To The Moon

$Qualcomm(QCOM)$  Qualcomm's Transformation: From Smartphone King to AI Infrastructure Titan 🌟🌟🌟 Qualcomm is at a critical juncture, pivoting from its long held dominance in mobile connectivity toward a future anchored in high performance AI infrastructure.  The recent surge in interest is fueled by the realisation that its power efficient DNA is uniquely suited for the Inference age of data centers.  It could potentially trigger a major valuation re rating as it breaks free from the cyclical handset market. The Case for the Re-rating: From Pocket to Powerhouse The market is starting to re-rate QCOM because they are seeing a second growth curve that is less about selling more phones and more about powering the infrastructure that ru

The Pulse $Qualcomm(QCOM)$ $QCOM just pulled off what $NVDA bulls didn't see coming: a 15.1% moonshot to $179.58 after dropping the hyperscaler bomb on Thursday's earnings call. The mobile chip titan secured a custom AI data center chip order from an unnamed cloud giant (December shipments incoming), formally declaring war on Jensen Huang's server monopoly. But here's the tension—Q3 guidance missed hard (down 13-18% vs. consensus), and this stock has already ripped 45% off April lows. Is this the birth of a genuine $10B revenue stream, or did Wall Street just overpay for a single mystery deal? 📊 Key News Revenue Reality Check: Q2 came in at $10.6B (down from $11.0B YoY), with Q3 guidance of $9.2-10.0B missing the $10.23B consensus by up to 18%. EP

$Qualcomm(QCOM)$  

$QCOM 20260918 150.0 CALL$ with IV at 43.4% but at 140% gain, what would you do? I'll hold for another week. Big players crushing your options on 1st of May? May the force be with you on the 4th should be a good week or its going to be sucks?

$Qualcomm(QCOM)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  📡⚙️ $QCOM Earnings Surge Meets Cycle Friction ⚙️📡 I’m watching Qualcomm trade like a stock that just unlocked a new narrative, but the underlying cycle hasn’t caught up yet. A +18.9% move with 383K calls by midday, 14x normal volume, tells me positioning is now aggressively forward-looking, not reflective of current fundamentals. I’m seeing a market that is choosing to price the bottom before it is fully confirmed. 🧠 Earnings Snapshot EPS: $2.65 vs $2.56 Revenue: $10.60B vs $10.56B Automotive: $1.33B, +38% YoY 🧭 Forward Signals Q3 Revenue: $9.6B vs $10.3B est Q3 EPS: $2.20 vs $2.43

Thank you @QCOM

The best earnings reactions today: $The Vita Coco Company, Inc.(COCO)$ +29.67% $Bloom Energy Corp(BE)$ +27.21% $NXP Semiconductors NV(NXPI)$ +25.55% $Viavi Solutions(VIAV)$ +20.36% $Impinj(PI)$ +17.80% $Fiverr International Ltd.(FVRR)$ +16.99% $Qualcomm(QCOM)$ +15.66% $Brinker(EAT)$ +14.45% $FormFactor(FORM)$ +13.53% $Seagate Technology PLC(STX)$ +11.10%

$Qualcomm(QCOM)$  Qualcomm's Transformation: From Smartphone King to AI Infrastructure Titan 🌟🌟🌟 Qualcomm is at a critical juncture, pivoting from its long held dominance in mobile connectivity toward a future anchored in high performance AI infrastructure.  The recent surge in interest is fueled by the realisation that its power efficient DNA is uniquely suited for the Inference age of data centers.  It could potentially trigger a major valuation re rating as it breaks free from the cyclical handset market. The Case for the Re-rating: From Pocket to Powerhouse The market is starting to re-rate QCOM because they are seeing a second growth curve that is less about selling more phones and more about powering the infrastructure that ru

The Pulse $Qualcomm(QCOM)$ $QCOM just pulled off what $NVDA bulls didn't see coming: a 15.1% moonshot to $179.58 after dropping the hyperscaler bomb on Thursday's earnings call. The mobile chip titan secured a custom AI data center chip order from an unnamed cloud giant (December shipments incoming), formally declaring war on Jensen Huang's server monopoly. But here's the tension—Q3 guidance missed hard (down 13-18% vs. consensus), and this stock has already ripped 45% off April lows. Is this the birth of a genuine $10B revenue stream, or did Wall Street just overpay for a single mystery deal? 📊 Key News Revenue Reality Check: Q2 came in at $10.6B (down from $11.0B YoY), with Q3 guidance of $9.2-10.0B missing the $10.23B consensus by up to 18%. EP

$Qualcomm(QCOM)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  📡⚙️ $QCOM Earnings Surge Meets Cycle Friction ⚙️📡 I’m watching Qualcomm trade like a stock that just unlocked a new narrative, but the underlying cycle hasn’t caught up yet. A +18.9% move with 383K calls by midday, 14x normal volume, tells me positioning is now aggressively forward-looking, not reflective of current fundamentals. I’m seeing a market that is choosing to price the bottom before it is fully confirmed. 🧠 Earnings Snapshot EPS: $2.65 vs $2.56 Revenue: $10.60B vs $10.56B Automotive: $1.33B, +38% YoY 🧭 Forward Signals Q3 Revenue: $9.6B vs $10.3B est Q3 EPS: $2.20 vs $2.43

The best earnings reactions today: $The Vita Coco Company, Inc.(COCO)$ +29.67% $Bloom Energy Corp(BE)$ +27.21% $NXP Semiconductors NV(NXPI)$ +25.55% $Viavi Solutions(VIAV)$ +20.36% $Impinj(PI)$ +17.80% $Fiverr International Ltd.(FVRR)$ +16.99% $Qualcomm(QCOM)$ +15.66% $Brinker(EAT)$ +14.45% $FormFactor(FORM)$ +13.53% $Seagate Technology PLC(STX)$ +11.10%

$QCOM 20260918 150.0 CALL$ with IV at 43.4% but at 140% gain, what would you do? I'll hold for another week. Big players crushing your options on 1st of May? May the force be with you on the 4th should be a good week or its going to be sucks?

$Qualcomm(QCOM)$  

Thank you @QCOM