Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
May 27
The Future Investors — 𝗦𝘆𝗻𝗼𝗽𝘀𝘆𝘀 𝗤𝟮 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SNPS
EPS: $3.35 vs $3.15 est. ✅
Revenue: $2.28B vs $2.25B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟯 𝗙𝗬𝟮𝟲
Revenue: $2.41B-$2.46B vs $2.42B est…↗
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
The Future Investors — Next week brings another round of very interesting earnings 🗓️👀
Tuesday: $ZS
Wednesday: $MRVL, $CRM, $SNOW, $SNPS
Thursday: $DELL, $MDB
Which one are you looking forward to the…
April 2026 · 3 mentions
Apr 24
TheValueist — Atomera ( $ATOM ) said Thursday it expanded its collaboration with Synopsys ( $SNPS ) to advance gallium nitride, or GaN, device modeling for radio frequency and power semiconducto…↗
Black Panther Capital — Jensen Huang just told you where the bottleneck is.
Not in one investment. In a pattern.
In March alone, $NVDA committed $2 billion each to $LITE and $COHR, both photonics compan…↗
March 2026 · 5 mentions
Mar 31
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 23
The Future Investors — $SNPS Elliott Investment Management has taken a multibillion-dollar stake in Synopsys 💰
The fund wants the company to increase revenue and profits and believes it can benefit fro…↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
TheValueist — $SNPS KEY READ-THROUGHS FROM SYNOPSYS Q1 FY26 EARNINGS CALL
The quarter’s commentary provided a high-signal, early-cycle view into semiconductor R&D intensity, verification hardwa…↗
Feb 26
TheValueist — $SNPS EXECUTIVE CALL SUMMARY: Synopsys Inc (02/25/26)
Q1 FY26 results were characterized by revenue at the top end of guidance and non-GAAP EPS above guidance, with management att…↗
Feb 25
TheValueist — $SNPS (Bloomberg) -- Synopsys forecast adjusted earnings per share for the second quarter; the guidance beat the average analyst estimate.
SECOND QUARTER FORECAST
Sees adjusted EPS…↗
The Future Investors — 𝗦𝘆𝗻𝗼𝗽𝘀𝘆𝘀 𝗤𝟰 𝗙𝗬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SNPS
EPS: $2.90 vs $2.88 est. ✅
Revenue: $2.26B vs $2.24B est. ✅
Outlook Q1 FY26:
Revenue: $2.39B vs $2.42B est. ❌
EPS: $3.55 vs $…↗
Dec 6
The Future Investors — Next week wraps up Q3 earnings — and it’s a big one! 🔥📊
Wednesday: $ORCL, $ADBE, $SNPS
Thursday: $AVGO, $LULU, $COST
Which one are you most excited for? 👀 https://t.co/SPd7L70…↗
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…↗
October 2025 · 2 mentions
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 — 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…↗
September 2025 · 3 mentions
Sep 24
Ray Wang — Important announcement from $SNPS on collaboration with $TSM on N2, A16, Advanced Packaging (SoIC-X) https://t.co/YmASH3Tj78↗
Sep 22
Ray Wang — Promise this is my last self-promotion on this piece (should be a good Monday read tho).
$INTC $ALAB $NVDA $ARM $LRCX $SNPS $AMAT $TSM↗
Sep 16
Tech Fund — $SNPS oversold - Deutsche:
"Starting with investor feedback, those who were awaiting an entry point have bought the dip, those that got burned are split with some throwing in the…↗
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 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
Mike Investing — Earlier today President Trump revealed his Stock Purchases for 2026…
There were over 3,600+ transactions and revealed $1M+ positions in these stocks:
$NVDA, $NOW, $ADBE, $ORCL, $…↗
May 14
Jason's Chips — $CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them? https://t.co/2RliMRms01↗
May 14
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 14
TheValueist — $NVDA $NOK $LITE $COHR The current holdings of J. Huang Capital Management. You might think it is sophomoric, but you could simply buy these, hold them for the next 3 years, and do…↗
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…↗
— 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,…
Mike Investing — $NVDA isn’t just building chips, but rather buying the entire AI stack…
Below are some of Nividia’s most notable investments:
~ $5B in $INTC (Intel)
~ $2B in $CRWV (CoreWeave)
~…↗
— 𝗦𝘆𝗻𝗼𝗽𝘀𝘆𝘀 𝗤𝟭 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SNPS
EPS: $3.77 vs $3.56 est. ✅
Revenue: $2.41B vs $2.39B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝗙𝗬𝟮𝟲
Revenue: $2.225B-$2.275 vs $2.24B es…
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 21
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
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↗
— Shorting $SNPS throughout October was one of my most fun trades in 2025
https://t.co/HfI1ubor2y
The Future Investors — $SNPS $NVDA NVIDIA and Synopsys formed a multi-year partnership to supercharge engineering and chip design with GPUs, AI, and digital twins — and NVIDIA invested $2B in Synopsys to…↗