$CDNS 0.59 Developing

Notable posts

• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

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• @StockSavvyShay neutral 664 eng

  NEXT WEEKS EARNINGS ARE MASSIVE • Monday | $APLD, $NVTS, $CDNS, $AMKR • Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH • Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA • Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT • FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

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• @wallstengine neutral 72 eng

  TSMC is deepening its AI chip design ties with Cadence and Synopsys. Cadence $CDNS says its UALink IP is silicon-proven on TSMC’s advanced nodes, while Synopsys $SNPS is expanding its partnership around agentic AI and advanced chip design.

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• @faststocknewss neutral 9 eng

  CADENCE $CDNS COLLABORATES WITH TSMC $TSM ON CERTIFIED TOOLS AND UALINK IP FOR TSMC ADVANCED PROCESSES The company says its UALink IP is silicon-proven on TSMC's advanced processes.

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• @tenet_research neutral 24 eng

  Tenet Market Wake-Up Summary 📷📷 June.09.26 $SPX $UBER $NVDA $QCOM $PLTR $APLD $CDNS $LCID $BABA $NOK $ASTS $CRWV $AVO $MTN $SJM $UNFI $SAIL $T $AJG $PAR $PKE $RAL $ELVN $EQR $LEN $NUVL $MAMA @ripster47 | @TENETTRADEGROUP | @TenetCharts https://t.co/Dtnjf4M2IP

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