QCOM

idontknow1967

QCOM this pump isn’t for you! Back to hell!! 

Cruezin

MSFT, META, QCOM MSFT did most of the heavy lifting. The call was at 2:30 EST. Beat EPS by 10 cents. Run up after the call, dip at the end, and another big move after hours. Also likely contributing factors: underwater shorts (including 0dte puts) unwinding before close, and to stay gamma/delta neutral MM had to buy. The gap down at open and move down in the first 20 minutes or so ended up being just a huge bear trap driven by the GDP print (plus some other news related things). If you go back and look at the 0dte call/put ratios, the way GEX/DEX moved, SVP, and some other things you'll see it- hindsight is 20/20. Once IB printed it was pretty clear it was gonna be a green day. The last few minutes were a bit of a surprise in how much momentum it had but given what MSFT did not totally out of thin air. Last hour but especially the last 15-20 minutes is always tricky, same as the first hour, today was no exception.

29InchWaistOrStarve

Before MSFT earnings aapl rallied far harder than MSFT did off the lows. After QCOM released guidance a bit softer than Wall Street expected the stock tanked 6%. QCOM generates 27% of its business from AAPL. MSFT is more recession-proof than AAPL imo. Don’t be surprised if AAPL falls 5-6% tomorrow it’s a contrarian play and could signal the top of this bear market rally

29InchWaistOrStarve

QCOM is experiencing double digit growth from last year, pays a dividend of 2.5%, has 3x the net profit margins that PLTR does and earns more in one quarter than what PLTR is projected to earn in 2 years. Which company do u think has the higher valuation 🤡

arbitraryBlue

I can't believe my QCOM puts are actually gonna print lol

ThisKarmaLimitSucks

If you're still playing QCOM, you deserve to lose money. They haven't come out with a new product in forever, it's just 3rd party sales to the same old mobile players who are all working to vertically integrate.

Ready2gambleboomer

*EBAY noooo. My calls! Oh fuck QCOM not you too? My calls in shambles. Ready bigly fukt. Dayum it man.* 

ShellfishJelloFarts

!p QCOM

29InchWaistOrStarve

Market going to indiscriminately kill chips. QCOM beat top and bottom while only having a slight guidance miss and the stock is getting butchered ah. Googl and TSLA didn’t even guide and didn’t get this kind of treatment. QCOM might bottom around 110-120 when it’s all said and done assuming we sell off next month. That might be a great time to buy long-term

cbusoh66

QCOM spanked. NVDA spanked. TSM spanked. SMCI blasted. The AI and semis trades are officially dead. Of all the Mags, META seems to be the only one clicking on all cylinders.

surmoiFire

QCOM bears: we are not the same.

No-Establishment8330

Are you serious? I bought calls when META is below 537 and it is 574 right now. MSFT is flying. Lost a bit on QCOM and HOOD for now.

ThisKarmaLimitSucks

QCOM deserves to get shafted. Definition of a stagnant company.

CommanderLeona

My QCOM puts are saved 🙏

davidbigham

QCOM fked earning. guidance not looking so hot. -5 % ATM

_hiddenscout

$QCOM Q2 2025 earnings Revenue $10.84B (est. $10.64B) Adj. EPS $2.85 (est. $2.81). Q3 revenue seen at $9.9B-$10.7B (est. $10.33B), Adj. EPS $2.60-$2.80 (est. $2.66)

RepairmanJack2025

That Farmer Jim guy was telling folks to buy QCOM in front of earnings. Thank goodness, no one takes stock advice from a dude called Farmer Jim.

CommanderLeona

Lol MY QCOM PUTS ARE SAVEDDDD

kingofdeal

MSFT going down META going Down HooD going Down QCOM Also Bearish who is riding with me

No-Establishment8330

MSFT calls META calls QCOM calls HOOD puts

BrownieKhan

Does anyone like QCOM?

Hichek2

is QCOM going to moon?

