QCOM

SwellsInMoisture

Ticker Symbol: JPM P/E: 11.27 P/E Rank: 83.53 P/S: 3.08 P/S Rank: 38.18 P/B: 1.77 P/B Rank: 59.49 P/FCF: 40.46 P/FCF Rank: 43.29 SHYield: 4.31% SHYield Rank: 74.24 EV/EBITDA: 10000.00 EV/EBITDA Rank: 16.44 Overall Score: 315.18 6 month price momentum: 25.07% Ticker Symbol: META P/E: 34.36 P/E Rank: 50.42 P/S: 9.67 P/S Rank: 15.39 P/B: 8.56 P/B Rank: 16.07 P/FCF: 29.76 P/FCF Rank: 48.84 SHYield: 1.83% SHYield Rank: 55.87 EV/EBITDA: 20.81 EV/EBITDA Rank: 46.82 Overall Score: 233.41 6 month price momentum: 56.15% Ticker Symbol: VRTX P/E: 28.55 P/E Rank: 55.11 P/S: 10.41 P/S Rank: 14.65 P/B: 5.81 P/B Rank: 22.43 P/FCF: 30.70 P/FCF Rank: 48.00 SHYield: 0.29% SHYield Rank: 41.75 EV/EBITDA: 20.55 EV/EBITDA Rank: 47.21 Overall Score: 229.15 6 month price momentum: 8.57% Ticker Symbol: GOOGL P/E: 27.17 P/E Rank: 56.83 P/S: 6.38 P/S Rank: 20.90 P/B: 6.94 P/B Rank: 19.32 P/FCF: 28.22 P/FCF Rank: 50.21 SHYield: 3.04% SHYield Rank: 65.25 EV/EBITDA: 18.77 EV/EBITDA Rank: 49.93 Overall Score: 262.45 6 month price momentum: 12.22% Ticker Symbol: PFE P/E: 71.95 P/E Rank: 39.96 P/S: 2.50 P/S Rank: 44.58 P/B: 1.64 P/B Rank: 62.43 P/FCF: 30.47 P/FCF Rank: 48.25 SHYield: 6.57% SHYield Rank: 86.33 EV/EBITDA: 18.14 EV/EBITDA Rank: 50.99 Overall Score: 332.55 6 month price momentum: -21.90% Ticker Symbol: PYPL P/E: 16.79 P/E Rank: 71.90 P/S: 2.29 P/S Rank: 47.42 P/B: 3.29 P/B Rank: 36.66 P/FCF: 16.11 P/FCF Rank: 65.00 SHYield: 6.69% SHYield Rank: 86.87 EV/EBITDA: 12.31 EV/EBITDA Rank: 66.68 Overall Score: 374.52 6 month price momentum: 11.23% Ticker Symbol: TSN P/E: 10000.00 P/E Rank: 17.15 P/S: 0.38 P/S Rank: 92.82 P/B: 1.11 P/B Rank: 79.22 P/FCF: 34.45 P/FCF Rank: 45.58 SHYield: 3.56% SHYield Rank: 69.14 EV/EBITDA: 13.90 EV/EBITDA Rank: 61.90 Overall Score: 365.81 6 month price momentum: 19.85% Ticker Symbol: QCOM P/E: 24.82 P/E Rank: 59.68 P/S: 5.27 P/S Rank: 24.17 P/B: 8.31 P/B Rank: 16.58 P/FCF: 19.33 P/FCF Rank: 60.00 SHYield: 3.01% SHYield Rank: 64.83 EV/EBITDA: 17.93 EV/EBITDA Rank: 51.30 Overall Score: 276.55 6 month price momentum: 54.15% I don't have a GitHub directory, but it's not a bad idea to create one! I've got a couple different ML-based financial modelling projects I've been tinkering on, but they're definitely not ready for sharing.

pacmanicmaniac

Thanks, OP. May I have an analysis on the following: JPM, META, VRTX, GOOGL, PFE, PYPL, TSN, QCOM. Also, is there a link to the Github code? Thank you so much for your scientific contribution!!

pacmanicmaniac

Thanks, OP. May I have an analysis on the following: JPM, META, VRTX, GOOGL, PFE, PYPL, TSN, QCOM. Also, is there a link to the Github code? Thank you so much for your scientific contribution!!

