Qualcomm. Every tracked FinTwit mention of $QCOM, newest first. 123 mentions since the first on Jun 9, 2025. See the price chart.
June 2026 · 4 mentions
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
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…↗
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…
March 2026 · 4 mentions
Mar 30
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 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 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,…
February 2026 · 1 mention
Feb 1
Damnang2 — I still think $QCOM is still significantly undervalued. Agree?↗
January 2026 · 2 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 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 😂↗
December 2025 · 2 mentions
Dec 27
Jason's Chips — @IntelProMUltra Still can take share from $QCOM I imagine↗
Dec 20
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…↗
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 · 5 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 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…↗
Oct 4
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…
September 2025 · 2 mentions
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 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…↗
— 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…
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
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
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
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…↗
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
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 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
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 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
tae kim — Down goes Qualcomm $QCOM again after losing key executive to Intel https://t.co/6sylfAmDEq↗
May 2
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…↗
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
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
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
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…↗
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 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 --…↗
Apr 28
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
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…↗
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…↗
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%…↗
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…↗
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…↗