Tag
cadence
2 posts tagged cadence
- US Investing·
Semiconductors after the rally: where the durable bets are when every screen reads 'expensive' (June 2026)
The two-month rally has every screen flashing expensive. But forward multiples on the leaders have actually compressed because earnings outran price. Here's the value-chain layer-by-layer — and the most defensible pick in each tier when nothing is cheap.
- US Investing·
How to buy Cadence Design Systems (CDNS) stock from India
Buy Cadence (CDNS) from India legally via the LRS, in INR. CDNS sits inside the EDA duopoly powering every AI chip, has a deep Indian R&D workforce, and pays no dividend — a clean Section 112 story.