Reddit Posts
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
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?
Mentions
I think we are entering the good enough era for AI chips. Nvidia and AMD both increasing prices which makes QCOM even more possible. Also with communities not wanting higher electricity bills. A more efficient setup is an easier sell.
People are too concerned trying to find The Next "X" that they miss what's already in front of them. Maybe it's SKWS, maybe it's BE, maybe it's QCOM, but none of that matters. Just ride MU until the next play is obvious. You didn't have to buy MU at $62 in 2025 to make money, neither do you have to find the next mu when it's still on the ground floor. Being late is better than being wrong
Best Buy - Black Friday Deals Doorbusters - $ORCL $QCOM $CRWD $IONQ $BE
QCOM down 6% on nothing??? wtf am I missing
QCOM down 6% today. dam it I am poor
both QCOM and IBM down 3% today. I think they targeted me
You don't really buy QCOM for datacenters, imo. At least not in the long term. The real upside could be in edge and, related to that, 6G. Its an underrated robotics play, in my highly regarded opinion.
QCOM will be the best semi story in 2027. By the time the market wakes up, it will be north of $300... IYKYK 😎
Anyone have thoughts on QCOM's future?
QCOM may hit $200 this week 🐂
Im telling y'all! QCOM to 300!
QCOM plugged on trader tv and is also good bud :)
QCOM $170 after meeting tmr?
QCOM about to have a "hold my beer and watch this" type of moment!
QCOM somehow saved me from the market . 🐂
QCOM chart is looking nice af
Another day of QCOM randomly mooning.
when can QCOM fall off a cliff today?
QCOM cured cancer today. up 5% on no news
QCOM run is on . $200 soon 🐂🐂
QCOM quietly has shown some incredible strength in recent weeks and should be a very good long from here
my QCOM went from down 6% at open to now it is down 0.4% . Never panic sell
QCOM about to be green when other semi is fked 🐂🐂
QCOM from down 6% PM to now only down 1.4% . I take that as a win 🐂
God dam. Even my QCOM is down 5% premarket
$RRX for actuators (Kollmorgen division). Japanese company called Harmonic Drive does them as well with an OTC ticker $HSYDF. $CGNX does visual input systems as well. Something to consider, though, is that not all bottlenecks are built the same. It’s about margin and a lot of these companies in robotics don’t have it from a manufacturing standpoint because of cyclicality, even with pricing power. The software stack is more likely to be where the margins expand in robotics. And that is still $NVDA to a large degree because of CUDA, but other edge compute names like $QCOM might be able to enter the space if they execute their pivot.
QCOM to 300 i been telling yall
fuck MU lmao.... DELL and QCOM were beautiful and i think I'm too late
Amzn really saved QCOM's ass with the deal.
Fuck your QCOM. I sell my calls and it starts pumping 🖕🖕🖕🖕🖕🖕
QCOM just keep pumping today 🐂🐂
QCOM went from 171 to now 177 in just 1 hour. 🐂🐂
My semi QCOM AVGO only down 1%. I survived the recession
QCOM will double in 2027, anything below $200 is a steal. IYKYK 😎
Keep pumping QCOM. I need u to hit $200
QCOM, said it yesterday, will say it again, IT'S ON SAAALLLEE!!!!
QCOM is a shitstain stock
Hopefully QCOM performs a little better tomorrow..
Damn, i'd laugh at this if I didn't own so many QCOM Stocks
QCOM has finalized my Mount Rushmore of horrible stocks, joining AVGO, SOFI, and RDDT
This guy doesn’t know shit about chips. Some retard will read his comment and dump their life savings into QCOM.
QCOM had dat huge shrek and just... deflated to a semi.
Can someone revive QCOM
Today actually makes perfect sense. AI is going to continue so TSMC and ASML going up. But the recent news is that it isn't anymore just about generic GPUs but having also customised chips. So that's why Nvidia down and the others up: AVGO, AMD, QCOM. And memory also will be needed so MU, SK Hynix also up. Amazon down due to capex news (flows to QCOM). Risk-mitigation with Apple due to tomorrow's event. MSFT perhaps went a bit high so it's correcting a little bit, but not drastically. Musky stocks doing musky hype, can't be explained. Meta and Google both hovering, no clear signs to push in any direction.