CrazyRichOptions

They all are waiting for QCOM

Radnite

Slightly down before the open this morning I'm watching QCOM's earnings report to see if there's an opportunity to buy low It was down slightly yesterday but today's GDP numbers could bring volatility and set the stage for some short term action

29InchWaistOrStarve

QCOM 

29InchWaistOrStarve

QCOM 

CommanderLeona

QCOM puts loaded 🙏

Ok-Arugula7380

I’ll be taking some dip with my chip QCOM call me

illegaltaco420

Someone talk me out of getting QCOM and LLY calls

arbitraryBlue

QCOM puts, HOOD puts, CVS puts, MA calls

illegaltaco420

QCOM calls?

arbitraryBlue

QCOM puts

CrazyRichOptions

Have a hunch that HOOD should be puts (It had a good run up till now and is priced to significantly exceed expectations. Chances of it missing is pretty high). Calls on QCOM (loads of front loading of chips and relaxation of China for chips) and Prudential (Tariffs --> Higher Premiums to Cover Higher Costs) .

illegaltaco420

QCOM calls?

illegaltaco420

QCOM calls?

SleazyAsshole

AMD AVGO INTC QCOM CLS LRCX plenty to choose from

civillyRange

Greene bought shares of technology stocks like **Apple, Inc.** (NASDAQ:[AAPL](https://www.benzinga.com/stock/AAPL#NASDAQ)), [**Amazon.com**](http://Amazon.com)**, Inc.** (NASDAQ:[AMZN](https://www.benzinga.com/stock/AMZN#NASDAQ)), **NVIDIA Corp.** (NASDAQ:[NVDA](https://www.benzinga.com/stock/NVDA#NASDAQ)) and **Qualcomm, Inc.** (NASDAQ:[QCOM](https://www.benzinga.com/stock/QCOM#NASDAQ)) that were hurt by potential tariffs. Greene also disclosed buying **Nike, Inc**. (NYSE:[NKE](https://www.benzinga.com/stock/NKE#NYSE)) and **Lululemon Athletica** (NASDAQ:[LULU](https://www.benzinga.com/stock/LULU#NASDAQ)) shares.  Greene’s initial investment of $21,000 grew to $315,000 after Trump announced a 90-day pause on most tariffs. I dont wanna hear shit bout Nancy no more

IllUpvoteEverything

Buying QCOM and APH

FrontBusiness4865

Your reasoning for QCOM?

CommanderLeona

Monday: $TER 70p 5/16 Tuesday: $GEHC 72c 5/16 Wednesday: maybe QCOM puts depending on chart Thoughts?

Xzlk

Wednesday gonna be wild next week. On the docket: boomer tech MSFT, semis QCOM, AI META, meme stock $HOOD, & weight loss $LLY the following morning. It’s really got it all.

getyoutogabba

Can’t parse all the news. Someone tell me if chip companies like QCOM are going to pump tomorrow.

Bulky_Cherry_2809

You and me both! I created a spreadsheet with Covid lows to all time highs. Some of those spreads are astounding 🤪 And some of the stocks hit a new low recently. I tried to snag QCOM at the new low hit b4 someone orange manipulated the market with his post. Imma just keep watching 👀

Prestigious_Chard_90

She did buy DELL last-last Friday. Also has AAPL and QCOM.

Ahimsa212

Overall I gained (on my long stock) , but I did buy some puts just yesterday on NVDA, GOOG amd QCOM...not my best timing effort.

sixpointnineup

Well, they have banned Disney. Basically, they are targeting constituents now for the upcoming mid-term elections. Hitting California isn't high on the list..but if there is an angle, they may just ban iPhones and support Huawei. This is why I'm short QCOM. In USA they are being replaced, and in China they are at HIGH risk of being substituted by local companies (Mediatek). They are going to get slammed both in USA and China. I've been looking for more names like these to short.

