My first stock analysis on Substack—starting with a high-quality business that dominates a critical niche in semiconductors. Synopsys has a near-monopoly in chip design software, a resilient business model, and strong long-term growth drivers. Despite recent stock weakness, its fundamentals remain rock solid. Let’s break down why this could be a compelling opportunity for the next five years.
Insightful deep dive with solid points on why $SNPS is a fantastic company. It unfortunately hasn’t shown that in the stock price. I continue to hold.
Thank you! And yes, you are right.