CDNS Cadence Design Systems, Inc.

$CDNS $NOW When a high‑quality stock pulls back into major technical support, the market is basically handing you a gift: rich premiums with structurally low probability of assignment. Why? Because strong fundamentals + strong technicals create a natural floor. Wide‑moat companies don’t usually slice cleanly through well‑defined support — buyers step in, long‑term funds rebalance, and algorithms defend those levels. That stability makes out‑of‑the‑money put selling one of the most asymmetric trades in the entire options market. You’re getting paid precisely when fear is elevated, volatility is inflated, and the odds of a deeper breakdown are historically low. If the stock holds support (as high‑quality names tend to do), your puts decay, your premium becomes profit, and you walk away with income for simply being willing to buy a great business at a discount. One contract on setups like the ones I traded this week — NOW and CDNS — pays for more than a full year of my Substack service. One disciplined trade at a key level covers twelve months of research, charts, and real‑time breakdowns. That’s the beauty of selling premium on elite companies at structural demand zones: You’re not chasing risk — you’re monetizing other people’s panic.

$CDNS expands partnership w/ $TSM to deliver advanced capabilities for AI & HPC designers Cadence has achieved tool certification for TSMC’s advanced A14 process, demonstrated an industry-leading UALink solution in TSMC N3P, & introduced new silicon-proven IP for N3P & N2P technologies Cadence's digital full flow, signoff flow, and custom/analog flows are now certified for TSMC A16 &A14 process technologies. The digital full flow features the Innovus Implementation System, Cadence Cerebrus Intelligent Chip Explorer for DTCO, & enhanced signoff tools including the Tempus Timing & ECO Solution, EMX Planar 3D Solver, Voltus IC Power Integrity Solution, Quantus Extraction Solution, Pegasus Verification System, the Liberate Characterization Portfolio, & the enabled Genus Synthesis Solution This partnership, the companies are enabling agentic AI chip & 3D-IC design flows across TSMC's N3, N2, A16 & A14 process technologies, including TSMC 3DFabric support for wafer-scale systems with hundreds of chiplets

$CDNS I also picked up $SNPS at the lows. It’s crazy to think these chip design duopolies were trading at multi-year lows in the middle of an AI bull market. When I write about this later in a Substack post, it’ll be so clear. But did you buy? Probably not, since the headlines were nothing but FUD.

$CDNS Silent Sleeper. Absolutely LOVE this company. THE ENTIRE INDUSTRY USES THEM U GUYS.

$CDNS Curious, when other sector stocks turned down today CDNS keept up... Something is up?

$CDNS and here I thought sub-$280 was a good average price. Looks like MM’s are playing their usual games, trying to fuck me over with this one

$CDNS $SNPS Why didnt these names follow software today ? Go down with ai infra and go down with software?

$CDNS The business itself has not broken. Record $8.1B backlog, two guidance raises this year, mid-teens-plus revenue growth, non-GAAP margins in the mid-40s, and management still describing the customer environment as the strongest they’ve seen. Wake up sleeping giant. Wake up!

$CDNS Closing another put sell. Closed $NOW put sells in the morning. Each contract sold pays for almost a year of my alerts. This one pays for almost 2 years.

$CDNS Cadence Design initiated with an Outperform at FBN Securities FBN Securities initiated coverage of Cadence Design with an Outperform rating and $375 price target. As a leading electronic design automation franchise, Cadenc sits at the center of the global semiconductor and system-design supply chain, says the analyst, who highlights the company's "sticky," roughly 80%-recurring software model, a fast-growing semiconductor IP portfolio, and an expanding system-design and multiphysics business.

$CDNS $SNPS yeah buddy. There seems be a dynamic duo in each area of the tech stack. This is one of them. 🤑

$CDNS Cadence Designs, a semi-conductor company $SMH traded just 18 shares for profit. Sep-23-2026 YOU SOLD CADENCE DESIGN SYSTEMS INC COM USD0.01 (CDNS) (Margin) +$5,619.84 Processing Sep-04-2026 YOU BOUGHT CADENCE DESIGN SYSTEMS INC COM USD0.01 (CDNS) (Margin) -$5,438.70 $32,054.79

$CDNS adding a bit here and there, still trades a for a premium IMO. watching 262 level now its on the table after 280 breached. Under that 250/238.

$CDNS This is some serious horse💩 okay. The constant selling’s gotta stop somewhere. Why would it keep selling like this?