MelancholyKoko

But there's other fall outs no? Basically every high end chip is made by TSMC like NVDA, AVGO, QCOM, AAPL, AMD, etc. Then add to that every big tech relies on these chips... Fucking hell, I should have just shorted the market.

Motown_

QCOM calls

Motown_

QCOM already up 3% after hours

ReBoomAutardationism

Think about using "sit out power"..... Start small, think big, scale fast. Be strict with limiting losses and only average up. Never lose more than you would on a spend on gift or a bad date, and only average up. On the authority of Paul Tudor Jones I caution you: Losers average losers. Respect the trend. Make like Larry Williams, never be in a long position below the 50 day (10 weeks) moving average. There is an exception but it still comes down to staying in the trend. Or if you like Stan Weinstein and Paul Tudor Jones the 150 day and 200 day moving averages are what matter. Go back and look at the weekly charts for $QCOM, $SMCI, $CVNA, $META, $NFLX, $PLTR, $NVDA, $VST over the last 4 years. Sales forgives all. Look for companies with double digit, and when you can get it, triple digit sales growth. Witness NVDA. The company should be profitable and growing. Stay away from illiquid shit unless you can lose the whole amount or close to it. This suggests tiny positions. Most solid stocks trade at least 10 million dollars a day or better. Some don't but its still a good rule. And yeah, puts.....

WSB_Andrei

NVDA and QCOM. Chips were exempted from tariffs and their financials look really good.

stevencapers

I like high quality and/or low risk stocks with lower valuations than the S&P and worse performance YTD than the S&P. A list: BLK PH LRCX LULU KLAC GOOGL META QCOM DECK Data was as of earlier today

FrontBusiness4865

I have a leveraged portfolio I am very interested in but it might be stupid I put Leaps but it can be leveraged single stock ETFs, I'm not too sure about the pros and cons. I think I will aim for around 2x leverage **General:** 80% Leveraged stock (60% well established companies, 20% slightly speculative) 10% fake internet money 10% Precious Metals **Specific:** 10% ASML Leaps 10% MSFT Leaps 10% GOOGL Leaps 10% NVDA Leaps 10% QCOM Leaps 10% NVO Leaps 10% CRMD Leaps 10% HOOD Leaps 5% (removed, bot) 5% (removed, bot) 5% Platinum 5% Gold No way I would enter this portfolio right now though, looks like a bear market is starting, so I would start DCAing into it when I feel the time is right, probably not anytime in the next 6 months

greenpride32

A few weeks ago some story/rumor came out that TSM was in talks to take less than 50% stake in INTC foundry, but trying to get NVDA/QCOM/AVGO (others?) to join. I suppose that would guarantee some amount of business - or at the very least more motiviation for the project to succeed. TSM probably more interested in building its own fabs in the US - rather than investing in INTC. I suspect the government will make it harder for them to do that, and pushing for investment to be with INTC. INTC has been a mess; you got to wonder why any of the successful semi players would want to partner with them, when they are doing just fine without them. TSM can just spend the money to build fabs elsewhere.

_hiddenscout

This admin man.  > Commerce Secretary indicates he could withhold Chips Act grants, Bloomberg says > Commerce Secretary Howard Lutnick has indicated he could withhold promised grants part of the Chips Act as he pushes companies set for federal semiconductor subsidies to expand their US projects, Mackenzie Hawkins and Ian King of Bloomberg reports, citing people familiar with the matter. > Lutnick's goal is to generate tens of billions of dollars in additional semiconductor investment commitments without increasing the size of the federal grants, Bloomberg's sources added. Publicly traded companies in the space include AMD (AMD), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM), TSMC (TSM), and Texas Instruments (TXN).

alderson710

QCOM green WTF

WiltedCranberry

Your tax bracket probably isn’t high enough to think about taxes all that much. You’re probably going to want to own a combination of dividend paying stocks like JNJ, XOM, QCOM, RTX, LMT, PFE, PG, and so on, and bonds/CDs of treasuries. Live on the income as much as you can but standard withdrawal rate that a portfolio can sustain is about 4%.

