#$QCOM is an active hashtag on Bluesky. In the last 30 days, 14 people shared 27 posts with it — around 1 a day. Activity is down 60% versus the previous week, peaking on Jul 29 with 8 posts.

Posts with #$QCOM

George Pearkes

@peark.es

2 months ago

Large cap movers are a red sea of semis $ARM -9.2% $MRVL -8.8% $QCOM -7.9% $INTC -7.7% $AMD -7.6% $SNDK -7.3% $MU -7.3% $MPWR -7.2% $WDC -6.7% $KLAC -6.4% $NXPI -6.3% $AVGO -6.0% $AMAT -5.8% $CDNS -5.7% $LCRX -5.6% $MCHP -5.4% $TXN -5.4% First non-semi on the loserboard for today is $SHOP -5.3%

6 7 101

Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪

@keubiko.bsky.social

3 months ago

I despised Altman until a half hour ago. Me love you long time now. $QCOM #MuhBags

5 0 19

Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪

@keubiko.bsky.social

about 1 month ago

SK Hynix getting Chamathed. If memory does indeed crack, $QCOM is big winner as memory shortage has crimped handset volumes globally.

3 0 18

Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪

@keubiko.bsky.social

3 months ago

Slightly more seriously $QCOM will be a big winner in "edge inference" which they're all-in on. Reduced cost, improved privacy, and lower-latency for real-time apps. Also underrated AI server inference opp - they live and breath low power and focusing on performance per dollar per watt.

Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪 @keubiko.bsky.social

I despised Altman until a half hour ago. Me love you long time now. $QCOM #MuhBags

2 0 16

Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪

@keubiko.bsky.social

3 months ago

$QCOM #SlapThatAsk

static.klipy.com

Anne Hathaway: I Like It I Like That

ALT: Anne Hathaway: I Like It I Like That

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Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪

@keubiko.bsky.social

3 months ago

Hmmph. $QCOM

0 2 13

Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪

@keubiko.bsky.social

6 months ago

$QCOM interesting - leveraged to AI long term (edge inference on devices, datacenter entry, auto, IOT), but medium term it's now a hedge on AI capex (datacenters sucking up the RAM capacity). Meanwhile minting cash, barely double digit P/E, and buybacks galore.DYODD but on a 2-3 yr view interesting

1 1 13

Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪

@keubiko.bsky.social

4 months ago

DYODD, but if you want to against the memory makers without shorting them, long $QCOM is a consideration - main reason QCOM is in the toilet (other than the AAPL biz going away, which has been known for years) is memory wafers diverted to AI / datacenters, causing a handset memory shortage.

2 1 11

Luke Kawa

@ljkawa.bsky.social

6 months ago

Qualcomm: We’re getting absolutely crushed by the memory chip shortage $QCOM sherwood.news/markets/qual...

0 1 10

Luke Kawa

@ljkawa.bsky.social

about 1 month ago

The bad news: List of stocks where 6/2>6/15>7/6 includes $NVDA, $MSFT, $AMZN, $AVGO, $XOM, $CSCO, $ORCL, $NFLX, $PLTR, $QCOM

1 0 9

Luke Kawa

@ljkawa.bsky.social

4 months ago

The chip rally is so intense that even Qualcomm gets to go up $QCOM sherwood.news/markets/the-...

0 2 9

Keubiko 🇨🇦🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦💪

@keubiko.bsky.social

2 months ago

I asked Gemini to feed my confirmation bias on $QCOM after Jensen announced $NVDA is getting into PCs (an area that QCOM has started doing damage in). Thank you for your attention to this matter.