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Investment Strategies / Falling Knives
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Author: weatherman   😊 😞
Number: of 759 
Subject: snps
Date: 09/10/2025 11:14 AM
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>30% drop in duopoly mkt leader.
growing its moat in cut-throat tech area, as is perpetually needed, but via huge debt.
despite latter, has m* highest cap.alloc\governance rating.

hits below m* 5* price, but certainly subject to their typical revisionist rating process.
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Author: 5thhorseman   😊 😞
Number: of 759 
Subject: Re: snps
Date: 09/10/2025 4:57 PM
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Full-Year forecast for earnings revised to 15%, so the might price drop seems overdone.

This seems mainly due to China export restrictions imposed by the current administration.

They are the market leader in EDA which is projected to grow 6.7 % per year through 2030.
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Author: 5thhorseman   😊 😞
Number: of 759 
Subject: Re: snps
Date: 09/10/2025 5:00 PM
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*revised down 15%
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