Why LRCX, AMAT Could Outperform Teradyne Stock
1. Semiconductor cycle shows recovery; equipment makers' prospects are reassessed. 2. Lam Research (LRCX) and Applied Materials (AMAT) outperform Teradyne (TER). 3. AMAT and LRCX have lower valuations but stronger revenue growth than TER. 4. Investors may prefer AMAT over TER based on performance versus valuation. 5. High-quality portfolios mitigate risk and leverage long-term potential in tech.