Reddit Posts
The AI innovation storm has swept through CES 2024, The annual CES has become a Tech-Stage
700% in ten days off of just $20. $SPY 0DTE calls + $QCOM Earnings on 01/31
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
Qualcomm's first-of-its-kind SoC can handle infotainment and ADAS on one chip
All in Long Term on Globalstar (NYSE: GSAT) - Partnerships with Apple (NASDAQ: AAPL) and Qualcomm (NASDAQ: QCOM)
All in Long Term on Globalstar (NYSE: GSAT) - Partnerships with Apple (NASDAQ: AAPL) and Qualcomm (NASDAQ: QCOM)
Affordable Nasdaq stocks have the same appeal as any other low-cost stocks.
IN THE LOOP! $EPAZ ZenaDrone, Inc. is showcasing ZD1000 in a series of demonstrations with the US Navy,
Qualcomm (QCOM) Down on China Woes: Should Investors Worry?
Nvidia stock breaks out, flashing bullish sign, with earnings due — Is it a buy?
Do you see other chip manufacturing companies following the same path as NVDA due to open competition?
$EPAZ ZenaDrone has received a letter of support from the U.S. Air Force.
$EPAZ CryObo From Ripple Court Decision; to Issue NFT Tokens for Crop Production With ZenaDrone 1000 Aerial Data Technology Integration #blockchaintechnology #CryObo $META $MSFT $QCOM $GOOG $NVDA $AMC $ADSK
Epazz, Inc. Ticker: $EPAZ@epazz·6m$EPAZ CryObo From Ripple Court Decision; to Issue NFT Tokens
Why Im buying calls into NVDA earnings - (9k options 7k shares)
Intel $INTC earnings beat expectations which is good news for Apple $AAPL, Qualcomm $QCOM, and AMD $AMD
$EPAZ Receives Official Issuance of Utility Patent From the US Patent Office
Gallium & Germanium: How will the second half of 2023 play out? Shift in the supply chain imminent?
$EPAZ Patent Filings on AI Technology & Smart Battery Tech for Drones and Electric Airplanes
$EPAZ has formed Galaxy Batteries, Inc. to house its intellectual properties for #battery technology.
Qualcomm: Makes Chips, In a Dip, Could Rip, Thanks to AI
INTC vs AMD: Benchmark, Price Target Range, Deep analysis & Fundamentals
Intel Stock Evaluation + AMD Benchmark: Price Target Rage, deep analysis
Intel Stock Evaluation + AMD Benchmark: Price Target Rage, deep analysis
Possible bearish signals with QUALCOMM ($QCOM) insiders disposing stock
Qualcomm ($QCOM) disappointing guidance on the slow China recovery will force our hand on the stock.
I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got
The upcoming slowdown in chips -- not potato chips, but semiconductor chips you regard
4/20 Yearly ASTS Update - Mixed bag or Future winner?
[Yearly Update #2] $ASTS, mixed bag but ultimate winner?
2023-03-28 Wrinkle Brain Plays - In the style of Edgar Allen Poe
2023-03-22 Wrinkle-brain Plays (Mathematically derived options plays)
Hot Stocks: PATH, SIG, PD rises on earnings; INTC, QCOM, SWKS gains, FRC, HALO, ESPR slide
Epazz Holdings: ZenaDrone AI Predictive Partnered with US Defense Contractor to Submit for SBIR Phase II for ZenaDrone 1000
Qualcomm CEO says expects to stop providing Apple with modem in 2024 (QCOM)
Top 5 Metaverse Stocks To Pick If You Are Bracing for Next-Gen Internet
Morning Briefing 🌞 Feb 15th 2023 - Made insane gains yesterday, let's see if we're right again
Can we talk about investing in AI - How do you handle a hot commodity?
Dow Jones Futures: Apple, Google, Amazon Skid, Jobs Report Looms; Market Rally Due For Pullback?
