QCOM Qualcomm, Inc.

TODAY’S CALLS 7/7 🟢 $QCOM 202.5 — +322.5% 🟢 $TSLA 375 — +100% 🟢 $SPY 771 — +300% 🟢 $SPY 769P — +200% 🟢 $NVDA 225 — +150% 🟢 $MCD 237.5 — +27% 🟢 $SPY 773 — +40% ANOTHER GREEN DAY. STAY AHEAD OF THE MOVES WITH EARLY ALERTS, DISCIPLINED EXECUTION, AND SMART RISK MANAGEMENT. 🔗📥BIO, TAP IN, ITS FREE HAVE A GREAT WEEKEND, EVERYONE! ENJOY THE WIN AND COME BACK MONDAY READY TO GET AFTER IT! 🔥

$QCOM Feeling like this is the week we hear about the 2nd hyperscaler agreement for our AI silicon platform. If Customer #2 turns out to be Microsoft (which I think it will be) the narrative around QCOM changes considerably. You would have: Amazon → custom AI silicon + connectivity Microsoft → custom AI silicon Meta → Dragonfly/Oryon data-center CPU HUMAIN → AI infrastructure Alphawave → SerDes/optical connectivity across the ecosystem At that point, Qualcomm wouldn’t merely be trying to enter AI data centers. It would have major engagements with three of the world’s largest AI infrastructure builders. That’s the scenario where I think the market starts recognizing that Qualcomm is becoming a credible second custom-AI-silicon platform alongside Broadcom rather than simply just a handset semiconductor company with an AI side business.

$QCOM - Stock in an uptrend but currently at the trendline support. looking for bounce here above $190 for a move towards $200 and $215. Company recently renewed patent license with Aaple. stock needs to hold $185 and $183 support levels.

$QCOM just a matter of time until people realize this is not your old QUALCOMM. These guys are on the cutting edge of everything AI and the bridge between phone, laptop and AI agentic execution.

$QCOM Qualcomm won the breach finding against Arm today and collected 2 dollars for it, 1 dollar per claim (Reuters). The jury said Arm failed to provide the software patches and tools it owed, and that Arm interfered with Qualcomm's relationship with Meta. Arm won the other five breach allegations. The damages are basically symbolic, though. The breach keeps Qualcomm's request alive for the judge phase, where it is asking to stop paying Arm royalties for five years, potentially billions of dollars. Arm says that contract clause is unenforceable, and the losing side likely appeals. Scale is why it matters more for Arm. Qualcomm was about 9% of Arm's revenue last fiscal year, roughly 443 million dollars of 4.92 billion, license fees included (Arm filing, via TIKR). QCOM closed +1.4% at 176.86. $ARM closed basically flat.

$QCOM If you followed my advice to exit partial or fully QCOM at 201.5$, its almost at target I set for a new long entry, patience....

$QCOM would be $2600/share if valued the same as $ARM yet QCOM has 7 times more revenue than ARM! QCOM would be $1359/share if valued like $AMD yet QCOM is actually closing in on amd's revenues (43Bill vs 50Bill). QCOM clearly the winner for value and growth

$QCOM struggling to stay above the $200 area and may be looking to retest ~$190 as support! RSI is a bit high, but the stock has more room to run!

$QCOM boy are they working on the frustration phase here. My fellow longs hold strong!!! $220 on deck🫡

Weekend reading on $QCOM: the Arm jury deliberated about four hours Friday with no verdict and goes back in Tuesday. Honestly I care less about the verdict than the judge's still-pending call on whether a breach lets Qualcomm skip Arm royalties for five years. The part I'm actually holding for is the two hyperscaler custom-chip deals that are supposed to start booking revenue this December quarter. Full disclosure, I own shares, so I'm not neutral here.

$QCOM same dumbass knee jerk reaction everytime by wallstreet they dump everything and buy Walmart and Apple

Baird analyst Tristan Gerra reiterated his bullish view on edge-AI platforms, naming Qualcomm as his top pick after the company reached a broad, multiyear cross-licensing agreement with Huawei. Baird maintained an Outperform rating and a $400 price target. The agreement covers 5G, computing, AI and networking technologies, while Qualcomm will acquire certain U.S. patents from Huawei. Gerra said the deal strengthens Qualcomm’s position to benefit from growing edge-AI content across Huawei’s hardware platforms. Qualcomm also recently renewed its QTL licensing agreement with Apple, further supporting its licensing portfolio. Baird expects agentic AI to become a secular growth driver for edge computing, with Qualcomm well positioned for long-term AI inference as new architectures expand beyond smartphones. $QCOM

$QCOM all other chip names down more than this. This has relative strength in chips. The ARM suit may actually be good news right here.

$QCOM “The stock market is a device for transferring money from the impatient to the patient.” — Warren Buffett I’m done being a commentator on Qualcomm. From here on, I’m a watcher. Let the algos make the noise—I’ll watch, wait, and let time reveal who was right.

$QCOM crazy you can still buy it around this price imo. around here or lower still a gift. cfo interview making rounds he more or less says the $18 eps in fy29 is a given and they’re already looking/optimistic for upside to that number. simple math puts stock price at a conservative minimum of 350-400 if thats true. where else are you finding a low risk high reward 2x right now

$QCOM You see everyone elses CEO out promoting their company, you never see this one out there routing and promoting for his company.

Qualcomm, Arm Reportedly Head Back To Court With Billions In Potential Royalties At Stake $QCOM $ARM $SOXX https://stocktwits.com/news/equity/markets/qualcomm-arm-reportedly-head-back-to-court-with-billions-in-potential-royalties-at-stake/cZDpUMSRBjT

$QCOM Being a holder since the early 1990s I have no serious qualms about the market gyrations - but is it too much to ask for to have even a remote explanation of random drops that aren’t in line with th industry? I’ve never sold any so it’s not about triggering action - just some basic correlation and sanity….

$QCOM There’s plenty of speculation about how these pigs have suddenly changed, and how Citadel, Point72, Golden Farts, JPMorgan, Morgan Stanley, Bank of America or Canadian banks and the rest are suddenly “nice.” Don’t be fooled. Watch your backs. 🐷 Pigs are not your friends. Pronto.

$QCOM C. AAmon , CEO of Qualcomm at Trump-Xi Dinner! Who’s Who Of US Tech & Business Heads To White House