QCOM

Icantfightthisfeel

Hope you're right about QCOM. Been holding this forever and only sold a little towards the top. Now we dropping like a rock the past month

Icarus7v

go QCOM

Samjabr

MU trading at 107 - good lord. I hope too many people didn't fall for the nonsense that a very competitive, low profit margin, highly commoditized business would suddenly deserve to trade at NVDA PE levels. See also: DELL, INTC, AMD, QCOM, NXP, etc.

optionsplayonly

I need a couple of growth names by which I can double my account in next couple of years.. AMD? NvDA, AVGO,..FSLR, ENPH, QCOM. Suggest one or two

Pure-Distribution-51

WE ARE NOT IN A BEAR MARKET YET NEXT WEEK WILL PROBABLY BE THE LAST FULL ON BULL MARKET WITH MSFT,META, QCOM earnings!!!

Icarus7v

QCOM at 220 by EOY, it was looking well for me to sell before earnings to avoid IV crush, now this week has removed any kind of hope. Today specially falling more than Google, ....

BitcoinRefuge

NVDA, AMD, QCOM and TSM are gonna do at least -50% within 12 months because invasion of Taiwan is coming in a few months

BlindSquirrelCapital

Yeah that was sort of my thinking. I have some stocks like AAPl, AVGO, TSM and LRCX and they have a lot more growth potential and have done well lately but I also like some other less volatile stocks like CSCO, TXN and QCOM that are a bit more mature and pay dividends.

cvandyke01

I like QCOM also but the reviews of Snapdragon based AI laptops at computex were not great. AMD is the one I am watching along with UBER then MSFT and AaPL

sha1dy

im still trying to understand what role AVGO plays in AI. networking? nvidia is working on their own custom networking hardware. I would assume QCOM is a good alternative to nvidia due to edge AI computing, but market doesn't think so

Icarus7v

Hopeful on QCOM rallying up with other tech stocks earnings, then by their earnings having a healthy profit.

Icarus7v

I'm loaded on QCOM, might see an ATH in October (hopefully)

Icarus7v

!banbet QCOM 220 2w

Pharmacologist72

$QCOM is the only somewhat rationally priced chip stock. So, I bought fukkin shares. Not options mind you, shares. Still getting gaped. Meanwhile $TSLA regards are making money.

Historical_Handle_25

And QCOM!

cvrdcall

Added some QCOM today then sold covered calls. Wrote some NVDA puts. Wouldn’t mind picking up more around this price. Sold my AMZN calls after a nice 100% gain. Wish I’d sold yesterday of course. Tomorrow I’m watching TSM as I have a large position in it. No hedge. Will buy more on a selloff. Added to MCD and TLT positions.

JayArlington

This is just not true. Process nodes are the IP of the manufacturer and not the tool provider. This is why dual sourcing fabrication (having two companies manufacture the same chip) has been halted by both QCOM and NVDA.

not_creative1

GOOGL and QCOM. Google’s pixel event is on 13tg Aug, I am 99% sure they will announce their equivalent of “Apple intelligence” where Gemini runs on pixel phones. Apple went up 15% after that announcement over the weeks. Google uses their own silicon, but Samsung etc will be forced to use newer Qualcomm silicon to power Gemini locally if they want to compete with pixels on this. So Qualcomm will also benefit as every other android maker will be forced to consider newer chips, look to Qualcomm for help.

AurelianRoute

QCOM has ruined me

_Cornfed_

You guys claiming it's Trump... It's Biden threatening more chip export controls. I know this sub hates Trump and all, but damn people. 09:24 AM EDT, 07/17/2024 (MT Newswires) -- Semiconductor stocks were falling in recent premarket activity Wednesday amid reports of tighter US export restrictions to China. Bloomberg reported late Tuesday that President Joe Biden is mulling severe trade curbs if chipmakers keep giving China access to advanced semiconductor technology. ASML (ASML.NaE) shares tumbled 8%, Nvidia (NVDA.NaE) dropped 4.2%, AMD (AMD) fell 4.3%, Qualcomm (QCOM.NaE) shed 4.6%, and Arm (ARM) lost 4.4%.

