Synopsys (SNPS) After Its OpenAI Deal Looks Undervalued Again

Synopsys (SNPS) just signed a multi year agreement with OpenAI to create GPT Synopsys, a specialized model that runs semiconductor design workflows directly on the company’s EDA tools and Synopsys.ai platform. The GPT Synopsys announcement lands after a sharp rebound in Synopsys shares, with a 7 day share price return of 21.7% and a 30 day gain of 28.27%. The 5 year total shareholder return of 72.98% contrasts with far more muted 1 and 3 year outcomes, which suggests that momentum has only...