QCOM

Tocharian

QCOM calls for next week. It's itching to blast off. Those 175C's are going to be 10+ baggers next week.

Next_Tap_3601

ASTS is not profitable, and that’s another category of stocks I don’t touch. Some folks find plenty of value in pre-profit companies, but it’s too hard to predict and put value on, so I stay away. I have MU and it falls under the category of “not fully boomed yet”, but it is tricky because their business is so cyclical and it is hard to predict their CAGR. So if you happen to enter high, you may need to wait for a long time to see some gains. In the semiconductor space I’d also say QCOM. They have been left out from the AI hype, but once the AI dust settles, I think they’ll get their fair share. On the fintech side, I think Wise PLC hasn’t (fully) boomed yet. So it still has some decent upside.

vdbmario

What American manufacturing? Who uses Intel? QCOM said what recently? No option to use Intel.

19kjc87

So is QCOM going to get popped by PEDs?

MysteryNipples

“Al edge computing, 5G, and automotive” Is there really anything left to get from 5G at this point? Other than recurring revenue from their existing licensing/patents? (Which is already priced in) Automotive and edge compute: They’ve been in this space for the past 5+ years. Have they done or announced anything of note that has been looked over by investors? This company seems like one that should have capitalized but failed to execute time and time again. As a QCOM bag holder myself. I wish you success.

Bajatraveler1

I’ve made money on QCOM for decades using the buy low, sell high method. I started when QCOM would bounce between 30 and 40 a share. Nowadays, it bounces between 145 and 170 a share. I recently got back in for the climb back up.

Leroy--Brown

QCOM really missed out on positioning itself within data centers.

_hiddenscout

No idea what you are talking about in the context of that article lol. The article is about how QCOM can't use Intel because they are can't meet their standards. >“Intel is not an option today. We would like Intel to be an option.” In essence, Qualcomm cannot currently rely on Intel as a supplier because Intel’s chip production technology doesn’t meet its requirements.

VoidMageZero

They really took off in the last few years, before they were just another random $100B company like QCOM or INTC

Beloved_Mango

The QCOM dip is very similar to the GOOG dip if anyone wants a guaranteed boring 25-30% gain QCOM is jacked to the tits in patents but AAPL bullshit is keeping it somewhat down

banditcleaner2

Mainly ADBE, QCOM, and Comcast are pretty much the only ones in here that are still kicking lol

sssauber

Still, if one had bought QCOM on the hype peak in 2000, the would still have miserable 70% profit in 25 years. Assuming HODLing their ass

cultoftheclave

learned my lesson with QCOM there

Ill-Ad1603

QCOM should be an low risk index fund.

stickman07738

For me, it was over-rating hardware, I had a nice position in QCOM being in 1998, at any drop I would add more. In early 2000, dropped 10%, I am a f - ing genius buy more, drops 5% - buy more, then March 2000 to early April - lost $300K because I was greedy. NVDA trajectory reminds of QCOM - competition is coming and with unknown CPC-PRC competition/restrictions impact - it would not surprise me with a significant impact. HOLD but be watchful.

Aggravating-Pin-6029

Personally I disagree with this approach, unless your portfolio is so big that your purchases / sales will affect a stock’s price movement. Otherwise, 3% of each stock means you will have over 30 stock picks. Your winners will get diluted by your losers, and at that point you might as well just buy an ETF. The key is to only buy stocks that you have high conviction in and have done proper DD on (which is impossible to do for 30+ stock picks). Keep enough cash on hand to buy when there's a big dip. For QCOM, if you had bought more during 2022-2023 you could've still made a decent profit.

gavbot_1213

Primarily SPY calls, credit spreads 2 weeks dte, OPEN calls, and QCOM long calls (been waiting to get a piece of the QCOM pie) Front loaded SPY ~60dte calls to be safe at first. But I forgot I need to inverse my life

Scary-Ad5384

Well going back a few years when I started handling my own money I had over 40% in 2 stocks..NXPI and QCOM..both basically tanked the same day ..not even sure how much but 15/20% ..Could you handle an event like that? So anyway I don’t hold any stock over 3% of my holdings..Every guy handles his portfolio differently so I can’t judge but consider that a 15\20% one day drop is certainly possible in any stock.