Icarus7v

QCOM 4% down ☠️, bye bye call profits

Consistent-Chapter-8

Well, it wasn't too long ago that AAPL would have trouble moving past a market cap of $300 Billion. It's 12 times that now. So the NVDA hype has someone throw out $50 trillion, 16x? Absurd now, but 20 years from now, perhaps. QCOM had it's hype bubble burst and it took \*literally 20 years\* to get back to those heights. Buy & hold. Time in the market, etc.

arrchar

QCOM homies trust

mrtomd

Yes, but it also mean that QCOM will also take some market share for other corporate laptops. Apparently battery life on ARM based CPUs is significantly better than X86.

arrchar

QCOM rips tomorrow fyi

mrtomd

QCOM ditched Intel and all their employee new laptops will be 100% Snapdragon.

hubmash

QCOM done gazumped other semis

Icarus7v

Cool thanks for the advice, I think I will take the profits before release as I only have one position and I don't want to experience the IV crush. It's QCOM call for 220 (not looking very bright right now but I have hope) if you were curious.

pableiros

I hope you are right, I sold all my $12k QCOM stocks to buy MU days before the last earning report and I’m still on red numbers 🤕

jstoop

QCOM either back to 220 or 200.

Historical_Handle_25

QCOM too 

Historical_Handle_25

I had QQQ calls last week but sold for 15% I then bought QCOM calls because of AI PCs. This is the next wave the told me. I’m only up 10% if I held QQQ would have been up 80%. This move was almost regarded as bers 🤡

Zeus_516

21 yo with 11.7k total (Investing since I was 19 but volume has increased as I've been able to work more: APPL \~9.76% ARM \~7.78% (This one was an irresponsible impulse buy, I think they're already priced in and I bought too late) CSCO \~7.82% DKNG \~4.70% (Long Haul Purchase) FGRIX (Fidelity Growth and Income) \~20.71% INTC \~8.85% (Another Long Haul) KO \~5.35% MMM \~4.25% QCOM \~10.60% VOO \~9.62% My plan as of now is to grow positions in place of new ones. VOO and FGRIX are my top priority (especially VOO) as my foundation isn't as strong as it was when I started. I have some risky options here (INTC, MMM, DKNG, CSCO) but my tolerance is pretty high given my age and amount of disposable income. I have high exposure to tech which is something I want to change, and would love any recommendations for solid ways to further diversify my industry base. Thanks!

Top-Fig845

Can't believe I went QCOM over MU wow

Recktion

Big daddy Pat said his fab next year will dick down TSMC next year or he will get dicked down behind Wendy's.  Lunar Lake will bring Intel back to the top of laptop market.  AI stocks go brrr. Nvidia will lose its AI software monopoly eventually. DoJ, M$, AMD, Intel, GOOGL, QCOM, OpenAI working together to end that shit. Intel will benefit massively from CUDA not being the only option anymore. Nvidia & M$ already have orders for Intel's new fabs.

Historical_Handle_25

QCOM breaking out 🚀

Esti88

Yeah lmao. It will run up as semiconductor and AI stocks like SMCI release earnings (8/6) for SMCI NVDA and AMD and INT are already starting to break out. QCOM and ARM charts are also saying new highs. MU will rebound and we only asking for a less than a 5% move by 8/2.

godwillsetfree

QCOM needs to hurry up and shoot up like TSM. They have good fundamentals and are part of the semiconductor hype. Let’s go already lol

BeginningBathroom410

> So I currently own 20 QCOM 220$ (OTM currently 205$) calls expiring on the 20th of December, bought them at 14$ a piece. Wait, this is your first trade and you bought $28k worth of calls? > can buy fractional parts of the options (no 100x contracts). Unless there's something I"m missing. Unsure of how fractional options work. Didn't know they exited. Anyway, breakeven is 14% OTM for standard option. I'd turn that position into a calendar or diagonal spread. You could probably sell enough call premium against the long option leading up to expiration to make it a "free bet", or at least greatly reduce your breakeven point or even sell the long call for a profit or small loss, and come out ahead overall due to the short call premiums.

