTC ish story but Teradyne $TER is worth a look. The company is well-positioned with applications across semiconductor technology and advanced robotics.

After the April 2nd setback, the stock has regained momentum thanks to several new business deals. The latest catalyst was a partnership with Amazon to support its extensive robotics systems, a significant win.

Teradyne currently carries a market cap of around $17 billion and trades at a P/E of 35, signaling that investors are treating it as a growth name.

Big picture, we’re still in the early innings of the robotics cycle. Over the next five years, the industry’s potential could be measured in the trillions. If adoption follows a trajectory similar to smartphones, the upside could be substantial.