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Ran the numbers through multiple models and calculations, these are the numbers estimated for following stocks by next year.
Wall Street keeps celebrating earnings beats that investors probably shouldn't care about
earnings preview for next week, mostly watching AAPL and AMD
Could $SKYX be the $TSLA of Smart Homes? - Recently announced merger with Deako brings expertise and business development skills of former CEO of $QCOM and former CEO of $HD
QCOM Options CALL Profit+$1,731.05
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
So if I take the L can I go hit up Trump for that 5K he was talking about?
$QCOM Investor Day Highlights Their Strategic Pivot to AI Infrastructure
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Pre-Market Gainers and Losers for Today (June 25, 2026) 📈 📉
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
$SPY -- Bullish? -- 3DTE -- MU Earnings + Semi Catalysts
Pre-Market Gainers and Losers for Today (June 16, 2026) 📈 📉
Holographic/VR/AR Industry Development Weekly Report, Week 24
Keep an eye on this Rep. Maria Salazar (R) disclosed purchases up to $65,000 of $QCOM on May 13th She sits on the House Foreign Affairs Committee 3 weeks before her purchase, the same committee passed multiple bills restricting China's access to American semiconductors Source: StockInsider App
Why does Jensen want to pump QCOM?
$NVDA and $MSFT have great moves coming forward
Pre-Market Gainers and Losers for Today (June 1, 2026) 📈 📉
Quantum stocks are moving, but I think the market is reacting faster than the fundamentals.
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Quantum computing catalyst drives capital into semiconductor infrastructure leaders
Anyone else watching the QCOM correction? Checking out the chart vs AI hype.
13 MAY 2026 , WHAT ARE THE BIGGEST LOSERS TODAY AND WHY ?
Today seems to me to be a relatively good buying opportunity. Which stocks are you looking to start a position in or buy more of?
Today seems to me to be a relatively good buying opportunity. Which stocks are you looking to start a position in or buy more of?
Does the stock performance of Micron (MU) destroy the efficient market hypnosis?
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
$MBLY 100k Bet, INTC Own Them. Robotics Could Be Next 🤖 Musk & Jenson See the TAM far Greater than Ai/LLM.
Robotic Stocks are Next 🤖 Musk & Jenson view them as the Largest TAM ever.
Could be Time to Buy Robotic Stocks 🤖 Musk & Jenson call them the biggest TAM ever.
The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst
Small gains but appreciate the knowledge gained
Closed 200 QCOM $180 calls for $159k today 😎
If QCOM retraces the AH pump I'm going to crash out
QCOM: “can we get much higher 🎶🎶🎶
After the U.S. stock market closes today, four of the world’s most valuable companies will release their quarterly earnings reports.
WeRide (WRD) multi-chip and Lenovo Scaling Factor
Arm Holdings (ARM) up +13% as said it will start selling its own chips for 1st time. The new business is expected to generate ~$15b annually
📊 DD: Jensen Says AI Spend Hits $1T by 2027 — That Money Has to Flow to Hardware Like QCOM
Holographic/VR/AR Industry Development Weekly Report, Week 10
(Humanoid) Robotic's companies suppliers and part producers, i.e. robotics "goldshovels"
QCOM is a great asymetric growth play at a value price - A medium term robotics play
QCOM is a great asymetric growth play at a value price - A medium term robotics play
Longterm investing is over and no one wants value
AI, Chips, and Robots dominated CES 2026. It's just the beginning.
What do you think of this portfolio? Give me discussion and debate on the individual holdings.
Will Qualcomm (QCOM) announce a partnership with OpenAI?
Qualcomm beats on Q4 estimates, offers upbeat forecast
QCOM has a chance to soar with its future partnerships and plans
AI chips popping, bank deals brewing, water stocks flowing. Monday was loud
QCOM: The AI + 5G sleeper stock that institutions are quietly loading up on
Qualcomm drops 3% premarket as China opens antitrust probe over Autotalks deal, reigniting U.S.-China tech tensions
Betting on big boats to get a big boat
Doh! I have been so busy with ENSI today I didn’t get round to topping up LUNR, MDAI & UPST!
‘ENSI = QCOM x t’ … in my opinion. The only question is, what is the value of t?
QCOM Calls are the next Lance Armstrong
Mentions
QCOM’s price reflects them losing the iPhone business. They’re trying to pivot to AI data centers to recoup the imminent lost business, but that’s no guarantee. NVDA, TSM, and AVGO are all at really attractive prices imho and I bought a bit of all of them yesterday near close of market.
Fair points, so I reran it with that. With 2.5% growth forever after year 10 instead of zero, every number drops slightly: ARM 35%, AMD 28%, AVGO 18%, NVDA 17%, QCOM 6.5%, MU 0.3%. The ranking doesn't change. On the first point: read the rate as the 10-year average. NVDA growing 50% now and slowing to single digits later can average out to \~20%. A front-loaded path is actually worth a bit more than an even one, so if anything the flat rate overstates what's needed.
