Reddit Posts
Which stock would you out 10k into and look to sell out in 2 years?
SNPS long term outlook? Is the drop making is a value play?
If I were to DCA for 2 years into two large cap value plays for long term hold, what would you recommend?
Best Stat to track to decide whether to buy or sell stock?
Notice a pattern in these trades CSCO DGII RVNC JKHY EQNR CORN SNPS Measured swing pullbacks.
With earnings coming out SNPS is ripe for shorts
Synopsys Launches Industry's First Broad-Scale Cloud SaaS Solution to Transform Chip Development Landscape
Opportunities in Options Around Earnings This Week
The week ahead (Semis and CyberSecurity)
The week ahead [NVDA/AMAT/SNPS]; [PANW/CRWD/ZS]
A couple of pairs worth watching [AMAT/SNPS; PANW/CRWD/ZS]
Can someone please explain how $TEAM is worth almost double $SNPS?
Recovery periods for movements after earnings releases
Recovery period after stock movement following earnings release
Recovery period after stock movement following earnings release
Recovery period after stock movement following earnings release
Mentions
Had SNPS calls and ORCL puts someone pls hold me
is SNPS going out of business?
If you bought SNPS puts and ORCL calls your a big baller
SNPS missed bigly, so why are they down?
SNPS drilling to the earths core. 😂
I almost bought SNPS calls but thank god i didnt
Somebody out there had ORCL puts and SNPS calls
Was about to pull the trigger on SNPS $510 Put 9/12. That was bid=0.50 and ask=0.60. Robinhood simulator now show around 21.00!!!! Everyone crying on missing ORCL, I am crying missing on SNPS
SNPS is now down $101 ah. Crazy.
My $5 SNPS put spread is priced at exactly $5.00 ah. Guess that's what happens when a spread is $90 itm.
I sold an at the money SNPS put this afternoon... as part of a $5.00 condor credit spread I sold for $4.99. I look forward to my $1 loss.
No one talking about SNPS, I have 540ps 🤑
I don’t think I’ve ever not seen SNPS dump on earnings
My plan today was SNPS puts and Oracle calls. What did I do? Chickened out :(
Pretty rough earnings for SNPS. It’s been on my watchlist, but haven’t bought to this point
Same with SNPS! Everyone is looking at NVDA but a reliable company they’re collaborating with has a lot of opportunity for $$$ too. They release their ER today too! I’m opening spreads 🤑🤑🤑
Perhaps because SNPS does that for most of the chip makers? It has the dominant market share for EDA, followed by Cadence, then Siemens a distant third. So it's a typical Tech sector duopoly. It's kind of like investing in sand mining, because all chips are made from silicon. Sure, it's important to NVDA, but it doesn't necessarily share in its market success, since it's so far upstream of the value-add that is lifting NVDA market cap to the stratosphere.
Thoughts on Synopsis (SNPS)? So we all know Nvidia (NVDA) has been the big dog when it comes to tech stocks and making plays off of it are very common, so I tried looking into others that NVDA has partnered with. SNPS being one of those that seems to have really great momentum. They provide NVDA with the electronic design automation (EDA) software and intellectual property that they use to design, test, and manufacture its advanced chips. I’m surprised that it’s not getting more attention. I feel like there are some big plays to be made today off of its earnings report. What do y’all think?
I found out how important Greeks were the hard way lol bought some calls on SNPS that sound great in theory, but they lost half their value upon purchase, and even though the stock price rose $20, they ended up going OUT of the money and still are.
