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
CSCO was "doing something", and just recently recovered to its dotcom high. MSFT took 14 years. QCOM took 19 years. This Reddit narrative that the dotcom bubble only hurt investors who were in highly speculative/no earnings companies is deeply flawed.
Three year play: AVGO…GOOGL…NOK…QCOM. AI and Smart Telecom stack building for 2030 6G deployment. Data centers, hyperscalers, connectivity and IoT / edge computing.
I blew over $150k back in 2014. It was not fun experience. I filed bankruptcy and did not touch options for many years. I was lucky during 2020 crypto run and made enough to buy a single family home in Denver. 6 months ago, I had my wife’s savings put into AI stocks literally went against me 30% in a week. That’s why I started trading options,to make it up. I missed few crazy moves. Literally I missed out $13k in 5 mins w QCOM calls after I sold, which messed me up more. To make it up here savings, I started taking more and more risky trades. I turned $100 into $8000 in a week, I blew at all again 2 weeks ago. Overall down $20k in last 6 months. Long story short no way a retailer can be successful long term trading options. I wish I would never know trading options
Fuck, I shoulda taken QCOM profits when it blipped above 180. Ah well.
If **QCOM** breaks 145 will run Call
Does GEV's recent performance look like QCOM's performance in late 1999 to anyone? It was price increase on steroids (QCOM, that is), followed by a massive (\~40% within a month) crash in Jan 2000.
Selling MSFT and QCOM was a good call but holding ZS at -36% is risky – cybersecurity is getting commoditized and the valuation never made sense. CRM at -32% is more interesting, their FCF is massive and Agentforce could be a real catalst. Netflix at -29% feels temporary. The BABA/BIDU recovery is a good reminder that sometimes you just need to survive the drawdown.
Energy efficient chips might solve this problem. Like AMD’s full stack solution or QCOM’s AI200
Why is no one talking QCOM? Their chips are energy efficient and will be brain of robotics, autonomous driving, etc. their IoT sector grew 20+%
Sigh why did I pick buying QCOM over AMAT, because I’m regarded that’s why
I have puts on HOOD and QCOM expiration 2/16
Where's everyone at on QCOM right now? I'm digging through the recent 10k and it looks like a mixed bag to me, but I don't own it and haven't dove deep enough into what it is they actually do to get a good idea of the outlook.
Yeah, the same with QCOM. Qualcomm took 20 years to return to peak. "Cell phones are the future. Families will have 2 or 3 individual line per household. And adoption in 3rd world and rural areas where laying telephone lines isn't cost effective. Billions of users of our product in 10 years" Even if you correctly predict the future, doesn't mean the hype can't overvalue your stock. The same goes for A.I. companies. Sure they'll still be around. And change society on a marco level. Carpetbagger promises rarely deliver reality's results.
You know...before you post stupid questions like this, you can attempt to answer it yourself by going to Finviz or some other screener tool. Here's a list, sorted by market cap, of companies -20% (there's no option to select -25% without a subscription) over the last year, within the tech sector only: https://finviz.com/screener.ashx?v=141&f=sec_technology,ta_perf_52w20u&ft=4&o=-marketcap For those too lazy to click the link: SAP, CRM, ACN, QCOM, ARM, INTU, ADBE, NOW, ADP, INFY, MRVL....it goes on for 18 pages x 20 tickers each page.
The one name you won't see anywhere is QCOM. A real underdog in this space, but they design amazing affordable and power efficient miniature chips and are looking to expand in data centers and everything that is mobile AI. It may take a few quarters, but this is a very asymetrical opportunity with limited downside at current prices.
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 collapse by 80%? - Probably: Competition, double ordering, overbuilding, oversupply, glut, etc. But for now =profits
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