Feb. 13 at 7:34 PM
$SNPS Bought new position here. Results from
$AMAT $TER and everyone else confirming strength in semi-cap equipment. Even
$TXN results show it is broadening beyond just AI.
$SNPS should see similar acceleration in back half of CY26 and is the cheapest its ever been. There proprietary data and technical expertise is a strong moat that cannot be vibe-coded.
Usually wait for earnings on plays like this, but there is now more than enough evidence from related names to make this a no-brainer