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2 Stocks With Great Compound Growth Potential (SNPS u0026 PANW), and 1 Stock That May Not Make It (S)

Кадры 2 Stocks With Great Compound Growth Potential (SNPS u0026 PANW), and 1 Stock That May Not Make It (S)

Описание 2 Stocks With Great Compound Growth Potential (SNPS u0026 PANW), and 1 Stock That May Not Make It (S)

Коментарии 2 Stocks With Great Compound Growth Potential (SNPS u0026 PANW), and 1 Stock That May Not Make It (S)

☕☕☕If you feel so inclined, please show your support here by fueling our caffeine addiction 👇 br ko-ficom/chipstockinvestor Comment from : Chip Stock Investor

I own Cadence and Palo Alto Comment from : Kevin C

Your video about ARM IPO is the most anticipated video :) Comment from : F

Thank you guys for another great video - I noticed the great Stan Druckenmiller added Cadence to his portfolio, but not Synopsis I guess you probably own both but which company do you preferr out of Synopsys and Cadence if you could only pick one? Comment from : Alexander The Great

Thanks, for the insights on these companies While Synopsys and Palo Alto appear to have favorable characteristics such as margins, operating leverage and growth runway I am primarily concerned about moats Do you think these two companies possess moats besides switching costs perhaps? If so how wide do you consider their respective moats to be? brAlso, I noticed Fortinet wasn't in this one Is that because you have covered it in dept earlier? Kind regards :) Comment from : Swaringe Ukluk

Most incredibly intelligent woman aren’t as beautiful as your co host, you are lucky 🍀 Comment from : Jason Davis

Great analysis Comment from : Jason Davis

You mentioned Crowdstrike briefly in passing Am curious if you have further thoughts on CRWD, esp in regard to its use of AI in threat detection & analysis Comment from : Barbara McKenzie

Paloalto goes pretty good 😮 only docn dropt much today 10 ,brCeo yancey spruill is stepping down , hope it gets better soon 😅brStil a buy ? 😅 as shareholder bit worried 😅 Comment from : kees lubben

Guys, nice job FYI, I maintain an industry analysis so I know the industry pretty well, but you do a great job on the fundamentals and filling in the pieces Anyway, thought I'd mention that NXPI is undervalued even without doing a DCF analysis and appears to be the best-kept "secret" in the industry Would be nice to hear your perspective one of these days Comment from : James Grant

Thank you Comment from : Sky

Thanks for the video With the AI trend, do you think model extraction will be a big problem and do you think cyber security companies will be able to help protect against it? I'm not sure if anyone has much idea yet but it might be an area to keep an eye on Comment from : Riffsoffov

SNPS & CDNS … Hopefully will continue to do well for years Comment from : Rahul Chahal

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