SNPS

MaximumDiscipline843

The muted discussion itself is a data point — SNPS doesn't have a clean single catalyst people can rally around the way NVDA or AVGO do, it's a slow-compounding moat story, and those get ignored in momentum-driven markets regardless of quality. What I'd watch for before buying: ANSYS integration cost synergies showing up explicitly in the next couple of earnings calls, not just revenue combination. If management stops mentioning integration costs as a margin drag, that's usually the tell that the expensive part is behind them.

SnS2500

SNPS and CDNS have been great performing stocks, but basically everybody knows that and the market had been waiting for profits to catch up to valuation. This was the cause of the Friday dip though: [https://finance.yahoo.com/technology/ai/articles/cadence-synopsys-slide-kimi-k3-162824133.html](https://finance.yahoo.com/technology/ai/articles/cadence-synopsys-slide-kimi-k3-162824133.html)

Good_Ride_2508

SNPS , CDNS and ISRG hit the lowest last Friday , they are rebounding now .

PicklesAreTight

What happened to SNPS? Yikes

Own_Proposal_4931

anyone know what's going on with SNPS and CDNS today? a little weird to see -12% without any stock specific news? what am i missing here

maxpain2011

SNPS ? wtf

Rickyleeeds21

What happened to SNPS. Down 10%

Pin-Last

Google last year is a better comparison. AI was going to eat it up. How did that work out? Buying MSFT & NOW voraciously on dips. Wish SNPS & cyber would crash again. Buying META, NVDA, NFLX, NAIL on dips is going \*very\* well this year too

Glum_Anteater1250

yeah, that is how earnings plays work. Accenture printed like this just a few weeks ago. It happens like 5-10 times a year on average. Last year, SNPS and FISV had options that had 500X returns.

Much_Candle_942

The Nvidia investment effect is now starting to show in SNPS. Design AI chips with AI 🥳  It's like that extension power cord meme, which gives you free energy if you plug the cord in its own socket!

Pin-Last

NOW got swept up in the sasspocalypse, made a mint when it spiked 75% in Q2. Just bought a big NFLX position last week! Love it!! (SNPS is edging toward a buy point btw) Will take a look at Brookfield👍🏼 It’s not quite there atm, but I wasn’t kidding about ITB (home builder) derivatives. DM if you want to talk strategies to play huge swings in an essential sector with demographics & fundamentals behind it. My leveraged ETF just doubled before beginning a new dip.

pizzababa21

Nvidia is a better bet. Google's only dominant product is in search and it is no longer the best product for most of its old use cases. Nvidia is growing consistently and they aren't even pricing their GPUs half as much as they could because they're still at the growth stage. Their own models are actually quite strong and growing in adoption. If you consider the capex concerns, if Google's capex spend on AI amounts to disappointing returns then that is wasted money. For Nvidia they cannot lose as they are paid for the infrastructure already. Their portfolio is also pretty strong. CoreWeave (CRWV) ~11.0% Nebius Group ~8.3% Intel (INTC) ~4.0% Coherent (COHR) ~4.0% xAI ~4.0% Lumentum (LITE) ~3.7–4.0% OpenAI ~3.5% Anthropic ~3.0% Nokia (NOK) ~2.9% Synopsys (SNPS) ~2.6% Marvell (MRVL) ~2.5% Generate Biomedicines ~0.65%

suspicious_caulk

Weekly buy on an etf (redundant) and I picked up a few shares of SNPS today (also redundant).

FarrisAT

“Deal soon” has really helped me today. MSFT and SNPS calls.

Calm_Voice_7903

How machine amplifies scam & fraud, one by one we can see with AI-adoption. $INTU $SNPS $ZS crash big Semi pump. Now see $DELL meme Economy not Algo, it’s slow & takes time for all rapid action like war, high Oil prices & higher rate, to feel to all $SPY $QQQ $SPX $MU bubble burst

VariationConstant675

SNPS ......

isospeedrix

my earnings plays: MRVL shares CRM puts SNOW puts SNPS calls HP calls

isospeedrix

my earnings plays: MRVL shares CRM puts SNOW puts SNPS calls HP calls

Hopeful_Invite_8275

Yep, SNOW/SNPS/CRM and KSS/PLAB in the morning

lilwolfwithdiarrhea

SNPS call? Or am I alone here?

