7/28/25 - $cdns - Just buy NVDA insteadCadence Design Systems, Inc.NASDAQ:CDNSVROCKSTAR7/28/25 :: 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