Qualcomm. Every tracked FinTwit mention of $QCOM, newest first. 349 mentions since the first on Jul 30, 2025. See the price chart.
July 2026 · 25 mentions
Jul 17
tae kim — Qualcomm talent exodus continues $QCOM https://t.co/rMKu60hWir↗
Jul 16
Serenity — Today, $MU announced it signed memory LTAs with $QCOM.
Interesting reaction to see Micron proceeded to drop 5.37% right after.
Doesn’t quite feel like there’s anything individual…↗
Jul 16
The Future Investors — $MU Micron signed long-term agreements with Qualcomm $QCOM, Harman, DENSO, Hyundai Mobis and other automotive suppliers to provide memory and storage chips for AI-powered vehicles,…↗
Jul 16
Shay Boloor — $MU signs a long-term supply agreement with $QCOM to provide memory and storage for AI-enabled vehicle platforms.
The deal supports infotainment ADAS and connectivity while giving…↗
Jul 15
CK Capital — $QCOM is well positioned for the future.
One of my favorite Longs↗
Jul 14
Gaetano — I added $QCOM to my Physical AI port
I've got a few different approaches to my port
Diversified businesses where Physical AI / robotics is additional upside
Or
A pure-play on…↗
Jul 13
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
Follow me for more.↗
Jul 13
Gaetano — Why I am building my Physical AI Portfolio Publicly...
$OUST $AMBA $QCOM $U
I am good at positioning myself early into themes
And building conviction over time with diligence
T…↗
Jul 13
Gaetano — Well, we're probably due for some nice dips
Thanks $KOSPI
Here is some of my watchlist for Physical AI
$AMBA $VPG $OUST $QCOM $CEVA https://t.co/Q7e3epRoHl↗
Jul 10
Jason Luongo — 9. $QCOM - Qualcomm
Targeting $15B in data center revenue by fiscal 2029. Just acquired Modular to strengthen AI inference across data center and edge. Raised non-handset revenue…↗
Jul 8
Shay Boloor — $TSM is one of the cleanest ways to own the AI buildout because $NVDA, $AMD, $AAPL, $AVGO, $QCOM and hyperscaler custom silicon programs all depend on the same leading-edge manufac…↗
Kevin Maro — Incredibly disappointing to see $FCEL management diluting after their CFO recently stated they were comfortable with their balance sheet.
This statement, as well as the massive st…↗
Shay Boloor — @VanquishTrader $QCOM trade looking very nice 👀↗
Jul 6
CK Capital — $QCOM finally getting some love. https://t.co/VBGhe3QOHO↗
Jul 5
KawzInvests 🦑 — 275 million vehicles run on software almost no one can name. The same software runs 9 of 10 medical device makers and 8 of 10 surgical robotics platforms.
It is QNX, and it is a d…↗
Jul 4
CK Capital — The market is near all time highs.
But look at some of your favorite stocks.
$NVDA. ATH $236. Now $194. Down 18%.
$META. ATH $795. Now $584. Down 27%.
$TSLA. ATH $498. Now $39…↗
Jul 3
Gaetano — I did buy $QCOM
I caught the knife.
I got some in the 180s and the 170s.
NFA.↗
Jul 3
InvestmentGuru — AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation
$NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nv…↗
Jul 3
Jukan @COMPUTEX — Has $AVGO entered the Trainium supply chain? Or is it $QCOM ?↗
Jul 2
InvestmentGuru — 10 Semiconductor & AI Infrastructure Stocks to Watch
$MU
$AMD
$INTC
$NBIS
$MRVL
$CRDO
$AVGO
$QCOM
$ARM
$AAOI
This group has seen increased selling pressure and profit-taking, bu…↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
If this helped you out, follow me for…↗
Jul 1
CK Capital — @jukan05 Musk publicly said that the $QCOM chip being used is false.↗
Jul 1
InvestmentGuru — $SPCX
UNVEILS PROTOTYPE OF NEW AI DEVICE USING QUALCOMM SNAPDRAGON CHIPS $SPCX $QCOM https://t.co/TtFjADfGU2↗
June 2026 · 116 mentions
Jun 30
Trade Whisperer — $MU $SNDK $AMD $INTC $ARM $QCOM
"ByteDance Reportedly Eyes Next-Gen In-House CPU for 2H27 Mass Production."
The barrier for CPU? Clearly not as high as memory.
Meanwhile at 86%…↗
Jun 30
amit — @PaperGainsInc @RealMattMoney @stevenfiorillo @Futurenvesting finally started a position IRL in $QCOM at $186.45
the drawdown from $250 to $186 is actually very compelling given…↗
Jun 30
Gaetano — $QCOM Interesting spot here
What do we think? https://t.co/5aE3wEOClQ↗
Jun 30
Kevin Maro — I bought another 1k shares of $QCOM in the overnight markets. Either way it's a cheap fantastic company, and we may get some Donald Pump news tomorrow. Not financial advice.
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exact…↗
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
Michael Sikand 🦑 — @ParadisLabs Cool you're in $QCOM let's see where it goes.↗
Apr 30
Michael Sikand 🦑 — You can make money buying consensus stocks.
But the asymmetric returns happen when you understand an asset better than the market.
Of course, this strategy is harder and riskier…↗
Apr 30
Raging Capital Ventures — Buying $INTC and $QCOM at this stage in the chip boom is like going all-in on fringe Eagle Ford and Bakken shale acreage in 2014. I’m now short both.↗
Apr 30
CK Capital — $QCOM just reported Q2 2026 and the market is still sleeping on what this company is becoming.
$10.6 billion in revenue. Record automotive revenues for the second consecutive quar…
Serenity — It’s funny a shower thought…
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Br…↗
Mar 29
Serenity — @kishore_sm_7 Yeah I somehow keep getting $QCOM wrong lol, my bad.