cbusoh66

INTC was trading at $50 in early 2024. It's not that unfathomable for them to see $50 again and maybe $100+ if all goes well. I would argue that Intel is a much better shape now than ever before. Their problems are fixable and their 18A and soon 14A are more advanced than TSMC. They just need customers. Trump will force NVDA, AMD, AAPL, QCOM, BRCM, etc to use Intel (and other U.S. based) foundries. The issue for TSMC's Arizona plant, is that they're not building their most advanced manufacturing in the U.S. and now it's too late to start. I will bet my future first born that TSMC will also be taking a stake in Intel as well. This is how Intel will be reinvented, with the help of TSMC.

greenpride32

Capital. I think INTC probably needs to hire better talent. What happens when your company and stock is floundering? Your top talent is going off to greener pastures. When you're working for companies at this level, your salary can only get so high, but your stock compensation is limitless (considering potential future gains). Imagine 5 engineers working at same skill level and salary for past 15 years, but one at INTC, AMD QCOM NVDA AVGO. Well 4 have potentially life altering opportunity from equity compensation and 1 does not.

greenpride32

INTC foundry business is failing. That's the part of the business the government wants to "save". Whether it's your US based NVDA AMD QCOM AVGO AAPl MRVL, they only design chips, and leverage Taiwan based TSM foundry to manufacture their designs. The US government wants foundry to take place domestically as semiconductor chips are more critical than ever. It may seem like desperation to save INTC - but the reality is foundy is very capital intensive and requires expertise and experience. It's not realistic to expect a new US entrant into the market. INTC is the best hope. Problem is INTC has really fallen behind in tech and had many missteps. 20A process scrapped; word is NVDA and AVGO tested 18A and AVGO said yield too low; word is now INTC trying to move to 14A - basically moving to new process without success/adoption of prior one. I can't remember if it's in INTC 10Q or just a press release, but in discussing their foundy, they had a footer to mention some 15-20 words used as not meant to be forward looking, but possibility- hard to believe such a thing can be real.

Either-Lie-9000

balls deep in ALAB MRVL QCOM this week

cbusoh66

Don't think the market has digested the 300% semis tariffs comments yet. I don't think he's being flippant though the market still thinks he's bluffing as usual and will 🌮, but this time, he means it. The whole thing, along with the Intel news, is aimed to shift chip production and supply chains from Taiwan and S. Korea to the U.S. They're going to force NVDA, AMD, QCOM, AAPL, and others to use Intel foundries and then get a cut that will be deposited into the U.S. Sovereign Wealth fund. Obviously it won't happen overnight, but we're going to see some crazy moves by some of the big semis to reposition themselves in the next several months. I still stand by my prediction that INTC will see triple digits by 2027.

Wowmuchrya

Healthcare, software, lagging semiconductors (QCOM, TXN, ARM) and small/mid caps. This next week will be volatile as fuck though with Jerome speaking so I'm sitting out.

Any-Huckleberry2593

Makes no sense.. they will force QCOM to take it over..

Ill-Ad1603

Potential government stake in INTC play would be QCOM calls. 🥭 might intel to sell its CPU business to QCOM or others. QCOM has shown interest in acquiring Intel’s FPGA business in the past.

cbusoh66

The best part is yet to come: NVDA, AMD, QCOM, AVGO, even AAPL will be forced to move their fabrication to INTC fabs. That can happen through direct threat, intimidation, or tariff the shit out of Taiwan and TSMC.

Standard_Piece_9706

All in value territory...MELI, DIS, CRM, TRV, DUOL, SKYW, QCOM, TMUS, TXRH

harryburton420

QCOM 160 today would be glorious

harryburton420

QCOM 158 today will be lovely

Ill-Ad1603

It’s because you are attracted to “value traps” like PayPal, QCOM, LULU, UNH, INTC etc. stop buying crappy companies and go ahead and buy yourself some NVDA, AMD, PLTR calls and watch that money printer go brrr.