[UPDATE] Option Probabilities on SBUX, QCOM, HIG, GILD, F, CLX, AAPL, AMZN, GOOG
[UPDATE] Option Probabilities on SBUX, QCOM, HIG, GILD, F, CLX, AAPL, AMZN, GOOG
Option Probability Updates on SBUX, QCOM, HIG, GILD, F, CLX, AAPL, AMZN, GOOGL
Option Probability Updates on SBUX, QCOM, HIG, GILD, F, CLX, AAPL, AMZN, GOOGL
Hot Stocks: SHOP, AMD, QCOM rally on analyst upgrades; XYL slumps on AQUA merger deal
2023-01-17 Wrinkle-brain Plays (Mathematically derived options plays)
Morning Briefing 🌞 Jan 4th 2022 - Confused about what to do with Tesla? Check it out
$ZIM REGARD IS BACK WITH HIS YTD PERFORMANCE AND HIS PLAYS FOR Q1/Q2 2023 $VOO will become my new $ZIM
$ZIM REGARD IS BACK WITH HIS YTD PERFORMANCE AND HIS PLAYS FOR Q1/Q2 2023
2022-11-22 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-21 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-18 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-15 Wrinkle-brain Plays (Mathematically derived options plays)
Taiwan Semiconductor (TSM) Earnings
NASDAQ 100 vs. Individual Components of the NASDAQ 100 for the next decade
QCOM return to server. Amazon may be interested.
Qualcomm Is Plotting a Return to Server Market With New Chip
Qualcomm Is Plotting a Return to Server Market With New Chip
I see a bunch of $NVDA, $INTC, $QCOM trades by politicians
7 tech stocks that are most worthy of "cheap": Micron's forward price-earnings ratio is only 5.8 times
Nvidia falls short on guidance, stock down 9% after hours
AMD and Qualcomm Collaborate to Optimize FastConnect Connectivity Solutions for AMD Ryzen Processors
AMD’s earnings outlook expected to give a clearer picture of where the chip sector is headed
TECH Qualcomm revenue pops 41% driven by Android phone chip sales
Who of these big companies will tumble next?
Why does QCOM stock continuously send me to the dumpster?
Semiconductors stocks under pressure. Are good days are over?
BRQS - Thx for the responses, 5G deal with Qualcomm, this is in my wheelhouse as many of you may know I work in all things future tech (R&D) so let me just do some filling in
I put together a list of the top 10 publicly traded semiconductor companies in the US. Which company's stock are you bullish on?
I put together a list of the top 8 publicly traded semiconductor companies in the U.S. with lots of details. Which company's stock do you like?
-90% on entire portfolio since nov last year. ~60k -> 7k. Boy I'm bad at this
End of Day 1: QCOM full life savings YOLO update
Ladies and Gentlemen, #Chip Gang is back in business. 88k QCOM YOLO
Why I am buying the dip this month (and you probably should too)
Mentions
tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK end up collapsing 80% - Probably: Competition, double ordering, overbuilding, oversupply, then glut, etc. But for now =profits
>Buying now might be very profitable; or it might be catching a falling knife This is the same issue even after few days or weeks or months or even after 20% drawdown. Even though 2%-3% drop in S&P, many companies are dropped 20%-25% like MSFT, QCOM etc [https://imgur.com/8H8Gz44](https://imgur.com/8H8Gz44) On any case, we will have some DCB soon - may be tomorrow or few days. Good Luck.
