QCOM Qualcomm, Inc.

$QCOM is a semi name that has been suppressed this year, only up 3% YTD while semi names are up tremendously like $AMD at +143% YTD, $INTC at +140%, and $MU at +206%. Watch for a break out of this symmetrical triangle into the end of the year to setup a strong start to the new year.

$QCOM my coworkers fiancé is has a high level job at $QCOM she came in yesterday saying “The bubble is busting” and “sell your tech stocks”…… Now, is she regurgitating what he says (probably) or did she decide this on her own?? I dont know

$QCOM reports Wednesday, and the diversification story has a third leg now that is still small and losing money. The filing puts its nonreportable segments, which include the Data Center business, at 165 million dollars of revenue in Q3, up from 54 million a year earlier, with an EBT loss of 214 million vs 10 million. Over nine months revenue was 353 million vs 152 million and the loss was 419 million vs 15 million. MD&A says Data Center revenue rose 88 million dollars in the quarter and 182 million over nine months, primarily driven by Alphawave, bought in December for 2.3 billion dollars, with goodwill of 2,210 million dollars allocated to the Data Center segment. In July it added Modular for about 3.1 billion dollars, mostly in stock. That is roughly 5.4 billion dollars of data center buying before the segment has shown a profit.

Qualcomm trades at 20.2x earnings. Nvidia is 27.8x. AMD is 140x. Same semi cycle, three different markets: mature cash compounder, AI platform, and priced-for-perfection momentum. Valuation dispersion inside one sector is the story. $QCOM $AMD $NVDA

$QCOM at this point I almost want it to go back the the 140ies after the ER. Retorted infestestors don’t deserve it any better

$QCOM NOV06 180C · still actionable Zone: $172.32 to $174.74 Invalidation: close under $170.76 Objectives: $183.49, then $194.77 The math: up 5.7% to the first objective and 12.2% to the second, against 1.6% risk on the invalidation, better than 7 to 1 to the second Dear friend, picture a swing setup where a big chip name spent Monday testing the top of its recent range and refused to fall apart. Qualcomm opened near $176, ran to $178, and still closed up at $173.53 after buyers held the $172.37 low, well above the $170.76 floor from last week. What that means is buyers are defending higher ground now, and earnings on November 4 will give this base a clear test, with room toward $183.49 first if that floor keeps holding. A close under $170.76 says the floor gave way and you step aside. P.S. Watch $178 first. It was the high on Monday, and a close over it would show buyers pressing toward the report, not just holding the low.

$QCOM I went from being up $500 to being down 2K. I will be selling calls for extra income. This will go back up. It also pays a good dividend every quarter

$QCOM dropping $20 on someone else’s woe is ridiculous but this market is totally irrational. Take advantage and look for $5-10 bounce prior to ER next week

$QCOM NOV20 170C · still actionable Zone: $163.64 to $165.94 Invalidation: close under $161.72 Objectives: $174.82, then $185.41 The math: up 6.1% to the first objective and 12.5% to the second, against 1.9% risk on the invalidation, better than 6 to 1 to the second. I like this swing because Friday flushed it to $161.72 and buyers still closed it back at $164.79. You are buying the washout with a clean line underneath it, not chasing a fresh high. The zone is tight and the invalidation is clear, so you know where you are wrong before the move starts. If $161.72 holds, $174.82 is the first spot to watch for buyers pushing back toward the prior close. Watch: November 4 earnings after the close.

Momentum alert on $QCOM MACD bullishly converging and breaking out of a tight channel it has traded in, in October. worth noting that it held strong when the market sold off.

$QCOM - off the 200 SMA Many setups posted in the channel. FOLLOW US FOR MORE LEVELS & ALERTS 🚨

$QCOM NOV06 180C · still actionable Zone: $170.91 to $173.31 Invalidation: close under $170.76 Objectives: $183.49, then $194.77 The math: up 6.6% to the first objective and 13.2% to the second, against 0.8% risk on the invalidation, about 17 to 1 to the second Think of this swing setup like a good truck that got pushed toward a ditch on Friday while the whole chip sector was sliding in the mud. Qualcomm closed Friday at $172.11, down 3.5 percent that day, yet price held above the $170.76 support where buyers have stepped in before, and what that means is simple. The floor sits close underneath us, and overhead there is room back toward $183.49 first and $194.77 next if buyers defend that floor into earnings on November 4. If price closes under $170.76 the floor has given way and you step aside, plain and simple. P.S. Watch $175.97 on Monday. It is the first resistance overhead, and a close back over it would show buyers pushing again, not just defending the low.

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

$QCOM 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.

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.

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 A woman wants to change the color of her hair. She goes to a salon and dyes her brown hair blonde. After a few short weeks of living life as blond, black roots begin re-emerging in the woman's head. The new change in hair color was only temporary. In reality, the woman never really changed her hair color, at least not on a DNA level. The change was artificial, superficial. Her true hair color is determined by the DNA in her genes, not the color of the dye. DNA is always the governing factor. All of our physical attributes are recorded in our DNA. The color of our eyes, our height, the size of our muscles, the likelihood of 👉disease— these are all pre-set in our genes. Today, science is looking to gene therapy in their quest for cures to the many diseases that affect rotten alien gang in Qualcomm. The gang is rotten and it’s not a pretty sight for investors who have to sit through this bullshit music of gypsies. IMO