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
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
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
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.
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.
Ok I understand why unprofitable software stocks are down but how come profitable companies like NOW ADSK SNPS ?
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.
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.
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.
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.
**$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.
Look at CDNS and SNPS - those names are feeding chip design. Highly unlikely to be vibe-coded out or cut from enterprise IT budgets.
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.
Look into the EDA play. CDNS and SNPS about to get a whole load of orders
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.
!banbet SNPS $420.69 1w
what a flat day. NVDA flat, CRM slightly down, SNOW slightly down, SNPS flat TTD dead LOL
**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."
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.
TTD, SNOW, SNPS calls? NVIDIA will beat estimates but it will tank since it won't beat enough lmao
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.
Snow, CRM, SNPS, WDAY, CAVA, TEM
Buying SNOW/CRM/SNPS/GDRX/CRWV and SOUN, maybe some CELH or RKLB
? Not following. SentinelOne? Nvidia owns SNPS.
She sold ETN at 320 and bought SNPS last time I saw her. 😂😂
TWLO’s API layer is dfinitely gnna ride that AI wave, bro. CDNS and SNPS too, lol.
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.
Notable neither CDNS or SNPS are on the list
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.
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.
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.
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).
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)
Don’t forget chip design suites like SNPS and CDNS.
SNPS, CDNS. But the AI bubble popping would hurt them bad.
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..
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.
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
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.
Which ones are you bullish? I have NOW, CRM, ADBE, SNPS, and ZS bags.
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.
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.
SNPS quickly went down today after opening, -8%. Any news or indications that explain?
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.
Didn’t NVDA take a stake in SNPS ?
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.
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.
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.
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.
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.
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.
Unironically same bags I’m fucking leveraged in META/AVGO and I’m looking at SNPS but dunno
$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.
My Picks are: GOOGL, NBIS. META, AMZN, SNPS, RDDT and PSKY
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.
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
Ok, maybe I spoke too soon on SNPS. Looks like it might bleed down like the dog ass piece of crap I knew it was
ORCL can suck it, shits dead. Where's the SNPS gain porn at, I wish I didn't write that one off
so Jensen buy SNPS simply because he knew it will pop after earning?
Fuck, SNPS is doing a reverse of it's last earnings and *not* being a piece of shit
SNPS making me rich, idk wtf ADBE is doing they beat but they’re down?
Now that that's over, on to earnings. Oracle, you eat shit. SNPS, you can eat shit too since you've been a dog for months. Lovesac, you're alright.
Anyone playing Puts on SNPS
Unveiling SNPS https://www.reddit.com/r/StockMonitoring/s/vrHOYBcOOz
Unveiling SNPS https://www.reddit.com/r/StockMonitoring/s/vrHOYBcOOz
Unveiling SNPS https://www.reddit.com/r/StockMonitoring/s/vrHOYBcOOz
Unveiling SNPS https://www.reddit.com/r/StockMonitoring/s/vrHOYBcOOz
Unveiling SNPS https://www.reddit.com/r/StockMonitoring/s/vrHOYBcOOz
Unveiling SNPS https://www.reddit.com/r/StockMonitoring/s/vrHOYBcOOz
SNPS Calls and Oracle Shares?
Bought ORCL and ADBE CALLS; SNPS shares
What’s going on with SNPS options?
SNPS gonna tank like always. They can only suckle on Nvidia's titties for so long
synopsys. (SNPS) careful - they already climbed this month, because they are reporting earnings on the 10th and they will beat, let's just hope they dont sell off on good news.
For my three picks to complement a VOO/VGT core, I’d focus on high-conviction secular trends with clear 2026 catalysts, but in areas you might be under-exposed to even within tech ETFs: **1. SNPS (Synopsys)** \- **Thesis:** The absolute pick-and-shovel play for advanced chips. Every AI/3nm design requires their software (EDA). It’s a high-margin, recurring-revenue monopoly. 2026 Catalyst: Rising chip design complexity = more $ value per tool. Pure AI infrastructure, but as software, not hardware. **2. CEG (Constellation Energy)** \- **Thesis:** The clean, baseload power solution for the AI data center boom. Largest U.S. nuclear operator their carbon-free, 24/7 power is suddenly strategic infrastructure. 2026 Catalyst: Direct power purchase agreements from hyperscalers locking in capacity. Benefits from IRA tax credits. Real-asset hedge in a tech portfolio. **3. SHOP (Shopify)** \- **Thesis:** The operating system for modern commerce is maturing into a cash flow machine. Beyond e-comm, it's capturing payments, fulfillment, B2B. 2026 Catalyst: Shift to profitable growth, enterprise expansion, and AI features that boost merchant spend. **Wildcard:** **PLTR (Palantir)**. Betting their AIP platform becomes the enterprise AI "brain." Wildcard because it hinges on massive commercial adoption scaling in '26, which is high-risk/high-reward.
I want to go all in on calls for one of these: PLAY, ORCL, ADBE, SNPS, or AVGO
Calls on ORCL, ADBE, SNPS, AVGO and COST; who would in their right mind buy puts during December, Santa rally is literally just around the corner
What's the play for SNPS, ORCL and AVGO?
What's the play for ORCL, SNPS and AVGO for next week earnings?
SNPS thank me later. 1/3/6 month holds Price target is accurate according to trends give or take a few bucks. With reports of bubble woes being a “air pocket” now, there’s longer term macro reinforcement needed for those windows. Coupled with $2bn from nvidia for shares at around a $410 strike? That is a low, aside from April, that hasn’t been touched for 2 years. It’s the equivalent of a Buffett Google play that no one is talking about.
SNPS +16% in 2 weeks good knife catch so far
What about AVGO and SNPS next week?