← Back to watchlist
Price
$457
USD
Day
-4.3%
YTD
—
Research feed
Latest imported research note for this ticker.
longwatch
Imported thesis
EDA is the underappreciated beneficiary of the 30GW/custom-silicon buildout. More custom silicon programs (OpenAI/Broadcom, Marvell ASICs, hyperscaler TPUs/Trainium/MAIA) mean more design starts and more IP licensing per design. Elliott Management activist position disclosed March 23.
Imported reasoning
Portfolio has zero EDA exposure despite structural leverage to every custom-silicon design start in the AI buildout. SNPS at -6% YTD with Zacks #5 overhang and Elliott activist catalyst is a specific contrarian setup. Mid-May earnings is the binary event.
Last imported
Apr 22, 06:55 p.m.
Source report
2026-04-22_digest_compass-artifact-wf-31199c61-09ec-4f7c-9c38-d5cb5a4483c0-text-markdown.md
Private trigger details hidden
Research and watchlist context are visible. Trigger levels and other private portfolio fields remain hidden.
Watchlist notes
Public watchlist context and imported research metadata.
Thesis
EDA is the underappreciated beneficiary of the 30GW/custom-silicon buildout. More custom silicon programs (OpenAI/Broadcom, Marvell ASICs, hyperscaler TPUs/Trainium/MAIA) mean more design starts and more IP licensing per design. Elliott Management activist position disclosed March 23.
Sleeve
—
Consensus PT (USD)
—
Holdings
No holdings recorded for this ticker.