The host says TER has no major trend and is always oscillating; if he finds new favored stocks, he may reduce his TER position to rebalance.

The host disclosed his public account holdings: Teradyne (TER) is the biggest recent loser in his portfolio and has been on a roller coaster; four of his positions are now at small losses, and he feels it will be hard to recover this year.

The host holds Teradyne in his public account. The stock pulled back over 3% today, but its recent uptrend has been healthy, so the pullback is normal and not a major concern.

Teradyne launched a memory chip test system; benefiting from the semiconductor recovery and strong orders, Wall Street revised earnings estimates upward. After the surge, the chart looks aggressive and could make a new high, targeting above 500; the host holds 10 shares and feels little pressure.