We spent time digging into the value lift Agentic EDA will bring to $CDNS and $SNPS. A story we we think is still misunderstood and under appreciated. Angstrom era + massive giga cycle and many other levers are very good for these two.
Full report:
https://t.co/nMaepIP2yU
Just one more deal and I think $IREN could hit over $100 a share.
They’ve got operations stretching from Southeast Asia to Europe and North America.
Their data centers are super efficient and dependable.
That partnership is probably coming from Anthropic or $MSFT.
$OCC
Earnings are June 8th. This Monday.
One of the wildest gaps in AI infrastructure plays right now.
It’s already up 5x this year with losses. Who’s to say it can’t 10x from here as backlogs grow?
I’m reminding you about this company again.
Repost. Bookmark.
HUGE NEWS: $TSLA has just applied for their Robotaxi permit in the state of Nevada that will allow up to 5,000 Robotaxi vehicles.
That will be more Tesla vehicles in one state than Waymo has in their entire fleet.
Nasdaq's down about 3% today. When was the last time we saw that?! My gut says we'll bounce back soon, given how strong this bull market is. There's zero reason not to expect a rebound today—no new war started or Strait of Hormuz blocked again.
Kenya's Treasury just announced a new staggered tax system — nil returns must now be submitted right after December each year.
Salaried workers file taxes from January to April. Businesses still have until June 30.
@hajiyev_rashad These triangle patterns can drag on forever though, been hearing breakout calls for weeks now. Hope you're right about the $7k target but I'll believe it when I see it.
Gold has not room left within the 7-month triangle formation. So resolution is very close. Gold could still make it to my min $7k target if the parabolic run starts in the coming days...