Schwab NetworkPublished 2026-09-24
“Gibbs: Small Caps Pay Big Price in Rate Hike, "Don't Underestimate" META Muse”
$SNPSBullish
SNPS is a good value; low debt profile with ~$3.5B paid off in H1 supports the thesis.
My third choice is Synopsys. It is a large-cap, but it is a similar company: they sell the architecture software for semiconductor chips. Okay . Good value at the moment. And once again , the same idea, not much debt.
I think they paid off about three and a half billion in debt in the first half of the year. So the same story, only in a large-cap segment. I think that's good.