Danger Will Robinson!!

Robots! Weekly Charts 5/17/2026

$TER (Teradyne, Inc. - NASDAQ)

• Thematic Role: Automated test equipment and collaborative robotics (cobots) via its Universal Robots (UR) and Mobile Industrial Robots (MiR) business units.

• Expected 10-Year TAM/SAM: $7.2 Billion to $11 Billion Collaborative Robot (cobot) market.

• Key Thesis: Holds dominant global market share in the industrial cobot landscape. The highly profitable legacy semiconductor testing business generates steady, reliable cash flow to aggressively fund high-margin robotics expansion.

  

  I’m late but it still a cheap PEG, I hope to enter and add at the bullseyes - I nibble in…

$CGNX (Cognex Corporation - NASDAQ)

• Thematic Role: Edge machine vision systems, industrial optical barcode readers, and automated profile sensors that serve as the fundamental “eyes” for robotic arms and inspection equipment.

• Expected 10-Year TAM/SAM: Dominates the foundational $10 Billion global machine vision, logistics tracking, and automated optical inspection layer.

• Key Thesis: Robots cannot interact with unstructured worlds without vision. Cognex provides the advanced computational alignment software and high-speed sensors used by factory and warehouse robots to correctly identify, pick, place, and verify parts in real-time. Exceptional cash-generative profile.

  

  This just broke up and out from it’s channel and might be flagging here, will look to start nibbling on any dips