To The Moon

$Qualcomm(QCOM)$ Same as with the Nvidia chip in the $5K laptops. Wall Street media is painting Broadcom's increasing competition in custom AI inference chips as bad news for Qualcomm. The opposite is true. Enough said.

$Qualcomm(QCOM)$ No idea why it's popping today. As long as Qualcomm continues to book new customer orders, the price should respond accordingly, regardless of the Apple loss.

$Qualcomm(QCOM)$ It's likely to hit $300 soon. Working with Microsoft on Project Solara should be a significant boost.

$Intel(INTC)$ To catch up with TSMC, Lip bu needs to raise $50B from Berkshire Hathaway. I think Intel is being too conservative, and that's why Qualcomm, ARM, and Nvidia are now in the CPU business.

$Qualcomm(QCOM)$ The fast-paced rally in other stocks has made people too impatient with this one. Just chill, not every stock doubles in a few weeks. Patience pays off.

$Qualcomm(QCOM)$ Expect a slow grind up over the next three weeks leading into the June 24th news. I think it could reach $270 before the end of June.

$Qualcomm(QCOM)$ This is more of a synergy play. Kind of like the old Bell company. If NVDA were to merge with QCOM or Intel, that would pretty much seal the deal.

$AppLovin Corporation(APP)$ While chart analysis isn't really my cup of tea, this pattern's screaming textbook head and shoulders formation. Technical traders would call this prime setup for bullish breakout, aligning perfectly with the Street's $438 average price target. With earnings dropping August 6th, accumulating or initiating positions now makes strategic sense for realistic 25% upside potential.

$AppLovin Corporation(APP)$  If those short sellers had half a clue, $AppLovin Corporation(APP)$  wouldn't be bidding for TikTok ad space. Their CEO getting VIP access to Trump Jr's inner circle? This growth stock's built for the long haul.

$Advanced Micro Devices(AMD)$ just crushed it! Their Instinct GPUs made a killer debut on the MLPerf training benchmark, going toe-to-toe with $NVIDIA(NVDA)$ 's H100 and H200. The upgrade from MI300X to MI325X brought a 30% performance boost, powered by ROCm 6.5 with Flash Attention and Transformer Engine optimizations. It handled Llama 2-70B-LoRA，one of the hottest GenAI workloads，like a champ. MangoBoost ran multi-node training, Supermicro jumped in with liquid cooling for the first time, and big names like Dell, Oracle, and Gigabyte also showed results. Honestly, AMD’s momentum is all upside，open and scalable AI is not just a vision anymore, it’s happening!