The YouTuber suggests Terradine, a semiconductor equipment company that provides test platforms for AI chips. He notes that despite strong Q1 results with 241% EPS growth driven by AI demand, the stock fell, creating a buying opportunity. Terradine's technology is crucial for testing high-bandwidth memory (HBM) in AI accelerators, and the company is expanding into AI data center connectivity and test software.
“In April, Terradine reported Q1 results that beat expectations on every metric. earnings per share grew 241% year over year with AI-related demand making up nearly 70% of their total revenue. And their reward for this? The stock fell 19% on the news.” — ▶ 01:14:40