CDNS Cadence Design Systems, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
15:26
Oct 06
Oct 06
r/wallstreetbets
AI decompilation enables cheap software clones; puts recommended
MaxTA00 lists CDNS among software-service companies not fully tied to a server-side client and recommends puts on such names. The mechanism: current frontier AI models make decompiling machine code fast and cheap, so open-source or low-cost alternatives can be built from existing software and undercut incumbents' pricing. The author's main stated uncertainty is how IP law will handle this and whether companies move fully server-side; no time horizon is given. This is a bearish options trade on CDNS, not a disclosed share short.
CDNS
Cadence Design Systems, Inc.
Short
1ST
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13:36
Sep 17
Sep 17
r/wallstreetbets
AI fears overblown; EDA moat durable
Author argues Cadence is undervalued relative to recent prices because the market wrongly fears AI will replace EDA; the durable moat is decades of validated flows, foundry certification, and the huge cost of a failed leading-edge chip, which makes switching to unproven AI software irrational. The revenue at risk from AI is only the low-end hobbyist segment, which is negligible for Cadence and Synopsys. No catalyst or timeframe is provided; the main risk is a faster-than-expected AI disruption, which the author considers unlikely.
CDNS
Cadence Design Systems, Inc.
Long
1ST
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About CDNS Investor Commentary
Across the available history and selected sources, Buzzberg tracks CDNS (Cadence Design Systems, Inc.) across 50 sources: 23 bullish vs 4 bearish calls from 56 authors. Historical directional balance: 15% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 124 total trade ideas tracked. Past 7 days, before deduplication: 3 other directions. Latest voices: u/MaxTA00, u/confusedp, cifroracle.