To The Moon

$Qualcomm(QCOM)$ I think it might have something in stock, otherwise the options price wouldn't be so high. QCOM has been a big sleeping giant for over 5 years.

$Taiwan Semiconductor Manufacturing(TSM)$ Congratulations to those invested in memory stocks. Fortunes are being made.

$Qualcomm(QCOM)$ The narrative around AI edge powered by QCOM is gaining traction, partly due to the recent Cognex news. This could represent a potentially huge market for QCOM. And that's without even considering the 6G modem reset cycle, which is strictly QCOM's forte.

$Qualcomm(QCOM)$  This echoes the long-standing pattern: good news, a stock run-up, followed by an almost immediate sell-off. It could be traders taking profits, or it might be a genuine 'lather, rinse, repeat' scenario. We'll know soon enough. Regardless of what this specific pattern means, QCOM is genuinely diversifying. Sooner or later (though sadly for those of us who are long, it seems to be leaning toward later), the market will be forced to acknowledge its move into faster-growing markets, and the share price should rise accordingly. Patience is tough in this market, but I believe it will ultimately be rewarded.

$Advanced Micro Devices(AMD)$  Even if AMD faces a temporary setback, it's still going to $400 if demand exceeds supply. That should hold for the foreseeable future, until something changes.

$Qualcomm(QCOM)$ What’s with all the hate? It should be trading above 200, but it’s moving the wrong way.

$Qualcomm(QCOM)$ It seems like there's no greater manipulation in the market than what's happening with Qualcomm. Pretty amazing how they're trying to hold back its rise. ARM, a company with no real product to speak of, announces a chip partnership and the stock jumps 100% to trade at a 267 P/E. Qualcomm's earnings news was far stronger. The auto profit alone covers the Apple loss, and that segment is growing. It's an advanced semiconductor company with incredible underlying value. Its technology touches everything. This isn't a commodity business. Walmart is a commodity business, and it trades at a 40 P/E.

$Advanced Micro Devices(AMD)$ There's a major contradiction between HSBC's downgrade justification and RBC Capital's market perform outlook. RBC Capital argues supply constraints may limit AMD's growth in the short term, then HSBC uses a sales slowdown based on product inventory increases. Lisa Su made it clear in past conference calls that AMD had prepared for the memory shortage. She also made it clear that the company was firing on all cylinders regarding projected sales and revenue increases. It looks like HSBC decided to jump on the supply constraint bandwagon argument presented by RBC, but missed the mark on the details. To me, the HSBC downgrade feels like a typical example of the pre-earnings fear mongering these investment firms engag

$Taiwan Semiconductor Manufacturing(TSM)$ A good day to start off with a 3-1 stock split announcement.

$Qualcomm(QCOM)$ QCOM needs a great leader to steer the company. They used to be a great company and can come back if they set aside their ego. They can churn out new products every week thanks to their vast patent portfolio that others can't use. Just remember, don't focus solely on AAPL.