Cory Johnson ⚡️

Man of many 🎩s. Investor and Epistrophy Capital Research Chief Market Strategist. Host of @DrillDownPod. Ex- @Business & @CNBC.

[Cory Johnson ⚡️ @CoryTV]

@lizette_chapman @MVP_Ventures Wow! Congratulations! Can't wait to hear all about it.

[Cory Johnson ⚡️ @CoryTV]

Synopsys says Ansys added $711 million in revenue last quarter. We asked CFO Shelagh Glaser what’s driving the simulation business now. We explain.

https://t.co/5TEvb3IcJJ
$SNPS 🎙️ @DrillDownPod #Synopsys

[Cory Johnson ⚡️ @CoryTV]

Synopsys plans to more than double capex to about $500 million next year. CFO Shelagh Glaser explains where the money goes. Our conversation:

https://t.co/5TEvb3IcJJ
$SNPS 🎙️ @DrillDownPod #Synopsys

[Cory Johnson ⚡️ @CoryTV]

Synopsys now targets $400 million in Ansys cost synergies a year early, by fiscal 2027. CFO Shelagh Glaser walks through the integration. The full interview:

https://t.co/7bFLc8HAnF
$SNPS 🎙️ @DrillDownPod #Synopsys

[Cory Johnson ⚡️ @CoryTV]

@Nvidia bought $2 billion of Synopsys stock last December. We asked CFO Shelagh Glaser what that partnership actually delivers. Here’s what she said.

https://t.co/7bFLc8HAnF
$SNPS 🎙️ @DrillDownPod #Synopsys

[Cory Johnson ⚡️ @CoryTV]

Has #OpenAI ever done such a restrictive IP deal like this GPT-Synopsis project? Here's why this could be a new business model for frontier LLMs.
https://t.co/5TEvb3IcJJ
$SNPS 🎙️ @DrillDownPod #Synopsys

[Cory Johnson ⚡️ @CoryTV]

Synopsys and OpenAI are building GPT-Synopsys, a chip-design model sold on revenue share. CFO Shelagh Glaser on how AI tools get priced. Worth a listen

https://t.co/5TEvb3IcJJ
$SNPS 🎙️ @DrillDownPod #Synopsys

[Cory Johnson ⚡️ @CoryTV]

Synopsys signed a $1 billion-plus multiyear IP deal with Amazon, priced as license plus royalties. CFO Shelagh Glaser explains the model. We take a look.
https://t.co/7bFLc8HAnF
$SNPS 🎙️ @DrillDownPod #Synopsys

[Cory Johnson ⚡️ @CoryTV]

Synopsys reports a 95% win rate on PCIe 7 interface IP. CFO Shelagh Glaser on the IP business’s return to growth. Listen in.

https://t.co/7bFLc8HAnF
$SNPS 🎙️ @DrillDownPod #Synopsys

[Cory Johnson ⚡️ @CoryTV]

@DougKass @OutFrontCNN @CNBC Chopped liver over here!

[Cory Johnson ⚡️ @CoryTV]

@FutureJurvetson @themetalsco @gtbgtb Steve: As you know, the same company literally likens their mining operation to the gentleness of plucking rocks off the ocean floor with a white glove. I have my doubts. $TMC

[Cory Johnson ⚡️ @CoryTV]

@SamAntar Sam! That was Sixth Ave & and 8th St, right? I remember that store!

[Cory Johnson ⚡️ @CoryTV]

@rdd147 I think you're reading this wrong. Seems that if the hyperscaler puts up reasonable collateral, the deal goes ahead immediately. Seems like FERC is doing exactly what it should do -- protect taxpayers and getting the big corporations to upgrade the grid.

[Cory Johnson ⚡️ @CoryTV]

Are you supposed to say "I don't know" on TV?

Great hit with @sam_vadas on @SchwabNetwork.
https://t.co/PoisNdeaE1

[Cory Johnson ⚡️ @CoryTV]

Grok continues to contribute to the world. $SPCX

[Skoot @Skoot]

@Venturinglist @CoryTV

[Cory Johnson ⚡️ @CoryTV]

Here's one number that tells you all you need to know about Oracle earnings:
https://t.co/oMCqoDJBJA
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

[Cory Johnson ⚡️ @CoryTV]

In case you missed it, this is what @sam_vadas and I just avoided doing! 👇
#CulturalExchange

[Bluffbet @Bluffbet_Off]

"That sounds much more interesting" 🤣🤣😂

[Cory Johnson ⚡️ @CoryTV]

Says co-CEO Clay Magouyrk: "if [a] plan relies on 100% achievement of every one of [its'] deliverables, we have a term for that. It is called a bad plan. So we try real hard not to make bad plans."
https://t.co/dz7o53pOSp
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle

[Cory Johnson ⚡️ @CoryTV]

@edzitron "He may not be your dad, but Hock Tan sure is a motherfucker."

Brilliant.

[Cory Johnson ⚡️ @CoryTV]

Oracle delivered 131,000 GPUs at Abilene in Q1 and says GPT-6 Astra was trained there.
https://t.co/hDr6ooi0zp
$ORCL 🎙️ @DrillDownPod #DrillDownEarnings #Oracle