Cadence Design Systems. Every tracked FinTwit mention of $CDNS, newest first. 32 mentions since the first on Jul 29, 2025. See the price chart.
June 2026 · 2 mentions
Jun 1
Alex A.C. — Jensen is even giving you those names; don't put all the SaaS in the same basket 😉 $CDNS $CRWD $PLTR $NOW
Said that, I'm not interested in Software as long as the hardware/data…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
May 2026 · 10 mentions
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 22
Damnang2 — I prefer companies that rise quietly and gradually, before everyone starts talking about them.
$CDNS is one of those names. https://t.co/fnD1k4Pgtd↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 14
Michael | Hypermarkets — All the stocks Trump bought are up 100%-200% so far.
When he says to "BUY THE DIP" you do it if you want to retire before 40.
1/ NVIDIA $NVDA — AI compute is the oil of the 21st…
April 2026 · 7 mentions
Apr 28
TheValueist — After listening to all the earnings calls today — $AMKR $CDNS $SANM $RMBS (yes, I actually listened to them all) — I don’t see any scenario where $NVDA isn't a $300 stock by 1/21/2…↗
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
The Future Investors — Next week will be a bit quieter, but we still have some great companies reporting their latest earnings 📊
Think $PANW, $CDNS, $FIG, $WMT, and $BESI.
Which one are you most excit…↗
Feb 4
Tech Fund — $CDNS & $SNPS down 8%, yet their biggest customer - $NVDA's Jensen - says yesterday he's investing as much resources in these tools as they need. https://t.co/sCj63TngYL↗
October 2025 · 5 mentions
Oct 28
Ray Wang — 4) This part is important as well.
Besides its "different" IP business, $CDNS Devgan also said not only they have 4 major foundry customers ( $TSM, Samsung, $INTC, Rapidus) in ad…↗
Oct 28
Ray Wang — 5) Taken together, and thinking $SNPS last call, $CDNS painted a quite different picture in IP business against $SNPS, which is facing new challenges (although I still think a 35%…↗
Oct 28
Ray Wang — 3) Devgan cited three reasons of success of its IP business. To start, he think $CDNS' IP business is "different" and it's "much more profitable"—which has "software-like profitabi…↗
Oct 28
Ray Wang — 2) Yet, on the other hand, $CDNS management seem quite confident on its IP business, and in someway implying their IP business is in fact strengthened.
$CDNS CEO Devgan: "I'm act…
September 2025 · 1 mention
Sep 24
Ray Wang — A very overlooked part of $MU's call. This part also reminds me of $CDNS's call on how AI has accelerated productivity overall and specific work on semis.
$MU: "Micron delivered…↗
July 2025 · 2 mentions
Jul 29
Tech Fund — "Plans for Moore's Law to continue until 2042" - $CDNS CEO https://t.co/ROoeGKYPz4↗
Jul 29
Tech Fund — Agentic AI will design semis - from $CDNS: https://t.co/IpJlzq6xlF↗
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 13
Serenity — “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 happe…↗
InvestmentGuru — COOLING / WATER: The Hidden Bottleneck in AI
AI scaling isn’t just a chip problem.
It’s a heat problem. The more compute you run, the more heat you generate — and heat kills perfo…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
— Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Apr 19
InvestmentGuru — Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…↗
Apr 15
The Future Investors — $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, roboti…↗
Ray Wang — 1) There wasn't much discussion here bout $CDNS's call yesterday. But I think the call itself is very interesting and worth a post. $SNPS.
To start, $ SNPS's last earnings call f…↗