AluminiumCaffeine

Cloudflare's gpu data centers at the local edge makes more sense to me vs literally on device like QCOM and AAPL are talking about, but that does solve privacy concerns I suppose

Fountainheadusa

I bought and recommended QCOM a year ago. https://www.reddit.com/r/stocks/comments/122tqkk/qualcomm\_qcom\_is\_a\_good\_bargain\_at\_this\_price/

Powerful-Call5148

Mean Revision in progress. Money moving from FOMO tech, to didn't get LOVE tech..... CSCO, GOOG, QCOM, AAPL.....

Powerful-Call5148

Value Tech for the fucking win baby! AAPL, CSCO, GOOG, AMZN, AVGO, QCOM .... LFG! 

bimuhu

When is QCOM releasing the snapdragon for windows? Should I buy some calls in time?

lemons714

I remember the AOL run fondly. The 1990s were fantastic. QCOM had a magnificent run back then as well.

mixxoh

I am a fan of Intel myself as all my pc builds uses Intel. However we are talking about stock price and “dominating” the market. That means we need Intel to not only double but double and double and double again. And without the data centers, it will just be a at the top of a dying niche market. Same goes to QCOM.

Squrtfrz

!banbet QCOM 162 8d

Formal_Yesterday8114

What's the consensus on QCOM or AMD plays

skkoct

add QCOM TSM ADI OUST IONQ ASX

ics-fear

Also QCOM, please

buyerclub2

We talking stock,products, or company. I am most bullish on the stock INTC, mainly because of the infusion of capital the US government gave them to build foundries. I think there more into manufacturing for others will be positive. (although less margin than if they were building their own IP), product line, Well NVDA now is subsantially superior for servers, (AI), an ARM/QCOM has the client, so not overly bullish on the product line

Affectionate-Idea690

QCOM Head of AI: Confirm we are actually showing developers how you migrate out from an Nvidia platform; UXL's technical steering committee is preparing to nail down technical specifications in H1

MysteryyBets

More SNDL calls. Carnival and or SMTC earnings play. Gonna start building up some calls or a bullish long strangle over the next couple of weeks on QCOM and WDC.

moldyjellybean

Maybe I'm agnostic to tech and will follow the money, but that's a long long ways off for Intel. I remember using AMD Opteron or iterations of it in 2005 and Bulldozer in 2011, awful, it took AMD Opteron from 2003 to 2018/2019 to full recover from garbage CPU design. Brian K, Bob Swan, Pat G those aren't the CEOs that will right this ship. Maybe when a different CEO gets on board. They really need to figure out their power/performance thing. AMD, NVDA, ARM, Graviton, Apple, QCOM, Samsung, chinese CPUSs all are chipping away a % share each quarter. If everyone is chipping 1-2% each quarter it adds up fast.

Otherwise_Rest7956

Calls on QCOM, ARM

casey-primozic

WTF? QCOM is making laptops now? WTH are they doing? They can't compete with the likes of Apple and Dell, can they?

moldyjellybean

I mean they make terrible CPUs, the CPUs are semi ok but if you account for the power they use and the security issues. Intel makes shit CPUs. The gov needing to bail you out isn’t some bullish signal. Their design sucks, cpu sucks, power/performance sucks, security sucks, their mobile CPUs modems etc suck so bad they sold it for 10 billion loss to apple and apple doesn’t even use those Intel modems or soc and still uses QCOM, their GPUs suck, the integrated gpu and the discrete gpu, no one want’s to use an Intel GPU for gaming or AI.

prince_8814

MU ORCL META AMZN NVDA DIS NFLX COST WMT V QCOM and many more beats their earnings, margins expanded, improved guidance…

flocamuy

Al the stocks in my portfolios! To many to count but I'll give you my top 10 VTI SCHD MSFT META TSLA ARKB SMCI AAPL CRWD QCOM

superstition40

AMZN, QCOM. Bought shares in these a while back and sort of forgot about them. I'm comfortable to forget and check back in five years

Tasty_Pollution4439

That was me keep buying QCOM for 5G 

46VR46

QCOM announced focusing on bringing AI to the edge🚀 if someone can make processing efficient enough, they can

Kay312010

I’m riding with QCOM to the wheels fall off.

