{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"FOMO Investing","title":"Theory Check-In: ANSYS/Synopsys, Foundries, and VKTX","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/a98dc96e\"></iframe>","width":"100%","height":180,"duration":3037,"description":"(This show was recorded on 31st July 2025)Brian and Mik catch up on a few investment ideas they have been followingWhat we coverANSYS × Synopsys: the deal closed; why a stock-and-cash structure gave us yield and long-term exposure, and how we’re thinking about integration risk and the opportunity ahead. (TLdR: We are still long Synosys)Semis & the “foundry question”: Intel sentiment whiplash, a new CEO with a turnaround pedigree, and the reality of competing with TSMC scale. We speculate on Intel's potential outcome(s) and what second-order effects may be for the ecosystem, including TSMC.Viking Therapeutics (VKTX): why a fast-follower with both subcutaneous and oral programs still looks interesting in a market dominated by Novo/Lilly; the real risks (short interest, dilution, timelines) and why patience, position sizing and buying well matters.Process over predictions: how we use updates like these to revisit assumptions without over-trading the noise.Disclaimer: The views expressed are for entertainment purposes only. This is not investment advice. Please do your own research before making any financial decisions.","thumbnail_url":"https://img.transistorcdn.com/UkXOXIsHilnycDK6nKwqkXWPCmd9aJ9n6Sj1SxJ_Rvw/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8yODg0/ZjlmYWY4ZGQyZDE3/ODQ2ZDk4M2NmNjZi/NTU2ZS5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}