I’ve done this like 10 times already haha↗
Mar 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…
February 2026 · 7 mentions
Feb 12
Serenity — @canbilgeyilmaz Yeah Qualcomm ( $QCOM ), was the right ticker thanks for the correction. Was just going off the top of my head, and the former seemed logical.↗
Feb 4
Ben Pouladian — @insane_analyst How’s this looking? $qcom↗
Feb 4
unusual_whales — Qualcomm, $QCOM, earnings:
- EPS: $3.5, est: $3.4
- Revennue: $12.2 billion, est: $12.1
Arm, $ARM, earnings:
- EPS: $0.43, est: $0.41
- Revenue: $1.24 billion, est: $1.23 billio…↗
Feb 4
KaizenInvestor — $QCOM just dropped 6% after a double beat earnings.
While they still lead in high-end smartphones, the big news is their push into AI PCs and cars. Their latest report shows a 5%…
January 2026 · 23 mentions
Jan 31
The Future Investors — What a week it was 😮
Next week looks just as intense 🔥
A full week of earnings:
$PLTR $AMD $LLY $NVO $UBER $ARM $QCOM $GOOGL $AMZN $IREN and many more 📊
Which one are you watc…↗
Jan 28
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
InvestmentGuru — 10 stocks that is buying opportunity in this market, for long term.
$NFLX — Streaming Giant Still Printing Cash. Netflix continues to dominate global streaming with expanding mar…↗
Dec 27
Jason's Chips — @IntelProMUltra Still can take share from $QCOM I imagine↗
Dec 21
Ben Pouladian — @insane_analyst The shorts. If you know you know $qcom $crdo $anet $alab hopefully this helps lol https://t.co/BmELQxz5zP↗
Dec 21
InvestmentGuru — Top 10 Robotics Plays -
$NVDA
The compute powerhouse of robotics — its GPUs and Jetson AI platforms are used in robot perception, autonomy, and AI workloads. Robotics innovation…
November 2025 · 2 mentions
Nov 2
Ray Wang — $TSM's N2P and A16 processes are both on track for mass production in the 2H26, with A16 slated to begin trial production as early as March 2026 per supply chain source.
Accordin…↗
Nov 1
The Future Investors — Next week we’re picking up right where we left off — with another busy wave of earnings ahead 📊
Monday: $PLTR, $HIMS
Tuesday: $UBER, $SHOP, $ANET, $AXON, $AMD
Wednesday: $NVO, $H…↗
October 2025 · 6 mentions
Oct 27
The Future Investors — $QCOM Qualcomm just unveiled its new AI200 and AI250 chips for AI data centers — offering higher memory capacity, up to 10x faster bandwidth, and lower power costs.
Can Qualcomm r…↗
Oct 27
Ben Pouladian — Qualcomm just rolled out its AI200/AI250 racks 768GB memory, “near-memory compute,” inference-optimized.
Cool specs, but NVIDIA turned this race into a religion years ago.
Jensen…↗
Oct 22
Ray Wang — @evrgn11112231 yeah, esepcially 2600. 2500 wasn't that good against $QCOM↗
Oct 10
Ray Wang — China’s leading market regulatory agency SAMR has launched an antitrust investigation into $QCOM over its acquisition of Autotalks, citing failure to file the transaction under Chi…
September 2025 · 4 mentions
Sep 28
Ben Pouladian — @insane_analyst You love them chips. Long $intc short $qcom feels right now↗
Sep 27
Ray Wang — Samsung Foundry reportedly cuts 2nm wafer prices by 30% to counter TSMC's 50% price hike—Digitimes
According to reports first published by Korean outlets Business Post and g-enews…↗
Sep 25
Ben Pouladian — @TBU12345678 Nice pair also would be long $intc short $qcom↗
Sep 24
Ray Wang — ICYMI $QCOM Snapdragon Summit.
Keynote by Amon below↗
July 2025 · 1 mention
Jul 30
SpotGamma — so many earnings after the close
$MSFT $META $ARM $HOOD $EBAY $QCOM $MGM $CVNA
https://t.co/zDVAni80Na https://t.co/ebAk4V0HmN↗
June 2025 · 2 mentions
Jun 13
Raging Capital Ventures — To follow-up, I’ve been selling down my long term $AWE.L / $AWEVF shares which date back to early 2023. Meanwhile, I plan to hold my short term shares which will turn long term in…↗
Jun 9
Raging Capital Ventures — $AWE.L / $AWEVF being acquired by $QCOM in a $2.4 b deal, enhancing Qualcomm’s data center efforts. I’ve owned Alphawave since Feb 2023, and it has been my biggest position since…↗
Kevin Maro — Looks like big tech has arrived in DC... I wonder what for. I'm going to be taking a very close look at $QCOM $MU $ORCL $CRWV flow tomorrow to see if anything looks sus. https://t.…↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
Jun 29
CK Capital — I think $QCOM will catch some bids soon.
This company wiped basically all gains from Investor day. https://t.co/UiufLZEBM8↗
Jun 29
Kevin Maro — @AliRizv91278677 I am very much in $QCOM↗
KawzInvests 🦑 — $BB CEO was on Bloomberg this morning
Interviewer asked about memory cost pressures. Apple and Microsoft are raising prices because of HBM. The CEO didn't flinch:
"The beauty of…↗
Jun 29
CK Capital — $QCOM is one of my favorite longs right now and the setup is simple.
They already own the car. Over 75 million vehicles run Snapdragon today, the automotive design win pipeline ju…↗
Jun 29
Jason Luongo — 5. $QCOM - Qualcomm
Launched the Dragonwing IQ10 Series at CES 2026 - a high-performance, low-power processor designed as the "Brain of the Robot" for industrial AMRs and full-siz…↗
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 28
Michael | Hypermarkets — $17B was invested into robotics and physical AI in Q1 2026.
That's nearly 10× more than in 2020.
These 16 companies will benefit the most:
1. $OUST – $42.02 52wk: $16.40–$51.50…↗
Jun 28
tae kim — Still laughing at this below. Qualcomm said it with a straight face, yet their top engineers are voting with their feet .. out the door $QCOM↗
Jun 28
tae kim — Winning in the chip business isn’t a PowerPoint slide. It’s a living, breathing organism where execution and talent retention are EVERYTHING. Qualcomm is failing. $QCOM↗
Jun 28
tae kim — ANOTHER ONE $QCOM https://t.co/WFZwHaQ5iQ↗
Jun 28
CK Capital — For all my $QCOM guys.
