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Don’t skip the mighty Microsoft.
I believe Oracle is currently focused on a few of its largest customers, while Google, Amazon, and...
Sep 10, 2025
Intel and China I guess? Intel is a very large Synopsys customer. There must be a big IP buy if 14A is to go online in the coming years...
Sep 10, 2025
S
Irrational Analysis (https://irrationalanalysis.substack.com/p/masas-rocket-powered-merry-go-round) agrees with you on Intel being the...
Sep 10, 2025
T
Don't think it's the former (for a welcome change). Here's what the Synopsys CEO actually said:
“Our results were primarily impacted by...
Sep 10, 2025
Other AI stocks are way up today (right or wrong).
Current spin THIS WEEK is that hypergrowth continues .... Bubble is growing??
Sep 10, 2025
M
Other AI stocks are way up today (right or wrong).
Current spin THIS WEEK is that hypergrowth continues .... Bubble is growing??
Sep 10, 2025
M
Earnings call clearly did not get received well by the street. But 1/3 in one hour is historical. I recall my cadence friend coming to...
Sep 10, 2025
S
Complete Wallstreet nonsense or has the AI bubble started to weaken? I will write about this on Friday.
Sep 10, 2025
E
There are two problems with 18A, the extremely high expectations Intel set and the PDK.
I am close to the ecosystem and the ecosystem...
Sep 10, 2025
Complete Wallstreet nonsense or has the AI bubble started to weaken? I will write about this on Friday.
Sep 10, 2025
S
Not exactly news that 18a isn't the best for mobile, Intel's nodes have traditionally especially struggled with leakage, especially at...
Sep 10, 2025
S
I disagree. I think this drop has everything to do with a PE of 70 and disappointing results and a weak forecast. At a PE of 70...
Sep 10, 2025
Including new electromagnetic sensor to increase tamper detection capabilities
Agile Analog, the customizable analog IP company, has...
Sep 10, 2025
E
Not exactly news that 18a isn't the best for mobile, Intel's nodes have traditionally especially struggled with leakage, especially at...
Sep 10, 2025
E
Did he say that?
I had never heard the word Samsung before...
Sep 10, 2025
hist78 replied to the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion.Don’t skip the mighty Microsoft. I believe Oracle is currently focused on a few of its largest customers, while Google, Amazon, and...
Daniel Nenni replied to the thread Synopsys stock down by more than 1/3.Intel and China I guess? Intel is a very large Synopsys customer. There must be a big IP buy if 14A is to go online in the coming years...
Like.
Other AI stocks are way up today (right or wrong). Current spin THIS WEEK is that hypergrowth continues .... Bubble is growing??
Including new electromagnetic sensor to increase tamper detection capabilities Agile Analog, the customizable analog IP company, has...