geekfinity

If you can’t pick the winner among the three, why not own two of three - QCOM and AMD. I think QCOM has the most potential: 1. AI market on mobile devices. 2. Expanding into the laptop and PC market

stickman07738

I learned my lesson during the Dotcom bubble. I thought I was a "F"-ing genius with QCOM and few others from 1998-2000 and all the Y2K hoopla. In mid-late Jan, there was like a 10% drop - "I am a f-ing genius, rushed in to buy the dip"; by mid March-April, lost $300K and got out it. It taught me a valuable lesson, max out retirement accounts with low cost mutual funds and save 15% cash of yearly income for emergencies, after that than purchase blue chips names and reinvest dividends. Then and only then develop a \~10 stock speculative portfolio that you did a lot of DD. For me, more than 10 are difficult to keep current. Currently only have 6. **One of the most important things in investing (not gambling) is to have both a downside and upside strategy.** For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even. For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6 pre reverse split), LLY ($60) **Slow and steady wins the race.** I retired early at 55 - 10 years ago. Good Luck

curefantastica

MU, QCOM, IBM AND TSM calls. Next week I could get out of this ditch or fall in a well.

moetezkb

QCOM resisting 168 come on go GREEN

moetezkb

I got QCOM call that is the thrid of the price as well. This week has been hell for all the chip manufacturer. I pray to god that next week i can breakeven.

DLS0314

QCOM

N0T_Creative

Any insight would be appreciated. Is it a good idea to DCA every week to MSFT, V, PANW, AMZN, QCOM, GOOGL? I want to hold for 10/15, to 20 years. MSFT- 24% V- 24% PANW- 11% AMZN- 9% QCOM- 8% GOOGL- 8% FTNT- 7% UBER- 5% ACMR- 4%

Character-Ad-4259

QCOM hold till year end thank me later

Fauster

Good call on qualcomm! It looks like Qualcomm did benefit from the CHIPs act through global foundries. I don't like to buy anything near new 52-day highs but I think qualcomm still has a great deal of potential upside. I'm sitting in 20% cash to derisk my heavy-semi nosebleed-level portfolio, but I always have it sitting in lower limit buys so it's doing more than making marginal interest. All skyrocketing statistically straight-line trends buckle at some point, and Qualcomm is one of the stocks that I'll eventually buy when there is a week of panic selling, which is how most of my longs started. It's mostly that I have a personal aversion to seeing double-digit red losses in any position that' s not a biotech because I had to buy a stock right now, and right now was the wrong time. I like that QCOM's earnings are finally heading in the right direction, which is important to me. I think inference will prove to be a much bigger deal than people think right now, and you don't need NVDA GPUs for that. This is highly speculative, but there is a still-secret model called Q-star being developed at ChatGPT. Altman confirmed that it exists, but hasn't said anything about what it is. I think it is based on a model called A-star, and there is are a rumors that it is really great at complex multi-step math and coding, while GPT4 and Claude are pretty decent at relatively simple coding tasks. If it is based on A-star, then the model probably starts with a parent LLM and uses iterated inference to perform a lot of steps. I like that QCOM has inference engines that can handle 100 billion parameters right now, and I think QCOM is better equipped to hook up lots of 100-billion+ parameter engines together than a lot of its competitors Another consideration is that around 40% of NVDA's current revenue comes from MSFT, AMZN, GOOGL, and META, and they are all irked by NVDA's margins and looking to invest in a competitor. INTC keeps delaying their foundry, and their management really missed the boat for the last decade. Historically, while INTC lost AAPL, who soundly beat INTC at their own game, AAPL announced that they would be getting rid of QCOM but couldn't do it after spending billions trying. INTC is terribly overvalued compared to NVDA. I think QCOM could be the white-knight of the MAG7, who have all publicly stated or hinted that they want alternatives to NVDA. AMD is great, Lisa Su is a rockstar, retail investors love it, but I don't want to buy a stock with a backward PE of 370 just because it could eat into margins and it does have room to grow. QCOM has room to grow and eat market share at a PE of 25. I trust that they are going in the right direction, because they have experience doing that, and they are in the right place right now.

jon16man

Buy QCOM

N0T_Creative

Any insight would be appreciated. I'm also DCAing every week to MSFT, V, PANW, AMZN, QCOM, GOOGL, and FTNT. MSFT- 24% V- 24% PANW- 11% AMZN- 9% QCOM- 8% GOOGL- 8% FTNT- 7% UBER- 5% ACMR- 4%

AllorNthdegenerate

Ya think QCOM explodes tmmr?

curefantastica

For me it was MU QCOM and IBM saving me. Closed my MU positions for profit and will reasses buy in tomorrow

AllorNthdegenerate

QCOM!!!