ShowerFriendly9059

QCOM, DELL, MU have lowest valuations right now. AVGO has nearest short-term catalyst

Used_Salamander_3532

QCOM - time for SLM mobile chips . Much more undervalued as compared to all others .🚀

Icarus7v

# Sanity check my first option buy, pretty please Hi, so I'm 23 and have quite some money invested already and gaining a fixed interest rate, and have the necessary liquid cash for any emergency. I want to jump start a little bit the initial amount of the compound interest with some option buys (with money I'm ok losing). To give a little bit of context I'm a mathematical and computer sciences graduate, and was introduced to options in a class I took last semester (measure theory and options pricing). I know the basics of the pricing modelling, the greeks and even some more advanced models like the Bates model. Currently using Trade republic for the interest rate, so only warrants are available and can buy fractional parts of the options (no 100x contracts). I want to hear your opinion about the first buy I did and see if my headspace around options is good. So I currently own 20 QCOM 220$ (OTM currently 205$) calls expiring on the 20th of December, bought them at 14$ a piece. My thought process is that, in October they have their Snapdragon conference, and they will announce a new ARM chip with good AI capabilities (or at least have an increased volatility event) so the warrant price will go up and can sell them for quite an increase. Also the stock has been going steadily upwards for the past years. It's a little bit of a hunch and to test the waters with options. Do you think this is right head frame when dealing with options? Should I do a straddle or strangle to just capitalize on the volatility increase? Any advice is welcomed, thank you in advance. (Special thanks to [](https://www.reddit.com/user/PapaCharlie9/) whom I've read a lot of insightful comments and advice by diggind in this subreddit already) Wanted to post this but got removed and got automatically redirected to here :(

TrumanDolos

SOXL …. Top three holdings are NVDA, AVGO, and QCOM I think and you get 3x leverage

MtTime420

I’d look at $PATH for a software play. $ASML or $AMAT have solid businesses. $NVDA is still solid. $AVGO is strong long term. But so is $QCOM. If you want microcap plays, that’s another strategy.

Snoo_96430

Even QCOM went green it was just shit day

Historical_Handle_25

AI PCs the next mooner 🚀🚀🚀 I’m all in QCOM calls

AurelianRoute

!banbet QCOM 215 2w

hitandruntrader

QCOM: I like the stock https://preview.redd.it/oxp1cvb3qpad1.png?width=1197&format=png&auto=webp&s=0c6e5cb399cad6bcc777ff12179866bf8ef32fe3

DLS0314

Ive been holding QCOM calls since February

selldivide

I don’t know them all, but I know KLAC, MU, SMCI, QCOM

axel-07

QCOM, the new Windows laptops with Snapdragon chipsets seams to be really good comparing with the x86 alternatives.

crabman484

QCOM I think x86 computer architecture is reaching the limits of what it can do. Apple Silicon showed that it can be done. And now we're getting Windows based systems with Snapdragon chips in them.

Andymilez

Damn, I should have purchased some QCOM calls

Valvador

> Mercedes uses NVDA Drive Orin. Tesla uses its own special inference hardware. Toyota and VW uses QCOM. Honda partnered with Mobileye, and will partner with IBM in the future. > Medical fields are relying on AI to expand their understanding of genomics. Again, similar example to the physics simulation/ML work I linked in my reply. Again my point is that these useful applications are not what is currently generating the hype and inflated stock markets whenever someone mentions "AI". > Just because you're not interested in them, doesn't mean others are just as disinterested as you are. I am interested. I've literally been learning different AI/ML models for physics simulation relevant to different industries. My issue is that 80% of the stock value generated is nothing more than LLM-based garbage, and the actually good use cases of ML/AI are fewer between. I am well aware of it's capabilities and usefulness across multiple industries, but that is not what is driving the current AI-based evaluations.

