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@SKundojjala Avatar @SKundojjala Sravan Kundojjala

Sravan Kundojjala posts on X about business, ai, $snps, $20b the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence technology brands XXXXX% stocks #3398 countries XXXXX% finance #4328 currencies XXXX%

Social topic influence business 17.65%, ai 17.65%, $snps #2, $20b #11, $10b #37, china #745, ip #663, $225b 5.88%, longterm 5.88%, $111b XXXX%

Top accounts mentioned or mentioned by @reallaurameri @clark24_bennet @bijbanga

Top assets mentioned Synopsys, Inc. (SNPS) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last XX hours

"Cadence made a late entry into the IP market vs Synopsys but made a good progress in recent years. Between Tensilica IP and design IP (SerDes/C2C/HB/DDR) CDNS is seeing its IP growth rate beat EDA growth rate (same for SNPS). IP however is less profitable vs EDA. Most recently ventured into foundational IP to grow its IP business at foundries a potential expansion opportunity at Intel and Samsung"
X Link 2025-12-06T15:56Z 16.2K followers, 9158 engagements

"Synopsys QOct25 - Revenue up XX% q/q and XX% y/y to $2.25B driven Ansys contribution; Ex-Ansys revenue down by X% q/q; QJan revenue will grow X% q/q - Both EDA and P down q/q and IP down sharply y/y; FY26 will be transitional year for IP but SNPS insists mid-teens growth long-term - IP margins down by almost XX percentage points y/y in QOct"
X Link 2025-12-11T10:23Z 16.2K followers, 3452 engagements

"Broadcom QOct25 - Semi revenue up XX% q/q and XX% y/y to $11.1B; XX% GM and XX% OPM; Custom XPU pressures GM - AI semi revenue up XX% q/q and XX% y/y to $6.5B; XPU custom accelerator revenue up 2x y/y - FY25 AI revenue $20B up XX% y/y; drove semi segment to record $37B for the year - FY26 AI revenue expected to accelerate beyond FY25's XX% growth rate - QJan guidance: AI semi revenue to double y/y to $8.2B; semi revenue $12.3B up XX% y/y; non-AI semi $4.1B flat y/y ((weak wireless seasonality); overall company GM down 100bps q/q on higher AI mix"
X Link 2025-12-12T13:23Z 16.2K followers, 3233 engagements

"- Rack sales model beginning; GM hit but good for OPM - Singapore advanced packaging fab - OpenAI 10GW agreement is for 2027-2029 timeframe; separate XPU development program progressing at advanced stage - Sees customer-owned tooling thesis overblown - Lead times 6-12 months depending on product; expects more orders to come in for shipments within the 18-month window - Bookings over past X months strongest ever seen (switches in particular) - Currently not constrained but as backlog builds Broadcom could see - Ready for SiPho but not anytime soon"
X Link 2025-12-12T13:24Z 16.2K followers, 1044 engagements

"Infineon QSep25 - Revenue up X% q/q and X% y/y to XXXXX billion; QDec will grow X% q/q - Increases AI server revenue forecast for FY25 and FY26 by XX% and XX% - All end markets up q/q - FY25 revenue up X% to 14.662B"
X Link 2025-11-12T11:20Z 16.2K followers, 1981 engagements

"Marvell QOct25 - Revenue up X% q/q and XX% y/y to $2.075B (above mid point) at XXXX% GM; QJan26 to be up X% q/q and XX% y/y - F27 revenue to be $10B with DC growing XX% (custom at least 20%) and comms and others XX% y/y - F28 DC growth expected to accelerate to XX% y/y - DC revenue up X% q/q and XX% y/y to $1.52B (vs flat q/q guidance) in QOct - DC now XX% of total revenue (up from XX% prior quarter) - 50/25/25 split in DC between interconnect/custom/switching storage and other"
X Link 2025-12-03T11:47Z 16.2K followers, 24.7K engagements

"TSMC alone drove XX% of incremental foundry revenue in 3Q25. XX% of foundry operating profits and XX% share. TSMC is tracking XX% y/y growth forC25 while the rest of the industry will have settle for just 1%. Samsung external foundry business continued to lag SMIC"
X Link 2025-12-09T10:06Z 16.2K followers, 16.2K engagements

"Cadence seem happy with its NVIDIA relationship despite the latter's $2B investment in Synopsys. Says NVDA business growing. CDNS's hardware platforms widely used by NVDA. Also CDNS is making progress with Intel where Synopsys have stronger presence"
X Link 2025-12-10T11:59Z 16.2K followers, 6274 engagements

"- $73B AI backlog to ship over next XX months ($53B XPUs $20B networking/components); total backlog $162B with AI nearly half vs $110B backlog with 50%+ semi last quarter; AI switch backlog exceeds $10B - $11B incremental order from Anthropic in Q4 ($10B in Q3); delivery late XX - 5th XPU customer via $1B order for delivery late 2026; multi-year engagement - AI switch backlog $10B; 1M+ AI clusters by 2027 from at least X customers - TPUs extended to external customers (Apple Cohere SSI via Google Cloud); sees significant merchant TPU opportunity"
X Link 2025-12-12T13:23Z 16.2K followers, XXX engagements

"AMAT admits share losses in C25 (up to 200bps but could be more) as some competitors like Lam outperformed WFE by a big margin. Domestic China tool vendor progress and ICAPS (mature nodes) weakness are key drivers of share losses. DRAM and leading-edge logic remain area of strength though AMAT reduced its GAA guidance for F25 by 10%"
X Link 2025-12-05T14:37Z 16.2K followers, 6160 engagements

"Synopsys admits China share losses are happening at an accelerated rate. Prior to this latest earnings call the company had attributed China weakness to macro and lower design starts but the tone has now shifted. China revenue declined XX% in FY25 and accounted for XX% of total down from XX% in FY24. Non-China up XX% y/y in FY25"
X Link 2025-12-14T12:19Z 16.2K followers, 31.3K engagements