Reddit Posts
QCOM Options CALL Profit+$1,731.05
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
So if I take the L can I go hit up Trump for that 5K he was talking about?
$QCOM Investor Day Highlights Their Strategic Pivot to AI Infrastructure
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Pre-Market Gainers and Losers for Today (June 25, 2026) 📈 📉
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
$SPY -- Bullish? -- 3DTE -- MU Earnings + Semi Catalysts
Pre-Market Gainers and Losers for Today (June 16, 2026) 📈 📉
Holographic/VR/AR Industry Development Weekly Report, Week 24
Keep an eye on this Rep. Maria Salazar (R) disclosed purchases up to $65,000 of $QCOM on May 13th She sits on the House Foreign Affairs Committee 3 weeks before her purchase, the same committee passed multiple bills restricting China's access to American semiconductors Source: StockInsider App
Why does Jensen want to pump QCOM?
$NVDA and $MSFT have great moves coming forward
Pre-Market Gainers and Losers for Today (June 1, 2026) 📈 📉
Quantum stocks are moving, but I think the market is reacting faster than the fundamentals.
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Quantum computing catalyst drives capital into semiconductor infrastructure leaders
Anyone else watching the QCOM correction? Checking out the chart vs AI hype.
13 MAY 2026 , WHAT ARE THE BIGGEST LOSERS TODAY AND WHY ?
Today seems to me to be a relatively good buying opportunity. Which stocks are you looking to start a position in or buy more of?
Today seems to me to be a relatively good buying opportunity. Which stocks are you looking to start a position in or buy more of?
Does the stock performance of Micron (MU) destroy the efficient market hypnosis?
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
$MBLY 100k Bet, INTC Own Them. Robotics Could Be Next 🤖 Musk & Jenson See the TAM far Greater than Ai/LLM.
Robotic Stocks are Next 🤖 Musk & Jenson view them as the Largest TAM ever.
Could be Time to Buy Robotic Stocks 🤖 Musk & Jenson call them the biggest TAM ever.
The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst
Small gains but appreciate the knowledge gained
Closed 200 QCOM $180 calls for $159k today 😎
If QCOM retraces the AH pump I'm going to crash out
QCOM: “can we get much higher 🎶🎶🎶
After the U.S. stock market closes today, four of the world’s most valuable companies will release their quarterly earnings reports.
WeRide (WRD) multi-chip and Lenovo Scaling Factor
Arm Holdings (ARM) up +13% as said it will start selling its own chips for 1st time. The new business is expected to generate ~$15b annually
📊 DD: Jensen Says AI Spend Hits $1T by 2027 — That Money Has to Flow to Hardware Like QCOM
Holographic/VR/AR Industry Development Weekly Report, Week 10
(Humanoid) Robotic's companies suppliers and part producers, i.e. robotics "goldshovels"
QCOM is a great asymetric growth play at a value price - A medium term robotics play
QCOM is a great asymetric growth play at a value price - A medium term robotics play
Longterm investing is over and no one wants value
AI, Chips, and Robots dominated CES 2026. It's just the beginning.
What do you think of this portfolio? Give me discussion and debate on the individual holdings.
Will Qualcomm (QCOM) announce a partnership with OpenAI?
Qualcomm beats on Q4 estimates, offers upbeat forecast
QCOM has a chance to soar with its future partnerships and plans
AI chips popping, bank deals brewing, water stocks flowing. Monday was loud
QCOM: The AI + 5G sleeper stock that institutions are quietly loading up on
Qualcomm drops 3% premarket as China opens antitrust probe over Autotalks deal, reigniting U.S.-China tech tensions
Betting on big boats to get a big boat
Doh! I have been so busy with ENSI today I didn’t get round to topping up LUNR, MDAI & UPST!
‘ENSI = QCOM x t’ … in my opinion. The only question is, what is the value of t?
QCOM Calls are the next Lance Armstrong
I have a lot of QCOM stock bought in the 130s I want the dividend ex div date is 9-4 can I sell it after hours
Holographic/VR/AR Industry Development Weekly, Week 35, 2025
Nvidia’s chips pose security concerns for China, a social media account affiliated with China’s state media said on Sunday, after Beijing raised concerns over backdoor access in those chips.
NVDA IS PRICED TO PERFECTION IN FRONT OF A GROWTH SLOW DOWN
Ai hype versus reality for NVDA, AMD ,AVGO, etc
Do the new chip tariffs actually affect any big player?