viperabyss

>I only subscribe to Streaming services for a specific show I am watching and then unsubscribe. No amount of ML-based show promotions is going to generate extra revenue from me or most other people. This is nothing new, and companies are wasting money on this right now. Translated: I'm like this, so everybody else must be like that too. By the way, the "recommended" you see on Amazon or Walmart? The same tech as Netflix and Hulu. >Sure, but these things have been around pre-bubble and happen to fall into that 20% of actually useful things. Additionally, these things don't benefit from NVDA/specialized chips. Mercedes uses [NVDA Drive Orin](https://www.nvidia.com/en-us/self-driving-cars/partners/mercedes/). Tesla uses its own special [inference hardware](https://www.blogordie.com/2023/09/hw4-tesla-new-self-driving-hardware/). Toyota and VW uses [QCOM](https://kr-asia.com/qualcomm-lands-autonomous-driving-projects-with-toyota-and-faws-hongqi). Honda partnered with Mobileye, and will [partner with IBM](https://asia.nikkei.com/Business/Automobiles/Honda-and-IBM-team-up-on-next-gen-chips-for-software-defined-vehicles) in the future. Perhaps you're just misinformed? >The current Bubble isn't being driven by actually interesting AI/ML applications that are game-changing like self-driving and navigation. Oh my sweet child. Game developers would love to have a LLM platform augmented with RAG to comb through their engine documentation to find relevant code. Large corporations are testing this tech to augment their customer service team. Retailers are using this tech for IVA. Medical fields are relying on AI to expand their understanding of genomics. Just because you're not interested in them, doesn't mean others are just as disinterested as you are. >Who gives a fuck? What does this actually contribute to society/the economy? It's cool, sure. But so is a good cover singer at a Karaoke bar. Some find it very interesting, and (with permission from the estate) it might bring people's voice back to life in an authentic manner.

ReBoomAutardationism

Look at the weekly charts of the last three years for these stocks: CVX, XOM, NVDA, NFLX, META, QCOM, PHM, MTH, LEN. The secret is the ten week moving average, or if you will the 50 day simple moving average. Slow down and sort it out. Look at the TSLA move from 183 to 220+. Did not happen until it held the 50 day.

Ruglife1

I have some QCOM outs I been watching that are finally profitable .. December 150’s. :) .

sine_cosine

What do you think of QCOM?

InformationOk6569

This is what I have for the next 20 years hopefully QQQ 44% BRK B 20% AMZN 11% GOOGL 10% PANW 8% QCOM 4% DIS 3% SQ 1%

not_creative1

My bets are ADBE and QCOM. ADBE will be a winner in the generative AI space for images, videos etc. One of the most powerful things generative AI can do is images and videos and it’s going to transform the creative industry, online content creation etc. adobe is on the forefront of it. QCOM because I expected phone makers to rely on QCOM to build next gen chips that enable them to do what Apple is planning to do with “Apple intelligence”. Apple has a beast in the M series child and they will eventually create chips to run LLMs locally in the phone. So who is going to be supplying that for android? QCOM.

Jeffinslaw

All gains I made from sale of 0DTE QCOM and SPY calls have now been wiped out. Thank you NVDA and AMZN. Will still hold them though as NVDA calls are 7/26 and AMZN calls are for 7/19.

InBolted

Huge AVGO put flow expiring today. Should be bullish. Lots of big money calls on TSM. In both plays at the moment. As well as QCOM. Like chips going into end of month rebalance.

lawANDluck1117

Calls on QCOM. Just outside of the ITM sweet spot.

whyshw

I looked at QCOM all week then chickened out 

lawANDluck1117

QCOM making that comeback and not being a meme with solid financial health is the way the world should be.

Jeffinslaw

Thank you QCOM for 2.5x my “investment” on 6/28 $200 calls.

leave-mealone

QCOM $$$

leave-mealone

QCOM, RS and is a good buy. Get in before the earnings. It’s going to break the $230 in couple of weeks.

freshness4

Woke up to someone assigning 4 contracts of QCOM on my spread with a week left in the contract. Guess some other fuck is going to wake up to their assignment on Monday. Ugh they killing my day trade power on this ripper of a day…. Guess I have to use the backup account to trade today GUH

mrtomd

How do they compare to QCOM WiFi solutions and their filters? Is there such competition analysis somewhere?

mrtomd

Wait for STM, IFFNY, TXN, NXPI and similar companies to report earnings - you will see how ARM microcontrollers sell. Then need DD on QCOM, MediaTek and similar to see how their ARM CPUs sell

Dangerous_Champion19

ASML vs TSM vs AVGO vs QCOM, which one is the best to hold long term?

