QCOM Qualcomm, Inc.

Qualcomm trades at 20.2x earnings. Nvidia is 27.8x. AMD is 140x. Same semi cycle, three different markets: mature cash compounder, AI platform, and priced-for-perfection momentum. Valuation dispersion inside one sector is the story. $QCOM $AMD $NVDA

$QCOM NOV06 180C · still actionable Zone: $172.32 to $174.74 Invalidation: close under $170.76 Objectives: $183.49, then $194.77 The math: up 5.7% to the first objective and 12.2% to the second, against 1.6% risk on the invalidation, better than 7 to 1 to the second Dear friend, picture a swing setup where a big chip name spent Monday testing the top of its recent range and refused to fall apart. Qualcomm opened near $176, ran to $178, and still closed up at $173.53 after buyers held the $172.37 low, well above the $170.76 floor from last week. What that means is buyers are defending higher ground now, and earnings on November 4 will give this base a clear test, with room toward $183.49 first if that floor keeps holding. A close under $170.76 says the floor gave way and you step aside. P.S. Watch $178 first. It was the high on Monday, and a close over it would show buyers pressing toward the report, not just holding the low.

$QCOM would be $2600/share if valued the same as $ARM yet QCOM has 7 times more revenue than ARM! QCOM would be $1359/share if valued like $AMD yet QCOM is actually closing in on amd's revenues (43Bill vs 50Bill). QCOM clearly the winner for value and growth

$QCOM Conclusion: The key levels to watch at this stage are the current 168.32 low and the September 25 peak at 206.7. #QCOM #trading

$QCOM A potential break above the September 25 peak would provide strong confirmation of the bullish view and open the door for an extension higher, targeting the 230–245 area with a high probability. Note: Price needs to hold above 168.32 for this scenario to remain valid. #QCOM #trading

$QCOM the key level to watch is September 25 peak. If buyers were strong enough to push the prices higher from current levels and made a Break above Sep 25th peak, that would make incomplete bullish sequences in the cycle from the 143.28 low. #QCOM #trading

$QCOM NOV06 180C · still actionable Zone: $170.91 to $173.31 Invalidation: close under $170.76 Objectives: $183.49, then $194.77 The math: up 6.6% to the first objective and 13.2% to the second, against 0.8% risk on the invalidation, about 17 to 1 to the second Think of this swing setup like a good truck that got pushed toward a ditch on Friday while the whole chip sector was sliding in the mud. Qualcomm closed Friday at $172.11, down 3.5 percent that day, yet price held above the $170.76 support where buyers have stepped in before, and what that means is simple. The floor sits close underneath us, and overhead there is room back toward $183.49 first and $194.77 next if buyers defend that floor into earnings on November 4. If price closes under $170.76 the floor has given way and you step aside, plain and simple. P.S. Watch $175.97 on Monday. It is the first resistance overhead, and a close back over it would show buyers pushing again, not just defending the low.

$QCOM relative strength to semis for a couple weeks now. What will happen when semis reverse?

$QCOM If you followed my advice to exit partial or fully QCOM at 201.5$, its almost at target I set for a new long entry, patience....

$QCOM Qualcomm won the breach finding against Arm today and collected 2 dollars for it, 1 dollar per claim (Reuters). The jury said Arm failed to provide the software patches and tools it owed, and that Arm interfered with Qualcomm's relationship with Meta. Arm won the other five breach allegations. The damages are basically symbolic, though. The breach keeps Qualcomm's request alive for the judge phase, where it is asking to stop paying Arm royalties for five years, potentially billions of dollars. Arm says that contract clause is unenforceable, and the losing side likely appeals. Scale is why it matters more for Arm. Qualcomm was about 9% of Arm's revenue last fiscal year, roughly 443 million dollars of 4.92 billion, license fees included (Arm filing, via TIKR). QCOM closed +1.4% at 176.86. $ARM closed basically flat.

Weekend reading on $QCOM: the Arm jury deliberated about four hours Friday with no verdict and goes back in Tuesday. Honestly I care less about the verdict than the judge's still-pending call on whether a breach lets Qualcomm skip Arm royalties for five years. The part I'm actually holding for is the two hyperscaler custom-chip deals that are supposed to start booking revenue this December quarter. Full disclosure, I own shares, so I'm not neutral here.

Baird analyst Tristan Gerra reiterated his bullish view on edge-AI platforms, naming Qualcomm as his top pick after the company reached a broad, multiyear cross-licensing agreement with Huawei. Baird maintained an Outperform rating and a $400 price target. The agreement covers 5G, computing, AI and networking technologies, while Qualcomm will acquire certain U.S. patents from Huawei. Gerra said the deal strengthens Qualcomm’s position to benefit from growing edge-AI content across Huawei’s hardware platforms. Qualcomm also recently renewed its QTL licensing agreement with Apple, further supporting its licensing portfolio. Baird expects agentic AI to become a secular growth driver for edge computing, with Qualcomm well positioned for long-term AI inference as new architectures expand beyond smartphones. $QCOM

$QCOM all other chip names down more than this. This has relative strength in chips. The ARM suit may actually be good news right here.

$QCOM “The stock market is a device for transferring money from the impatient to the patient.” — Warren Buffett I’m done being a commentator on Qualcomm. From here on, I’m a watcher. Let the algos make the noise—I’ll watch, wait, and let time reveal who was right.

$QCOM crazy you can still buy it around this price imo. around here or lower still a gift. cfo interview making rounds he more or less says the $18 eps in fy29 is a given and they’re already looking/optimistic for upside to that number. simple math puts stock price at a conservative minimum of 350-400 if thats true. where else are you finding a low risk high reward 2x right now

$QCOM You see everyone elses CEO out promoting their company, you never see this one out there routing and promoting for his company.

Qualcomm, Arm Reportedly Head Back To Court With Billions In Potential Royalties At Stake $QCOM $ARM $SOXX https://stocktwits.com/news/equity/markets/qualcomm-arm-reportedly-head-back-to-court-with-billions-in-potential-royalties-at-stake/cZDpUMSRBjT

$QCOM I just cannot understand the cult of ARM stock when QCOM kicks its butt financially and is a dozen times cheaper. Yet they buy that thing up like its pure gold.

$QCOM they should cut the CEO and Board of Executives pay as well. This notion of one side (lower tier employees) losing is not what I want as a shareholder. Everyone should lose if we are not performing to expectation. You may not lose your job as a leader but atleast you should lose a check, FOH!

$QCOM still o/s, and still a strong breakout candidate moving into next week. Just a breeze of bullish winds and it will jump to 190