jerome-yellen

$NVDA JUST UPDATED ITS PUBLIC STOCK PORTFOLIO HOLDINGS 1. $INTC - 214,776,632 shares 2. $NBIS - 1,190,476 shares Coherent 3. $COHR - 7,788,161 shares CoreWeave 4. $CRWV - 47,213,353 shares Generate Biosciences 5. $GENB - 833,325 shares Nokia $NOK - 166,389,351 shares Synopsys 6. $SNPS - 4,821,717 shares

TheFinancialScope

Good breakdown, but the core issue is simpler: AI compresses switching costs and compresses margins. Horizontal SaaS with low moat gets hit first, vertical SaaS with regulatory or workflow lock‑in holds up better, and infra/security tied to AI demand recovers fastest. A few things I’d add: • AI doesn’t kill software. It kills weak moats. Point solutions and SMB‑focused tools are the most exposed. • Vertical SaaS is structurally safer because switching isn’t about code, it’s about compliance, workflows, and integrations. • Infra/security names (CRWD, PANW, DDOG, SNPS, CDNS) benefit from AI volume, not AI substitution. • Data vendors aren’t equal. Public data = vulnerable. Proprietary data (SPGI, VRSK, CSGP) = much harder to disrupt. • Human‑heavy industries (consulting, CROs, brokers) face margin pressure as AI automates the “labor arbitrage” model. The market isn’t punishing SaaS randomly. It’s repricing business models based on how defensible they are in an AI‑driven world.

AluminiumCaffeine

Software actually getting another nice day, currently holding: OPRA, SNPS, RBLX, GTLB, DT, SNOW - wish I had DDOG lol

thenorthernwhiteboy

This is the second Industrial Revolution and people are still watching from the sidelines yelling about a AI bubble it’s hilarious. Cisco was worth 5% of gdp, NVDA is now worth 12%+, MU is bigger than J&J and people are worried about income generation. The Jevons effect is real. Just wait until monetization comes in the next 12-18mnths. TER, MRVL, SNPS and NOW will all be worth exponentially more in 24mnths.

BrobaFett_1

Good timing on SNPS! I've wanted to own but didn't pull the trigger

Pin-Last

I was buying cybersecurity hand over fist in February and March, PANW the biggest but also DDOG & CRWD. Love em. CRM is still seat based while NOW has been transitioning for years and is currently 50% usage based. Been buying MSFT & NOW hand over fist, also holding SNPS & CDNS, and nibbling more enterprise software like VEEV. Like DUOL too as a more spec play. 

Far-East-locker

# Technology (7 stocks)Equal-weight: +5.60% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**ANET**|Arista|$130.73|$172.47|\+31.93%|$175.00| |**AVGO**|Broadcom Inc|$340.74|$418.20|\+22.73%|$475.00| |**CRM**|Salesforce Inc|$263.97|$180.18|\-31.74%|$365.00| |**GWRE**|Guidewire Software|$207.42|$136.62|\-34.13%|$300.00| |**KLAC**|KLA Corporation|$1264.02|$1900.00|\+50.31%|$1485.00| |**PANW**|Palo Alto Networks|$189.49|$182.90|\-3.48%|$235.00| |**SNPS**|Synopsys Inc|$481.24|$498.54|\+3.59%|$650.00| |**Category Average**|—|—|**+5.60%**|—|

Far-East-locker

|**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**ANET**|$131.03|$172.47|\+31.63%| |**AVGO**|$340.73|$416.48|\+22.23%| |**BFAM**|$98.50|$112.30|\+14.01%| |**CRM**|$285.40|$312.15|\+9.37%| |**GWRE**|$165.20|$198.40|\+20.10%| |**KLAC**|$710.00|$845.60|\+19.10%| |**LC**|$12.40|$15.90|\+28.23%| |**PANW**|$360.20|$395.40|\+9.77%| |**SNPS**|$550.00|$620.10|\+12.75%| |**TRU**|$78.40|$89.20|\+13.78%| |**V**|$265.30|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|

