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Insider Trading Weekly Update #040: Buffett Adds 9-Figures to $OXY Stake, $LAZR CEO Buys $21M Over 2 Days | Insider Trading Recap
Hot Stocks: QSR, CLF fall on earnings news; CDNS, BTU rise (NYSE:QSR)
Cadence Design gets mild lift as Deutsche Bank reiterates buy rating (NASDAQ:CDNS)
Lessons learned by an immigrant first time investor
Will Dillard's ($DDS) Buy Itself Entirely Back? Questions About The End Game For Serial Repurchasers
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Also, I have a prediction formula I made that I use which on Thursday was off by a factor of close to -1 on all of the earnings except for GOOG where it was -2x and CDNS, VRT, APH, and ASX where it was spot on.
CDNS beats with $1.17 EPS over $1.13 estimates and goes down 10%
RIP CDNS - AN AI Company... That means RIP NVIDIA tomorow. 
$CDNS Rev $1B vs $1B est EPS $1.17 vs $1.13 est Sees FY: Rev $4.56-4.62B vs $4.55-4.61B prior EPS $5.88-5.98 vs $5.87-5.97 prior
CDNS 
CDNS 
Been eying SNPS and CDNS for a while. Seems like they have a huge moat on a key portion of the sector. Anything other insights you can share without violating / messing with whatever your insider trading rules are
Thank you brother. I have actually done that with SNPS, CDNS, CRWD, LDOS, and TSM. It account for around 25% of my portfolio, a bit high, but the percentage will decrease as I DCA into QQQ. I appreciate it man!
CDNS and SNPS. I was in the industry from 1987-1999 and they were dead money through the 2000's. CDNS is up 100x from 2008/2009. Oops.
CDNS Peeps... Jensen dropped this name during his love in. Going A metric fuk ton higher.
I bought a ton of CDNS. It was one of those companies that were mentioned by Jensen at his love fest.
A lil disappointed. Was planning to buy CDNS,TSM,SNPS but I had to wait for my money to transfer. They all just pumped after hours because of the Nvidia GTC event
Anyone else just buy some CDNS in the AH? On a side note, Jenson is an incredible speaker, these other ceos should take notes.
holy crap CDNS just shot up post-trade
ANSS SNPS CDNS Gonna be interesting
* Ansys ( ANSS )- omniverse digital twin (Nvidia partnership) * Synopsys ( **SNPS** ) - 1st software partner (CUDA Accelerator) * Cadence (CDNS) - (CUDA Accelerator) fully dynamic simulation Cadence Millenium Omniverse digital platform
lol SNPS CDNS and ANSS mooning
I think $V and $MA are also an amazing duopoly perhaps better than $CDNS and $SNPS?
$CDNS is the back bone of NVDA
Nope, ZI went 20% up after meeting revenue expectation and okay guidance. ANET had good earnings and guidance and went down 10%. CDNS had good earnings and bad guidance and tanked 7%. DDOG smashed earnings but had bad guidance and it stayed flat.
I tried this method a few weeks ago on $ANET(calls), CDNS(calls), ZI (puts), $DDOG (puts). You'd think at least one would hit right? Nope 😭. Went from $12k to $500 overnight. I got extremely depressed and felt sick to my stomach the next day. So just giving you guys a heads up, this method is not 100% reliable so don't go all in on options.
That CDNS looks very nice... I'll dig into that one over night
I'm looking at NET, CRWD and cyberark. The chip sector will continue its run. CDNS is another intriguing avenue to get in
Thanks for the advice and insights, bought a couple shares of CDNS, love the custom chipset play. An interesting company that does this for AI is Mythic, can't invest in them as it's a private enterprise but they use analog compute to perform neural net calculations many multiple times faster than current chipsets. YouTube channel veritasium has a very interesting video on them from 2 years ago.
