Will This Top AI Stock Dominate Again In 2024? Cadence Design’s (CDNS Stock) Epic Closeout to 2023
ฝัง
- เผยแพร่เมื่อ 31 ต.ค. 2024
- Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 • AI Supercycle: Your Ul...
Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in today’s video, the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemens EDA (formerly Mentor Graphics).
They talk about Cadence’s impressive performance in 2023, which has steadily propelled the “top AI stock” to new heights. Cadence Design Systems has had a successful organic developer of new tech, and its collaborations (such as with Nvidia), and its impact on AI and accelerated computing systems, has put it in position for excellent growth prospects going forward.
Its hardware division is also a good indicator of the overall semiconductor market, acting as a proxy for more good times to come. Watch this video to learn more about Cadence Design Systems, and how Chip Stock Investor is handling this investment in their own portfolio.
Chapters:
00:0 Introduction and Overview of Cadence Design Systems
01:54 Review of Cadence Design Systems' Recent Performance
04:41 Understanding Cadence's Business Model and Growth Strategy
09:00 The Role of AI in Cadence Design Systems' Future
13:45 Analyzing Cadence's Valuation and Future Prospects
👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun!
Join at TH-cam: / @chipstockinvestor
Join on Ko-Fi: ko-fi.com/chip...
If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. ko-fi.com/chip...
If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 ko-fi.com/s/90.... Get your investment journey off on the right foot to kick off the new year.
Check us out on our website: chipstockinvestor.com
Supercharge your analysis with AI! Get 15% of your membership with our special link here: finchat.io/csi/
Find this episode and more on Spotify Podcasts: podcasters.spo...
You can also find us on Apple and Google Podcasts!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#cadence #eda #chip patents #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 and Synopsys
Y’all are awesome. Thanks for sharing. I wish I discovered you sooner.
Cadence and Siemens also tried to buy Ansys. EDA AI is projected to grow 20% CAGR
Thanks for the update. Been watching both CDNS and SNPS for a good entry point. Still watching will make an entry when it pullsback. Love both long term but leaning towards SNPS. Will go with whichever seems to have the better value when the market pulls back.
Who knew? Well you did so I bought the stock awhile ago. No one covers the details like you two.
Ohhhhh boy!!
Beeen waiting on this one!!
Thanks for this analysis. Best semiconductor content on the net. I finally decided to pull the trigger on Cadence. I have to keep in mind that I'm not a trader. I'm investing long-term in great businesses. I'd rather DCA than wait for the perfect valuation that may never come. Not exactly FOMO, but......... You two are killing it !.
Thanks Shannon! Nice one on CDNS. They really keep going from strength to strength, but got to mind that valuation too.
I know, you're so right! @@chipstockinvestor
Thank you for all your information it’s incredible valuable
Glad you think so!
Thanks for the video! You look great with your hair down.
I’ve been looking to diversify my chip side of the portfolio. Could you please go in a little bit deeper in the top picks of each category in your chart? :)
Thanks btw for the content. New follower and been watching every new episode so far
Thank you for watching, and welcome! You'll see us peel back the layers on each of the categories in the Semi Flow chart. Did you catch the video on Synopsys, the other leader in EDA, a couple weeks ago?
Thank you.
Thank YOU! We appreciate you being here!
Can you’ll make a video on Marvel Technology before its earnings
And they will forever...
Hard to see anyone dislodging them, as well as Synopsys.
Is that a bass I see in Nick's background?
Sure is! No performances though
Thanks you!
super
$BiOL GOING TO 1000% BEFORE FRIDAY
All the stocks you cover I love their business models but this price... way to high
It is very high. Unfortunately, it will probably be a premium price for a long time, sometimes slightly less of a premium, sometimes a bit more.
AMAT crushed it
They did! Brief update Friday morning to close out our week
jeuj im first haha are you brother and sister btw ?
You were fast! We like to keep your question a mystery for everyone to solve... lolol
@@chipstockinvestor anyway your teaching valueble things here ...like the chart ...and ive learned a few new compnays so ...always nice to know who does what for what compnay ... still the best video would be a breakdown of the total cycle and the companys in them ... because now its jumping all over the place only talking about earnings...so you could make a playlist of it and just do a few at a time ... tnx and ill send a cofee haha
im pointing at the MAP your using a lot ...
Cadence will grow, but earnings were meh. Dropped after the earnings and trading below the earnings numbers.
Can you make your videos shorter between 10-15 minutes? 😊
Nah, too much value here. Try increasing the playback speed to 1.25x
Please don't!
We think we've found our groove at about 15-20 minutes
Please don't listen to this guy! Your videos are top tier quality. Sheeiiiittt....I'd prefer 30 minutes of 💎, I have a half hour drive to and from work 😅😅. Tysm for all that you do.
no need to be rude!