Check this out.↗
Jun 27
amit — @PatrickMoorhead Patrick — question for you, any reason you think the market reacted a bit poorly to the $QCOM investor day? Was it general macro taking down chips or something mor…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 27
CK Capital — @KevInvestingYT 1. $QCOM, $NBIS, $EOS.AX
2. $ADEA, $FCEL, $ZETA
3. $ONDS, $IREN, $SOFI↗
Jun 27
Kevin Maro — Would love everyone's opinion on 3 different types of stocks:
1. Your top 3 favorite long's in the entire market
2. Top 3 underrated stocks right now
3. Top 3 most overrated stock…↗
Jun 26
CK Capital — $QCOM giving investors the middle finger. https://t.co/khjT5lKriN↗
Jun 26
Kevin Maro — Adding more $QCOM Monday, we're definitely going higher↗
Jun 26
CK Capital — $QCOM just gave away where this whole strategy is heading, and it is bigger than the data center.
The new architecture they unveiled at investor day is called High Bandwidth Compu…↗
Shay Boloor — $QCOM plans to bring parts of its new data center chip architecture to smartphones, PCs and cars
Its High Bandwidth Compute architecture stacks memory and compute vertically to im…↗
Jun 26
Kevin Maro — Buy $QCOM 👍 not financial advice and all that↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
InvestmentGuru — $QCOM — Qualcomm Just Entered the Data Center Race
Everyone knows Qualcomm as the smartphone chip giant. That era is over. At Investor Day, $QCOM unveiled a full rack-scale AI in…↗
Jun 25
JC Investing — This morning I opened a starter position into $SMH
I rolled some of my $MU profit into this to essentially de risk slightly
This will be the beginning of a multi multi year lon…↗
Jun 25
unusual_whales — Look at this.
Qualcomm, $QCOM, is up nearly 6% today.
This is after it forecasted $15 billion data centre chip sales by 2029. https://t.co/sSgrEn1rA9↗
Jun 25
CK Capital — $QCOM just laid out its fiscal 2029 targets and the data center business went from a single slide six months ago to a guide of over $15 billion.
This is one of my favorite longs r…↗
Jun 25
InvestmentGuru — $QCOM
Qualcomm Price Target Raised by RBC as Company Outlines Upside Data Center Opportunity↗
Jun 25
CK Capital — I think $QCOM will become one of X favorite stocks in the next year.
The data center revenue could take this company to new highs.↗
Jun 25
CK Capital — The analyst reaction to $QCOM's investor day says everything about where the Street stands. Still split, but the bulls are pulling away.
JPMorgan at $265, the high on the Street,…↗
Jun 25
Kevin Maro — Great post about $QCOM - also my biggest bet right now 👍↗
Jun 25
TheValueist — $QCOM Qualcomm: Engineering an AI Infrastructure Pivot. Investment Thesis. New: 6/25/26.
Qualcomm's 2026 Investor Day represented a meaningful strategic declaration — the company…↗
Jun 25
KawzInvests 🦑 — $BB is up 100% since I first covered it.
Had earnings today. Beat revenue by $14M. EBITDA up 144% YoY. First positive Q1 operating cash flow in 9 years.
Most people think BB is a…↗
Jun 25
Jason Luongo — 3. $QCOM - Qualcomm
Disclosed a major hyperscaler data center win for custom AI silicon with shipments planned this year. Automotive revenue on track to exceed $6B for the fiscal…↗
Jun 25
Kevin Maro — @Docofgothm Nah only a bit of $ALAB - currently way too heavy in $CRWV and a lot of $FCEL as well. I think $CRWV and $QCOM are most likely to do well today - but then again who kno…↗
Jun 25
Kevin Maro — $QCOM up 10% pre-market 🚀
4 for 4 on posting bullish flow 🎯 - I take a ton of trades every week based off flow, but I only post the “slam-dunks”. https://t.co/JyZFPPaey2↗
Jun 25
InvestmentGuru — $QCOM is a longer-dated bet IMO, The Dragonfly narrative is real but the revenue is 2028+. Core handset cyclicality and the Apple modem transition remain overhangs. If you’re sizin…↗
Jun 25
Kevin Maro — BTW $CRWV just got a NEW 150% upside PT of $250. IMO it's a very strong buy at these levels. Full DD soon.
It's my favorite company LONG right now for risk:reward (other than $QCO…↗
Jun 25
InvestmentGuru — AI and semiconductor stocks are surging globally after a strong night of earnings and guidance.
$QCOM +14% after announcing a major push into AI data centers.
$MU +14% following…↗
Jun 24
Kevin Maro — @SMASIMHO It’s okay bro there’s going to be a trillion crazy opportunities in this crazy AI bull run - did not expect $QCOM to move like that though 🤯↗
Jun 24
Kevin Maro — @SixSigmaCapital Thank you bro! The biggest ones were $FCEL at the bottom, shorting $MSTR, a bit of $SOXS, and then full-port $QCOM + 2x $QCOM when it dipped during investor day↗
Jun 24
Shay Boloor — $QCOM used Investor Day to frame data center as its largest growth opportunity with a $1T+ 2029 TAM and revenue expected to ramp from $300M in FY26 to $15B by FY29.
The company al…↗
Jun 24
Kevin Maro — Rotating my $QCOM 2x leverage into $ALAB after-hours https://t.co/zUn7fXrQQV↗
Jun 24
Gaetano — One of the most investible layers in Physical AI today is Edge Compute
Some companies in this space include:
$QCOM $AMBA $HON $LSCC $OSS $NVDA $BZAI etc.
Some are too big for th…↗
Jun 24
Alphatica — QCOM is up 52% since the Alphatica Earnings Quality Signal flagged the inflection on April 29.