AllorNthdegenerate

Everyone check out QCOM on the daily it’s gonna explode this week!! Easy calls

skkoct

EDIT it was broadcom not QCOM, AVGO [https://finviz.com/insidertrading.ashx?oc=1432602&tc=7](https://finviz.com/insidertrading.ashx?oc=1432602&tc=7) Harry you He's a director Mar 5 bought 115000 shares

skkoct

Thank you, from what I was able to find out some insiders at QCOM are buying the stock, so my thinking was they might have a semi bigish deal in the works

skkoct

none of you wanted TSM when it was sub 100, I did, sold at 150, will rebuy when it is back to sub 120. ​ ALL good buys just not now DON'T FOMO in at ATH, buy on the dips TSM sub 120 MU sub 70 QCOM sub 140 AMAT sub 170 ADI sub 160

jon16man

Watch my QCOM calls start to jump

Appraiser_King

QCOM? No

ThreeSupreme

If you've been around long enough, U should have seen similar scenarios like this play out before. In 1999, QCOM rallied from approximately $227.72 up over $800 bucks, in about 2 months. Then around 2019, TSLA rallied up from around $230 to over $2630.10. Sure, NVDA is a good company, but people trading it now are just straight up delusional... **The Mother of All Speculative Bubbles: Tulip mania** Tulip mania occurred during the Dutch Golden Age, when the Dutch Republic became a maritime and economic powerhouse, and the Netherlands had the largest economy in the world. The Dutch East India Company held a monopoly on the spice trade, and established the world’s first stock exchange, boosting Dutch economic growth. When Tulip mania occurred, contract prices for some bulbs of the recently introduced and fashionable tulip reached extraordinarily high levels. The major acceleration began in 1634 and then dramatically collapsed in February 1637. Tulip mania is widely considered to be the first recorded speculative bubble or asset bubble in history. During this time, tulip bulbs became a symbol of wealth and status, and their prices soared to incredible heights. At the peak of tulip mania, single tulip bulbs were selling for more than ten times the annual income of a skilled artisan. During the height of tulip mania, a skilled crafts worker typically earned about 300 guilders per year (equivalent to around 1,800 euros today). Imagine paying 18,000 euros for a single flower bulb! The rarest tulip bulbs fetched even higher astronomical sums. The term “tulip mania” is now often used metaphorically to refer to any large economic bubble when asset prices deviate dramatically higher from intrinsic values. It serves as a cautionary tale about irrational exuberance in financial markets. Tulip mania gained popular attention in 1841 with the publication of the book **“Extraordinary Popular Delusions and the Madness of Crowds”** by Scottish journalist Charles Mackay. Mackay claimed that many investors were ruined by the fall in tulip prices. Tulip mania was a fascinating episode in economic history, where the speculative allure of tulips led to both incredible wealth, and eventual disillusionment and financial ruin. \* **The reported net profits for all of the “Magnificent 7” stocks for the year 2023:** • Apple: The net profit for Apple in 2023 was approximately $96.99 billion. • Alphabet (Google): Alphabet’s net profit for 2023 was approximately $66.732 billion. • Microsoft: Microsoft’s net profit for 2023 was approximately $72.361 billion. • Meta (Facebook): Meta’s net profit for 2023 was approximately $39 billion. • Amazon: Amazon’s net profit for 2023 was approximately $30.4 billion. • Tesla: Tesla’s net profit for 2023 was approximately $10.79 billion. • **Nvidia: Nvidia’s net profit for 2023 was approximately $4.37 billion.**

tbphillip

Nvidia valued ARM at 40B. It wasn’t worth 40B, but I suspect they wanted it to corner APPL and QCOM. Fast forward to today and say it doubled to 80B, that means share price is only worth $72. Another variable to this is that SoftBank, who owns 90% wants out. They’ve bet the bank on ARM and they are anxious to finally make returns. Say they sold off 50% to get the 40B they wanted, that would make the value of the stock at $90. Also the loom of them owning 50% value of 46B is daunting. There’s no telling when the next sell off will be. So I’ll take off another 10% just because the sentiment has changed on the stock, that puts the stock value at $81.

noxcuserad

I read up on the QCOM split and the adjustments made afterwards. I know a bit about option trading..maybe this may be a good time to execute call options?