mickymocky

Electronic design automation. CDNS and SNPS

ChainOfThot

I asked gemini Sept 22nd where I should put 10k for non obvious AI hardware plays (non mag7), 5k gain so far not bad: |**Symbol**|**Description**|**Quantity**|**Last Price**|**Current Value**|**Today's Gain/Loss**|**Total Gain/Loss**|**Cost Basis**| |:-|:-|:-|:-|:-|:-|:-|:-| |MU|MICRON TECHNOLOGY INC|9.003|$494.72|$4,453.96|\+$117.03|\+$2,950.67|$1,503.29| |ARM|ARM HOLDINGS PLC|13.827|$234.16|$3,237.73|\+$408.58|\+$1,237.76|$1,999.97| |INTC|INTEL CORP|17.082|$81.07|$1,384.75|\+$244.01|\+$884.76|$499.99| |AMD|ADVANCED MICRO DEVICES|3.12|$346.90|$1,082.32|\+$129.69|\+$582.47|$499.85| |SNPS|SYNOPSYS INC|2.982|$499.37|$1,489.10|\+$126.77|\-$10.54|$1,499.64| |CDNS|CADENCE DESIGN|4.046|$330.82|$1,338.47|\+$66.69|\-$161.42|$1,499.89| |QCOM|QUALCOMM INC|14.95|$148.04|$2,213.19|\+$210.64|\-$313.09|$2,526.28| |**TOTAL**||||||**+$5,170.61**|**$10,028.91**|

DoingItWrong4292

Needs a little SNPS and CDNS…

PalpitationSmooth992

so only semis go up except the one i bought (SNPS) holding anything else long is pure pain in this market you give up weeks of gains in single day like this we are due for a huge correction if you see SPY barely down and tons of stocks down 3-5 percent or more

AluminiumCaffeine

Hard to find ai infra reasonable any more tbh - ORCL, SNPS, and then funny enough maybe NVDA? Otherwise the hardware stuff is all nuts mostly

Pin-Last

Exactly the same here w/ msft. Saas boot camp ate my attention. Hey SNPS is still interesting, hard floor at 375, growing like a weed, not cheap but what software stocks accelerate AI & are considered non-disruptable? Definitely balancing my huge MSFT position with a little snps & adding on dips, like META & I guess AMZN too bc I believe in the hyperscalers.

captain_casino

A little bit of everything. MRVL has been my favorite pick, but also been adding to positions on RBRK, SNPS, VRT, and a few others.

maxpain2011

Ok I understand why unprofitable software stocks are down but how come profitable companies like NOW ADSK SNPS ?

Unser_Giftzwerg

It’s important to evaluate individual components of the index. Software that is a standard in its own right or is highly complex and not easily replicated should be the only components under consideration. I like SNPS and CDNS but they will continue to trade under a cloud for a while I think.

Unser_Giftzwerg

As a SNPS holder the past few months have been disappointing. Seems like it and CDNS is dropping off because they are both in IGV even though names are the least likely to be disrupted among the software names. For SNPS it doesn’t seem like they will see substantial revenue growth until their current contracts run out.

tired_ani

MSFT, V, NTDOY, SNPS, TDG primarily, I sold the index a little bit.

givemeyourhigherlove

SNPS

tired_ani

Started a position in SNPS. Monitoring AVGO. Interested in learning more about Airbus, Safran, HON, LOAR as additional holdings to my TDG in the aerospace sector,

maxpain2011

SNPS back to below 390

tired_ani

I am really interested in opening positions in SNPS around 380 and ISRG at a way lower price. Added slightly to most of the the stocks in my individual portfolio. META, BN, MELI, NTDOY, SPGI, V, TDG Also sold some index in my Roth to buy MSFT, MCO and RACE. I don’t believe it’s possible to catch the bottom but we have to be ready to buy great businesses at a price we are okay with. It can always go lower and we always need to have some liquidity.

tired_ani

Interested in buying more SaaS does anyone have any recommendations regarding Vertical Market mission critical software? I am thinking CDNS or SNPS but they are not cheap. I own some TOI and CSU but want to buy more mission critical stuff.