Today at Investor Day management raised FY29 non-handset revenue targets to $40B fro…↗
Kevin Maro — @Docofgothm None 😂 swinging common shares - max leverage $QCOM↗
Jun 24
Kevin Maro — Decent day for the trading account 😂 thank you $QCOM https://t.co/gMgVbbZprj↗
Jun 24
Antonio Costa — $QCOM "data center is its largest growth opportunity" I think shorts are playing with fire on $RUM Rumble has access to approximately 10 data centers through its acquisition of Nor…↗
The Future Investors — $QCOM Qualcomm unveiled its new Dragonfly AI data center platform, featuring CPUs, AI accelerators, and advanced memory solutions for large-scale AI workloads 🤖
Qualcomm also sig…↗
Jun 24
Kevin Maro — Qulacomm Investor Day was DEFINITELY a success.
This is the current option flow. You'd think I've sorted by only calls, but I'm sorting $QCOM option flow by time.
People are SPA…↗
Jun 24
Shay Boloor — $META plans to use $QCOM C1000 CPU in its data centers giving the company a major hyperscaler design-in for its AI data center push.
Meta is ideal customer because it spends agg…↗
Jun 24
CK Capital — Am I missing something?
$QCOM Investors day is sounding so bullish and it’s selling off. https://t.co/ATD7vg1n9A↗
Jun 24
Shay Boloor — $MSFT will deploy $QCOM high-bandwidth compute chip across Azure data centers.
The move gives Qualcomm a major cloud validation point as it pushes deeper into AI and data center…↗
Jun 24
Shay Boloor — @danielnewmanUV Exciting to hear about $QCOM DC commentary↗
Jun 24
Shay Boloor — $QCOM has acquired Modular for ~$3.9B in stock to add a hardware-agnostic AI software and compiler layer to its platform.
Modular helps AI run efficiently across different chip ar…↗
Jun 24
InvestmentGuru — The chip selloff isn’t broken AI — it’s a stress test.
5 catalysts that will decide if this is a reset or a reversal
- $QCOM Investor Day — edge AI, PCs, autos & data center. Har…↗
Jun 23
Alphatica — @unusual_whales This image is very misleading. Accounts with this many followers must put things in perspective. Some of the YTD returns:
$INTC: +258.48%
$AMD: +142.74%
$TXN: +…↗
Jun 23
Shay Boloor — @danielnewmanUV I have a gut feeling $QCOM will release an updated TAM that exceeds $1T tomorrow↗
Jun 23
The Future Investors — $QCOM Qualcomm is reportedly close to acquiring AI chip startup Modular for around $4B. The deal would strengthen Qualcomm's push into AI and data center chips, reducing its depend…↗
Jun 23
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗
Jun 22
CK Capital — Qualcomm is in advanced talks to acquire AI chip startup Modular for around $4 billion, Per Bloomberg, and if it closes, it solves the single biggest weakness in Qualcomm’s data ce…↗
Jun 22
Ben Pouladian — Does Qualcomm actually have an AI strategy or just an M&A shopping list?
Recently it was rumored to be circling Tenstorrent at $8–10B. Now Bloomberg says Modular at ~$4B.
Meanwhi…↗
Jun 22
Shay Boloor — $QCOM is in advanced talks to acquire AI chip startup Modular at a ~$4B valuation.
The deal would add Modular’s hardware-agnostic software and compiler layer as Qualcomm builds a…↗
Jun 22
CK Capital — The market is treating $QCOM's data center business like it barely exists. JPMorgan thinks it becomes a $35 billion revenue line by 2031.
Six months ago Qualcomm's data center seg…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Jun 21
Trade Whisperer — $TSM Two types of idiots today.
Idiot 1: Believes China will invade Taiwan.
Idiot 2: Has no idea the world literally cannot function without TSMC.
SK Hynix, $MU, $AMD, $ARM, $NV…↗
Jun 20
Jason Luongo — 5 stocks I'm researching further this weekend:
$QCOM - mobile and edge AI chips
$FCEL - fuel cell power systems
$Q - data storage electronics
$CIEN - optical networking
$SIVE - ph…↗
Jun 19
InvestmentGuru — @ChaseMacTrades market still prices $QCOM as a mobile chip company rather than a diversified compute player, which is part of the bull case if edge-AI and data center inferencing a…↗
Jun 19
Mike Investing — These 7 companies are trading below their fair values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Cipher Digital ~ $CIFR
3. Qualcomm ~ $QCOM
4. CoreWeave ~ $CRWV
5.…↗
Jun 18
Antonio Costa — $QCOM oh boy oh boy https://t.co/htTKrPBNC6↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 16
Michael | Hypermarkets — 2 years ago, I called out $ASTS
at $2. It spiked 6500% to $130+
My target for $SPCX is at least $1000+ in 2027.
Right now, $MU is the most obvious play. Its earnings is on June…↗
Jun 16
unusual_whales — Qualcomm, $QCOM, CEO says AI agents will replace apps, per CNBC↗
Jun 16
The Future Investors — $QCOM Qualcomm is developing 40+ AI-powered devices, including smart glasses, watches, camera-equipped earbuds, jewelry, and wearable pins. 🤖⌚
Qualcomm is also reportedly in talk…↗
Jun 15
Alphatica — JUST IN:
Qualcomm in discussions to acquire Tenstorrent to expand AI chip capabilities.
$QCOM $SMH↗
Jun 15
Frenchie — L’action la plus intéressante sur PEA ?
Pour moi il s’agit de STMielectronics
Mais pourquoi le marché commence-t-il à la rerater ?
Parce qu’en Europe, il existe un besoin croi…↗
Jun 15
Jason Luongo — You could buy 100 shares of $QCOM right now for ~$22,100.
Or you could buy the $200 call LEAP expiring January 2028 for ~$8,300. Same directional exposure. ~62% less capital. Over…↗
Jun 15
tae kim — Floodgates are open $QCOM https://t.co/mirUQGpfoE↗
tae kim — Last one out, turn off the lights $QCOM https://t.co/s3xx2waD4l↗
Jun 11
Mike Investing — The largest buying opportunity since March is officially here…
These are the 8 stocks you need to load on this pullback along with their EOY targets:
1. $NOW at $100 & will be $1…↗
Jun 11
NoLimit — Jensen Huang CEO of $NVDA named a few stocks this year.
