Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry, AI is hiding in plain sight. One of the top users of AI are the AI developers themselves.

Enter Cadence Design Systems (CDNS), one of the leaders in electronic design automation (EDA) used for semiconductors, computing systems, automobiles, and all sorts of electrical equipment in need of some automation. After a stellar run in the last year, shares have pulled back on “weak guidance.”

Chip Stock Investor breaks it down, explaining why Cadence is doing more than just fine, and updating the valuation on the business. Stay tuned for more earnings coverage this week from bit tech companies!

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Chapters:
00:00 Cadence Design Systems Update: The Rising Importance of EDA in AI's Bull Market
01:09 Breaking Down Cadence's Big Acquisition Move
02:43 Cadence's Financial Health and Balance Sheet Analysis
03:32 First Quarter Financial Highlights and Growth Cadence
04:41 Innovations Fueling the AI Semiconductor Industry
05:29 Cadence's Strategic Hardware Developments
07:29 The Virtuous Cycle of AI Chip Design and Development
09:06 Forecasting Cadence's Financial Future
12:05 Valuation Insights and Investment Strategy
14:48 Closing Thoughts and Community Engagement

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Nick and Kasey own shares of Cadence Design Systems

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