$15 billion from data centers CPUs, new business. Can't compare to INTC or AMD. I am talking about inference and all the edge devices that will be powered by QCOM chips. Already deal with Meta glasses, possibly OpenAI "smart device" and then all the Samsung devices. Autonomous vehicles, IoT, robots, everything will have a QCOM chip.
Fk, QCOM suddenly dumping 2% in 2 mins
[QCOM + META](https://www.qualcomm.com/news/releases/2026/06/qualcomm-and-meta-announce-strategic-multi-generation-agreement-) [QCOM + AMZN](https://www.reuters.com/technology/qualcomm-amazon-develop-custom-chips-ai-data-centers-2026-09-08/) IYKYK 😎
NBIS and QCOM are next next big stocks. Marvell ist going to bounce back up as well
Most low end stuff will not use QCOM.
QCOM is the most important semiconductor company other than NVDA. Not AVGO, not MU, not AMD, not ARM. $300-$400 by mid 2027, every AI edge device, robot, car, IoT, everything, will be running on QCOM chips.
QCOM in big deal with AMZN Just the beginning...
Forgot to mention that I really like $QCOM as an asymmetric bet too. Other notable themes would be AI PCs, in which QCOM has a large market share. $HPQ, $CRSR, $LNVGF, and $BBY are great ways to play this theme.
In my experience, QCOM doesn't have a good innovative culture. It's relying on acquisitions to innovate or enter adjacent fields. Most of the acquisitions are for technology IP, not the customers - which is not a good sign for a tech company.
QCOM one month chart is just ALL sideways LMAO biggest theta eater that stock
Backdoor way to bring QCOM and its AI agentic and edge chips running open models into its fold. That's the next growth story beyond GPUs. https://www.qualcomm.com/news/releases/2026/06/qualcomm-and-hugging-face-expand-relationship-to-advance-open--d
Read about their strategic partnership with Hugging Face who just got acquired by NVDA in an effort to push open weight/source AI. If regulators would allow Jensen Huang, he would snap QCOM yesterday. May still do that. Once it runs, analysts will play catch-up as usual. Read Morgan Stanley report if you got access.
Can someone make a big indepth QCOM dd post that gets thousands of upvotes?
Yes, most underrated semi...All the damn edge devices, robots, cars, will need QCOM chips. AAPL fucked up big time.
Guys will QCOM ever go up again?
I think BTC has the most potential for a big gain. For a stock per se, then I'd pick HOOD. QCOM is low risk with good potential for a run on a surprise catalyst.
My positions generally in this sector are ON, QCOM, ACLS
QCOM is up 8% in the last year. This man bought at the top in May/June expiring in December and held. This ain’t even close to a leap.
Even if that QCOM call pumps to be a 10x bagger. He still would take a loss on it. lmao
The reality is that most pubco CEOs are safe until and unless an activist investor comes in. Boards don't make moves against CEOs without pressure. Maybe an activist will see an opportunity in QCOM, but my guess is the stock price isn't low enough nor has enough opportunity for growth for such an investor to come in, shake things up, and walk away with a solid premium on their shares within a short time period.
Given that he’s down 92% on QCOM, he’s held these for much longer than 4 months.
QCOM $250?? What makes you think it’ll breach $200 before the end of this year?
ok QCOM decided to pump 4% like that today
Good one! Their problem is, ironically, semiconductors. Because of the RAM/NAND supply problems, phone makers are making less phones, which means less QCOM chips. Their new laptop chips? Also nuked for the same reason. They have really failed to produce decent server chips, but they are trying. I used to dev on their platforms and have been in their San Diego HQ building several times to work with engineers. Their culture is really toxic. I have a lot of sympathy with their legal shenanigans though, because of how China/Taiwan works. Crazy industry. You pretty much need an army of lawyers or actual violent goons kneecapping your competitors to win.
QCOM has joined the chat. \-9% YTD \-39% from 52 weeks high
QCOM actually doing not bad this week.
**BanBet Lost** — /u/restartilife (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **QCOM** ▲ | $162.29 → $185.00 | +14.0% | 2d | Lost |
Biggest mistake was to trust QCOM.
Sold a QCOM call (bought around .60) for about .55/$55 that popped to 3500
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **QCOM** | $185.00 (above) | $162.29 | +14.0% | Aug 14, 2:51 PM |