Ill-Ad1603

Yep. I almost got hired by QCOM in 2022 and thought it was a big deal back then. Glad i didn’t go with them.

Ill-Ad1603

QCOM what an absolute disgrace. Has been trading sideways for the last 5 years.

stickman07738

QCOM - lost over $300K during Dotcom bubble and if I held for 20 years - it would have good.

Ray_Getard_Phd

Buying QCOM would be like buying INTC on April 9, 2021. All of their major whale customers are shrinking and or gone by bringing their own development in house. How is QCOM uniquely positioned in anyway? They have no moat. Any growth they are experiencing is going to be short-term. They do not have a bright future.

TheRealWarrior0

TL;DR: Nope! Let's look at the direct Trump quotes (read with Trump voice): > So 100 percent tariff on all chips and semiconductors coming into the United States. But if you've made a commitment to build or if you're in the process of building, as many are, there is no tariff. Okay? If, for some reason, you say you're building and you don't build, then we go back and get — we add it up, it accumulates, and we charge you at a later date. > You have to pay, and that's a guarantee. So, that's a big statement. And I think the chip companies are all coming back home. (source (not affiliated, don't know the poster) https://x.com/Acyn/status/1953207210517119195) > So in other words, we'll be putting a tariff on of approximately 100% on chips and semiconductors. But if you're building in the United States of America, there's no charge even though you're building and you're not producing yet in terms of the big numbers of jobs and all of the things that you're building. If you're building, there will be no charge. (source (not affiliated, don't know the poster) https://x.com/atrupar/status/1953206335652134953) He specifically and repeatedly says that if you have fabs or just *plan* on building fabs on US soil, you'll be exempt on the 100% chip tariffs. So... which chip maker does and doesn't have plans to build in the US? Let's look a the top ten chip manufactures. | Company (ticker) | Plans to build/already in the U.S.? | | ------------------------------- | --------------------------- | | TSMC (TSM) | Yes | | Samsung Electronics (005930.KS) | Yes | | Intel (INTC) | Yes | | SK Hynix (000660.KQ) | Only packaging| | Nvidia (NVDA) | Fabless | | Qualcomm (QCOM) | Fabless | | Broadcom (AVGO) | Fabless | | Micron Technology (MU) | Yes | | Texas Instruments (TXN) | Yes | | AMD (AMD) | Fabless | Uhm... so the biggest players don't seem to be affected by the tariffs. --- Let's look at the top six foundries only then: | Foundry | U.S. Fab Plans? | | ------------------- | --------------- | | TSMC | Yes | | Samsung Foundry | Yes | | SMIC | No (lmao) | | UMC | No | | GlobalFoundries | Yes | | Hua Hong Group | No | Do people here have even heard of UMC? I bet some have heard of SMIC, the Chinese up and coming buster, but they're tightly export controlled, so they sort of don't matter here and now... --- Well, which of these fabs actually does make high tech chips? Which fab actually has has the tech for 7nm process (high tech from 2028) and more sophisticated nodes that are used for the big AI accelerators and high tech equipment? No table needed here: it's only TSMC and Samsung. Both are excluded from the tariffs. --- So why is the market ripping? Because these tariffs are essentially 0% on any player that matters, but we have now thus reduced the uncertainty that Trump would put meaningful tariffs on chips! Enjoy your Doritos tax free!

