ITPM Flash Ep111 NVIDIA's $2bn Bet $SNPS

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!

Software stocks are getting destroyed. AI infrastructure stocks are exploding.

And sitting right in the middle of that dislocation is Synopsys ($SNPS).

While names like Salesforce, Adobe, and ServiceNow have been crushed by fears that AI agents will destroy traditional SaaS models, the companies powering the AI infrastructure buildout have gone vertical.