Hot_Working_7751

Sell your gold and put it into $HCA, $VOO, $FTXL. $HCA will perform well. Trust $VOO is always a safe bet. $FTXL exposes you to NVDA and QCOM

Longjumping_Tone228

I am sorry, but QCOM crushed probably because I talked with my friend about Arm vs x86, and I was super bullish on the future of Snapdragon X series.

TurbodToilet

QCOM finally correcting itself

GatorsILike

ARM is a squeeze machine and is probably the most overpriced stock in that space. QCOM has probably run a little to hard, but it’s not in the ionosphere like ARM

Elegant_Intention251

thoughts on ARM and QCOM?

TurbodToilet

Take a look at QCOM lmao

freshness4

Ban bet! QCOM 215 2 weeks

moldyjellybean

Every few months I see this INTC is undervalued for the last 10 years. It’s the only semi or semi related stock I won’t invest in. And just imagine the opportunity cost of holding INTC the last 8+ years when AMD, NVDA, MSFT, AMZN, AAPL, ASML, QCOM, TSMC, hell ARM only been a stock you can buy for a few months and is already up 300-400% My college classmate worked at intel as contractor and said it was by far the worst run company he ever worked for and he worked for HP before that and anyone in IT know HP is run like dog shit.

Snoo_96430

I'm not going to lie but QCOM was indeed not the play 

lawANDluck1117

I really don't get QCOM. I really didn't see such a drop as a possibility.

Worried_Quarter469

Can’t believe QCOM is down 20% over a few days without a ER

TurbodToilet

QCOM being shorted to shit

JayArlington

Oh boy… where do we start? <deep breath> Lunar Lake’s computer tiles are manufactured by TSMC QCOM isn’t a customer (they pulled out) TSMC receives their first High NA tool this year US government has never blocked any tool purchase to Taiwan Gaudi is LAUGHABLE compared to the H100 in any measure of performance per watt Gaudi has no software stack for training 7B operating loss for their foundry segment last year

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), LLY ($60) Slow and steady wins the race. I retired early at 55 - 10 years ago. Good Luck

Isonoe_

IMO, I would get PANW and QCOM. PANW has alot lined up already and is a continuous buy by congress officials, and QCOM hasn’t had the Nvidia hype recently and it has a fair P/E ratio at 27. TSM also a good shout but with the situation with China and Taiwan it’s a lot of who knows and what ifs

Samjabr

Today's lack of recovery in MU, QCOM, AVGO, AMD, etc. are excellent examples of why you never eat beef when you can have steak (NVDA)

TurbodToilet

Someone look at all the buy orders for QCOM after hours. The fawk is going on???

TurbodToilet

Nvidia goes up 1%? QCOM goes up .15% Nvidia goes down .15 % QCOm goes down 1%. Mmmmmhhhh lovely

Icantfightthisfeel

As a longtime QCOM bagholder, that shit stock will always crash when it gets a new ATH. Some some... at the near top for once tho

I-ProGamer-I

QCOM not moving afterhours. I think it’s just ded

Odd-Block-2998

As soon as I bought MU, QCOM and AVGO at the very top, all 3 of them crashed. Wall street must have built up a notification on when I bought stocks.

I-ProGamer-I

QCOM fall off also quite the sight…. 

Verghaust

Not only NVDA. All of semis dead TSM AVGO ASML QCOM AMAT INTC.

SpareSupermarket1708

https://preview.redd.it/y7j5bt6whj8d1.png?width=1401&format=png&auto=webp&s=c9c0d6f61030b943298d262625782d3d4775f436 NVDA, SMCI, AVGO, QCOM, NFLX

TurbodToilet

QCOM calls 

Worried_Quarter469

QCOM getting bad reception

Pure-Distribution-51

It’s over for all the tech/softeware companies r.i.p my QCOM and MU calls.

Hackedbytotalripoff

Thuu it s is a good argument but laptop market is saturated. I think self driving car, robotics, are area I could see growth for QCOM