What's he even yapping about?
8 replies (most recent on top)
@te novel prediction, i'm grabbing my popcorn
@rt silicon to systems is postponed until the ai wave dies off.
sept30 dude might just grab the cash register run after he ruinied two companies that were once in good shape...back to old habits.
@kj really? what happens to the "silicon to systems" narrative then?
@kj Sounds good. Let Keysight buy it again; they are the famous trash can.
My money is on s&a being hived off.
Investor day
https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Investor-Day-2026-KNzbA2A1qm/default.aspx
Best guess, the stock price drops further!
@OP by far the worst Sassine's speech. The more VPs talk and try to convince us (or themselves?) that what we do is perfect and we are the best, the more everybody around is demotivated.