Cadence Design Systems, Inc. ( CDNS) UBS Global Technology and AI Conference 2025 December 2, 2025 4:15 PM EST Hi, everybody. My name is [ Natalia Winkler ]. I'm a semiconductor analyst here at UBS. I ...
These are some of the fastest, biggest gains I’ve seen in my career. But they were just the appetizer. The main course? The Genesis Mission – the single most important investment theme of ...
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