KegM4n

NVDA is a beast but already had a huge run. AVGO looks promising with the AI push. QCOM's diversifying beyond mobile. BABA has China risks but cheap valuation. AFRM is riskier with higher growth potential.

Glittering_Water3645

GOOGL, AMD, BN, TSM and NVDA right now. AMAZN, META, QCOM, MU, ADBE starts to looks appealing too.

Master_of_Krat

I’m amazed that QCOM has held up like a champ this past month.

Hour-Negotiation2597

QCOM is like SPY but on drug lmao. Should have load up call on it rather than SPY

Salt_Yak_3866

QCOM is by my estimation some 30% undervalued at current price . At a minimum, it deserves a place in your watchlist if you don't already own .

Salt_Yak_3866

TSM reached out to NVDA, QCOM and AMD about taking over Intel TSM can not own more than 50% and that is the only reason it needs partners However, Qcom , Amd and NVDA are three of the industry's best chip designers and all have superior earnings and balance sheets . America will be the Semiconductor juggernaut in the next few years as the manufacturering comes to America Announced ai investment is at 3 plus trillion right now and all of that is happening in the next 4 years . If ever you want to be in a sector, semis is it. most stocks in that sector are above 100 dollars a share. However you can own them all by buying SOXL ( recently in 17 range which I predicted would happen and now I think it can go back to 40 minimum if not higher as the chip sector rebounds from the recent correction)

greenpride32

Nobody is acquiring INTC as a whole with their $50b debt load. The prior rumors of QCOM interests was only on the chip design side. There has been long running speculation the foundy bussiness could be spun off at some point. But based on specalutions from this news, INTC would own less than half of foundry.

norcalnatv

\>The point is that most large players are in the process of reducing their dependency on Nvidia to reduce costs. Nice spin. All of these DIY players have been developing their own AI chips for years, well before 2020 and with some notable exceptions few have it into production flows. The truth is very much more complicated than Nvidia is greedy and they're looking to throw them out. ASICs are being designed for specific in house work loads, like recommenders at Amazon. That's a quantified, mature, understood workload which makes total sense. They certainly aren't running LLMs on them. For that they rely on Nvidia. Everyone in AI has been trying to move away from Nvidia since 2016, selfishly searching for an alternative. But there is none for training. And the way it's looking there may be none for complex inference. But I'm sure it's fun to keep hope alive. \>Not only are Google's in-house TPUs cheaper, they are also more energy efficient for matrix multiplication. BS. Let's see the math including development, silicon, deployment costs and pJ per inference cost. All there is are Google's claims, unverifiable. \>Nvidia's rise in revenue doesn't come from enthusiast developers duh. Too emotional to see the point? What 5Million developers are doing is creating AI ecosystem that will be used for decades. \>gonna struggle to maintain their defacto monopoly Still waiting for a legitimate threat to step into the ring. It certainly isn't DIY chips. It's not AMD. It's not AVGO or INTC or QCOM. So whose it going to be? Nobody is close to understanding the problems Nvidia is solving or matching their pace of innovation. Revenues will exceed $200B run rate by the end of the FY. watch and learn

