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@SKundojjala Avatar @SKundojjala Sravan Kundojjala

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

Engagements: XXXXX #

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Mentions: X #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence technology brands XX% stocks XXXXX% finance XXXXX%

Social topic influence business 40%, ai 20%, $snps #38, ip 13.33%, $2b #19, $11b 6.67%, $4b 6.67%, $925m 6.67%, $500m 6.67%, $100m XXXX%

Top accounts mentioned or mentioned by @reallaurameri @clark24_bennet @bijbanga @straightcash385

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, 8992 engagements

"Advanced packaging has become a meaningful number in WFE (up to 9-10% in CY25 vs 1-2% in CY21). $11B in CY25 from $3-$4B in CY21. KLA's AP revenue will grow by XX% to $925M in CY25 from $500M+ in CY24. AP to outgrow front-end WFE"
X Link 2025-12-07T15:59Z 16.2K followers, 16.1K engagements

"GlobalFoundries is now engaging with hyperscalers on MIPS IP licensing custom silicon and software opportunities. MIPS is expected to contributed to $50-$100M revenue in '26 and a high margin business. GFS's non-wafer revenue will grow to XX% of revenue from 8-12% historical. Hyperscaler engagement to ramp in '27"
X Link 2025-12-08T16:06Z 16.2K followers, 10.8K engagements

"Qualcomm will come up with a new smartphone architecture in 2H26 to address hybrid AI phone use cases. Smartglasses business ahead of $2B target by F29. Auto is ahead as well"
X Link 2025-12-03T12:06Z 16.2K followers, 19.7K engagements

"Intel's EMIB to see gain momentum in the 2H26. Advanced packaging is an area Intel can more quickly generate revenue vs wafers. It's a profitable business too"
X Link 2025-12-04T10:28Z 16.1K followers, 11.1K 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, 6124 engagements

"Marvell incremental latest (JPM event) - Sees no 2026 revenue gap at lead AI customer. There has been continuous noise on Alchip vs Marvell next gen win at AWS - Custom pipeline grows to 20+ from XX in June - Sees DC capex growth of XX% as the baseline for its growth in FY27/CY26. Likely above if capex runs higher than that"
X Link 2025-09-25T08:30Z 16.2K followers, 5267 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, 1976 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, 16K 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, 2471 engagements