They all ripped, except this one. It’s actually down since he recommended it.
Might be something to take a look at.
$QCOM…↗
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Nancy Pelosi Stock Tracker ♟ — 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, th…↗
Jason Luongo — 2. $QCOM - Qualcomm
In Seoul last week, Jensen said about Qualcomm: "Buy their stock." He praised their work on mobile and edge AI and made it clear NVIDIA isn't competing in that…↗
Jun 9
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026
1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY]
2. $MRVL — Custom AI silicon demand acceler…↗
Jun 9
Michael | Hypermarkets — $SPY already broke under 20SMA at $746 and today retested it. It failed again.
It will need to defend this $730-$732 area this week. CPI is on Wednesday and so is $ORLC earning.…↗
Jun 8
Damnang2 — $QCOM, please do something already!!!!! https://t.co/2qXA9r8KBI↗
Jun 8
Damnang2 — BREAKING: Nvidia CEO Jensen Huang says to buy Qualcomm, $QCOM, stock.
"I spent the whole day selling other peoples' stock. It's good, we should be happy other people succeed," he…↗
Shay Boloor — $NVDA CEO Jensen Huang said “buy $QCOM stock” while discussing edge AI and the need for AI chips inside smartphones.
Qualcomm is positioned to benefit as more AI inference moves t…↗
Jun 8
amit — JENSEN: BUY QUALCOMM $QCOM STOCK https://t.co/SCczjkt6it↗
Jun 7
Mike Investing — Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on…
Following this; just yesterday President Trump announced he’ll buy equity stakes in…↗
Jun 6
Shay Boloor — AI suppliers are on pace to generate massive profits over the next three years:
• $NVDA ~$1.1T
• Samsung ~$807B
• SK Hynix ~$611B
• $MU ~$356B
• $TSM ~$354B
• $AVGO ~$342B
• $AMD…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 5
TheValueist — $MSFT $ARM $NVDA $QCOM $INTC $AMD Windows on Arm Comes of Age: AI PCs, Unified Memory, and the Erosion of the x86 Moat.
Windows on Arm has evolved from a compatibility-constrained…↗
Jun 5
tae kim — ANOTHER ONE $QCOM https://t.co/HXNJp9XyQT↗
Jun 4
Alphatica — Our data confirms it.
Our Alphatica Earnings Quality signal scored NVDA 5/6 BULLISH. MRVL 1/6 BEARISH with the score in transition. TXN 3/6 NEUTRAL tracking toward a BULLISH upgra…↗
Jun 4
Serenity — @madridraptor $QCOM was Bytedance and maybe $AMZN if i remember correctly, not $GOOGL TPU.
I'm really not a fan of how much exposure Qualcomm has to China though. But they made s…↗
Jun 2
InvestmentGuru — $MSFT just dropped a full-stack AI blueprint at Build 2026 — and the scale is staggering.
Here’s what matters for investors:
⚙️ Project Solara — new compute architecture built fo…↗
Jun 2
Alphatica — Last week the Alphatica Earnings Quality Signal put MRVL at the same inflection point QCOM was at when we flagged it in April.
We said watch it closely.
MRVL is up 18% this morni…↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 1
Shay Boloor — $QCOM CEO Cristiano Amon says agentic AI will require “gazillions” of tokens with token generation expected to rise from 32B every 10 seconds today to 1.3T by 2030.
That 40x incre…↗
— The first AI trade was mostly digital: models, chips, cloud, data centers.
The next layer is physical and distributed.
A robot, drone, factory camera, or AI app near the user can…
Alphatica — MRVL annual signal: 1/6 BEARISH. That has not changed.
But here is what has.
Revenue: $2.42B, up 28% YoY
OCF: $638.8M, company record, up 92% YoY
Gross margin: 52.1%, up 180bps…↗
May 28
Shay Boloor — $QCOM introduced Snapdragon C which is a new entry-tier processor platform for affordable PCs.
Qualcomm is bringing on-device NPU acceleration to cheaper PCs by expanding local AI…↗
May 27
Michael | Hypermarkets — In 1999, most companies crashed 91% and only 5 survived.
$AMZN from $113 to $5.51
$CSCO from $80 to $8
$INTC from $76 to $13
$QCOM from $200 to $11
2000 was all hype, 2026 is rea…↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 26
Shay Boloor — @danielnewmanUV If only there was a podcast out there that called out how $QCOM should be treated as a broader platform story across automotive compute, edge AI, AI PCs, robotics &…↗
May 26
Alphatica — What an amazing trade. Up almost 60% from our April 29, 2026 published Alphatica Earnings Quality Signal.
$QCOM $QQQ https://t.co/tA0TT9XRVT↗
May 26
Shay Boloor — $NVDA is now worth more than $AVGO, $AMD, $MU, $QCOM, $TXN, $INTC, $AMAT, $LRCX and $KLAC combined.
Thats what happens when one company sits at the platform layer of AI and captur…↗
May 26
Shay Boloor — $QCOM reportedly struck a deal to supply ByteDance with AI-focused ASICs potentially making TikTok’s parent one of Qualcomm’s first major AI infrastructure customers.
The deal wou…↗
May 26
InvestmentGuru — Overnight market strength is flowing directly into the future-tech sectors.
Storage & Semiconductor names are moving higher across the board:
$MU +5%
$SNDK +3%
$MRVL +3%
$AMD +2%…↗
May 25
Wolf Capital — This is the clearest framing I've seen on why 6G isn't just "faster 5G". This is a fundamental shift in where compute lives. When every radio tower becomes an inference node, the…↗
May 25
PhotonBull — Edge AI means running inference where the data is born, not shipping it to a distant cloud. The catch has always been the link between them. An agent reacting to the physical world…↗
May 25
Shay Boloor — Huawei claims its new LogicFolding approach can help narrow the gap with $TSM by improving chip density, latency & power efficiency without relying only on smaller transistors.
