QCOM Qualcomm, Inc.

$QCOM CEO just said on CNBC revenues will go from 5B next year to 15B in 2029 regardless of election outcome. Market doesnt care and being irrational. Buying opportunity $MU $NVDA $ARM $SMH

$QCOM looks like Wallstreet will use these earnings to destroy semis and memory again tonight. $SOXL $MU $SPY $QQQ

Elon Musk’s Starlink Deal Has ‘Tremendous Potential,’ Qualcomm CEO Says — Eyes FY28 Cash-In, Calls It Just The ‘Beginning’ $QCOM $SPCX $SPCH $SPCM $SPCL https://stocktwits.com/news/equity/markets/elon-musk-starlink-deal-tremendous-potential-qualcomm-ceo-fy28-cash-in/cNG1P4HR9EB

$QCOM Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $2.17 down -27.67% YoY • Reported revenue of $10.44B down -7.35% YoY • Qualcomm expects memory constraints and pricing increases to negatively impact financial results; higher supplier costs will negatively impact margins, with pricing actions full benefit expected in gross margins in the second half of fiscal 2027.

$QCOM i started small position today 30 shares@ 163.30. Lets see where this goes. Will avg down in 140s

$QCOM 295 Here is some relevant information: 60–70% of trading on Wall Street is conducted by robots, making it impossible for ordinary investors to compete—they end up losing money. The only recourse is to file a complaint with Congress; otherwise, you will continue to lose money indefinitely. This is why many people have left the stock market—it is no longer what it was before 2019, when robots were not a factor.?!

Chip stocks are getting crushed again, and the Dow doesn't care. The day after the Democratic sweep, money is still leaving crowded tech. Dow futures are up about 0.6%. Nasdaq futures are down almost 1%. $QCOM is down about 11% after phone-chip sales fell hard and the next-quarter outlook came in soft. $ARM is down about 7%. It beat the last quarter, but this quarter's guide didn't top expectations, and that wasn't enough. $APP is the bright spot, up about 22% after a big AI ad beat and a raised outlook. $HUBS is down about 7% on a weak next-quarter guide, even after a clean earnings beat. Oil is bouncing about 2%. Gold is up over 1%. Is this rotation finally real, or just a two-day flinch? NFA, just what I'm watching.

$QCOM NOV20 152.5P · still actionable Zone: $156.11 to $158.31 Invalidation: close over $162.75 Objectives: $150, then $140 The math: down 4.6% to the first objective and 10.9% to the second, against 3.5% risk on the invalidation, better than 3 to 1 to the second. I like this put because the report beat and the stock still got sold, with handsets down 26% and the guide light enough to gap it under the Wednesday low and the 200 day average. You are following the move that already broke support, with a clear line at $162.75 where you are wrong. The November 20 expiry sits after the report, so this is price action, not a report gamble. If $162.75 stays resistance, $150 is the first spot to watch for sellers pressing lower. Watch: $155. A close under it shows sellers still in control.

$QCOM omg I am so glad I exit this at 180 wowoow I was gonna go all in after that ER and acquisition speech. Might be good long but this is pain

$QCOM Buyimg QCOM dip here. Good stock to own in the environment in semi. Nice dividend, stock buyback , starlink deal, hyper scale customers, low P/E

$QCOM This was a surprise that $FSLR out did $QCOM after the price action previous few weeks. But seriously this going back to sp few years back with an earnings beat, spacex and more new potential customers? Yeah market's a scam lol

$QCOM arriving late to the data center race means buying in at peak capex prices. seems like the last seat at the table usually gets the bill, not the feast, especially when the hosts are already borrowing

Qualcomm, SpaceX Team Up To Build Starlink Cell Network: Deal Could ‘Lay The Foundation For AI-Native 6G,’ Says Executive $QCOM $SPCX $XLK $SOXX https://stocktwits.com/news/equity/markets/qualcomm-space-x-team-up-to-build-starlink-cell-network-deal-could-lay-the-foundation-for-ai-native-6-g-says-executive/cNGLhJYR93Z

Themes in the premarket: 1. Semiconductors and memory: the heaviest chatter and the biggest red $QCOM and others 2. Ad-tech, software and apps: the earnings winners $APP and others 3. Fintech, consumer credit and Insurtech $SEZL and others 4. Consumer, restaurants and beverage $CELH and others 5. Clean energy, eVTOL and space $RUN and others 6. Biotech and special situations NVAX and others

$QCOM this POS drops 10 % for intel poor earnings, drops 12% on its own earnings. Get rid of the management , this is horrible

$QCOM The compelling story here is Long term growth! They scored a major partnership with Elon’s SpaceX for starlink and are growing significantly in tech pursuits outside of mobile handsets! I understand though, too many are short-sighted (Pun intended).

$QCOM the ai pc was supposed to restart the laptop cycle. seems like a chip that summarizes email is not a reason to replace a working machine, and replacement cycles do not bend for a feature list

$QCOM What I think the market is overlooking. Qualcomm has two separate businesses: QCT: Selling chips and technology platforms. QTL: Collecting licensing revenue from its intellectual property. The second business is particularly important. Qualcomm can earn royalties even when a competing manufacturer produces its own modem or cellular chip, provided the manufacturer's products use Qualcomm's licensed patented technology. 👉That is a powerful business model. My opinion: Investors may be concentrating too heavily on Apple's modem transition and smartphone weakness while underestimating the long-term value of Qualcomm's wireless intellectual property, particularly as 6G age is approaching Qualcomm patent wall👇💰

$QCOM Qualcomm Beats Earnings and Revenue Estimates 👍:Qualcomm reported a quarterly adjusted EPS of $2.17, beating the estimated $2.161, and delivered a reported revenue of $10.442 billion, outperforming the projected $10.141 billion. Qualcomm's automotive division saw record performance 👍with revenue soaring 89% 🚀year-over-year to $1.99 billion. Guidance Beats Expectations Comfortably:👍For Q1 fiscal 2027, Qualcomm expects adjusted diluted EPS between $2.15 and $2.35 and revenue between $10.4 billion and $11.2 billion,🚀 providing a midpoint target ahead of previous analyst consensus estimates. Licencing Agreements Extended Through 5G:Qualcomm secured long-term licensing renewals👍 with key smartphone manufacturers including Apple, Huawei, and Transsion. Management projected that its expanding data center business will exceed $650 million in the December quarter and aims to hit a massive $5 billion revenue 🚀milestone for the segment by fiscal 2027.👍

$QCOM got some under $160 for long term. Not gonna sell the shares but just keep selling call options to lowe the cost.