Background-Island923

**$ARM — Pelican's Take** ARM licenses the chip architecture that powers 99% of smartphones. Gross margins are 97.5%. The v9/CSS transition is driving higher royalty rates per chip. The bull case is that ARM becomes the toll booth for the AI era. That said, our system rates it a Sell at current prices. Here's why: **Valuation:** At $136, ARM trades at roughly 179x earnings. We comp it against Cadence CDNS) and Synopsys (SNPS) — the two closest business models (semiconductor IP/EDA licensing, 86% and 75% gross margins respectively). Those peers trade at \~70x P/E and \~12.8x EV/Sales. ARM trades at 2.5x the multiples of its closest comps. Our blended fair value comes in around $54 — DCF gets $43, comps get $51, analyst consensus is $170. **Estimates:** ARM is currently generating roughly $1bn in free cash flow and analysts expect this to grow at a massive CAGR to \~$4bn by 2030. In other words, assuming perfect execution, the business would still trade at \~35x 2030 FCF. Pelican tends to dislike companies trading at very high multiples, like ARM, PLTR, SNOW, etc due to it's valuation centric approach. **What concerns me:** \- R&D is 56% of revenue — margins are still years away from maturity \- SoftBank owns 87% — governance risk and potential share overhang if they sell down \- RISC-V is gaining traction in data centers as a lower-cost alternative \- Qualcomm litigation (trial March 2026) could disrupt a major customer relationship \- Zero insider purchases over the last 12 months The bull case works if: CSS adoption accelerates and ARM captures 50%+ of the hyperscaler CPU market by 2030, pushing data center royalties to $4B annually. **Bottom line:** Great business, but at 2.5x the valuation of its closest peers, a lot has to go right for a long time. I'd want a more attractive entry point. Full report with valuation breakdown, management scoring, and moat analysis: [https://pelicanalpha.com/research/ARM](https://pelicanalpha.com/research/ARM) Full disclosure: I'm the founder of Pelican Alpha. This isn't investment advice. No position in ARM.

Unser_Giftzwerg

Look at CDNS and SNPS - those names are feeding chip design. Highly unlikely to be vibe-coded out or cut from enterprise IT budgets.

Dawn_Shaft62889

Yeah, I've seen that happen before. It's like they optimize for short-term gains at the expense of long-term sustainability. Hope SNPS can weather it.

tired_ani

Would like to buy ISRG and CDNS/SNPS when the dust settles. For now it’s best to just look away.

united_world_1729

SNPS?

mickymocky

Look into the EDA play. CDNS and SNPS about to get a whole load of orders

tired_ani

Does anybody own SNPS ? I have traded in and out a couple of times but this time I am looking to start a position for the long term. Overall I am very constructive on the EDA space and their moat with TSMC but sometimes get the sense that their management is not elite and may struggle with the Ansys integration. They are still expensive on a PE and PEG basis but the numbers are all messed up from the big acquisition of ANSYS.

Alone_Mobile_4974

!banbet SNPS $420.69 1w

maxpain2011

wtf SNPS

isospeedrix

what a flat day. NVDA flat, CRM slightly down, SNOW slightly down, SNPS flat TTD dead LOL

_hiddenscout

**Synopsys (Nasdaq: SNPS)** reported Q1 FY2026 revenue of **$2.409B**, GAAP EPS of **$0.34** and non-GAAP EPS of **$3.77**. The company reiterated full-year revenue midpoint of **$9.61B** (including **$2.9B** of expected Ansys revenue) and authorized a **$2.0B** stock repurchase replenishment. "Synopsys enters 2026 with an expanded portfolio, leadership positions across the business, and the most compelling roadmap in our history," said Sassine Ghazi, president and CEO of Synopsys. "AI continues to fuel robust system-level and semiconductor R&D, and the increasing AI capabilities throughout our portfolio strengthen our strategic advantage and accelerate our customers' innovation."

Rvin16

SNPS calls thank me later

ReynardMuldrake

Nearly 60% of my portfolio is shared between NVDA, ASML, TSM, SNPS, and GOOGL. That's not by design. I've been holding since 2017-2019 and they used to make up more like 10-15% I've already sold enough NVDA to lock in my gains, so I'm fine letting it ride. I don't mind the short-term turbulence. I believe in this sector long-term.

waltyyoo

TTD, SNOW, SNPS calls? NVIDIA will beat estimates but it will tank since it won't beat enough lmao

greenpride32

Mine is about 35%, not because I intended it that way, but because my semis have gone up so much (NVDA AVGO are the 2 biggies). I don't feel the need to diversify out yet... because the companies are still growing with no end in sight. Here's the thing, semis were hot back starting in 2017-18-ish timeframe. That's because the world is moving more digital, electric, "smart" and connected - all of this grows the semi market - it's not just about AI. AI made it go exponential since big tech is trying to accelerate AI advancements with huge upfront capex spend. Just look at your charts for LRCX ASML CDNS AMAT ADI SNPS KLAC and many others - upwards since 2017.