TS…↗
May 24
Alphatica — QCOM is up 52.67% since we posted this on April 29. 52.67%!!
The Alphatica Earnings Quality Signal flagged the reversal before the price moved.
Most traders were looking at reven…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
May 22
InvestmentGuru — $QCOM — The Phone Chip Company That’s Actually a Robot Chip Company
The market still prices Qualcomm as a smartphone play. Qualcomm’s Dragonwing IQ10 SoC enables low-power decision…↗
Damnang2 — Let me share something I’ve learned once again.
Whenever famous FinX accounts speak negatively about $QCOM or $MRVL Technology, I often feel frustrated because they still do not f…↗
May 22
Michael Sikand 🦑 — $QCOM is up 70% since I was the first on FinX to drop a long thesis.
If you want to capture data center, humanoid robots, and self-driving in one cheap stock (sub 20 fwd PE) with…↗
May 21
Nancy Pelosi Stock Tracker ♟ — Keep an eye on this
Rep. Sara Jacobs (D) sold up to $2M of $QCOM on May 6th and 7th
She sits on:
• House Armed Services Committee — Oversees military contracts and defense spen…↗
May 20
InvestmentGuru — 10 AI Infrastructure Stocks I’m Watching for the Long Game
1. $MU — Memory Is Now a Strategic Asset
Micron posted record Q2 FY2026 revenue of $23.86B — nearly 3x the same quarter…↗
May 20
InvestmentGuru — THE CPU RENAISSANCE THESIS
The Structural Shift Nobody Priced In
This isn’t cyclical. It’s architectural.
The AI compute stack is undergoing a fundamental transition. Training wo…↗
May 19
tae kim — Snap back to reality, oh there goes gravity $QCOM https://t.co/Rczh7I2VRL↗
May 16
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
Jukan @COMPUTEX — Interesting.
According to FundaAI, Qualcomm is expected to begin shipping an LPU-like AI ASIC to a Chinese CSP by the end of 2026.
Estimated shipment volume is around 1 million u…↗
May 14
tae kim — Qualcomm stock has declined 16% over the past three days, making it the worst-performing stock in the S&P 500.
READ MY WORK $QCOM↗
May 14
tae kim — Down goes Frazier!
$QCOM now down 6%. Worst performing stock in the entire stock market AGAIN https://t.co/zCivkVL3Og↗
May 14
tae kim — Looks like I nailed the top for Qualcomm stock after a parabolic move up.
After being the worst-performing stock two days ago, it's the second worst-performing stock in the entire…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 13
Shay Boloor — Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard.
Other CEOs reportedly joining the trip:
• $AAPL CEO Tim…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 13
BULL OF BRITAIN — You all understand that if Trump managed to open up China.
Every up and down stream supplier of $NVDA, $AAPL, $ORCL, $TSLA, $MU and $QCOM is going to fucking rip from the Chinese…↗
May 12
tae kim — Qualcomm stock was the biggest loser in the entire S&P 500 today at -11.5%. It's a strong signal of my Substack's credibility with market participants $QCOM https://t.co/rjDktT…↗
May 12
tae kim — Qualcomm stock is now down 10%. Not reading my Substack is hazardous to your portfolio. $QCOM https://t.co/6BBd39g2Dn↗
May 12
tae kim — Wow. https://t.co/HL5PebejPo was even faster $QCOM↗
May 12
tae kim — Benzinga is super fast. I'm impressed. $QCOM https://t.co/L01SFXb4ur↗
May 12
tae kim — Qualcomm is the biggest loser in the entire S&P 500 this morning. Weird. $QCOM https://t.co/X6DJLhTNfF↗
May 12
tae kim — Qualcomm Is the Problem Child of the Current Chip Rally $QCOM https://t.co/tj2GyisAxo https://t.co/yqMH2RT8uy↗
May 12
Mike Investing — If you’re looking to create generational wealth in 2026 then you must have these 8 stocks in your portfolio…
1. Rocket Lab ~ $RKLB
2. Nebius ~ $NBIS
3. Tesla ~ $TSLA
4. Nokia ~ $N…↗
May 11
KawzInvests 🦑 — $QCOM has been an absolutely insane trade.
The day before earnings I watched unusual volume rip through the $200 calls. Someone knew something.
3 weeks later the stock is up 70%…↗
May 11
Michael Sikand 🦑 — I got mocked when I was the first on FinX to go long $QCOM.
Stock has added nearly $100 to its share price since my post.
A $170B company --> $245B in less than 2 weeks.
Institu…↗
May 11
Alphatica — New 52-week high on QCOM this morning.
The stock is up 33% since our upgrade post. Our earnings quality signal called it first. $QCOM $QQQ↗
May 11
tae kim — For those of you who weren't born yet, here are two quality stocks (not the no revenue "ten winners of the new world" crap) and how they traded day-to-day during the dot com bubble…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 8
Jose Najarro Stocks — Sooooo did chips win?
$AMD $NVDA $QCOM $MU $TSM
Sorry, this might be the toppy top style tweet, but let me enjoy the moment. https://t.co/xmSGWP6SHG↗
May 8
Damnang2 — $QCOM is up more than 50% since I published my article.
What makes my Qualcomm piece different from many other posts is that I don’t write these articles in isolation. I speak wit…↗
May 8
Jukan @COMPUTEX — Wasn’t OpenAI only working with MediaTek?
Qualcomm’s CEO said the company is working with OpenAI, Meta, and every other company on products in the next category.
$QCOM↗
May 7
Shay Boloor — Last week I called out that $QCOM looked like the next rerating candidate.
The market was still treating it like a discounted handset supplier instead of a broader platform story…↗
May 7
CK Capital — Oh. My. $QCOM https://t.co/TVi8aPOZsg↗
May 6
Alphatica — +$17.9 billion net buy. $NVDA flipped back to buyer. $QCOM new seller.