Which CPU will pump the hardest tmrw AMD ARM INTC or QCOM my money is on ARM
I think ARM and QCOM are going to soar tomorrow and next year. Will outperform INTC and AMD
QCOM up 6% from intraday low. Swing trade heaven
QCOM at $148 was the dip. Now it is at 158
I think I’m regarded I sold my PLTR 160p for a loss yday to buy QCOM 150P expiring tomorrow
Sell off started with shit earnings from QCOM
What a great day for QCOM to enter data centers! :clifford: :clifford: :clifford: :kek: :kek:
QCOM had shit earnings which started the sell off
It’s the AI company debt that’s bringing markets down. QCOM earnings look like shit.
Aint no way QCOM is down 11% after all those contracts $$ Something is fishyyy here people
I bought AVGO and QCOM. I can assure you the dip has just started :'(
Holy shit, my 150 QCOM puts might be in the money!
QCOM has cucked me for years fuck this stock piece of pure dirt
Hoping QCOM dies even more tomorrow
If there is a god, please let QCOM drill another 10%
My QCOM calls were up 68% at close and I didn't sell
I’ve been cucked by QCOM for the last time
QCOM and ARM continuing the semis slaughter
I need QCOM down another 7% please
What happened to the guy that went in both $QCOM & $Amat? He mentioned if both shits the bed, he will be liquidated or something.. well one did shits, the other went nowhere...
Looks like both APP and QCOM want to really badly destroy both calls and puts like PLTR and AMD
lmfao QCOM blasted last minutes just to rug everyone
If your bearish on QCOM, you're a cucumber. Get it?
How in the fuck is QCOM not gleaming green.
# $QCOM: market cap $176.19b revenue: $10.32b, −8.4% YoY (2.1% beat) net income: $1.25b, +140.1% YoY ttm revenue: $43.12b, ttm net income: $13.63b p/s: 4.1x, p/e: 12.9x, net margin: 31.6% initial reaction: −4.73% [earnings release](https://investor.qualcomm.com/files/content_files/FY2026-4th-Quarter-Earnings-Release.pdf) # $ARM: market cap $198.51b revenue: $1.44b, +27.1% YoY (5.3% beat) net income: $130m, −45.4% YoY ttm revenue: $5.46b, ttm net income: $936m p/s: 36.3x, p/e: 212.1x, net margin: 17.1% initial reaction: −3.09% [earnings release](https://investors.arm.com/static-files/0b5baa2e-fc47-4d05-b724-e49de7bd4356)
QCOM and MRVL are direct competition
No appetite for AI hardware makers whatsoever, sheesh, now ARM and QCOM getting clobbered
QCOM went from 0 data center revenue this year to next year $7 billions data center revenue . They are cooking
QCOM closing action was wild
QCOM and ARM already starting to drag AI tech down
QCOM doesn't move market. tiny
QCOM flat as fk. My portfolio is alive tho
$QCOM found oil while drilling
# QCOM With the uno reverse
Going red... LOL $QCOM
So waiting on ARM and QCOM to save semis…
If god exists...please let QCOM rocket 20%
Did they leak QCOM earning or what
Just for curiosity why QCOM puts?
Opened Today November 4th - Calls: APPN • CGNX - Puts: QCOM • HUBS • KVYO
QCOM pumping trying to give me hope
Fully expecting ARM and QCOM to report new records and reaffirm AI spending, which the market will take as "we peaked; must sell"
There is no combination of words in the English language that could prevent QCOM from tanking on their earnings release
I’m not in QCOM but its gonna affect the tech sector as sensitive as it is
QCOM?? u deserve to get spanked
Having a hard time seeing how $QCOM doesn’t attach a dollar figure/update guidance on this new deal with SPCX during the call. Calls
If QCOM & ARM shit the bed AH, I’ll genuinely lose every single dollar to my name
QCOM? can it save the semi's?
Got $2M in QCOM shares for the earning today. Wish me luck
Need ARM and QCOM to tank so I can buy those dips. Thanks.
* **$QCOM:** revenue expectations are around **$10.1b**, inside management’s **$9.7–10.5b guidance**. declining revenue wouldn’t automatically mean a miss. the bigger question is whether next quarter’s outlook shows handset recovery. [guidance](https://www.sec.gov/Archives/edgar/data/804328/000080432826000085/qcom062826erex991.htm) * **$ARM:** consensus revenue of roughly **$1.37–1.38b** is near management’s guidance midpoint. ai/data-center demand supports growth, while smartphone weakness and its premium valuation leave room for disappointment. **a beat could still sell off if the outlook isn’t strong enough.** [preview](https://www.markets.com/news/arm-q2-fy2027-earnings-preview) **my read: cautious on both reactions, but “both likely miss and go red” is stronger than the evidence supports.**
ARM QCOM earning today. Time to gamble
QCOM, ARM, and COHR tonight, semis completely shat the bed, no way they drop even more right???
