To The Moon

$Synopsys(SNPS)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$  🎯 Executive Summary I’m convinced this was one of the most complex prints of the season. Synopsys delivered Q4 25 revenue of about $2.255B, up 37.8% YoY, with adjusted EPS of $2.90 that beat Street forecasts around $2.78 to $2.88, while GAAP EPS fell to $2.39 after last year’s divestiture windfall. Revenue optics look spectacular, but roughly $667.7M came from the newly consolidated Ansys, and organic revenue slipped about 3% YoY to around $1.59B. Backlog climbed to $11.4B and full year revenue hit a record $7.054B, yet non GAAP EPS for the quarter declined 15% YoY. Nvidia’s $2B strate

$Synopsys(SNPS)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$  🎯 Executive Summary I’m convinced this was one of the most complex prints of the season. Synopsys delivered Q4 25 revenue of about $2.255B, up 37.8% YoY, with adjusted EPS of $2.90 that beat Street forecasts around $2.78 to $2.88, while GAAP EPS fell to $2.39 after last year’s divestiture windfall. Revenue optics look spectacular, but roughly $667.7M came from the newly consolidated Ansys, and organic revenue slipped about 3% YoY to around $1.59B. Backlog climbed to $11.4B and full year revenue hit a record $7.054B, yet non GAAP EPS for the quarter declined 15% YoY. Nvidia’s $2B strate