ReBoomAutardationism

For me technical analysis is important as it confers about a 4% edge. But it's only one of four rules. Respect the trend. In the world of the famous Larry Williams you should never be in a long position below the 50 day (10 weeks) moving average. There is an exception but it still comes down to staying in the trend. The 150 day and 200 day moving averages matter. Go back and look at the weekly charts for $QCOM, $SMCI, $CVNA, $META, $NFLX, $PLTR, $NVDA, $VST. There are papers out there that claim about a 3% edge for revenue outperformance. Sales forgives all. Look for companies with double digit, and when you can get it, triple digit sales growth. Witness NVDA. The company should be profitable and growing. Recently $CPRX..... Start small, think big, scale fast. Believe it or not this may be worth as much as 11%!! Be strict with limiting losses and only average up. Never lose more than you would on a spend on gift or a bad date, and only average up. On the authority of Paul Tudor Jones I caution you: Losers average losers. Gap risk will toast your bottom. Stay away from illiquid shit unless you can lose the whole amount or close to it. This suggests tiny positions. Most solid stocks trade at least 10 million dollars a day or better. Some don't but its still a good rule. More than anything TA acts as a filter, or confirmation. Gapping up? Show me the volume (money?). Gap down with massive volume and no follow through, better look deeper as it might just be a freak out and nothing actually serious in a two year time frame.

Upper-Discount5060

QCOM is the one with the best bang-for-buck at the moment.

da_boy-roy

I started a portfolio with a small investment of $1,500 last month. Bought UUUU, TSM, QCOM, STZ, MP, OXY, and JEPI. I'm down $80 so far 🤡

NWJSMJ

QCOM

rumblegod

The fact that QCOM isn’t bleeding the most everyday is a weird miracle. Their exposure to China should be insane.

GreyMatter22

Love how TSMC's CEO gave a shout-out to all his boys (QCOM, NVDA, AMD ..etc) from the potential podium.

Arthurooo

Everything turned to stinky turds. RKLB, RXRX, SOUN, APH, NVDA, ANET, MDB, AVGO, QCOM… all my positions

OutOfBananaException

Price is based on absence of AI hype, at the current forward PE of near 20. That's similar to QCOM, which has no AI exposure to speak of.

SighRamp

bought AMZN and QCOM puts yesterday was kicking myself for not closing out when I woke up this morning. Glad it was just a rug pull

stickman07738

I wish I knew. I lost $300K on QCOM during Y2K - late 1999:markets booming, late Feb- early Mar - it takes a 10% price dive, I am a f-ing genius - I buy more on the dip, two weeks later another dip - I buy more - I am a big f-ing genius. Then BOOM - should have taken profits. If I missed a run, I would have still made a profit

PeddyCash

How are ppl feeling about QCOM these days ? For a long term hold not a short term trade ?

albearcub

This drop has hit some sectors much harder than others. Sure the S&P500 has been on a tear, as have growth stocks like HIMS, PLTR, etc. But just look at big tech and especially the semiconductor sector. NVDA, AMD, MU, ASML, AMAT, LAM, QCOM, INTC, ARM, etc have either dropped hard or been flat for the better part of a year now.

Top-Donkey-5081

I'm shorting QCOM. Sympathy play

harmboi

lol. I took $300 to 10k overnight with QCOM puts and immediately lost 100% of that in 4 hours trying to short Beyond Burger

shawman123

[CNBC headline](https://snipboard.io/b4oamF.jpg) I am expecting entire year to be choppy. I would hold good amount of cash and buy into companies you have long term conviction. I added NVO, QCOM, ASO, CLBT and ANET this year. Do not expect great returns next year or so with utter chaos we are seeing with the current administration. For every good news they will push for more tariff. Plus there would be GDP impact with all deportations as well and all the firing and budget cuts etc. Plus if taxes are cut, we will see inflation go up again.

sehal07

Thank you QCOM for saving my portfolio today!

No_Aerie_2717

QCOM same 

AsgardWarship

New iPhone today were boring but I feel like a lot of people are sleeping on the in-house designed modem , which is an engineering achievement in its own respects. Apple pays QCOM $8-$10B a year and just halving that would be meaningful for margins. And then there are RF components that Apple will likely bring in-house too. Good for apple and tsm (maker of the chips) and bearish for qorvo and skyworks (suppliers of RF components)

Riptide34

Those stocks have basically done nothing but go up, and IV is at the low end of the range currently. Not conditions in which I would be employing an IC. There are some of the chip stocks that have been relatively rangebound, such as MU (Micron) and QCOM (Qualcomm). I know MU has earnings in March, so there's better IV right now. I don't really do ICs much, more strangles, but those are some ideas to look into.

