SNP

SNPS

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

first called by All-In Podcast 4mo ago

IN TRACKED PORTFOLIOS

SNPSNPSSHORT1mo ago

“EDA is a short. Google TPU team is automating more and more as well.”

bubble boi

AI models are automating chip design workflows at OpenAI and Google, threatening the core revenue of EDA software incumbents like Synopsys

SNPSNPSSHORT@ $458.42

$389.74+14.98%

since call Jun 24

peak +21.0%

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SNPSNPSSHORT1mo ago

“I wonder how EDA companies will interpret this.”

Jukan

OpenAI's AI-accelerated chip design threatens to compress or displace the EDA software workflow, putting Synopsys's core business model at risk.

SNPSNPSSHORT@ $470.38

$389.74+17.14%

since call Jun 24

peak +19.5%

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SNPSNPSLONG3mo ago

“It is very likely the number of instances of Synopsys Design Compiler is gonna skyrocket. And the number of, number of agents that are gonna be using the…”

Dwarkesh Podcast

Agents make tool-maker software companies skyrocket as tool instances explode, not get commoditized

SNPSNPSLONG@ $424.13

$389.74-8.11%

since call Apr 15

peak +2.7%

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SNPSNPSLONG3mo ago

“That is why Synopsys matters. For years, it has sat near the center of modern chip design, providing not just EDA tools but also the IP, signoff…”

More Than Moore

As chips get harder to design, the company whose software and building-blocks sit at the center of that process gets more essential.

SNPSNPSLONG@ $420.70

$389.74-7.36%

since call Apr 14

peak +3.9%

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SNPSNPSLONG4mo ago

“in the case of chip design, Synopsys and Cadence and uh Omniverse and Blender and Autodesk and all of these tools are going to continue to be used.”

All-In Podcast

Agents bang on EDA tools 100x harder, busting the seat-count ceiling for Synopsys and Cadence

SNPSNPSLONG@ $422.16

$389.74-7.68%

since call Mar 19

peak +1.3%

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