QCOM & ARM (and everyone else) - memory is expensive! GOOG - We are spending $120 Billion on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced. FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite. This is what they mean when you hear "cyclical" - Think NVDA 3 years ago or before the Corn boom, etc. Will MU & SNDK end up collapsing 80% - Probably: Competition catches up, double ordering, oversupply, glut, etc. But for now =profits
As we can see, most of Tech, AI, Quantum, and high-beta growth stocks are being shorted in sync. SEC Rule 201 (Short Sale Circuit Breaker) was triggered on several tickers yesterday and today, including NBIS, AMD, RDDT, IONQ, QUBT, and QCOM. Even the Mag 7 aren't safe, with MSFT getting hammered a few days ago and AMZN tanking today. It feels like coordinated short selling is in full swing. It doesn't seem to matter if earnings beat or fundamentals improve; it looks like Wall Street has decided to move against retail en masse. They’ve picked the exact spot where growth peaked and started shorting the hell out of it, or perhaps through our WSB picks. Are we just supposed to sit here and watch this blatant manipulation? Money is vanishing as losses mount. People are comparing this to the April dip, but there’s no visible catalyst for price action this violent and fast. I checked the technicals for a few of these, and the velocity of this dip is actually outstripping the "April Liberation Day" drop. Whether it's the growth stocks everyone here is bullish on, or even mid-caps like RKLB, nothing is safe. Even if you played it "safe" with high R:R mid-caps or Mag 7, you’re still getting slaughtered. I’m beyond pissed off
QCOM - memory is expensive! ARM - memory is expensive! GOOG - We are spending $120 Billion on Capex - This year alone... Translation: Buy SNDK/MU - They are not overpriced. They are re-rating from a commodity, low-margin business to one of high profits. Eventually, it will revert back, oversupply, double ordering, then price collapse, etc. But for now...
Why is QCOM not dumping more? Should be down 20%
QCOM back to 11/2020 price levels.
QCOM listed this as major problem today. bottlenecks are not bullish.
>Ever heard of Mediatek ? It is kicking QCOM's lazy fat ass right now Mediatek isn't beating Qualcomm anytime soon in anything.
Do you think I should keep the QCOM and ARM puts? I'm going to sell when Europe opens, but I'd like to avoid losing those extra few percent like I did on ADM...
It’s got some support in the 120s but honestly I wouldn’t be surprised if it goes lower. Personally I wouldn’t bet on it though. I could see it going down to 110 or bouncing up to 150, regardless of anything QCOM itself is doing. That’s more of a bet on if the correction continues or not. Market is just crazy.
Taking a break from Physical Corn talk for a moment, I really am shocked how poor QCOM has performed over the past 5 years. I made quite a bit of money off of them in the Covid rally bull market. I exited my positions because, honestly, they straight up were just not worth $180 at the time and there’s no way I wasn’t cashing out. Still, I’ve kept my eye on them and have been just waiting for them to do something interesting. I knew the threat from Apple was there, but I really didn’t expect all of Android to shit the bed so hard, and I thought QCOM would capitalize more on increased demand for chips in the auto industry. Honestly they’ve kind of just been sitting on their ass. I know they’re not like, a semi company that’s actually going to be involved in AI, but you’d think they’d spin some bullshit about chips enabling AI in vehicles or *something* to get investors interested. I’m still keeping my eye on the company but they really should have capitalized on the flood of dumb money in the markets, in my opinion.
Those ARM and QCOM calls are toast. Not only did I lose in the general market, I lost on both earnings too lmao
How did he know? It's QCOM. It always tanks.
QCOM - memory is expensive! ARM - memory is expensive! GOOG - We are spending $120 Billion on Capex - This year alone... Translation: Buy SNDK/MU - They are not overpriced. They are re-rating from a commodity, low-margin business to one of high profits. Eventually, it will revert back, oversupply, double ordering, then price collapse, etc. But for now...
Meta msft as well. Also QCOM talked about ram shortage in their earnings
So QCOM guided lower on memory shortages. Why the fuck were memory stocks down so much then? They are selling the shovels now
lmao QCOM -14% on the 5 YR chart
I have 15 puts @ 300. Just a small hedge, but looks like i wont need it. also 8 puts for QCOM at 133. They were so cheap I figured it would be good incase we get more tech selloff
RIP QCOM. If this were my largest holding, for some reason, that might be bad. (I'm regarded)
No doubt they did, but I was talking about their comments on capex in AI. It looks like GOOG will spend $185B on AI this year. That's where the revenue for SNDK and MU will come from. On another note, QCOM stating that they memory shortage negatively affected its forecast. That means the shortage is affecting other companies and should result in some pricing power for MU and SNDK as well as Samsung, SK, WDC, and STX.