Mentions
holy shit i slept on QCOM +5%
I heard $QCOM is the next play
Top-ticked QCOM 205p 0DTE for a +45% in 3 minutes Done for the day! GLTA
QCOM going straight up today. 😎
QCOM doing me good this week. You guys need to get some leaps
ARM and QCOM is my new favorite . 🐂
This feels bigger than a one day QCOM pump. Getting deeper into data center infrastructure gives Qualcomm another lane outside the handset cycle, and Amazon is exactly the kind of customer that can make that meaningful over multiple generations. Moon is a pretty clean place to watch the directional reaction without confusing the trade with actually owning QCOM.
QCOM under $200 is still a steal
QCOM’ announced yesterday that their new Snapdragon chip can handle 30 billion parameter LLMs. Expect more models running on your phone in your pocket in the future on power efficient chips. QCOM is up 18% this month and has lagged the huge gains of other semiconductor stocks. Bullish, but I am regarded. I am hoping for more announcements as a catalyst at their Snapdragon conference this week.
Look at QCOM’s recent contracts. You’re not seeing the whole picture when massive contracts are going to QCOM rather than their so called competitors.
open your eyes anusdestroyer. AMD hovering around 0. TSM +0.56, NVDA +0.8, AVGO +0.15, QCOM +1.15. It’s what we call a loser on the day dumbass
you know it’s a weird day when AVGO and QCOM are outperforming AMD
QCOM calls at open have been a money glitch lately sheesh
Come on QCOM show me the $200
QCOM been doing me good lately 🐂
And I am buying some AVGO. It is going back up. Same like QCOM at $160. Buy then sell the pop.
I mean, Sandisk is #6 in NAND share yet is the fastest grower this year. AMD is #3 in AI chip designer revenue. The whole point is the AI TAM is rising so rapidly that it’s lifting all boats. You don’t need to be #1 in any vertical to see parabolic stock growth. Even QCOM jumped 10% today even though they’re still a non-player in AI. This is the year of memory, storage, and CPUs. AMD, INTC, QCOM, ARM ran up today because the market is bullish on CPU usage following the release of Muse by Meta. GPU/XPU/HBM revenue far exceeds CPU but the market is rerating CPUs due to expanded TAM thanks to agentic AI. I bet next year we see a rotation back into Nvidia and Broadcom since the market hasn’t rerated them since they guided higher earnings for next year. I think AMD, ARM, INTC, and also MRVL have run up too much for what they’re guiding.
I mean, Sandisk is #6 in NAND share yet is the fastest grower this year. AMD is #3 in AI chip designer revenue. The whole point is the AI TAM is rising so rapidly that it’s lifting all boats. You don’t need to be #1 in any vertical to see parabolic stock growth. Even QCOM jumped 10% today even though they’re still a non-player in AI. This is the year of memory, storage, and CPUs. AMD, INTC, QCOM, ARM ran up today because the market is bullish on CPU usage following the release of Muse by Meta. GPU/XPU/HBM revenue far exceeds CPU but the market is rerating CPUs due to expanded TAM thanks to agentic AI. I bet next year we see a rotation back into Nvidia and Broadcom since the market hasn’t rerated them since they guided higher earnings for next year. I think AMD, ARM, INTC, and also MRVL have run up too much for what they’re guiding.
up $50K on QCOM today and I am a greedy pig
QCOM made me hard as fk today. 10% up 🐂🐂
Like Madoff Ponzi or Enron style Algo push $META - Muse is another Ai model, nothing new, me too What’s difference with Claude, Astra, Gemini, Deepseek and so on. Me too, use CPU, GPU, HBM to make story We saw metaverse before with big push cash burning plan. $SPY $QQQ $MU $QCOM $AVGO $AMD look their market cap push
$META - Muse is another Ai model, nothing new, me too What’s difference with Claude, Astra, Gemini, Deepseek and so on. Me too, use CPU, GPU, HBM to make story We saw metaverse before with big push cash burning plan. $SPY $QQQ $MU $QCOM $AVGO $AMD look their market cap push
SK Hynix talks about the need 40 CPU for every GPU, and people wonder why INTC, AMD, and QCOM are exploding upwards...
QCOM up 8% today. Thank god i bought the dip on last Friday
AVGO or AMD or QCOM. Who has good earnings numbers? Check
QCOM finally going to go?
MU is my biggest position and I agree mostly. However, people continue to overlook the role of CPUs in the data center and on the edge. INTC, AMD, ARM, and my darkhorse QCOM, is where the next explosive growth will happen.
I think we are entering the good enough era for AI chips. Nvidia and AMD both increasing prices which makes QCOM even more possible. Also with communities not wanting higher electricity bills. A more efficient setup is an easier sell.
