Reddit Posts
$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
I have a lot of QCOM stock bought in the 130s I want the dividend ex div date is 9-4 can I sell it after hours
Holographic/VR/AR Industry Development Weekly, Week 35, 2025
Nvidia’s chips pose security concerns for China, a social media account affiliated with China’s state media said on Sunday, after Beijing raised concerns over backdoor access in those chips.
NVDA IS PRICED TO PERFECTION IN FRONT OF A GROWTH SLOW DOWN
Ai hype versus reality for NVDA, AMD ,AVGO, etc
Do the new chip tariffs actually affect any big player?
Holographic/VR/AR Industry Development
Qualcomm Q3 2025 beats EPS forecast, stock edges up
Mentions
Bought a boat load of QCOM when it was around 140 and sold it all around 240. The one time I sell and don't ragret it. Looking like a genius here.
Gonna buy the dip on QCOM and hope somehow this semi memory run will at least take QCOM up abit
Any play TSLa, QCOM and HOOD
What morning are you speaking of? For today, the only red I see in my list is $QCOM & $WMT
Bers bought semi calls but they are QCOM calls
QCOM is not invited to the semi party
Lmao dude get a life. I tilted you hard there didn’t I? And everything I said prior has not changed a single thing. Now we even have clear visibility of the DC timeline. I’m investing based on thesis, you’re gambling based on stock prices. So I suggest you dont hold QCOM.
F Samsung massive beat and QCOM saying memory is fucking their revenue and margins for the short-term. SELL ALL MEMORY
QCOM should delist itself from QQQ and put itself in Russell 2000 or something.. :kek:
QCOM should have shown off their robot again. That robot deserves a second chance.
QCOM playing good chill music after earning call ended. For that reason, I am gonna buy call.
META keeping CapEx static, MSFT undercut CapEx sped, QCOM and ARM dissapointing on forecast ... All in all - enjoy the bags, AI bols
QCOM bad earning and weak guidance, becoz no one buying that super expensive Andriod phone .
META ARM QCOM all dumping after earning 🤣
QCOM, ARM missed estimates. AI trade truly dead.
QCOM PRE EARNINGS FLOW 📊 By rocky-X PRE EARNING FLOW: 🟢 Bullish SHORT DATED FLOW: Aggressive buying in Aug. 7 $175 Calls, Aug. 14 $175 Calls, and Sep. 18 $180 Calls, with only light weekly put buying. NET PREMIUM: 🟢 +$9.77M EXPECTED MOVE: 📈 ±$12 (~7.6%) NOTABLE FLOW: • 🟢 $347.9K Sep. 4, 2026 $160 Calls (Opening Block, Unusual) • 🟢 $160K Aug. 7, 2026 $175 Calls (Opening Split, Unusual) • 🟢 $156K Aug. 14, 2026 $175 Calls (Opening Sweep Above Ask) • 🟢 $150K Sep. 18, 2026 $180 Calls (Sweep) • 🟢 Multiple additional Aug. 7 $175 Call sweeps totaling over $400K in premium. • 🔴 $49.6K Jul. 31, 2026 $152.5 Puts (Sweep) Overall, options flow remains bullish, with 85.6% of premium allocated to calls ($1.1M vs. $75.1K puts) and +$9.77M in net premium, driven by repeated opening call positions ahead of earnings.
Assuming MSFT, META, ARM, QCOM all going to dump regardless of earnings. Tempted to grab puts but how much lower can we go? (That’s not a challenge market gods plz don’t)
QCOM touched me today
Opened TODAY July 29 - Calls: ARM • ASX • FORM • FTNT • QCOM • SIMO - Puts: CHKP • TENB
If my calls on QCOM do hit I’m genuinely bankrupted
Anyone buying Calls before QCOM’s earnings?
Got 40x QCOM 21/08 $190 calls. Currently 60% underwater on those. Not sure what to do A) Salvage the remaining value? B) Roll up and out? C) Hold and hope for the best?