Hopeful_Invite_8275

Snow, CRM, SNPS, WDAY, CAVA, TEM

Hopeful_Invite_8275

Buying SNOW/CRM/SNPS/GDRX/CRWV and SOUN, maybe some CELH or RKLB

Crazy_Donkies

?  Not following.  SentinelOne?  Nvidia owns SNPS.

Readonly00

What's SNPS doing

No-Improvement3164

She sold ETN at 320 and bought SNPS last time I saw her. 😂😂

gamjatang111

love SNPS

Faint_of_Arts

TWLO’s API layer is dfinitely gnna ride that AI wave, bro. CDNS and SNPS too, lol.

somerhaus

I agree cdns and SNPS should definitely be on here. TWLO also makes sense why it would be on here too… they are the API layer for AI agent communications. AI will definitely be a tailwind for them

Neat-Voice2456

Rubrik? I know the stock is covered by JP Morgan but maybe it isn’t large enough to make the list. Yeah, CDNS and SNPS not being on the list while TWLO is. That’s odd.

MeesterWeen

Notable neither CDNS or SNPS are on the list

Creative-Sherbet-584

Honestly SNPS and CDNS are probably the best. They are the most expensive, however they are a SaaS company that does a niche critical role in chip production. While the hyper scalers are investing in chips its a good chip adjacent trade. They will eventually take a hit when the build out slows down but will always be necessary for quality and integrated devices. They also won't be impacted when the memory market bottle neck bursts. As long as volume is up they will benefit.

Euthyphraud

EDA software (SNPS & CDNS) and cybersecurity stocks have been pounded as hard as everything else. The selloff was indiscriminate, these are areas where AI is going to improve their businesses and not make them publicly available in a meaningful way.

Euthyphraud

EDA and cybersecurity stocks. SNPS and CDNS are not under threat from AI - it only strengthens their core businesses for a good while. Cybersecurity companies will always exist, necessarily. Cybersecurity and Defense companies will increasingly be seen as the same thing.

gamjatang111

agreed, i like SNPS

Euthyphraud

I'm remaining heavily invested in the 'AI ecosystem' (WFE equipment, semiconductors, data centers, electric grid buildout and - increasingly - robotics). But I have a high risk tolerance. I view this as an opportunity. I'm buying more shares of companies like VRT MPWR PWR ETN MU AVGO LRCX. They will all invest from the higher than expected capex from Amazon and Google. Some software has become an opportunity - EDA software (SNPS and CDNS) and cybersecurity stand out, though cybersecurity has already been in a downtrend).

CMDR_Shepard96

Yeah - what's even funnier is that it was my 'safest' bet all year. Id practically been gaming with short dated (2-4 week) decently OTM calls with GOOGL/LLY/NVDA and most of it either went nowhere or cost me money. Fortunately the SNPS dead cat bounce in Sept saved my bacon after I bought the dip. Then I swapped to NEM/B Calls in Q4 and made some dosh then too. Should've just sat on my B calls the whole time (cashed out with a good profit to stay safe)

Unser_Giftzwerg

Don’t forget chip design suites like SNPS and CDNS.

Unser_Giftzwerg

SNPS, CDNS. But the AI bubble popping would hurt them bad.

Readonly00

What do you do when things are deeply below their 200 day EMA, DCA or avoid like the plague? Looking at you IONQ, COIN, SNPS, MSFT, RDDT, PLTR, SOFI, RBLX..

Unser_Giftzwerg

Analysts like SNPS more but it's slightly more risky. They trade at a slight discount to CDNS because of the debt and dilution they took on to finance the Ansys acquisition. It might be a while before they start buying back shares again. My price target is $600 - but that's assuming perfect execution with the Ansys acquisition, which remains to be seen.

Big_Fix9049

SNPS is great. I own it. I hope it'll retest the previous $380 low. My gut feeling tells me there'll be a good chance

Unser_Giftzwerg

I like SNPS out of all of them, but I am biased because I hold a ton of their stock. They are at risk of being blown up if the AI bubble pops though, because they trade at a significant premium compared to the past. There's also a bit of potential execution risk in terms of integrating Ansys and Synopsys's EDA software together.

RaspberryFun8573

Which ones are you bullish? I have NOW, CRM, ADBE, SNPS, and ZS bags.

Zealousideal-Bug4838

My friend, you clearly don’t know what you’re talking about. SNPS sells the most number of hardware IPs after Arm. Its hardware business is the main growth driver in recent years.