My wish is for CAVA and QCOM to take a massive dump this afternoon, if not it's back to the Wendy's dumpster battlefield for me
# $QCOM · last four reported quarters |fiscal quarter|revenue|revenue yoy|net income|net income yoy| |:-|:-|:-|:-|:-| |q4 2025 · september|$11.27b|\+10%|**−$3.12b**|profit → loss| |q1 2026 · december|$12.25b|\+5%|$3.00b|−5.5%| |q2 2026 · march|$10.60b|−3.5%|**$7.37b**|\+162%| |q3 2026 · june|$9.95b|−4%|$2.00b|−25%| |**ttm total**|**$44.07b**||**$9.26b**|| **ttm profit margin: 21.0%** the weird profit swings: september included a **$5.7b tax charge**, then march included a **$5.7b benefit reversing it**. **bottom line:** revenue growth has weakened. automotive and iot are growing, but handset weakness is outweighing them. tonight’s existing revenue guidance is **$9.7–10.5b**.
Taking a gamble on 200c for QCOM next week exp.
Don't touch SOXL today. TSM is literally sitting on the 200 MA. NVDA just a few cents under. AMD will be on crack cocaine because of the earnings (still over the 200 MA). AVGO, QCOM, INTC and a few others are way under the 200 MA. Do leveraged DOW or Russell if it's your thing.
QCOM signs major 5G infrastructure deal with SPCX mobile network . Pump my QCOM plz
QCOM pump before earnings would be great. After too. 🤣
womp womp https://preview.redd.it/b8hhni4pkhzh1.png?width=602&format=png&auto=webp&s=98edcfe0d9e271bd46aef9902cba76ba03e4df94 QCOM and ARM tmrw hmmmm
QCOM be like https://preview.redd.it/tdz39fqztgzh1.png?width=415&format=png&auto=webp&s=9e1e0a19670c12a5ea66b967a5eafd2d741ba58f
I don’t know what QCOM does but I’m buying puts for earnings
How we feeling about QCOM
So what's next to get wiped tf out on earnings tomorrow? ARM? QCOM?
Expect QCOM to drop below 100 for no reason other than I bought it :(
Not feeling confident about earnings from AAPL, AMD, QCOM, and PLTR. SMCI might be good though. I feel like the red will continue. I don't think the midterm elections are going to mean much no matter who wins.
Monday Apple earning, Tuesday AMD earning , Wed ARM QCOM earning And I full ported in QCOM . They are down 12% today
Still buying ANET & QCOM idc
Got PLTR puts and QCOM puts
Even QCOM is down 11%. BTFD on this , mediatek just had amazing earning today
QCOM eating it too, thank god I didn't touch that shit
The earnings massacres just started too.. look at next week jfc: AMD, AAPL, QCOM, PLTR, SMCI, LITE
RDDT is on my list, but INTC having such mind boggling price swings and govt' intervention to essentially rescue the firm... that then falls like this. no thanks. have no idea what the fundamentals are... <$40 on INTC and I might add 1%, simply as a goof. tbh, having to pick a single semi hasn't worked well for me other than ARM and QCOM this year. however, SMH has been a scalping wonderland.
APPL PLTR monday, AMD tues, ARM QCOM wed, more than enough to mess shit up more if they miss
QCOM will be the next AMD
QCOM gonna smash earnings mark my words.
This easiest check would be to look at what the fund holds. For example, SCHD (about 100 stocks, as of Oct 24) has none of the mega caps, no NVDA, Apple, MSFT, Amazon, Google, or Meta, which is most of SCHG's top ten. Not AI free though, TXN and QCOM are both over 4%. Funny part is the MCP market data server I tried had SCHD's full list but nothing for SCHG, so I got that side off a finance site.
Sitting at QCOM TXN and enjoy the gains 😎
Man, there are a lot of companies with P/E's less than 20. A lot of them have PEG's that are getting pretty low. Off the top of my head, the following are cheap right now: NVDA, AMD, MU, AVGO, QCOM I am also picking up new companies CBRS and CRWV.
Standard blood-red day today for the QCOM barcode. Tomorrow should be green, but because I bought calls EOD, it'll dump harder than a fat guy in a McDonalds bathroom.
Somehow I am not down that much. Becoz I am holding QCOM TXN boomer stock
Picking a big tech name as an AI hedge might be the dumbest strategy I've heard in a while. It's all linked within big tech, and QCOM just anounced November layoffs specifically due to decreased demand for new smartphones.
It reminds me of the late 1990, QCOM was doing the same in investing in numerous start-ups. Overcapacity came and their chief competitors Ericsson, Motorola, and Nokia all suffered. Many will say it is different - yes, it is different because most retail investors of today did not live through it.