Holding about 140k of shares between QCOM and MSFT today, my hole will be puckered at close
Need a pop from QCOM today to bail me out of this position
Going to dump further after Amazon QCOM and META earnings.
We got MSFT META QCOM LRCX ARM Robinhood earning today. Pick one and get rich .
nibbling at the little BCO dip....getting close to nibbling at QCOM
My best advice to you, please stop here. I turned $500 into 500K in about 2 months. But lost all. So advising to you please stop. So you will be paying 1.4M minus 500K overall losses so nearly 900K, is that correct?? Where did you get the capital for that 12K trade kn QCOM.
Anyone else in QCOM or am I the only regarded person here
What am I doing with my life when I realize I’m banking on QCOM to bail me out
Such a packed day tomorrow holy... MSFT, META, QCOM, ARM, SKHY and FOMC. Any bad news will remove the buy button from semis
I would get the QCOM leaps after earning tho. they may dump
AAPL has warned about large cost increases and raised prices by a pretty big amount. That was before QCOM came out and said they have no choice but to increase prices. AAPL still buys from QCOM. So now they have even more large cost increases hitting them. But the market is euphoric and jamming AAPL into new highs ahead of earnings because they didn’t compete in the ai race? They are still being impacted by it, and when it comes time for the ai labs to jack up prices in an attempt at survival and some actual roi, the assumption is that they are going to give AAPL super awesome special friend pricing for its users? Really? I think the ai labs will gouge AAPL. And AAPL will have no choice but to bend the knee and accept the high pricing for ai access or risk losing access to all frontier ai models. And as users demand more access to ai, and AAPL doesn’t have it, guess what their next device purchase will be? Not an Apple. I would not be long AAPL here in the medium term.
Holding out on QCOM for an earnings bailout, prob gonna lose my shirt though
MSFT, AAPL, META, AMZN,QCOM earnings will kill the market if Market dump on good earnings
Wednesday: META, MSFT, ARM, QCOM, LRCX, ***and*** the **FOMC**
QCOM https://preview.redd.it/clrqmmxlnmfh1.jpeg?width=1125&format=pjpg&auto=webp&s=ff1829f3d30b6dde492e92a2f0b0264a95825167
D. Buy something else (and perhaps keep an eye on QCOM) I avoid 20% in any given industry, and *all* of these stocks are highly dependent on the LLM/data center narrative. That falls apart (and we're seeing stories casting doubt on ROI for it everyone from megascalers to end users weekly), and all of these have a long way down to pre-GPT 3 lows. I wouldn't even touch an index fund now. They're at historic levels of concentration, and close to 60% of market cap is tied to the LLM/data center narrative. I look to companies at reasonable valuations, revenues growing at a pace at least matching inflation, which return cash flows to investors, in current price uptrends. In OPs graphic, only QCOM is attractive to me on valuations, revenue growth, and return of cash flows to investors, but the stock price has yet to find support. I'd consider if it rose above 20 and 50d SMAs. Let others catch knives.
I happen to own QCOM so the commentary here is particularly painful
puts on QCOM, calls on gravity
As if AAPL's at 20 PE lmfao. If you want low P/E semis NVDA, TSMC and QCOM are right there.
QCOM the worst stock I’ve ever touched
Especially with recent dips. I just loaded up on INTC QCOM leaps and I’m likely adding OKLO and PENG on Monday.
It does look like that. I think QCOM also had a recognizable head and shoulders pattern recently. Neither are textbook perfect but not far off either.
QCOM graping me in the mouth
QCOM getting stupid cheap considering all the new business its been acquiring, but still getting dragged down with the result of semiconductors anyway. Was at this price back in late 2021.