Don’t want to celebrate too early but $QCOM looking spicy. I wonder if anyone actually inversed me like they said they would 😹
That why ARM/QCOM are ranking in AH while SNDK AND MU are mooning.
QCOM selloff seems an overreaction.
GOOG red QCOM red SNAP green its like bizarro world
QCOM must have had a terrible guide. Down 10% sheesh. The quarterly numbers weren’t that bad
Fuck QCOM, ARM, and all you fucktards
I've got 15 puts @ 300 as a hedge, and 8 puts on QCOM @ 133. Would have rather them gone up though
All GOOG 330-350 are cooked. No direction is going to save them from IV crush. Regard retailers burning money on Google option lotteries instead of finding an opportunity in QCOM is why we cumulatively lose money here.
all big earnings (GOOG, QCOM, ARM, SNAP) are red but QQQ still green... market must really wanna be green then...
Oh look QCOM down, GOOG down, SPY once again up lol
$QCOM is drilling! Tanks da gods!
MU +2.5% NVDA +2% AMD SNDK +1.5% AVGO +6% QCOM on the other hand... is SNAP out already btw?
Oh boy. Am I glad I bought A Call on QCOM right before close lmao.
Google QCOM ARM just got liberated
Bought half of my port in QCOM puts. Have a feeling I’m going to guh but I’m too deep in at this point to sell
I am scared of QCOM. I know past performance doesn't predict future. But looking at last year's earnings... It seems like on beats they barely move. On misses they really get punished. Good luck. I have no skin in the game.
I think GOOG will be up slightly/flat after earnings. ARM down heavily, QCOM up slightly. Source: magic eight ball, possibly haunted, takes delight in causing massive monetary losses, cannot lie
Careful with QCOM, they’re only sitting at 30 p/e compared to AMD’s 120
I’m getting into QCOM puts today
I’m getting out of my AMD puts once the market opens and sliding into QCOM puts
ARM vs. QCOM One MOONS, the other TANKS PLACE UR BETS...!
For today? QCOM, ARM, SYM and Google
Puts on QCOM and puts on COHR already ran today with the results from LITE I have a Google Leap but idk can go either way, but I think they are leading this AI race so it may be rewarded
QCOM is in deep value territory. People obsess about the Apple pie going away, but they are about to get a huge part of the robotics market and maintain domination in the flagship android mobile segment. All valuation metrics make absolutely no sense and I'm loving it and buying at every level. Even without accounting for potential growth outside of the edge/device segment (they do have plans to compete in the server segment), the value is insane right now.
Only thing is QCOM and ARM earnings are tomorrow, so idk if I should take the L or hold
Fuck it monthly calls on ARM and QCOM
I really have faith in QCOM but it’s literally red/flat for 5 years. Android losing market share, Apple slowly cutting them out, people not getting excited about chips for cars.
QCOM so undervalued going into earnings is crazy
bro is the biggest source of alpha in this thread \-btw with AAPL it did go down at first, I would have been able to profit off my puts if I sold. And SBUX was kinda scam pump, it did go down eventually what do you say about QCOM?
If you think that Mossad isn’t basically just a subdivision of the cia idk what to tell you I’m pretty sure that QCOM is gonna print long term.
Created a “Chips” watchlist 3 years ago and everything on it is up like 600% or more and I mostly invested in Microsoft and QCOM so I’m a bear now. Was waiting for the San disk ipo too. Things got busy at work, forgot about it. Missed that.
QCOM about to go green
Makes you really wonder what $GCTS has left, if anything. This stock seems destined for the OTC markets as larger players like $SQNS or $QCOM just steal their business.
buying QCOM ah at 150.50
I don't like short term capital gain taxes for ... reasons so that means mostly for at least 12 months... only exceptions were a few quick buck speculative plays on CGC/WEED (Depnding on which side of the border you threw money at) and recently the quantum nonsense RGTI and QBTS (might re-enter these again on the dead cat bounce). Typically shit goes down as soon as I buy... I got PLTR at \~120 (or something like that Feb last year only to watch that take a dive).. I just hold, that one will stick around IMO. There is a dump at the end of Q3/Q4 every year (Oct-Dec), but I never time it right... so I don't even try. I just re-assess every 12 months and if it isn't growing faster than 20% I get rid of it and do something else. (LMT, INTC, QCOM) were lame ducks for me... I exited green, but not enough to be bragging about it... so relative to other options I'll accept they were bad investments.
