CDN

CDNS

3 tracked calls · 3 long · 0 short · last 90d: 2L/0S

first called by All-In Podcast 4mo ago

CDNCDNSLONG4w ago

“Cadence is no longer just an EDA company.”

Damnang2

Cadence's IP portfolio expansion into HBM PHY, UCIe, NPUs re-rates it from EDA tool vendor to AI SoC platform company, expanding its TAM and multiples.

CDNCDNSLONG@ $386.10

$344.17-10.86%

since call Jun 27

peak +1.5%

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CDNCDNSLONG1mo ago

“AI can not only order the bugs in terms of the high priority bugs, but in some cases can fix them.”

TBPN · Rene Haas

AI agents now auto-triage and fix chip-design bugs inside EDA tools; the incumbent selling those agents compounds.

CDNCDNSLONG@ $402.22

$344.17-14.43%

since call Jun 18

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CDNCDNSLONG4mo ago

“I want everything to be put back into Cadence, because that's how I control it, that's how I ground truth.”

All-In Podcast

Cadence is the control-layer chip-design tool agents will pound at far higher volume

CDNCDNSLONG@ $285.58

$344.17+20.52%

since call Mar 19

peak +33.3%

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