BUY Jerry Romine Stocks Konviktion4/5 Analysequalität85/100 on pullbacks or a close above $326 resistance
The YouTuber recommends Cadence as a long-term buy, highlighting its critical role in chip design (EDA software) which makes it essential for all chipmakers, including Nvidia and Apple. They emphasize its strong financial performance with high recurring revenue, gross margins, and free cash flow, despite a recent flat stock performance. The main risks identified are geopolitical exposure to China and a high valuation, but the YouTuber believes the market is underappreciating its compounding earnings and strong moat.
“If you want to own the tools that AI depends on, and you can handle the noise, this is a long-term asset worth watching very closely.” — ▶ 10:00