Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.
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Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.
Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made
Investing in Intelligence: AI Stocks and Options
41 minutes
1 year ago
Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made
Is Cadence Design Systems ($CDNS) the next standout AI stock? We delve into how this leader in electronic design automation software is poised to capitalize on the AI and chip design surge. We analyze Cadence’s recent earnings blowout, their dominant position in analog chip design, and their impressive 19% year-over-year revenue growth coupled with high margins. Highlights include discussions on Cadence’s expansion into digital chip design, their competitive edge over Synopsys ($SNPS), and ho...
Investing in Intelligence: AI Stocks and Options
Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.
