Substack · Big Game
CYAP #45 - CADENCE ($CDNS): Otro “Inevitable” de los chips.
Diseñar un chip sin ellos es imposible, ya está.
Since publication +0.1% α +0.4 pp vs S&P 500 · USD
US · 2 entries · 2 publications
CDNS
Cadence Design Systems Inc
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- May 24, 2026
- Latest
- Sep 24, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on CDNS at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 1 entry
- May 2026 1 entry
Substack · Hundal Earnings
Cadence Design Systems and the Monetization of Semiconductor Complexity
Cadence’s earnings depend on embedded chip-design infrastructure and rising compute complexity, but remain constrained by customer concentration and workflow commoditization risk.
Since publication −15.6% α −17.7 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.