AI’s Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems
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- Опубликовано: 7 июн 2024
- Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry, AI is hiding in plain sight. One of the top users of AI are the AI developers themselves.
Enter Cadence Design Systems (CDNS), one of the leaders in electronic design automation (EDA) used for semiconductors, computing systems, automobiles, and all sorts of electrical equipment in need of some automation. After a stellar run in the last year, shares have pulled back on “weak guidance.”
Chip Stock Investor breaks it down, explaining why Cadence is doing more than just fine, and updating the valuation on the business. Stay tuned for more earnings coverage this week from bit tech companies!
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Chapters:
00:00 Cadence Design Systems Update: The Rising Importance of EDA in AI's Bull Market
01:09 Breaking Down Cadence's Big Acquisition Move
02:43 Cadence's Financial Health and Balance Sheet Analysis
03:32 First Quarter Financial Highlights and Growth Cadence
04:41 Innovations Fueling the AI Semiconductor Industry
05:29 Cadence's Strategic Hardware Developments
07:29 The Virtuous Cycle of AI Chip Design and Development
09:06 Forecasting Cadence's Financial Future
12:05 Valuation Insights and Investment Strategy
14:48 Closing Thoughts and Community Engagement
#cadencedesign #edasoftware #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
Nick and Kasey own shares of Cadence Design Systems
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Direct Access: 🗣🦜Chat with the Chip Stock Investor experts.
Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
Resources: 📕📖📑Download show notes and access exclusive content.
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How to Join:
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This specialized analysis and review are the best. Thank you!
I’m waiting for this video!! Thanks a lot of the hard work. Appreciated 😊
I was thinking the same thing!
verifiable design is one area I think AI can really shine at this stage
Cadence still is to me together with Synopsys any dip is a good dip for those two
Thanks for the earnings update, very enlightening
I did so many mistakes in the past… should have started my DCA plans for Synopsis and Cadence in years ago but thought the PE Ratio is way too high. I stayed with TSMC and watched it doing sideways with small upside in the last months. Started my DCA plans two months ago and will keep adding hoping that the price will drop again
Where is Kasey? I miss her.
She's back, check the new Tesla video!
Your the best nick but missed your wife today
She was doing REAL work today! She'll be back tomorrow for sure!
stop talking about football. nobody cares.
No one's talking about football
Thanks for the update! Another quality and thoughtful update. Great company!! A DCA approach here looks interesting. All valuations are subjective right ?
😅
Exactly Shannon! This would could get punished until it "proves" it's still in growth mode. Always an interesting time to accumulate quality when others can't seem to put all the pieces together, huh?
@@chipstockinvestor Yes, indeed, I'm learning a lot on the discord. Right now, I'm trying to bring down my cost basis on positions I got too excited about, perhaps too early to the party (valuations). My focus for the next few months is stacking dry powder and being patient. Being opportunistic and pouncing when the markets are down is an important skill to master. These markets correct so quickly, quicker than in the past, it seems. Someone is selling irrationally, and someone is opportunistic and buying the dip; that someone should be me.