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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7779 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)

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