TheRealWarrior0

TL;DR: Nope! Let's look at the direct Trump quotes (read with Trump voice): > So 100 percent tariff on all chips and semiconductors coming into the United States. But if you've made a commitment to build or if you're in the process of building, as many are, there is no tariff. Okay? If, for some reason, you say you're building and you don't build, then we go back and get — we add it up, it accumulates, and we charge you at a later date. > You have to pay, and that's a guarantee. So, that's a big statement. And I think the chip companies are all coming back home. (source (not affiliated, don't know the poster) https://x.com/Acyn/status/1953207210517119195) > So in other words, we'll be putting a tariff on of approximately 100% on chips and semiconductors. But if you're building in the United States of America, there's no charge even though you're building and you're not producing yet in terms of the big numbers of jobs and all of the things that you're building. If you're building, there will be no charge. (source (not affiliated, don't know the poster) https://x.com/atrupar/status/1953206335652134953) He specifically and repeatedly says that if you have fabs or just *plan* on building fabs on US soil, you'll be exempt on the 100% chip tariffs. So... which chip maker does and doesn't have plans to build in the US? Let's look a the top ten chip manufactures. | Company (ticker) | Plans to build/already in the U.S.? | | ------------------------------- | --------------------------- | | TSMC (TSM) | Yes | | Samsung Electronics (005930.KS) | Yes | | Intel (INTC) | Yes | | SK Hynix (000660.KQ) | Only packaging| | Nvidia (NVDA) | Fabless | | Qualcomm (QCOM) | Fabless | | Broadcom (AVGO) | Fabless | | Micron Technology (MU) | Yes | | Texas Instruments (TXN) | Yes | | AMD (AMD) | Fabless | Uhm... so the biggest players don't seem to be affected by the tariffs. --- Let's look at the top six foundries only then: | Foundry | U.S. Fab Plans? | | ------------------- | --------------- | | TSMC | Yes | | Samsung Foundry | Yes | | SMIC | No (lmao) | | UMC | No | | GlobalFoundries | Yes | | Hua Hong Group | No | Do people here have even heard of UMC? I bet some have heard of SMIC, the Chinese up and coming buster, but they're tightly export controlled, so they sort of don't matter here and now... --- Well, which of these fabs actually does make high tech chips? Which fab actually has has the tech for 7nm process (high tech from 2028) and more sophisticated nodes that are used for the big AI accelerators and high tech equipment? No table needed here: it's only TSMC and Samsung. Both are excluded from the tariffs. --- So why is the market ripping? Because these tariffs are essentially 0% on any player that matters, but we have now thus reduced the uncertainty that Trump would put meaningful tariffs on chips! Enjoy your Doritos tax free!

FoggyMatt

QCOM is one of my high conviction plays, but it behaves irrationally. The IoT segment will be huge. I hold QCML as well, the 2x Qualcomm ETF, and it has been a wild ride but I am overall very bullish. I just really don't understand the stock, the movement does not make sense. They smashed their earnings on July 30, but Wall Street did not think so.

Nam_Jhi

QCOM looking juicy af at that P/E. Apple dependency fading, auto/IoT heating up. If market stays bullish, this is low-key a sleeper rocket.

29InchWaistOrStarve

Currently waiting for a potential breakout in QCOM or NVO. IV is relatively low in comparison to the volatility it has had recently and a sharp reversal can pay quite well. Seems like AAPL is the only thing keeping the SPX up rn. If Semis continue to get beaten down I wouldn’t expect a bounce on the broader indices of any kind aside of maybe the DOW

EchoMirror

QCOM is killing me bit by bit

SeriuoslyCasual

I am going to raise money today and begin to reposition a little. QCOM has pissed me off for last time. Start by selling 200 shares of that

bearhunter429

My current positions: SPY calls, ARM calls, AAPL calls, AMZN calls, ADBE calls, AMD calls, QCOM calls LMAO🤌

ReBoomAutardationism

QCOM 1998.....

SnooPeppers3204

Sorry I m low Karma I have to post my question here. Thanks in advance for any answers. Why QCMU performed correctly[+2%] however QCML incorrectly [-0.5%] today? [FYI QCOM is up 1% today] I wish somebody could help me to understand the details of QCMU vs QCML. Background: I speculate QCOM is largely under-valued. Therefore I wish long the company. To leverage my position on the underlying QCOM, I bought QCML to double my stake instead of buying QCOM. Yesterday[ 7/31/2025], after ER, QCOM price dropped off about 8% from 162 to 146 approximately. Which I am cool with the negative movement. Problem: Today [ August 1,2025] , QCOM went up about +1%, however QCML surprisingly dropped .5% further. Instead QCMU went up 2% correctly. Both QCML and QCMU are tiny ETF [a few millions USD] trying to double daily performance of QCOM stock. Question: How could QCMU could perform correctly, instead the QCML performed so incorrectly ? I tried to ask Gemini 2.0 Pro Deep Research, which gave me a narrative for its explanation. I don’t trust its answers. Hopefully someone specialized in this field could help me to understand in depth. Thanks in advance.