Well I made the opposite mistake by buying calls out of the money that I didn’t even know were out of the money and lost my money just from a purchase. Great strategy though on SNPS though, just wasn’t paying attention. 😪
Wow, thank you for taking the time to write this out. This is exactly the kind of feedback I was hoping for and it's incredibly helpful. You're 100% right about my implied vs. historical comparison being flawed. Comparing the unconditional straddle price to only the conditional positive moves was a rookie mistake, and your explanation makes perfect sense. I’m updating my DD (and post). As I understand it, this is how the comparison should be framed: Implied Move: The options market is pricing in a move of about 5.4% in either direction. This is derived from the at-the-money straddle price. Historical Absolute Move: Looking at the data over the last five years, the median move for SNPS after earnings—whether up or down—has been about 4.6%. The median positive move was +5.4%, and the median negative move was -3.1%. My New Interpretation: The options market is pricing in a move (5.4%) that is slightly larger than the historical median move (4.6%). This means the trade isn't "cheap." My bet is no longer just that the stock will go up, but that the AI catalyst will be strong enough to cause a move that exceeds the market's already elevated expectations. I’m fully aligned with you about this not being a process, but just a calculated bet on a specific event. I do have conviction that SNPS is a great company, perfect for a long-term investment, but that alone has very little predictive power for a single day's price movement. This was a huge learning experience. Thanks again
First things first IV has already pumped up option prices going into earnings. So you’re paying up front, and even if SNPS beats, IV crush will likely eat into your contracts, especially if you’re OTM. With a debit spread, your max profit only comes at expiration if both strikes finish ITM. The short leg gains as your long leg gains intrinsic value, so you won’t see the full payoff right after earnings. That’s why traders usually target near-dated expirations (like Sept 12 or 19) to capture the move. Also, the true implied move comes from the ATM straddle about 6.7% as of Friday’s close. If your estimate is off by even 1%+, that’s already eating into your expected edge. Bottom line: if SNPS goes against you, you lose nearly everything. If it goes your way, you still won’t see max gain until expiration. Earnings spreads are defined-risk, low-odds plays size them carefully. [Option Buddy](https://optionbuddy.ai/) is actually building tools to help visualize these scenarios so traders can see all possible risks and outcomes before putting on a trade.
I got call options earnings on AVAV and SNPS should be a banger.🔥🚨💸💰
What makes you think rubrik call (assuming it’s that) I got burnt on the last few cybersecurity stocks so curious what the mindset here is. No idea about SNPS Adobe puts ig but no idea if it’s too obvious but so was LULU puts
RBRK is probably the best pick this week, followed by SNPS and ADBE
SNPS, RBRK are the only other two winners next week
So we basically have the Mag-7 here and then two meme stocks. Palantir and Robinhood have virtually no moat sorry, until PLTR has a proven track record of being impossible to replicate or offers some feature that nobody else can then they will have a weak moat. What about companies like V or MA? How about credit ratings like SPGI, maybe even FICO. Then you have companies like TDG which buy up all competition in aerospace parts. The duopoly of EDA software with CDNS and SNPS. Nobody seems to look for quality anymore it’s just what’s popular. Some of the choices here are fine, but there are much better moats out there.
Same here haha. I think I owned it in late 2022. Can't recall why I left (I think I just needed to free up some cash). Looking back, there are a good number of examples of stocks where I would've been rewarded by just holding! But can't have em' all. SNPS and CDNS are other examples of that. Held them for a while but needed to diversify. Glad to see such cool companies making new ATHs now.
SNPS making a run at ATH immediately after ANSS deal closing was not what I thought was going to happen, but Ill take it
BULLISH !!!! :NVDA) said on Monday that it will resume selling its H20 processor in China “soon,” amid improving trade relations between Washington and Beijing, and as CEO Jensen Huang met with officials from both sides. Nvidia also announced a new graphical processing unit for China which it claimed was ideal for artificial intelligence smart factories and logistics. Huang told customers that Nvidia is “filing applications to sell the Nvidia H20 GPU again… the U.S. government has assured Nvidia that licenses will be granted,” the world’s most valuable listed company said in a statement. The move comes after Washington lifted several restrictions on the export of chip technology to China, having recently allowed chip design majors including Synopsys (NASDAQ:SNPS) to resume sales in China
I did this with SNPS calls at $470, and ARM calls at $120 a few weeks ago. SNPS at $570 and ARM at $150.
USA gave approval iirc, but not china still + EDA sanctions will they or wont they probably not helping SNPS case atm with china
Sold out of SNPS, CDNS, AMAT, LRCX and KLAC completely and invested the proceeds in VT. Still hold TSM and ASML. Hold 5-7% cash across all accounts, waiting for a dip/will add to VT end of this month as a rule.
This happened a day after I sold out of CDNS and SNPS with a lot of heartache. Funny
Ive been selling some tech and semi cap (sold SNPS, CDNS, trimmed heavily AMAT, LRCX and KLAC, trimmed slightly AMZN, META) I am sitting on some cash and I absolutely hate not being invested. Are there any quality non tech names that anybody is willing to suggest at today’s valuations? Thanks I added a little bit to MSCI and own some SPGI, MCO, UNH . Admittedly I have a bias for large cap due to perceived safety. I was thinking using my meta proceeds to buy more SPGI and start a position in BRKB
$SNPS ... Synopsys (SNPS) said the Bureau of Industry and Security of the US Department of Commerce informed the company that export restrictions related to China have been "rescinded," effective immediately. The company is working to restore access to the recently restricted products in China, it said late Wednesday
Trimmed Semi Cap LRCX, AMAT, KLAC, CDNS, SNPS due to concentration risk , seeing as TSM , ASML are big in my portfolio. Looking to trim some positions further. Raised 5% cash across Taxable, Roth and HSA for future opportunities.
