[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7791 followers
Created: 2025-07-02 15:30:20 UTC

Rothschild & Co on Cadence Design Systems $CDNS US

Thesis: Cadence is a leading provider of EDA software for semiconductor design, positioned for double-digit growth and strong revenue visibility through recurring subscriptions.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/Gu3NZ7HW8AAA4Jf.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940432862794170845/c:line.svg)

**Related Topics**
[visibility](/topic/visibility)
[$0981hk](/topic/$0981hk)
[$cdns](/topic/$cdns)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/StockCompil/status/1940432862794170845)