Any-Garlic8223

I lost 1100 dollars on QCOM calls

davidbigham

How the fk is QCOM green and up 1% today 🤡

29InchWaistOrStarve

Earnings were good and employment is still solid. Rates higher for longer affects the housing market more than anything else but that’s about it. Unless companies begin to really revise to the downside I wouldn’t expect a major correction yet. It’s a stock pickers market. Tons of great companies posted a solid quarter and got butchered. Look at QCOM for example

29InchWaistOrStarve

I wouldn’t mind u being right as I’m basically all cash but I don’t see it as a likely outcome. QCOM tanked after Q2 ER and surged 2-3 days after the report as investors realized it was a solid quarter. With 10-12% projected revenue growth and 10% margin expansion there is a good chance that stock will rally early next week. Time will tell tho

Superb-Middle-6818

My record this week:  Apple calls (maybe a win)  SBUX puts (it has worked out surprisingly)  QCOM calls (RIP)

29InchWaistOrStarve

QCOM set to have 10% margin expansion and 10-12% revenue growth by year end. They are diversifying well but appear to be losing market share in their handhelds which is going to slow their growth over the next 1-2 years. Still paying a great price for the company tho

RepresentativeSea583

Puts is clearly not the play today knowing Donnie. Good ol' discounted stocks like QCOM, PANW, MRVL, SOFI and UNH are clearly plays today. Buying more Amazon for the heck of it as well.

claytondpark

Have 6 put positions right now on: amzn, avgo, cat, orcl, QCOM, spx & 1 call position on: ddog 👍

29InchWaistOrStarve

QCOM down 8% in one day and that’s wild. Seems like their declining growth in handhelds are really spooking investors’ outlook over the next 1-2 years. Their diversification is beginning to show tho and it’s only going to get better

bullrfuk

ARM and QCOM went bankrupt LMAO

davidbigham

QCOM and ARM both crashing after earning. You know what to do on Tim apple earning

jnas_19

SOXL not set up for a fun time, anything heavy into data centers (except Intel lol) at all time highs and have most future gains priced in while manufacturers like ASML, QCOM and LCRX in the mud. Different set up than 2024 where anything even close to AI rallied.

theadvancedip

Dumping QCOM at open lol

IBetYr2DadsRStraight

All the major semi companies are not up. QCOM’s down. TXN’s down. KLAC’s down. AMAT’s down. LCRX’s down.

Ridiculous_Society

Basically NVDA & AMD are up, everything else is down for the most part (QCOM, LAM, AMAT)

Wowmuchrya

How do ARM and QCOM never fail to miss what is this shit. Then you got retarded ass AMD running to 200 just to get smacked down as soon as Lisa Su opens her mouth like clockwork. The fuck are these guys thinking, we're gona be eating chips for breakfast or what?

NaiveMercury

INTC, TXN, MU, ASML, QCOM, ARM were all shit this quarter NVDA, AMD and TSM have to carry the shit out of the semis to keep them afloat

Any-Garlic8223

I put all my money into QCOM calls and now I’m completely fucked

DCHamar

Imagine among all the companies you bought calls on QCOM

davidbigham

At least I bought QCOM put and it hit . 😂

Burtonwurton

QCOM dead.

claytondpark

RIP QCOM, mediatek has been eating into your mkt share and apple, Google even Samsung are making their own...

evanthe-winner

Quick QCOM calls or puts?

cheezzinabox

IV is too high on everything, playing earnings will rape you Since I'm cash gang today, MSFT will be 570 at open, META 800, HOOD 140, and QCOM 190 https://preview.redd.it/ivjw0ygd52gf1.jpeg?width=1206&format=pjpg&auto=webp&s=ab8eef65b4ead5e9fdaad68dc1735f1afd003f4c

Not_FinancialAdvice

> QCOM I remember that run up. like 10% gains every day for weeks.

BIGDADDYHANIN

Anybody in QCOM for earnings?