Great day for EDA names (CDNS/SNPS)
$SNPS - it's the foundation for digital chip design with a healthy IP portfolio. The acquisition of $ANSYS should bolster it's position in the EDA market while opening up new markets entirely. In an era of hyper-digitization, I theorize that we'll model complex systems before scaling them more comprehensively, exponentially, as time goes on. I think we've scratched the surface of this type of tech. $ANSYS allows $SNPS to be a key player in this field. Additionally, when it comes to chip design, the proliferation of designs and increasing design intensity will only benefit them. As AI workloads are optimized, scales, and tailored to certain workloads, the differing types of chips needed will only proliferate especially as Moore's Law breaks. IDK if this is the next trillion-dollar stock, but it certainly could be a few hundred billion. It's my largest position. It's under-performed lately due to Chia concerns but now that investors' greatest fears have been realized, I suspect more upside from here.
CDNS pumping on premarket. This and SNPS got hammered on rumors of export controls to china that never materialized. Good time to buy these EDA tools.
How do we feel about long calls on SNPS a couple months out? They have big contracts with every major player in the semiconductor game, anybody designing hardware is using Synopsis for development and testing. They aren't going anywhere, and their customers also aren't going anywhere. PE is currently 53 which for a tech company is very low. To me it seems heavily oversold, and will likely crawl back steadily up to the low 500s fairly quickly, which could turn a 10k investment now into 20-25k.
\> And yet, SMH can't recover some of its previous highs. SMH is up 32% since April 7th. Its only about 12% below its all time high, despite the Tariff Guy's actions, including kneecapping CDNS and SNPS the other day.
My tinfoil hat theory, since Jensen has been following the Trump admin around all over the place is he's convinced them to ban the sales of EDA tools like CDNS and SNPS (used at the lowest level to design the tech) instead of the Nvidia cards (the final product), hence the report today that sent the EDA makers down 10%+.
Way too much news right now but I believe SNPS said they haven’t received the letter and didn’t alter their guidance.
Means FT lied or SNPS lied. I trust SNPS since that’s a legal issue.
SNPS/CDNS have pretty big china revenue exposure, ceo said no "letter" but aware of speculation Trump doesnt want them selling into china
I got fuggin mango’d bro, i have both CDNS and SNPS 
if you bought SNPS puts today yes you would've
$SNPS Reports Q2 adjusted EPS $3.67, consensus $3.40 Reports Q2 revenue $1.6B, consensus $1.6B. "We delivered a strong quarter, which demonstrates the mission-critical nature of our products and the resiliency of our business," said Sassine Ghazi, president and CEO of Synopsys. "The mega trends of AI, software-defined systems, and silicon proliferation continue to drive our growth. These trends are increasing design complexity and costs, while also increasing compute performance and energy demands. Synopsys is a trusted partner in addressing these challenges and a leader in applying AI to help customers innovate faster." "In a dynamic macro environment, Synopsys continues to execute with strong Q2 results on the top and bottom line," said Shelagh Glaser, CFO of Synopsys. "We're poised to deliver a solid second half, and we're reaffirming our full-year revenue and operating margin guidance, reflecting our confidence in the business and continued healthy demand for our products."
What happened to SNPS?
Wow SNPS dip was the move
What happened to SNPS?
Congratz to whoever bought CDNS SNPS puts
Calls on SNPS. Ofcourse they will sell to Gyna
SNPS has earnings TODAY too? Ho lee fuk
Thanks. Was looking on my watchlist and saw SNPS tank and earnings are after-hours. Didn’t see TSM or AVGO plummet likewise
CDNS SNPS is fckd
SNPS just dumped and hasn't reported yet 
Which big firm got insider news on Synopsys earnings before they report at close? Price on SNPS just tanked 10% from 501 to 464 in last 5 minutes
Does that even effect NVDA? They don’t sell designs. SNPS does and they tanked hard
SNPS dumping offf a cliff
Not sure, but it's worth noting SNPS earnings is today after market close.