I am not trading options. FYI, too much risk in that at my age. My goals are modest. I set aside a small amount for investing in a 3-5 year hit. I have a few small speculative bets on some AI - security small caps and streaming entertainment. But at the core, ARM (got in early Dec.) and ANET have advanced tech that has legs. Both pretty safe longs in my book. Though ARM has the risk of sell off through march into july. But like I said I got in early. I will likely get back into SMCI soon. Took profit last week. Looking for re-entry next week or so around 905. (shorting SMCI would be very risky) My strategy is to cover the new emerging computing stack, processing unit and chips, datacenter hardware, and finally software. (right now I like CDNS as "software" is really going to be more custom chip based rather than compiled executables) THink network based data processing, chip based agent technology responding to user requests and alerts to perform tasks. The "PC" will slither away. We went from shared desktops (1980s), to individual desktops 90,s) to laptops (10s), to tablets. (20s many people just get tablets now) but eventually that personal screen will go away and interfaces will be built into things that respond to us when we are near or ask. We will likely just have a personal agent device, a screen less smart "phone". NVDA I took profit already. But might re-enter. More into smallish and mid caps that have room to expand. But...as in all things nothing is safe in stocks. Not advice, just find what works for you and be patient and watch upcoming tech IPOs and emerging tech start ups...jumping on some tech IPOs could becoming a thing again after ARMs IPO success...make sure the tech is mature though...ARM was known to me for a long time. Good luck...
U think CDNS would be a good long term investment?
Glad I only got 1 ADSK put I thought it was going to go like CDNS
Idk man I’m a regard and I’m buying puts on companies in the S&P 500 at ATH’s. NVDA has to correct at some point but I bought puts on CDNS
> undoubtedly due to NVIDIA’s rise today No it is due to SNPS reporting the same day as NVDA. There may be no better duopoly investment out there than SNPS and CDNS. > but are these PEs sustainable? Have been for the past ten years and longer, with them being 13 and 19 baggers during that time
I really appreciate your comments, it has been very helpful! So it seems like in the semiconductor space, from the list I have provided at least, there are 3, maybe 4 different areas of focus: 1. NVDA/AMD 2. AVGO 3. SNPS/CDNS 4. AMAT/ASML/KLAC/LRCX Since I am trying not to overexpose myself, I was thinking of just picking one company from each of these. Alternatively, since I am using M1, I could create a "pie" with all of them and set the allocation of that pie to a number im comfortable with.
AMD and NVDA are; AVGO is similar but a bit different; SNPS and CDNS work with those first three. By buying AMD/NVDA you are kind of making your own ETF. This is even more true with SNPS/CDNS. They are a duopoly that control 90%+ of the market in the thing they do that is absolutely required by the semiconductor industry. Buying similar companies that dominate a niche means you mostly just care about the niche, and don't have to worry that AMD passes NVDA someday or SNPS takes 80% of their niche. You'll do fine either way. Likewise, AMAT, ASML, KLAC, LRCX are the main semiconductor equipment companies. Owning these four is basically a longterm sure thing until some other company comes along and threatens the stranglehold these four have on their niche. They are a great group, but the NVDA/AMD/AVGO and SNPS/CDNS groupings are more likely (in my mind) to more profitably dominate their niches. All are good risks.
Thank you! Can't buy ETFs for personal compliance reasons. For those top 8 you mentioned, aren't many of them in very similar industries. Specifically AMD, NVDA, SNPS, AVGO, CDNS?
Lost it all on ANET, LSCC and CDNS 
WSB fucked anet,CDNS,Shopify,Roku and other names 
I’m so fucking regarded…I knew AMAT was gonna pop off, I had an intuition after doing so much DD and looking getting bent over by ANET, CDNS, and LSCC I had 20 $205 2/23 calls, but my regarded ass decided to sell em all and buy 3 $740 LLY 3/1 PUTS…still holding 4 $210 AMAT calls 
I chickened out tbh…I got wrecked on ANET, LSCC and CDNS 
Got burnt by ANET, CDNS, and LSCC, had calls on them. Had calls on AMAT too, but switched to Puts instead
4th times the charm isn’t it? ANET calls fucked me, CDNS calls fucked me, LSCC calls fucked me, sold my AMAT calls and turned bear, will 4th play be the charm?
So I had ANET, CDNS and LSCC calls, as well as AMAT calls. I got fucked by 3 of them, I switched to AMAT puts this morning. You are welcome AMAT bulls, I sacrificed myself for you
Honestly, after ANET, CDNS and LSCC I had to switch
I switched my calls to puts too. I’m sure AMAT gonna pull and ANET, and a CDNS
The plan is to not get hurt like ANET, CDNS, and LSCC 
Glad I didn’t buy calls on DDOG, SHOP, CDNS and ANET. Chance of tech stocks shitting after earning is too high nowadays. WM and KO are doing good
RIP to my calls on ANET, CDNS, LSCC, SNOW.
AMD NET MSFT CDNS I think PYPL has mostly bottomed
Literally, shit the bed today on this CDNS play... Fucking stupid last minute why not play...
I noticed that if stonk up bigly before earning big chance it will dump. Like recently EXPE, ANET, CDNS.
