SNPS

JJukanSNSNPSBUYM-term · Medium-term · LeaningCDCDNSBUYM-term · Medium-term · Leaning2026-08-29

There was so much fear that AI would replace EDA because no one could quantify how much of EDA's domain AI would eat into. Someone like me has now turned bullish because I think we can finally start quantifying that.

华华尔街观察 XtraderSNSNPSBUYM-term · Medium-term · ExplicitCACATBUYM-term · Medium-term · ExplicitCCBUYM-term · Medium-term · ExplicitKLKLACBUYM-term · Medium-term · ExplicitShow more2025-12-24

高弹性配置思路：避开算力核心，转向AI基建“卖铲子”组合（AVGO/KLAC/SNPS/ANET）+电力电网主线（GEV JPM tgt $1000，2028营收$520亿）+金融翻身（C/Schwab/LC）+消费复苏（CVNA tgt $490-500即将S&P500）+周期敢拿（CAT JPM tgt $730）。

阳阳光财经SNSNPSBUYM-term · Medium-term · Explicit2025-12-03

我有一个思路啊,就是可以卖出行权价为415的看跌期权。我就随便选一个17天后到期的看跌期权,行权价415。