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EnSilica (London: ENSI). I like it for the long term because in my opinion… ENSI x *t* = QCOM EDIT: For anyone not aware, QCOM was founded by just seven staff 40 years ago. EnSilica according to the CEO is the only company with all the key chips for satellite …
EnSilica (London: ENSI). I like it because in my opinion… ENSI x *t* = QCOM
I’ve been slowly building positions in QCOM. Next year will be pivotal for them as the new data centre AI chips begins to roll out. Also I can see edge AI being the next trend which QCOM will be the leading player in this.
QCOM
I think people are sleeping on QCOM.
AMZN and QCOM
QCOM way back around 2000. Had 30 calls. If I had held for 2-3 weeks, would've cracked a million
QCOM a no-brainer. They are losing Apple but the non-Apple piece is growing nicely and they are a huge long term winner in AI (look up edge inference), moving into PC market with a great low power ARM-64 solution, and even getting into AI servers where their low power chips …
QCOM
QCOM, SSNC, $JBL. All require work to understand.
$QCOM 12/5 172.5C
QCOM reached that point by doing bugger all for a decade, I’ve had enough of that one
NOK and QCOM as a 5G/6G AI infrastructure-to-edge advanced telecom stack. They are both going to blow up in the next year or so (which may have started already) once enough people understand the tech super cycle needs highly advanced telecom and end user tools including autonomous everything to function …
Same I would not look at Google right now I think for now Amazon eBay and QCOM. Are currently my top techs hehe
AMAT ACLS and QCOM will continue to benefit from the TSMC/NVDA boom. But the long long would be TTWO w its GTA6 releasing next year for the gaming addicts and the recommended HW requirements...
My Mag7 Pick: META Others: CRM Honorable Mentions: GOOG, QCOM, UBER, PYPL, ADBE
QCOM!
Yeah same here, my portfolio is tech heavy, and Im okay holding, but buying in gets harder and harder. I don’t think anything is undervalued. Not even ADBE. Maybe TSMC and QCOM? UBER too, if you count UBER as tech… Those are the only ones that come to mind… All …
Buy more GEV ORCL QCOM PEG. all dec19 exp 1-2 strikes out. Oh yeah. 6880c and 6900c 12/2
NBIS, SNAP, QCOM, BABA & XPEV
I think right now cash is king. Just you wait. Start small, think big, scale fast. Be strict with limiting losses and only average up. Never lose more than you would on a spend on gift or a bad date, and only average up. On the authority of the famous …
Yes and no, you really need to compare AI issues with those responsible for the Internet build out - just look at the charts for QCOM and CSSO in the late 1990-early 2000 - the stock exploded, they did circular financing for additional equipment sales, once sales reach stability levels, …
Bite your tongue! We are at the beginning of the distribution cycle. The April rally was a gift. Take the time to look for stocks that are emerging. Grind weekly charts. Never lose more than you would on a spend on gift or a bad date, and only average up. …
President Trump's recent bond purchases: >[https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/](https://www.reuters.com/business/finance/trump-buys-least-82-million-bonds-since-late-august-disclosures-show-2025-11-15/) > >The maximum total value of the bond purchases exceeded $337 million, according to the filings. > >Corporate bonds acquired by Trump include offerings from chipmakers such as Broadcom (AVGO), and Qualcomm (QCOM), tech companies such as Meta Platforms (META), retailers such as Home …
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Total Off-Exchange Volume: 3.2 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 113,496,992 | $19.1 billion | 0.1060% | Sep 30, 2025 |
| Blackrock Inc. | 98,567,624 | $16.6 billion | 0.0920% | Sep 30, 2025 |
| State Street Corporation | 52,957,122 | $8.9 billion | 0.0494% | Sep 30, 2025 |
| Geode Capital Management, LLC | 25,675,155 | $4.3 billion | 0.0240% | Sep 30, 2025 |
| Morgan Stanley | 18,722,835 | $3.1 billion | 0.0175% | Sep 30, 2025 |
| NORGES BANK | 17,038,822 | $2.9 billion | 0.0159% | Jun 30, 2025 |
| JPMORGAN CHASE & CO | 14,055,896 | $2.4 billion | 0.0131% | Sep 30, 2025 |
| Bank of America Corporation | 13,889,718 | $2.3 billion | 0.0130% | Sep 30, 2025 |
| Amundi | 12,671,635 | $2.1 billion | 0.0118% | Sep 30, 2025 |
| Wellington Management Group, LLP | 12,437,240 | $2.1 billion | 0.0116% | Sep 30, 2025 |

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