I can gain 20% per week by finding unpopular undervalued stocks like WNC or I can lose 20% by following the hype of things like CDNS Easy choice 
Glad I (reluctantly) passed on ANET, CDNS, and LSCC calls. AMAT & DKNG calls next come Thursday Afternoon?
AMAT calls please save me from LSCC and CDNS 
Why did ANET and CDNS drop?
Cry into my 02/16 $ANET & $CDNS calls.
So far, it's not going according to plan. Ditto, $CDNS.
Then what about CDNS and ACLS who actually had good revenue?
💥💥💥💥💥💥💥💥💥💥 https://preview.redd.it/nvocn6qf58ic1.jpeg?width=1125&format=pjpg&auto=webp&s=bdcb710feb6f17f108b476a4be69fd9077c5482b 💥💥💥💥💥💥💥💥💥💥 CDNS actually beat earnings and same thing happened
I’m bag holding. Was going to try CDNS but decided not to and the same thing happened and it beat earnings. Something is afoot
#imagine playing CDNS LSC ANET LLAOOOOOM
CDNS shouldn't be lower. Hate when they fuck with thinly traded stocks... they manipulate the fuck out of them.
#HOLY SHIT. Everything I looked at is fucking DYING. ANET, CDNS,LSCC. BLOODBATH
$CDNS 4Q Earnings - Weak 1Q Guide but FY \~In-Line Rev $1.07B vs $1.06B est EPS $1.38 vs $1.34 est Sees 1Q Rev $990M to $1.01B vs $1.1B est EPS $1.10-1.14 vs $1.40 est Sees FY Rev $4.55-4.61B vs $4.59B est EPS $5.87-5.97 vs $5.89 est Lattice Semi $LSCC 4Q Earnings - Weak Q, Weak Guide Rev $171M vs. $176M est EPS $0.45 vs. $0.45 est Sees 1Q Rev $130-150M vs. $174M est Seems like a lot of semi's not in AI are seeing some slowdowns still.
Sure am glad I didn't buy calls for LTCC, CDNS and ANET. Oof
Grabbed CDNS puts intraday, dumping them at open tomorrow. 80 P/E my ass.
Wow CDNS getting spanked 
glad I got stuck in a meeting and didnt buy shit. CDNS and LSCC are tanking.
CDNS calls or puts? Seeing a mix
I've got ANET, LSCC, and CDNS. Fingers crossed 🤞
Excited for some earnings at the closing bell today. MEDP, ANET, LSCC, CDNS, WTS, OTTR, and TORO.
What are y'all thoughts on CDNS? AI company, climbing before earnings, some decent outlooks in the news and price targets. I'm thinking of buying 1k worth of lotto tickets but what do y'all think? 
any CAD nuts excited about CDNS partnering with Dassault/SOlidoworks the day before earnings?
Was gonna sell some CDNS calls to cover my buy in and then some. But seeing NVDA and the rest of the AI associated plays rip... Sell button non-existent. We ride or die 🙌🏽
ANET & CDNS lets go!
Bought some DDOG and CDNS. Only 10k of each. Hoping for some earnings pops.
CDNS, LSCC, ANET Any thoughts???
CDNS has highest ROE and DDOG had negative earnings. ANET has good balance sheet but CDNS just had better momentum, that was a hard pick
I had ANET and DDOG on my watch list but decided CDNS was a stronger stock
$CDNS and $LSCC Semiconductors go up.
MGM AMAT CLSK MARA DKNG MNDY CDNS calls for this week. Anyone else?
CDNS is my biggest lotto runner rn, 3x ish on dame % move. Gonna grab more it can 9x if close to things we saw. Fine to lose it’s a lotto. But sleeper?
$CDNS… look at the bellwether - $TSMC - then the guys building the machines - $ASML - then the IP guys - $ARM.
I’m going for CDNS on Monday but Godspeed friend
LSCC CDNS prob more. I’m not into Cisco.
Just scope their homepage. LSCC CDNS
LSCC ANET CDNS all have unique AI offerings plus a nice hug after hours. I played a lotto ARM into NET into this trifecta. I’m lucky or tons of homework paying off. Gl all.
Stopped options a while ago and all of a sudden I'm back here with profits from ARM (sold too early) and NET. CDNS 350C Feb 16 SHOP 100C Feb 16 UPST 41C Feb 16 KHC 36C Feb 16 Get puts on those guys instead and thank me later fellas
Calls on CDNS! Barrons recommended them last year as AI bet.