QCOM - QUALCOMM Incorporated 0 WATCHERS

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