ManonFire1224

Easy 5 bagger on QCOM

toydan

today’s earnings ~ATM options IV • ⁠META 101% • ⁠MSFT 68% • ⁠HOOD 155% • ⁠APLD 212% • ⁠CVNA 198% • ⁠ARM 141% • ⁠QCOM 92%

toydan

today’s earnings ~ATM options IV • ⁠META 101% • ⁠MSFT 68% • ⁠HOOD 155% • ⁠APLD 212% • ⁠CVNA 198% • ⁠ARM 141% • ⁠QCOM 92%

rando9999912

SOXX calls. QCOM, LRCX, ARM all reporting. MSFT/META capex news. NVDA/AMD regard strength. Confluence 🙂‍↕️

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. I retired early 11 years ago at 56. Living the good life

Icarus7v

im excited for today QCOM⚡

illegaltaco420

How we feeling on MSFT, AMZN, QCOM earnings chat?

Necko-Lee

QCOM for earning $170

IncidentSome4403

Tomorrows gonna be a heavy hitting day: MSFT, META, QCOM, ARM and fed decision All of it has to be perfect or else it’s trapdoor time

Icarus7v

!banbet QCOM 180 1w

Icarus7v

!banbet QCOM 160 1 week

PaddockHQ

Thoughts on Qualcom? QCOM

bigbrooklynlou

Good luck dude but I’d take the other half of your bet … UNH Puts and QCOM Calls.

Naviios

UNH Calls, Hood Calls, RDDT Calls, QCOM Puts

happierdayz4me2

QCOM, 180/190c weekly and 200c sept monthlys

smart_doge

It was a good week being a theta-rd. Sold puts on GOOG/door company/QCOM. Made $360 bucks

smart_doge

QCOM break that open

stockprimo

I’m smooth sailing JNJ, SMCI, QCOM. I did the opposite of gut and it will all worked out.

stockprimo

JNJ Ex-Div 8/26 to $175, SMCI TO $125, QCOM to $200.

stockprimo

Yes if you have money to lose, maybe better to do defensive JNJ or Value like SMCI, QCOM, OPEN

Either-Lie-9000

what has happened to QCOM

29InchWaistOrStarve

Srs question is PLTR used to launder money for politicians and elitists alike? This company’s quarterly revenue is 10x less than QCOM’s and its net margins are 8% lower yet it has a market cap over 2x the size of QCOM. That company is more overvalued than TSLA was in 2020.

Fun_Ice9530

I had a client back in mid-2018, some sort of genius mathematician that did deep math work for a tech company involved with self-driving tech. He'd talk a lot about AI, He told me of 5 companies to consider long. Three were META (FB), NVDA, VZ, can't remember the other two but I think one was either QCOM or AVGO. He lost me at FB and VZ so I dismissed it. Well...it's not like I wanted to retire young anyways.

garymacs

Back in the early 90s I made 85k in one day on a little bio company TCLN. During those days you could buy just about anything and make money. TCLN is long gone now I don't remember if they sold or folded. I remember QCOM around 800 bucks a share back then.

Arthurooo

Perfect timing for me buying short dated ANET and QCOM calls yesterday…

LarryTalbot

My core holdings are in GOOGL, QCOM, and NOK to cover integrated AI services, infrastructure, and telecom. These are companies with deep, relevant IP portfolios and pristine balance sheets. Functional AI and IoT require near zero latency and massive, secure bandwidth or it's all just a science fair project. I am estimating holding these companies will 2x - 3x my portfolio by 2030.

Caudebec39

I bought PALM when it was new in 1997, and then it got acquired by 3COM and I sold in a timely manner, making 10x my investment. I know QCOM and 3COM have nothing to do with each other, but my endorphin rush from recalling this was irresistible.

D74248

My wife held QCOM while the dot com bubble was inflating. She did not sell. She should have sold.

greenpride32

The market capitialization of the successful dot com era companies far outweights the losers. A loser can only lose 100%. A winner can grow infinitely. AMZN NVDA BKNG (then PCLN) AVGO (then BRCM) EQIX EBAY (PYPL spin off) MSFT ORCL QCOM If someone wanted to pay large premium on individual stocks without the financials to backup their valuation, that's on them.