$34.5B in buy blocks. $16.6B in sells. Net flow: +$17.9B. Buy/sell ratio: 2.1 to 1. 20,814 prints.
The buye…↗
May 6
Jason Luongo — 15. $QCOM - Qualcomm (Edge AI)
Not all AI runs in the cloud. Qualcomm is the leader in on-device AI - putting inference directly on phones, PCs, cars, and IoT devices. Q2 revenue…↗
May 6
Alphatica — $QCOM the price action is not unexpected. You heard it here first.↗
May 5
Michael Sikand 🦑 — No one was talking about $QCOM when I called out the cheap AI upside before a hyperscaler commit.
Thesis was simple.
At this stage of the cycle, investors are willing to pay for…↗
Raging Capital Ventures — @Noalgos Outside of some Alphawave SerDes biz, $QCOM has limited prospects in the data center for the visible future — while they will continue to bleed Chinese share↗
May 4
Shay Boloor — TOP 10 AI REVENUE WINNERS
AI revenue is concentrating around the companies that either build the compute or control the cloud demand layer:
AI Infrastructure are where AI demand…↗
May 4
tae kim — Down goes Qualcomm $QCOM again after losing key executive to Intel https://t.co/6sylfAmDEq↗
May 3
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
KawzInvests 🦑 — $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK?
> $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matte…↗
Raging Capital Ventures — $QCOM talks a good game but other than modest Alphawave wins (a long I pitched) they have little data center traction and they previously mothballed their ARM-based CPU efforts. M…↗
Trade Whisperer — This is why I own $TSM.
TSMC does not pick sides. It collects from all of them.
$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the C…↗
Apr 30
Shay Boloor — $QCOM CEO said the company’s new AI chip business will become material in 2027.
That is the key line for the rerating case as Qualcomm pushes beyond handsets into AI infrastructur…↗
Apr 30
Damnang2 — @StockSavvyShay Hope this article is helpful. I tried to infer, in my own way, which hyperscaler is working with $QCOM
https://t.co/cQ1Oz0puuA↗
Apr 30
Shay Boloor — Whoops forgot to include the timestamp of my $QCOM thesis share: https://t.co/ibUBzDy1UO↗
Apr 30
Shay Boloor — Last week I told the subscriber community $QCOM looked like the next name that could rerate this earnings because the market was still treating it like a discounted handset supplie…↗
Apr 30
Damnang2 — I have been bullish on $QCOM for a while, so it feels good to see the stock move higher after this earnings report.
Will this rally hold, or is it only temporary?
Who is the hype…↗
Apr 30
Alphatica — $QCOM received 13 price hikes this morning. You heard it here first yesterday.↗
Jason's Chips — Great point on $QCOM CPU allocation advantage versus $AMD and $ARM. Have to give that one to the bulls. I was gonna short into earnings but luckily decided against it. Cratering sm…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
CK Capital — This dude dropped a banger article on $QCOM and the CPU super cycle and thought a deal with a hyper scaler could be coming.
And guess what…
A deal happened. One day later.
If…↗
Apr 29
Alphatica — Nice move on $QCOM in after hours today. 3 of our 4 signals were flashing green.↗
Apr 29
Michael Sikand 🦑 — With confirmed hyperscaler demand, I'm long $QCOM as an asymmetrical bet.
Top ex-Apple CPU IP/talent now meets hyperscale demand (likely $META).
Not to mention tailwinds in smart…↗
Apr 29
Shay Boloor — $QCOM Q2 EARNINGS
• Revenue $10.60B vs Est. $10.56B
• EPS $2.65 vs Est. $2.55
• Automotive Revenue $1.33B (+38% YoY)
Q3 Guidance
• Revenue $9.6B vs Est. $10.3B
• EPS $2.20 vs Est…↗
Michael Sikand 🦑 — CALLED IT.
$QCOM GOT A HYPERSCALER +14% AH
"We are equally excited by our entry into the data center, where a leading hyperscaler custom silicon engagement is on track for initi…↗
Apr 29
Alphatica — QCOM reports today after the close.
45 straight beats. The longest streak in our database. 1/6 on our quality signal. The accounting and the beat pattern are telling opposite stor…↗
Apr 28
Michael Sikand 🦑 — $QCOM is asymmetrical because it's being priced to fail.
The demand for CPUs is exploding and $ARM $INTC $AMD are the biggest winners.
But remember in February comparing $AAOI --…↗
Serenity — @kapitonov_ivan So $SIVE doesn't handle capacity scaling, Win Semi does volume ramp.
Win is massive. $AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them.
They're in $AAPL,…↗
Apr 27
Michael Sikand 🦑 — Cool to see $QCOM surged today on the OpenAI phone.
But gave up all the gains in a flash.
Just don't think $QCOM gets any kind of growth multiple until it proves it can supply da…↗
Apr 27
tae kim — womp womp $QCOM https://t.co/uph2gLJcV9↗
Apr 27
The Future Investors — $QCOM Qualcomm jumped +12% pre-market after partnering with OpenAI and MediaTek to develop AI-powered smartphone processors 📱🤖
The partnership could bring advanced on-device AI…↗
Apr 27
Shay Boloor — OpenAI is reportedly working with $QCOM on an AI-first smartphone targeted for 2028 mass production.
The idea is to compete with the $AAPL iPhone by replacing app grids with agent…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Trade Whisperer — @KiroIkigai The entire AI ecosystem is dependent on TSMC. Especially the fabless folks, $AMD $NVDIA $QCOM $AAPL $TSLA ... the entire stock market goes down.↗
Apr 27
Jukan @COMPUTEX — Should I put together a bull thesis on Qualcomm?
$QCOM https://t.co/YriTE4ErDI↗
Apr 27
Shay Boloor — $ARM is up ~4% overnight to a new all-time high.
I own a position in the family portfolio because I think the market is still underpricing the CPU bottleneck as AI shifts toward a…↗
Apr 27
InvestmentGuru — Overnight movers in tech are flashing risk-on.
Semis are leading the tape with $INTC, $TSM, $QCOM all up 2%+ and $AMD pushing nearly 2% in overnight trading.
