My Notes
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🔍 Danger for Intel and AMD!? 💡
Longtime personal computer market leaders Intel $INTC and AMD $AMD-0.2% face a new challenge. UK chipmaker Arm $ARM+1.6% is coming up with ambitious plans to make a push in this market, especially through Qualcomm $QCOM+1.1% and their Snapdragon X Elite and X Plus chips , which will soon appear in laptops from manufacturers ASUS, Acer, Dell, HP...
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Qualcomm: A cheap alternative with huge potential in AI
- Recommendation from CFRA Research: Angelo Zino, vice president and principal equity analyst at CFRA Research, named Qualcomm Incorporated $QCOM+1.1% as one of the cheapest alternatives to Nvidia. He recently upgraded this stock from a "hold" rating to a "buy" rating.
- Growing market opportunities: according to Zin, this...
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🔍🖥️ Microsoft unveils new computers powered by Qualcomm's AI chips!
Microsoft $MSFT+0.1% on Monday announced a new line of Surface laptops and Surface Pro tablets that feature advanced chips from Qualcomm. These chips allow you to run AI functions directly on the device, saving battery and boosting performance. 🔋
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I see it similarly to Christopher, I also don't know anyone with their laptop and I personally wouldn't buy that laptop.
📈 Qualcomm presented its quarterly results yesterday! 💼
Qualcomm $QCOM is a global leader in mobile technology, known for its innovative chips and technologies for smartphones and other devices. Their cutting-edge products not only deliver superior performance, but also set new standards in artificial intelligence and connectivity.
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📊 Investment Calendar 📆
Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.
Monday: I'll only be watching company results.
📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFI-3.8% and ON Semiconductor $ON-1.6%. After the close, just the results of Paramount $PARA...
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📈📱 New from the world of technology!
Qualcomm $QCOM+1.1% has revealed its latest Snapdragon 8s Gen 3 mobile platform , targeting flagship Android smartphones ! 💡 This breakthrough chip offers revolutionary capabilities by integrating generative AI directly into the device and advanced photography features.
Leading manufacturers such as Realme, Honor, iQOO, Redmi a Xiaomi will...
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I bought the company around $100, I regret selling around $125, I just took it as speculation, profit. That's fine, but the price is different today. Well what do you expect, now maybe anything with AI or chip in the name goes that way. 😂 ...but otherwise opinion, I didn't research more now, but according to what you write, it is important for the Androuid world and it is huge. So the potential is obviously there. 😊
Today we have a nice green market, helped mainly by macroeconomic data from the US, but also the results of some companies like $SBUX+1.1% $PYPL-3.0% $QCOM+1.1% $PLTR-2.1% and many others.
What do you think, will this mood in the markets last us until the end of the year? Or will there still be a hard blow and the markets will lose x%?
In my opinion, the markets could stay in a...
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Hey, great insight! I'm optimistic about the market too. Sideways sounds probable, and I hope for a smooth ride to the year's end. 📈😊
https://www.trippybug.com/10-best-restaurants-in-boston-seaport/
Earnings season continues today, what companies will you be watching for the rest of the week?
I'll be watching the results of $PYPL-3.0% $QCOM+1.1% after the market closes today.
Unlike other chipmakers, $QCOM+1.1% is not riding the AI wave and for the full year the stock is only up 1.6%. With the expanding 5G network, demand for their chips is growing, so I'm interested in...
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I've been watching that $QCOM+1.1% lately too. It may not be riding the AI wave but as you write, it makes chips that other companies need and that may be its plus. So we'll see. I don't have it in my portfolio though. Otherwise what I'm holding is $PYPL-3.0% and although it's having a tough time I'm hoping for some hint of a better tomorrow. 👍
I haven't heard of the company, but the growth there is solid and from what you write it looks like the company has quite a bit of growth potential.