Suger SNPS, Synopsys going to run a little
Welp think I’m going to have sugar SNPS for breakfast…
SNPS anyone… thoughts on SNPS pre earnings 🙏
Yeah, I’m personally invested into SNPS. I think they’re at a great value. It’s just a down cycle combined with fear from the current administration. When the down cycle stops SNPS will start beating the market again. (in my opinion)
$SNPS Reports Q1 non-GAAP EPS $3.03, consensus $2.79 Reports Q1 revenue $1.46B, consensus $1.45B. $KTOS Reports Q4 EPS 13c, consensus 10c Reports Q4 revenue $ $283.1M, consensus $288.33M and $273.8M last year Fourth Quarter 2024 Consolidated Book to Bill Ratio of 1.5 to 1 and Bookings of $434.2M.
Wow this day is not for weak stomachs. I’m investing half of my Roth today. MOS, SNPS and CDNS.
That's so sick. I just do software engineering. All the stuff that deals with touching metal has always been magical/wizardry to me. Yeah seems like SNPS seems like they are making good moves to with acquiring Ansys.
Same. I know their products quite well as a user they are nearly impossible to replace. SNPS' are more solid but CDNS also gets the job done, especially innovus.
Hi there, My portfolio is: 65 shares of vested RSU - SNPS 25 shares of VOO 15 shares of VGT The SNPS shares are doing well but I understand that can change quickly. So I am curious should I sell all the SNPS and buy more VOO? I maxed out my Roth IRA, 401k and have emergency fond in HYSA. What would you do any why? Thank you for any advice
You’re thinking strategically, which is great, but AI stocks are volatile, and timing dips is tricky. Let’s break it down. Your Watchlist: Arista Networks (ANET): Strong play on AI infrastructure (networking for AI workloads). Growth is solid, but it’s not as hyped as Nvidia, meaning less risk of extreme volatility. Pure Storage (PSTG): AI needs fast, scalable storage. Strong growth, but enterprise IT spending could be a concern in a slower economy. Synopsys (SNPS): Essential for chip design. AI demand fuels their business long-term. Less risky than chipmakers. Vertiv (VRT): Data center infrastructure play. If AI keeps growing, this benefits. But it has already pumped quite a bit. Concerns About Nvidia & AI in General: You’re right to be cautious. Nvidia’s short-term risk (China tariffs, AI chip costs, investor skepticism) makes it less appealing for new money right now. Still, long-term, it’s dominant. Broadcom (AVGO) & Marvell (MRVL) - Risky? Broadcom: Acquisitions (VMware) add risk, but AI exposure is strong. Valuation could be a concern, but it’s a steady player. Marvell: AI demand is real, but it’s much more volatile.
Those are great companies, just for me, they always seem to expensive to want to bu. SNPS is really interesting as a company, especially with their ability to simulate.
Lots of moat in the WFE sector. I am slowly accumulating/waiting for a good deal on EDA companies SNPS,CDNS. If everyone is going to do their own chip design, they will come into play. They might be already priced for this but long runway here imo.
what was the post? I am looking into getting into SNPS
What about companies that supply all 3 of them? They all need lithography equipment and semiconductor manufacturing equipment (ASML, AMAT, LRCX), they all need design tools (CDNS, SNPS), they all need QC equipment (KLAC, KEYS). Selling shovels in a gold rush.
What do you think about SNPS at current prices? I am considering starting position there due to so many companies engaging in chip design now. Like you I also own (ASML, AMAT, KLAC, LRCX), TSM is my biggest position starting early this year. I Never got into the NVDA, MRVL or AVGO though.
If you aren’t buying the SNPS dip I don’t know what you looking at.
Your Top Performer: META Your Biggest Flop: SNPS Biggest Surprise: ANET Sector MVP: Tech
Eyeing SNPS at 500. 500 is just a good round number but based on little research over the weekend should be a good long term hold.
Anyone else looking for a potential SNPS bounce?
We talking about Softwares, $CSU and $ROP are the best high performing conglomerates of vertical software. $SNPS and $CDNS are a duopoly in EDA. I love $SNOW, Samsara ($IOT), $CRWD and $S (Sentinel One), Unity is getting some « hype » might be a hold short term $U and a new one $NBIS (Went up a lot) is really interesting. If you want diversification, good sleep and good returns just go $CSU and $ROP!
At what price does SNPS become enticing. I am tempted to open a starter position here. Bullish on the whole industry in the long term. They are one of the companies seeing an AI boom and a general bust.