Momentum is spreadin…↗
Apr 26
Michael Sikand 🦑 — $QCOM - the CPU supercycle's dark horse trading at a dirt cheap multiple?
Qualcomm has been punishing investors for years.
But with growing attention towards CPUs, I'm going to b…↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
InvestmentGuru — The AI trade is evolving — and CPUs may be the next breakout.
For the last two years, everyone chased GPUs. That made sense — training models needed massive parallel compute.
But…↗
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
Apr 25
Shay Boloor — SPACEX ECOSYSTEM CHEAT SHEET
A ~$1.5T SpaceX valuation forces the market to start pricing the full connectivity, infrastructure & supply chain layer tied to the space economy:
La…↗
InvestmentGuru — $QCOM — Qualcomm
The most overlooked mega-cap in semis. Trading at a P/E of just 27x vs. the semiconductor industry average of 48x , and DCF models suggest it’s undervalued by ~35%…↗
Shay Boloor — A couple weeks ago I initiated a position in the family portfolio in $ARM because I thought the CPU bottleneck was being badly underappreciated as AI shifts toward agentic systems…↗
Apr 20
Cobra — Like this if $BE $QCOM $UPS is blessing you↗
InvestmentGuru — Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…↗
Apr 19
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Apr 19
InvestmentGuru — Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…↗
Jukan @COMPUTEX — Today's biggest semiconductor industry news is that Gerard has founded a new ARM CPU company, Nuvacore, five years after Nuvia was acquired by Qualcomm. Even the name closely echoe…↗
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
Alphatica Industry Rotation Radar. Top 15 S&P weighted industries, 20 days, as of today's close.
Watch the trails. Three things just happened.…↗
Mar 23
Shay Boloor — $TSM Arizona Fab 4 is reportedly already fully booked before construction has even begun as $NVDA, $AAPL, $AMD and $QCOM push for more U.S. capacity.
TSMC also projects the Japan,…↗
Mar 17
Alphatica — Alphatica Industry Rotation Radar — 20 days, 503 tickers, as of today's close.
This is real-time relative strength vs SP500. Watch the trails.
What stands out:
OIL & GAS INTEGRA…↗
Mar 17
Shay Boloor — @FuturumEquities $QCOM trading at 12x earnings 👀↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 4
Trade Whisperer — If $NVDA wins, $TSM wins
If $AVGO wins, $TSM wins
If $MU HBM wins, $TSM wins
If $SNDK HBF wins, $TSM wins
If $AMD AI chips win, $TSM wins
If $QCOM silicon win, $TSM wins
If $AAPL s…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 4
Jukan @COMPUTEX — Xiaomi President Lu Weibing said in an interview with CNBC that Xiaomi plans to release its own smartphone application processor (AP) every year going forward, and ultimately aims…↗
Mar 1
Jukan @COMPUTEX — Samsung Electronics Vice President Moon Sung-hoon said the company is aiming to use Exynos chips across the entire Galaxy lineup.
Does this mean Snapdragon could be phased out?
$…↗
Ben Pouladian — Jensen yesterday: ‘to build a custom ASIC you need engineering as good as NVIDIA. That’s very rare and very tough.’
Today: All 3 NUVIA co-founders quit Qualcomm
Gerard Williams b…↗
Feb 2
Jason Luongo — ALL OF THESE STOCKS REPORT EARNINGS THIS WEEK!
Monday, February 2:
The Walt Disney Company $DIS
Palantir Technologies $PLTR
NXP Semiconductors $NXPI
Simon Property Group $SPG
Tys…↗
Feb 1
Damnang2 — I still think $QCOM is still significantly undervalued. Agree?↗
Shay Boloor — THE HUMANOID ROBOT LANDSCAPE IN 2026
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robo…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 20
InvestmentGuru — Robots Are Taking Over — And This Is Bigger Than Most People Realize
Robot software
$NVDA, $QCOM, $PTC is the intelligence layer — AI, chips, and operating systems that power ev…↗
Jan 19
Shay Boloor — 10 BIGGEST MOATS IN THE AI ECONOMY
1. $NVDA controls the full-stack AI compute layer from CUDA to Blackwell with 90%+ data center GPU share while inference growth, sovereign AI bu…↗
Jan 15
InvestmentGuru — $INTC
$AMD
$NVDA
$ATM
$QCOM
Check this out↗
InvestmentGuru — CPU Shortage + Agentic AI = New Trade Emerging
After memory and storage, the market is now front-running a server CPU shortage narrative. Wall Street is waking up to the idea that…↗
Jan 11
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 10
Ray Wang — $QCOM management maintains its prior outlook that its modem share in $AAPL iPhone 18 will be ~20%, declining to 0% in iPhone 19.
adios 😂↗
Jan 10
Jukan @COMPUTEX — After reading the KeyBanc meeting report with Qualcomm's management, I still feel like $QCOM has no real future ahead.
First, let me share the key points from the report:
1. Qualc…↗
Jan 9
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 5
Shay Boloor — @danielnewmanUV $QCOM shouldn't be trading under 15x earnings↗
Jan 5
Shay Boloor — $QCOM is positioning itself as the “brain” for edge robotics like drones, autonomous machines & on-device AI systems where decisions need to be made locally with minimal power.↗
Jan 5
Shay Boloor — @PolymarketMoney $QCOM trying to power the nervous systems of edge robotics while still trading at 14x earnings 🤔↗
Jan 5
Shay Boloor — @FuturumEquities $QCOM under 15x earnings is WILD↗
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
Raging Capital Ventures — At my conference this coming Thursday, October 9th in NYC, along with our great speakers and networking, I will share 4-5 new investments ideas.
Last year’s ideas ended up doing q…↗
Oct 1
Nancy Pelosi Stock Tracker ♟ — Just in: Rep. Cleo Fields went on a buying spree
He disclosed up to $1.7M worth of stocks he bought throughout September.
Including $AMZN, $AAPL, $QCOM, $GOOG, & more
Most notab…↗