ClandestineGK

Might see a dip on QCOM after Apple using an in-house chip.

sehal07

QCOM about to lose a big client now with Apple making its own modem chip

KreeH

Ouch! Some are going to go up, ex. QCOM, PFE, ... (IMO), but others it may take a while. For me, I tend to only invest in US companies. If these are post tax brokerage, maybe sell and take the loss for tax deductions.

BlazinHotNachoCheese

It's pretty incredible that it's worth more sold in pieces than kept whole. Corporate Breakup/Restructure? Still... How does this keep a great American Tech name active? Will TSMC or QCOM or AVGO have to rename themselves Intel. This is a fucking political joke.

Evening_Feedback_472

Difference is QCOM wasn't going under or in financial trouble nor was it national security

Josepth_Blowsepth

Remember what happened in Trumps first term when Broadcom tried to acquire QCOM. Pepperidge Farm remembers

albearcub

Semiconductor stocks have pretty much all been lacking for the past year or so. If you look at MU, AMD, QCOM, ASML, even NVDA, their ATH are around that March-July 2024 time. NVDA, TSMC, AVGO, and MRVL are a bit different but NVDA did reach 140ish in summer last year. Yet, look at the financials. Revenue and profits are continuing to grow YoY tremendously from accelerators gpus asics etc. The sentiment has just been pretty poor around this sector because people are constantly claiming "ai bubble" or "market crash". I think now might be one of the best times to get into semis in general. Though this might be meaningless analysis, if you look at the 5 yr charts across many of these companies, there's a very clear pattern forming. Especially look at AMD 5 year. One small run that dips into a massive rally that then falls. Repeat this to another small run into a massive rally. I think past all the technicals of inference/training models, chiplet/monolith, and new accelerators coming out, we're going to see some fantastic growth in the upcoming years.

megatronus8010

I’m a novice when it comes to stock fundamentals, but I’ve seen many people on various threads call AMD undervalued. However, a quick search shows a P/E ratio of over 100, which makes me second-guess my understanding. Am I missing something, or is there more to this? Shouldn't undervalued be something like QCOM with a P/E of 18.

Diamondhands4dagainz

Bruh read the news. There are talks of TSMC acquiring a 20% stake or it being bought by AVGO, TSM & QCOM lol

Diamondhands4dagainz

TSM rumours about INTC last week sent it from 19 to 25. Then on Saturday, 🥭 denied it. Then on Sunday, news outlets are reporting TSM, AVGO & QCOM are splitting up INTC and taking it over. Wtf is going on. This is some manipulation to keep Nana pumping 

TOO_MANY_CHICKENS

MSCI CB AVGO QCOM GOOGL META ROP are some examples of better buy and hold companies

BigBoysenberry7987

I feel ya. I did AMD, NOW, GOOG, QCOM, PYPL… all major losses.

stickman07738

Very simple as I have seen it numerous times since Y2K. The price will crash \~20% all the "*f-ing geniuses*" will say - WOW, what a buying opportunity and buy - boosting price, but by the next quarter there will be a large loss in value and "*f-ing geniuses*" will have significant loses that they will claim on their taxes for years. How do I know - I was one of those "*f-ing geniuses*" during Dotcom crash and betting heavily on QCOM in late 1999-early 2000. By April 2000, lost $300K. Hard way to learn that I was not a "*f-ing genius"*

NotMe357

Cathie Wood..... Buy: TSM, AMD and QCOM Sell: PLTR, OKLO, HOOD and SOFI

sdOverKill

QCOM: $11B/$40B, $187B cap

NotMe357

Cathie Wood..... Buy: SHOP, CRM, AMD, QCOM, TSM and AMZN Sell: PLTR, OKLO, HOOD and SOFI HOOD Earning tomorrow in AH, so watch out