@ftr_investorsJul 17, 2026 · 2:28 PM

$SNPS and $CDNS are selling off after Kimi K3 designed a chip using AI 📉 It still relied on open-source EDA tools and used a 45nm academic library, many generations behind today's production-grade 3nm/2nm chips. I think today's sell-off is an overreaction 😉 https://t.co/eb9ipZ7VuN

@damnang2May 22, 2026 · 4:54 PM

I prefer companies that rise quietly and gradually, before everyone starts talking about them. $CDNS is one of those names. https://t.co/fnD1k4Pgtd

@aleabitoredditMay 13, 2026 · 10:53 PM

“Robotics may be the biggest product category of all time” - $CDNS CEO. “The projection is $25 trillion. The whole GDP of the world is $110 trillion. So this is huge if this happens.” Extremely bullish on robotics/humanoids directionally. But maybe it’s time for $TSLA and America to really start prioritizing how we build it outside Chinese supply chains?

@ftr_investorsApr 15, 2026 · 9:01 PM

$CDNS $NVDA Cadence and Nvdia expand their partnership to bring agentic AI, digital twins, and physics-based simulation into engineering 🤖 The goal: speed up chip design, robotics, and AI factories and cutting workflows by up to 100x 🚀 https://t.co/ngWUAQe5XW