I added Cadence Design Systems ($CDNS (Cadence Design Systems Inc)) via a small GTC limit at $350.
Why CDNS? Picks & shovels for AI/robotics — the EDA software & IP that make energy-efficient chips possible (PPA-driven design). Fits my focus on AI + robotics + nanotech + sustainability, with an indirect defense angle (radar/avionics/drones rely on EDA-designed chips).
Discipline: no leverage, building to Apr ’26. I buy quality on rules-based dips (~7% off the 30-day high), keep a cash buffer, and log Wins & Learns at +25% / Review at −15%.
If you value clarity over hype, follow along. 💡
#AI #Robotics #Semiconductors #EDA #Sustainability #Defense #OriToro ... Show More
Filled at $350 | Triggers: +25% = Wins&Learns, −15% = Review | Horizon: Apr ’26 | No leverage... Show More
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