Big push into ARM based computers (ex. QCOM Snapdragon now the processor for Microsoft Surface). NVDA working on releasing a new ARM laptop. ARM is the future.
AMD CPUs will be killed by QCOM ARM Snapdragon. Puts on AMD, Calls on ARM.
Thinking of playing QCOM into earnings.
Pssst. Listen. QCOM and DELL. I spare you random graphs.
Uphill battle for sure. QCOM may be the better play.
I have QCOM calls and its been going down ever since, should I cut the loss or hold through earnings
I feel like I could live to 150 and I still wouldn't live to see a green day out of QCOM.
What do you think about QCOM and ANET?
Announced 25% tariffs on chips and semiconductors. QCOM and MU looks undervalued
I have QCOM, ANET calls and NFLX and PATH stocks🫠
Is buying QCOM calls a good move?
Yall buying QCOM calls?
Peter Lynch as the role model for the late 80's MBA investments class and the professor would not stop talking about him. The other Fidelity manager who was successful for me was Danoff and he was very different and was a go-anywhere changed-my-mind manager. btw - CSCO, IBM, QCOM were products that I interacted with at work in 90s and early 00s but I kept them too long (my car is 2013 and I hoping for another 3-5 years). I had many others - not because I used them in retail, but had an "opinion" on their business model. stock picking is hard - dividends have positive carry, dividends growth has market beta growth, albeit dampened - this was one of my lessons and obviously not 100% in dividend growth Personally, last year, I moved 40% of my portfolio to managed accounts (all funds or ETFs), and have maybe a dozen stocks that I will ride for the next 10+ years - but now focusing on income strategies (writing options)
This has been a a hit and miss for me - had some clear losses, quite a few go-nowhere stocks and a really handful (one hand) super winners (x multiples). The winners, which were lucky, makes me look smart in the mirror (no one cares). Givenall that, I did buy a few big tech dividend payers (hey CISCO, IBM, QCOM, AMGN etc - all did nothing when I owned them) whose dividends were consolation prizes. So, my --two-cents-- is to consider no-regret dividend growth stocks in your plans
Get those chips! I have a little semi etf going in my port: MU ASML AMAT NVDA AMD QCOM TSM MPWR AND... CAT - not a semi but I'm bullish
Other Key Stocks to Watch Semiconductors & Equipment: Micron (MU): Leaped 11% in the week leading up to CES as demand for memory in AI data centers remains strong. ASML (ASML): Recently jumped 8% following a double upgrade, with analysts citing a strong 2026 outlook for chip-making capacity. Qualcomm (QCOM): Focus is on the Snapdragon X2 Elite chip, with shares currently trading roughly 12% below average analyst targets. Automotive & Industrial Tech: Mobileye (MBLY): Historically moves on autonomous driving partnerships (e.g., GM, Volkswagen). Tesla (TSLA): Remains a volatile "AI and Robotics" play, though it recently saw some sell signals ahead of the event. Caterpillar (CAT) & Hyundai: Major industrial players showcasing "Physical AI" and autonomous construction, which can influence long-term analyst models.
I can sympathize with you. I rode 1998-99 up to about 900k mostly by buying lots of calls when QCOM went from what was then about $250 to $1k Pre Split kept doing the same strategy and also started playing biotech which also crashed. I was humbled but slowly got back into investing. I worked 18 more years and have a net worth of about 4x my 1999 peak. For now, keep investing, learn from your mistakes, index funds are a good place to be. Just remember, you are not the only one who has been in that situation.
I remember seeing that QCOM runup. It was like the GME of the day. I rode that for a little while; still have a few shares.
