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
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.