$CDNS
2/10Does he own it?
No first-person ownership signal. CDNS only appears inside two supply-chain/ecosystem lists (EDA bucket) and a CEO quote about robotics. The closest thing is a musing that an equal-weighted long on the whole CPO ecosystem "might not be a bad idea" — hypothetical, basket-wide, framed as a question, not a CDNS position. No "I'm long," no adds, no weight.
His thesis
CDNS is mentioned only incidentally as one EDA name within broader co-packaged-optics / photonics supply-chain maps, and once via its CEO's bullish remarks on robotics/humanoids as a giant future market. There is no dedicated CDNS thesis; it is treated as part of the AI/optics/EDA landscape rather than a conviction pick. The author finds the ecosystem interesting and floats a basket long idea, but offers no specific case for Cadence on its own.
How his view evolved
Brief and static across three tweets: from listing CDNS in a CPO value-chain map, to including it in a GlobalFoundries ecosystem list with a tossed-off basket-long idea, to citing its CEO on robotics. No deepening of any CDNS-specific view.
Key points
- Appears only as an EDA/ecosystem list entry, never analyzed on its own
- Floated an equal-weighted long on the whole optics ecosystem as a hypothetical, not a CDNS position
- Cited CDNS CEO mainly to pivot to robotics and a US-vs-China supply-chain point
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $CDNS on X ↗