Interesting
Raging Capital Ventures: Buying $INTC and $QCOM at this stage in the chip boom is like going all-in on fringe Eagle Ford and Bakken shale acreage in 2014. I’m now short both.
Raging Capital Ventures: Buying $INTC and $QCOM at this stage in the chip boom is like going all-in on fringe Eagle Ford and Bakken shale acreage in 2014. I’m now short both.
OpenAI企图和 $QCOM 合作开发芯片， $QCOM 夜盘一度大涨11%开盘就全剃光了。
这天地板也太离谱了😳 我觉得 $QCOM 是一个我很不熟悉或者不太了解其交易模式的股票，我得多观察一下。
Shay Boloor: OpenAI is reportedly working with $QCOM on an AI-first smartphone targeted for 2028 mass production.
The idea is to compete with the $AAPL iPhone by replacing app grids with agent-driven task flows by using on-device AI for context and cloud AI for heavier work.
这天地板也太离谱了😳 我觉得 $QCOM 是一个我很不熟悉或者不太了解其交易模式的股票，我得多观察一下。
Shay Boloor: OpenAI is reportedly working with $QCOM on an AI-first smartphone targeted for 2028 mass production.
The idea is to compete with the $AAPL iPhone by replacing app grids with agent-driven task flows by using on-device AI for context and cloud AI for heavier work.
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$QCOM's recent performance proves:
The shittiest stock in the hottest sector > the best stock in a shitty sector.
大热板块里最垃圾的股票 > 垃圾板块里最好的股票
3X Long Labubu: $QCOM is trash. Their core server CPU team actually joined http://nuvacore.ai this month, so…
But from PA, the setup looks great as it closed the bearish gap back in Jan.
Also given it’s a consensus short, I bought $QCOM shares and monthly calls for this meme play today.
The shittiest stock in the hottest sector > the best stock in a shitty sector.
大热板块里最垃圾的股票 > 垃圾板块里最好的股票
3X Long Labubu: $QCOM is trash. Their core server CPU team actually joined http://nuvacore.ai this month, so…
But from PA, the setup looks great as it closed the bearish gap back in Jan.
Also given it’s a consensus short, I bought $QCOM shares and monthly calls for this meme play today.
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The biggest earnings week of 2026 so far starts Monday.
Here's what I'll be watching closely:
Monday: $VZ $DPZ $BRO
Tuesday: $UPS $KO $V
Wednesday: $ABBV $MSFT $META $GOOG $QCOM
Thursday: $CAT $LLY $MA $MO $AAPL
Friday: $CVX $XOM
Which are you watching closest?
Here's what I'll be watching closely:
Monday: $VZ $DPZ $BRO
Tuesday: $UPS $KO $V
Wednesday: $ABBV $MSFT $META $GOOG $QCOM
Thursday: $CAT $LLY $MA $MO $AAPL
Friday: $CVX $XOM
Which are you watching closest?
Key dividend hikes this past week:
$MU - Micron Technology raises dividend by 30.4%
$SIG - Signet raises dividend by 9.4%
$WSM - Williams-Sonoma raises dividend by 15.2%
$QCOM - Qualcomm raises dividend by 3.4% to $0.92
$MU - Micron Technology raises dividend by 30.4%
$SIG - Signet raises dividend by 9.4%
$WSM - Williams-Sonoma raises dividend by 15.2%
$QCOM - Qualcomm raises dividend by 3.4% to $0.92
RT KaizenInvestor
I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF
The article covers it all.
KaizenInvestor: http://x.com/i/article/2029218092270628864
I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF
The article covers it all.
KaizenInvestor: http://x.com/i/article/2029218092270628864
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Qualcomm beat earnings!
Here's $QCOM Earnings Overview:
- Adjusted EPS $3.50, est. $3.41
- Revenue $12.25B, est. $12.21B
Here's $QCOM Earnings Overview:
- Adjusted EPS $3.50, est. $3.41
- Revenue $12.25B, est. $12.21B
Jensen yesterday: ‘to build a custom ASIC you need engineering as good as NVIDIA. That’s very rare and very tough.’
Today: All 3 NUVIA co-founders quit Qualcomm
Gerard Williams built Apple’s M-series. Now painting his house
You can’t make this up. $NVDA $QCOM
Year of the 🐴
Irrational Analysis: This is so bearish lol.
Today: All 3 NUVIA co-founders quit Qualcomm
Gerard Williams built Apple’s M-series. Now painting his house
You can’t make this up. $NVDA $QCOM
Year of the 🐴
Irrational Analysis: This is so bearish lol.
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周一 $PLTR 周二 $AMD $SMCI 周三 $LLY $NVO $UNeR $GOOG $ARM $QCOM 周四 $AMZN $IREN $MSTR
Earnings Whispers: #earnings for the week of February 2, 2026
https://www.earningswhispers.com/calendar
$PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX
Earnings Whispers: #earnings for the week of February 2, 2026
https://www.earningswhispers.com/calendar
$PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX
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