At the tail end of 1999 Qualcomm and JDS Uniphase were the hit stocks. QCOM was jumping $20-30 a day and went over $1000. I owned it. I believed in CDMA vs the non QCOM technology. The bubble burst in March 2000. I rode QCOM down hundreds of dollars.
Telecom for AI / Generative AI / Agentic AI uses. Advanced 5G upgrades started in 2025 and will continue through 2030. Native 6G developed for AI applications from the ground up will begin appearing 2029 and commercially deploying starting 2030. The rest of this decade will be an enormous and necessary worldwide capital investment period for Telecom to be able to provide the huge, secure and low latency bandwidth required for data centers and edge uses. NOK (telecom and mobile infrastructure) and QCOM (mobile and edge semiconductors) are my lead picks to hold through 2030.
Smart approach. picking the winning robot company is a crapshoot, but they all need components. The actual supply chain breakdown: Precision reducers/gears (this is the niche monopoly): \- Harmonic Drive (Japan: 6324.T) and Nabtesco (Japan: 6268.T) control \~75% of the precision gear market for robot joints. every robot arm needs these. extremely hard to replicate - takes years of manufacturing expertise. closest thing to a monopoly in robotics. Servos/motion control: \- Yaskawa (Japan: 6506.T) - largest servo motor manufacturer globally \- Fanuc (Japan: 6954.T) - dominant in industrial robots AND makes their own servos \- Rockwell Automation (ROK) - US play on industrial automation \- Parker Hannifin (PH) - motion and control systems Machine vision: \- Cognex (CGNX) - dominant in industrial machine vision. high margins, niche leader \- Keyence (Japan: 6861.T) - sensors, vision systems. insanely profitable, 50%+ margins Lidar/sensors: \- this space is crowded and bleeding money. Luminar, Ouster, Hesai all struggling. I'd avoid until there's a clear winner \- Sick AG (Germany) is the boring profitable option for industrial sensors Chips: \- NVDA for AI training and edge compute (Jetson platform is popular in robotics) \- AMD growing in data center, also has embedded solutions \- Qualcomm (QCOM) for mobile/edge robotics \- Texas Instruments (TXN) and Analog Devices (ADI) for the less sexy but essential motor control chips The picks I'd actually consider: 1. Harmonic Drive or Nabtesco (duopoly on precision gears) 2. Cognex or Keyence (machine vision, actual moats) 3. Rockwell or Yaskawa (automation exposure)
That’s not a competitor… NVDA has quite a few competitors… AVGO GOOGL/AMZN AMD QCOM INTL (if management weren’t useless) MRVL (to some extent) ARM (to some extent) The industry is packed and hyperscalers could buy from any of these other than Googl and AMZN which make chips in house, but they choose to buy from NVDA. Why? because NVDA chips are simply 2 steps ahead of the rest.
QCOM, 222 @ $158 WY, 350 @ $31 MDT, 180 @ $90 MKSI, 165 @ $109 UPS, 135 @ $112 Gotta harvest at some point, didn't feel those would outperform even VXUS this year. I was wrong about MKSI but correct on the others.
The best chip manufactures will continue to do well. They’re not producing enough as it is. Those are AVGO, NVDA, GOOG, QCOM, MU, and AMD. There are others but these companies will have strong revenue and profits for a long time. Growth may slow down compared to last couple years but still good relative to the rest of the market.
After losing over $300K in a two month period during Y2K and Dotcom on QCOM and others, it taught me slow and steady wins the race. Maxed out retirement accounts (401K, HSA and Roth) then developed blue chip portfolio. Retired early 12 years ago, living the good life.
NEE PCG NIO QCOM VG MRK notice how these arent dumping this is your chance to buy calls
Look at QCOM, ORCL and CSCO stock charts from late 1990-early 2000s. These were the guys responsible for the Internet build-out. Once equipment orders get to steady state - order stabilize and overzealous earning projections are missed. I personally think we are in the 4th or 5th inning of AI - thus, the important thing is knowing when to get out.