The Future Investors — $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'…↗
Jul 14
Jason Luongo — 9. $SNPS - Synopsys
NVIDIA invested $2B directly. Jensen said "AI and accelerated computing are fundamentally reinventing engineering." Synopsys designs the software NVIDIA uses t…↗
Jul 7
Jerry Capital — $SNPS is another.
Can anyone name some semiconductor or AI related cos that haven't gone up with AI?↗
Jul 7
The Future Investors — $SNPS Synopsys will discontinue parts of its chip manufacturing control software to focus on higher-margin AI chip design tools 🤖🧩
The company will support existing customers bu…↗
Jul 3
The Future Investors — The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸
1. $MELI | MercadoLibre - 13.2%
2. $PDD | PDD Holdings - 13.2%
3. $ADBE | Adobe - 11…↗
June 2026 · 2 mentions
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
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…↗
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…↗
Shay Boloor — $NVDA has built one of the deepest strategic investment portfolios in public markets with bets across nearly every layer of the AI stack:
• Physical AI: Figure AI, Wayve
• Nuclea…↗
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 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
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…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 26
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…↗
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 11
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently c…↗
Dec 25
TheValueist — $SNPS $CNDS $RMBS $ARM EDA and Semiconductor IP: Market Dynamics, Strategic Valuation, and Sector Overview
The video analyzes the strategic landscape and financial performance of…↗
Dec 25
TheValueist — $SNPS $CNDS $RMBS $ARM EDA and Semiconductor IP: Market Dynamics, Strategic Valuation, and Sector Overview↗
Dec 25
TheValueist — $SNPS $CNDS $RMBS $ARM EDA and Semiconductor IP: Market Dynamics, Strategic Valuation, and Sector Overview
The provided equal-weight EDA and semi IP index contains 2 structurally…
November 2025 · 1 mention
Nov 19
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…↗
— 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…
Trade Whisperer — $NVDA has made over $18 billion in strategic infrastructure investments on in less than 6 months.
$GLW $3.2B. Three new US optical manufacturing plants. AI fiber capacity expandin…↗
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 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…↗
— 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…
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
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 & $…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
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,…↗
Mar 3
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)
~…↗
— $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 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…↗
Shay Boloor — $NVDA has so much cash they’re becoming a strategic investor across their own supply chain & customer stack:
• $INTC for x86 ecosystem exposure + foundry optionality
• $CRWV for i…↗
Feb 24
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 18
unusual_whales — JUST IN: Nvidia, $NVDA, has updated its 13F.
It now has an Intel, $INTC, stake worth $7.93 billion, added new positions in $SNPS ($2.26 billion) and $NOK ($1.08 billion).
It full…↗
The AI Investor — Latest Nvidia Corp Q4 2025 13F:
Opened $INTC position worth $7.93B, new $SNPS ($2.26B), new $NOK ($1.08B)
Exited $ARM, $APLD, $RXRX, and $WRD entirely. https://t.co/LSvHbgCNNS↗
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
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↗
— We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 5
TheValueist — EDA focus, particularly for physical AI, in Jensen's keynote at CES.
$SNPS $CNDS↗
Jan 3
TheValueist — $SNPS Synopsys Strategic Evolution: From Silicon to Systems Management and Investment Thesis↗
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…↗
Dec 3
Zephyr — Shorting $SNPS throughout October was one of my most fun trades in 2025
https://t.co/HfI1ubor2y↗
Dec 1
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…↗