LowBarometer

They're great buys. I continue to build my position in ARM and TSM. I also added INTC and QCOM. IMO they'll continue to go up dramatically into the foreseeable future. That being said, they're pretty volatile, so you'll need a seat belt for this ride.

cbusoh66

There's truly one pure AI hardware stock and that's NVDA. Everything else is just a hodgepodge of everything, whether it's AMD, INTC, TSM, ARM, and ASML, AVGO, QCOM, etc. Not a single pure AI play.

Notyourhotcousin

Feels weird to exit positions at the right time . QCOM 170$C , 176->1k .

Rav_3d

Splits are meaningless, except that they tend to lure in more retail buyers and inflate the stock price temporarily. QCOM split 4:1 in November 1999. We know what happened next. Of course, that was after a 4-year bubble was inflated. We're not even close to that. NVDA today is down over 100 points from its high, wiping out a whole *two days* worth of gains. Carnage!! ;)

cbusoh66

There's truly one purely AI hardware stock and that's NVDA. Everything else is just a hodgepodge of everything, whether it's AMD, INTC, TSM, ARM, and ASML, AVGO, QCOM, etc. Not a single pure AI play.

dafazman

Either way, I am 💎🤲🏽 this stock for all of 2024 reminds me of QCOM for all of 1999 (good times).

Antique_Giraffe_3728

Best affordable tech/AI stocks for monthlies? TSM, INTC, ARM, AMD, QCOM, NET, AI?

joe4942

The reasoning for NVDA's valuation is the same as it was for TSLA, in that people think the legacy companies won't be able to compete for market share. Years later now, the legacy automakers are going strong. In the last year, Toyota's stock is up 88% while Tesla is -3%. I see the same thing happening with semiconductors. There is no way that companies like AMD, AVGO, QCOM, TSM, INTC, or ARM are going to let NVDA be the only winner from AI.

JC7577

QCOM

Confident_Event9773

QCOM 190 next week

TomatoSpecialist6879

Good investments for people who are looking for slow growth maybe, bad for anyone who's looking to buy itm options instead of buying stocks on margin. AMD is fabless AND they don't have a monopoly, they're fighting for market share against INTC, TXN, VIA Technologies and ARM(and everyone who buys their design, so QCOM, AAPL, MSFT, MRVL, list goes on). You can either diversify into any of them, or just buy the reason they even have demand now, aka NVDA. OP already prove that he would have made more just sticking to NVDA and forgetting about it, somehow people still think they know better.

voyagermars

Buy TSM QCOM or INTC. Won’t lose you pants like you will if you invest in NVDA now.

Stinger1066

And someone has to produce the machines that make the chips: ASML I have some ASML, AMD, AVGO, and QCOM. They have all been doing well of late.

dafazman

Dude, this is 1999 rules in play, not sensible investment strategies. I keep my real money in AAPL and I use my play money on NVDA. OWN aapl... hold NVDA for the ride, it will be like QCOM was in 1999 (that is my guess).

Antique_Giraffe_3728

My 0DTE moves: NVDA 920P META 525P QCOM 170P

ImaginarySector366

And must pass Apple and Amazon and Google. None of these companies are even a thing without TSM ARM NVDA AVGO AMD QCOM OR SAMSUNG EVEN.

skkoct

TSM,QCOM,MU,AVGO,ASML,ASX,ADI,AMAT All good

skkoct

For some time now, I got my shares running this race already. My new play has been ASX for the last month. It just started to pop off in the last few days Now is the time to get on the ASX train for the next week or so. I am in QCOM for the long haul, IMO I see them at 300 a share by 2026

Professional-Zone963

You should check them customer list - QCOM, CSCO etc etc. And with VMware acquisition, more enterprise accounts.

Kay312010

What about a EFT that has NVDA as a top holding? I have 2 EFTs and they are on fire. I don’t hold the stock but I’m riding QCOM all the way up.

DLS0314

All of you are missing $QCOM which is basically the cheaper NVIDIA

cadetcrackers

QCOM coiling for more tomorrow

dafazman

1999 QCOM (great year) Dec 2008 AAPL/NFLX (loving it even today) Worst choice ever.... to sell NVDA to buy a Tesla car 😢

mrtomd

On a separate note: QCOM is moving away from ARM, because of crazy license costs. Developing internal Oryon CPU.