Down 4k on QCOM shares dawg what am I doing with my life
Well. I think the issue here is you are in the wrong ones. Or I am. I’m bag holding some QCOM and GLW They have “fundementals” ( bigly gay I know ) At some point there has to be winners and losers. They all can’t win. Could they all lose? Yes but I don’t see how unless a massive emp goes off and we go back to beating each other off with sticks
Is QCOM the worst stock of all time
I like them too. I liked QCOM til those bastards started diluting
Playing GOOG, QCOM, CAMT, SMCI, and MRVL earnings in July and August. Some I have been in for a while, added qcom,camt, and mrvl earnings call positions on the pull backs. Hoping for some pull through after TSM earnings call outlines demand that cannot be met through 2027….taking more short dated risk than I typically do. Wish me luck
Taking a drive to the QCOM headquarters today and demanding a refund
ARM and QCOM keep going down . Thanks to IBM I guess
Lmao I saw QCOM at 190 premarket and thought “maybe I should sell here before open”. Ultimately decided against that and got an extra 40 mins of sleep, and woke up to this bullshit
I would pick the one semi stock that’s down today. Thanks QCOM
Added ATM $QCOM monthly calls.
ARM and QCOM dumping since open . wtf
[https://hc2024.hotchips.org/assets/program/conference/day1/04\_HC2024.IBM.CBerry.final.pdf](https://hc2024.hotchips.org/assets/program/conference/day1/04_HC2024.IBM.CBerry.final.pdf) IBM can somewhat be regarded as a chip design company (similar to Nvidia, AMD, AVGO and QCOM)
QCOM getting thrashed
QCOM is absolute trash to trade.
$QCOM atm monthly calls maybe still doable. Closed mine but may re-enter.
QCOM and DIS, was too boring after owning it for almost 11 years barely did anything. ISRG, yet another boring stock. MELI, needs more volatility. Alot of opportunity cost else where, would rather now just throw it into dividend income funds if i knew these companies were this boring....
i sold as well been in it since the 50s. Bought the dip on QCOM and INTC yesterday
There is no doubt in my mind QCOM is doubling in the next 6 months
QCOM such a piece of shit
1 min silence for those who bought QCOM after Jensen Huang told them to buy
Here is my general exposure to this space. RKLB (acquired a robotics company) ON (sensors, semiconductors) QCOM (sensors, semiconductors) ACLS (produce semiconductor manufacturing equipment used in high voltage applications)
Would like another day like this from QCOM tomorrow
QCOM if you’re hodling for a while
I too can pick random tickers im jealous of. QCOM and ARM to $40! Ps. Enjoy your SaaS bags.
QCOM to 200 this week por favor
I was in some asts during the rklb run. Was mostly in QCOM And MU most of that time.
1. NBIS 2. OUST 3. CCXI warrants Looking to scale into two of the following three: QNT / SONY / QCOM
$1,500 in QQQ $500 in NBIS $500 in QCOM $500 in OUST Do not waver. Stick with the plan. Thank me in five years.
Lemme get QCOM to 200
Anybody know why QCOM has been weak?
If you held QCOM for 6.5 years you'd be about breaking even now
I made nice money on this one, but sadly lost a ton on QCOM during this time period.
Looks like shouldn’t have held QCOM calls overnight.
You should throw QCOM into that picture
Almost full port into QCOM and it performs on par with such shit as SPCE, SNAP and AAPL. Just my investing talent at work
Great move. QCOM incredibly undervalued considering what edge computing will look like in a couple of years.
Yep. AMD, QCOM and Intel spent over 2 decades or more chasing Nvidia and you think a startup with limited capital can tame the dragon while the others with almost endless capital can’t? Starting a new chip company from scratch is hard. Ask Google and Amazon and how much they spent. The best hope is for cbrs to get brought out for its IP when it’s down 70% from here
Even boomer QCOM TXN down like 10 % today
So much fucking loss in just last 10 minutes. QCOM calls were down 50% in an instant.
Fucking QCOM gaped my ass.
GOOGL, QCOM dumping, AAPL and MSFT mooning. Someone with access to a Bloomberg terminal?
Lol if they think they'll bully me into selling QCOM at a loss they can go fuck themselves. I'm in my 30s I can hold this shit for 40 years.