7/28/25 :: VROCKSTAR :: 
CDNS
Just buy NVDA instead
- higher multiples
- less growth and less fcf generation
- technically an industry-float-higher-beneficiary
- but if you look at my last notes... stock has really not gained much ground vs. say SPY or QQQ
- you're one bad print away from this thing going -15 or -20%. does it happen this Q? no idea. but you will struggle to buy that dip aggressively. and if it rips? can you keep it? tough call.
- sidelines.
- gl to longs.
V
CDNSJust buy NVDA instead
- higher multiples
- less growth and less fcf generation
- technically an industry-float-higher-beneficiary
- but if you look at my last notes... stock has really not gained much ground vs. say SPY or QQQ
- you're one bad print away from this thing going -15 or -20%. does it happen this Q? no idea. but you will struggle to buy that dip aggressively. and if it rips? can you keep it? tough call.
- sidelines.
- gl to longs.
V
Aviso legal
As informações e publicações não devem ser e não constituem conselhos ou recomendações financeiras, de investimento, de negociação ou de qualquer outro tipo, fornecidas ou endossadas pela TradingView. Leia mais em Termos de uso.
Aviso legal
As informações e publicações não devem ser e não constituem conselhos ou recomendações financeiras, de investimento, de negociação ou de qualquer outro tipo, fornecidas ou endossadas pela TradingView. Leia mais em Termos de uso.