))
Cadence Design Systems ($CDNS), SMCI Drama, and How Valuations are Made
Manage episode 448383607 series 3566434
コンテンツは Investing in Intelligence によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Investing in Intelligence またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Is Cadence Design Systems ($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 ($SNPS), and how AI is revolutionizing chip design automation.
We also debate investment strategies, examining whether traditional valuation metrics like P/E ratios are the best tools for timing stock purchases in the fast-evolving AI sector. Our conversation explores the significance of revenue growth and margins over standard valuations, especially for companies driving AI innovation.
Additionally, we touch upon the broader impact of Agentic AI on the job market and economy, and consider how upcoming political events might influence AI investing and the stock market as a whole.
AI Stocks Discussed: Cadence Design Systems ($CDNS), Synopsys ($SNPS), Amazon ($AMZN), Super Micro Computer ($SMCI)
You can find our complete AI investing portfolio and all our top AI stock picks at https://investingintel.ai
35 つのエピソード
シェア