Unser_Giftzwerg

Yeah few people seem to be aware of these two stocks. CDNS is more richly valued but has no debt on its books. They also sell some hardware. SNPS is purely software. They expanded into more engineering software with their acquisition of Ansys last year but diluted their share count and increased debt to nearly $14 billion to acquire it. The merger may take a few more years to play out. The whole idea with SNPS is that they want to create a unified chip design/digital twin engineering tool where engineers can test chips inside of say, a vehicle as an all-in-one solution. Mechanical and electrical engineers can work on the same model.

Itchy_Clutch

SNPS quickly went down today after opening, -8%. Any news or indications that explain?

Unser_Giftzwerg

There are two software stocks more associated with chip design that are being dragged down too: CDNS and SNPS. But both are far more richly valued than other SaaS names right now (nearly 30x forward PE). I'm underwater on my SNPS shares ATM. These two stocks have far stronger moats than your typical SaaS software but they are associated with the so-called AI bubble and when that bursts, these stocks will go down with it. Synopsys is a little more diversified but has a ton of debt from the Ansys acquisition. If SNPS falls below $400 I'll pick up some more shares.

No-Improvement3164

Didn’t NVDA take a stake in SNPS ?

Unser_Giftzwerg

I like Synopsys right now. It's still pretty expensive at the moment but there's a path to $600 by the end of the year. We just need to see good progress on the Ansys integration too. Intel's 18A progress is also good news for SNPS because they rely heavily on SNPS IP to make that happen.

Unser_Giftzwerg

Not all software stocks are equal guys. I give SNPS and CDNS a look if you think the mega cycle in chips is here to stay. Their software (key for designing chips) cannot be replicated by AI for the time being due to their inherent complexity and tight integration with IP from fabs like TSM. They are fairly valued but if they drop further, take a look. SNPS is more volatile because they have a ton of debt from the Ansys acquisition but they paying down the debt by at least 5% to 6% every quarter it seems.

Unser_Giftzwerg

I think the risk is margin erosion for Microsoft... lots of software names in the shitter today - even software that's theoretically AI-proof due to their high complexity (e.g., CDNS, SNPS). If their margins erode because people opt to buy Anthropic seats instead to do the sort of work they once did in PowerBI, and Microsoft only gets to run the lower margin cloud compute for Anthropic, that's a cause for a re-rating of the stock. Allegedly Oracle's gross margin on compute is 14%. Think about that.

lurch1_

Its dead money until it completes the WBD merger and absorbs it...could take months or even a year. Take a look at SNPS after announcing the ANSYS deal. Its been 2 years now and the stock still sucks.

Rekzero

With AI I think software will be easier to make now so I am not investing in software unless it’s something crazy complicated like SNPS. It will probably be fine but I do think this is one thing AI will change significantly about the world economy. I am just a vibe trader tho so what do I know.

Aggravating-Taro-588

Put in two orders / buys SNPS, COF , OKLO & SIBN. Those were all single orders. I will check them later before I go to sleep. If nothing's happened I will let them go until 4 o'clock in the morning.

Krigrim

Unironically same bags I’m fucking leveraged in META/AVGO and I’m looking at SNPS but dunno

69downunder

any take on SNPS?

zordonbyrd

$SNPS or $CDNS - instrumental part of the semiconductor manufacturing process (they supply the design software). $ASML for being maybe the world's only true monopoly and essential for modern chip-making. $ISRG best-in-class surgical robots - going out on a limb, but my guess is that their tech will become more important for more industries over time. $AMZN - the Mag 7 that hasn't really appreciated much over the past several years. Should see margin expansion after the lengthy buildout of their logistics network, growing, high-margin ad business, dominant in cloud and don't count out Trainium and also don't count them out ever since they're so relentlessly focused on growth at almost any cost.

Maximum_View_9710

My Picks are: GOOGL, NBIS. META, AMZN, SNPS, RDDT and PSKY

FarrisAT

SNPS went from up 9% to down 1% overnight. Any reason for the 10% move? Earnings and guidance beat. Just seemed to consistently sell from 6pm onwards after the call.

moorhound

If ORCL, ADBE and SNPS can't hold with positive earnings and guidance on fucking *fed pump day*, the broader AI sector might be in some shit

Plane-Isopod-7361

true, same with SNPS