Confident_Event9773

Should i sell my QCOM 180 calls exp 15/03, im alreadry up 800% on them

Isonoe_

QCOM gang gang

JustSayingMuch

QCOM 1dtes >+1000%, today 👀

tonez13

QCOM been printing hard this past week

Notyourhotcousin

QCOM 

JustSayingMuch

QCOM 👏 👏

jeopardy_loser

QCOM still mooning damn

Confident_Event9773

QCOM

albearcub

Haha np. I've been in AMD since it was at 16 bucks and have loaded up in every price between up to 160 a week or two ago. Genuinely believe in this company taking a decent chunk of market share considering the size of NVDA. I will continue to load up as it rises well past 200. I have and will continue to maintain AMD and NVDA as 40% and 25% of my portfolio respectively. The other 35%ish I have across other companies like QCOM, AVGO, MU, TSMC, and playing around with meme stocks like SMCI, SNOW, etc. This isn't including my company stocks earned through my job. Obviously I could've maximized money earned had I went 100% in SMCI or NVDA or something. But no one has such foresight. And I'm not one to tell people how to spend their money. But if you've followed AMD as long as I have then I'm pretty sure anyone would have the same confidence as I have in this.

type_error

Is anyone not playing AVGO? How about QCOM? Only up 116% and 68% on the one year. Nothing compared to other semis /s

JustSayingMuch

Back in QCOM, tomorrow.

curefantastica

Portfolio set. Winning calls QCOM, IBM, TSLA, MU, TSM Losing calls UNH, SNOW. UNH has dividends 3/8 so cutting my loss after that. SNOW exp 3/22 so will hold for next week

TrumpKanye69

The move up to ATH has already been made. Did you not see NVDA, AMD, QCOM, TSM, SMCI's run up for the past year? IF INTC was going to make ATHs, that was the time to do it. But instead, it just got left behind.

cadetcrackers

What is QCOM doing next week - think earnings will kill?

Notyourhotcousin

QCOM 

fortunenofame

So glad i bought QCOM last year. Dividend is fucking fat

curefantastica

How regarded am I? Here's what I'm holding BBAI 3c exp 3/15 UNH 505c exp 3/15 QCOM 167.5c exp 3/28 SNOW 210C EXP 3/28 TSM 165C exp 4/5 TSM 137C exp 5/5 TSM 140c exp 4/19

alexcd421

In addition to investing in companies that make VR headsets, you could also invest in companies that are related to those companies. For example, Nvidia (NVDA) has had a hot rally due to AI, but they are the best GPU for PCs running VR. Qualcomm (QCOM) makes the Snapdragon chip found in the Meta Quest 3 and other standalone headsets like the Pico Neo 4. AMD makes the Oberon Plus SoC that the PS5 uses to run PSVR2.

type_error

So why is NVDA, INTC, and QCOM not affected?

Notyourhotcousin

!banbet QCOM 170 5d

jon16man

QCOM still going up. Calls still looking real nice

curefantastica

Oh I also have QCOM 162.5c 3/28. I think the qcom and tsm were the safest plays so far.

LowBarometer

I'd jump into AI. AMD, QCOM, ARM, NVDA..... I think INTC is undervalued right now. That's what I'm buying on Monday.

CulturalCranberry960

Terrible trade went to 0, pure intuition with no technicals. I bought calls on QCOM and WMT that same week though so I'm deep in the green.

Dangerous_Show9129

QCOM

amdpr

I think the Foundry news and multiple big names like MSFT, QCOM, Mediatek onboard in the recent Foundry partners announcement means good news. Plus the fact that they already received ASML’s new high NA lithography machines, gives them a head start and if they don’t fuck up again, things are looking to be in their favor. Their 18A and upcoming products hold a lot of promise. And geo political situation favors them too. Once MSFT and META are on their bandwagon they might have more profits to hire more workforce to jumpstart the ship even more. I’ve said it before , will say it again. It’s all about the money. Both Intel and TSMC use the same fucking machines from ASML and TEL and what not. Intel just can’t afford the cream of the crop talent on this part of the world since they can’t pay as much as big software companies can afford to due to the overhead a manufacturing company has 🤷🏽‍♂️. TSMC can afford to pay the cream of the crop talent in Taiwan since they are the biggest player there and labor is cheaper, TSMC is struggling to find people for their upcoming Arizona plant and they are just bringing workers from Taiwan here on short term basis coz that skilled talented engineering workforce is much more expensive here