$CDNS
4 articles on $CDNS
- OracleBullish
Earnings, the Economic Calendar and Trading Strategies: September 8 to 12, 2026
A four-session week decides more than a print. Oracle reports after the close on Thursday 10 September, PPI lands that morning and CPI on Friday, with the ECB in between and the FOMC eight days out. Oracle is the last hyperscaler of the cycle and the widest value gap on the KXCO Ontology Live Analyst Outlook layer: a $457bn market value under a $638bn contracted backlog. Here is the calendar, the graph behind it, the levels and the book.
Shayne Heffernan37 min - $NVDABullish
Semiconductor Stocks to Own Now
Nvidia is the most connected name on the KXCO Ontology and is not a chokepoint. Cadence carries two claims and is. That distinction decides the whole ownership question in semiconductors right now.
Shayne Heffernan18 min - $NVDABullish
A Linear Look at AI: Power, Compute, Intelligence
AI is not weather. It is the last station on a production line that starts at a turbine. Read linearly, the sector looks very different: China owns the power layer, the United States owns compute and models, and the conversion ratio between them is the number that matters.
Shayne Heffernan26 min - StoryBullish
AI Stocks to Own Now
The AI market in mid-2026 is the largest infrastructure buildout since the internet — $571B in capex this year, $3T by 2028. We map every dependency, every chokepoint, and every CEO quote to show you where the money is really going.
Shayne Heffernan23 min