People are too concerned trying to find The Next "X" that they miss what's already in front of them. Maybe it's SKWS, maybe it's BE, maybe it's QCOM, but none of that matters. Just ride MU until the next play is obvious. You didn't have to buy MU at $62 in 2025 to make money, neither do you have to find the next mu when it's still on the ground floor. Being late is better than being wrong
Best Buy - Black Friday Deals Doorbusters - $ORCL $QCOM $CRWD $IONQ $BE
QCOM down 6% on nothing??? wtf am I missing
QCOM down 6% today. dam it I am poor
both QCOM and IBM down 3% today. I think they targeted me
You don't really buy QCOM for datacenters, imo. At least not in the long term. The real upside could be in edge and, related to that, 6G. Its an underrated robotics play, in my highly regarded opinion.
QCOM will be the best semi story in 2027. By the time the market wakes up, it will be north of $300... IYKYK 😎
Anyone have thoughts on QCOM's future?
QCOM may hit $200 this week 🐂
Im telling y'all! QCOM to 300!
QCOM plugged on trader tv and is also good bud :)
QCOM $170 after meeting tmr?
QCOM about to have a "hold my beer and watch this" type of moment!
QCOM somehow saved me from the market . 🐂
QCOM chart is looking nice af
Another day of QCOM randomly mooning.
when can QCOM fall off a cliff today?
QCOM cured cancer today. up 5% on no news
QCOM run is on . $200 soon 🐂🐂
QCOM quietly has shown some incredible strength in recent weeks and should be a very good long from here
my QCOM went from down 6% at open to now it is down 0.4% . Never panic sell
QCOM about to be green when other semi is fked 🐂🐂
QCOM from down 6% PM to now only down 1.4% . I take that as a win 🐂
God dam. Even my QCOM is down 5% premarket
$RRX for actuators (Kollmorgen division). Japanese company called Harmonic Drive does them as well with an OTC ticker $HSYDF. $CGNX does visual input systems as well. Something to consider, though, is that not all bottlenecks are built the same. It’s about margin and a lot of these companies in robotics don’t have it from a manufacturing standpoint because of cyclicality, even with pricing power. The software stack is more likely to be where the margins expand in robotics. And that is still $NVDA to a large degree because of CUDA, but other edge compute names like $QCOM might be able to enter the space if they execute their pivot.
QCOM to 300 i been telling yall
fuck MU lmao.... DELL and QCOM were beautiful and i think I'm too late
Amzn really saved QCOM's ass with the deal.
Fuck your QCOM. I sell my calls and it starts pumping 🖕🖕🖕🖕🖕🖕
QCOM just keep pumping today 🐂🐂
QCOM went from 171 to now 177 in just 1 hour. 🐂🐂
My semi QCOM AVGO only down 1%. I survived the recession
QCOM will double in 2027, anything below $200 is a steal. IYKYK 😎
Keep pumping QCOM. I need u to hit $200
QCOM, said it yesterday, will say it again, IT'S ON SAAALLLEE!!!!
QCOM is a shitstain stock
Hopefully QCOM performs a little better tomorrow..
Damn, i'd laugh at this if I didn't own so many QCOM Stocks
QCOM has finalized my Mount Rushmore of horrible stocks, joining AVGO, SOFI, and RDDT
This guy doesn’t know shit about chips. Some retard will read his comment and dump their life savings into QCOM.
QCOM had dat huge shrek and just... deflated to a semi.
Can someone revive QCOM
Today actually makes perfect sense. AI is going to continue so TSMC and ASML going up. But the recent news is that it isn't anymore just about generic GPUs but having also customised chips. So that's why Nvidia down and the others up: AVGO, AMD, QCOM. And memory also will be needed so MU, SK Hynix also up. Amazon down due to capex news (flows to QCOM). Risk-mitigation with Apple due to tomorrow's event. MSFT perhaps went a bit high so it's correcting a little bit, but not drastically. Musky stocks doing musky hype, can't be explained. Meta and Google both hovering, no clear signs to push in any direction.
$15 billion from data centers CPUs, new business. Can't compare to INTC or AMD. I am talking about inference and all the edge devices that will be powered by QCOM chips. Already deal with Meta glasses, possibly OpenAI "smart device" and then all the Samsung devices. Autonomous vehicles, IoT, robots, everything will have a QCOM chip.
Fk, QCOM suddenly dumping 2% in 2 mins
[QCOM + META](https://www.qualcomm.com/news/releases/2026/06/qualcomm-and-meta-announce-strategic-multi-generation-agreement-) [QCOM + AMZN](https://www.reuters.com/technology/qualcomm-amazon-develop-custom-chips-ai-data-centers-2026-09-08/) IYKYK 😎