Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

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The Canadian Investor · TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners · 15 Jun 2026 podcast

So this company is Synopsys, ticker SNPS.

It is EDA software and semiconductor design software.

So basically what that means is what EDAs are is basically if you are a chip designer like NVIDIA, like AMD,

You have your own custom silicon, like a Tranium or Apple's M-series.

You need software to design the chips.

And so they are in a duopoly with Cadence.

So think of them as like Autodesk for, if Autodesk is for architecture, Cadence and Synopsys are that, but for the semiconductor industry.

Its market cap is around $100 billion.

It trades at 11 times next year's sales.

Every AI chip company, whether you're NVIDIA, you're Hyperscaler with your custom silicon, AI chip startups, NVIDIA, whoever, you use one or both of these platforms.

And

There's a distant third player in the market, which is Siemens EDA's platform.

But it's an essential part of the stack when it comes to semiconductors in this duopoly.

And they have over 100% retention rates and have forever.

So it's a good business to own.

That was Three Mile Island that they booted back up.

Yes.

I believe so, yeah.

Yeah.

Yeah, I remember that.

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