Qualcomm has more upside after breaking out of its latest volatility hole on the weekly chart, as long as whale accumulation stays strong and steady, currently at 52.4%. The cycle bottom formed at an earlier volatility hole with a descending blue ribbon, and momentum has since rebuilt, confirmed by a bullish red ribbon and rising accumulation. Resistance sits at $203, $225 and $252, with support at $192. x.com 

Qualcomm looks undervalued among tech stocks given its opportunities in physical AI, CPUs and an emerging data-center market. x.com 

Qualcomm stays a Hold, with the target cut to $186 on handset weakness and limited near-to-mid-term data-center visibility. Fiscal Q4 2026 revenue guidance of $9.7-10.5B fell short of buy-side chatter near $11B; Android faces elevated wafer inventories and Apple modem revenue is falling faster than expected. Data-center targets of $5B in FY27 and $15B+ in FY29 were reaffirmed and AI250 has four major US cloud customers, but high LPDDR5 prices hurt its competitiveness, and CPUs are years off. … Show more

Qualcomm has little downside with Amazon having come in as an investor at around $160 a share. Investors give it almost no credit for AI, wearables, robotics and auto, and those businesses can do the heavy lifting to keep the stock steady next year. x.com 

AI demand could drive a big run in Broadcom, IREN, Oracle, Qualcomm, Nokia and Vistra. IREN's 2 GW of uncontracted power gives it massive upside potential; Vistra's roughly 3.8 GW of Meta and Amazon agreements position it for data-center power demand. Broadcom supplies custom AI chips and networking; Oracle has $664B in backlog and a $300B OpenAI deal; Qualcomm is one of tech's most undervalued names with CPU, physical-AI and data-center exposure; Nokia is essential to AI networking. x.com  x.com  … Show more

Apple dropping Qualcomm in favor of its own chips is a warning sign for Qualcomm. When Apple dumped Intel's chips, it marked five years of pain for Intel. Around $150 would be the right level to step in. x.com 

Qualcomm's investor day strengthened the long case, as its CFO raised FY2029 non-handset revenue guidance 91% to $40B. Qualcomm disclosed major orders from two hyperscalers, said its Dragonfly C1000 data-center CPU launches in mid-2028 with Meta among the first customers, introduced the AI300 accelerator and data-center interconnect, and expects $6B of annualized automotive revenue in FY2026. It also agreed to buy AI software firm Modular for $3.9B. x.com 

Qualcomm could surge 25-30% this month after striking an AI chip deal with TikTok owner ByteDance. A buyer put $3.3M into June 18 $320 calls after the news, betting on a 30% rise in about two weeks. x.com 

Qualcomm's multi-generation AWS collaboration on custom AI data center silicon and inference shows its data center customers are becoming clear. Qualcomm confirmed the AWS deal is baked into its $15 billion FY29 data center revenue target, which should remove doubt about hitting that number; investor relations confirmed this despite @bubbleboi's objection. Qualcomm remains an execution beneficiary, with its data center value moving toward the upside case. x.com  x.com  x.com 

Qualcomm is still priced as a phone company even as diversification absorbs the loss of Apple modem revenue. Non-handset revenue is now about 34% of QCT; automotive revenue grew 38% to $1.3 billion, with 50% growth guided for Q3 and an exit above $6 billion for FY2026. Snapdragon X2 Elite gives it edge-AI leadership, with over 100 Copilot+ PC designs. Q2 FY2026 beat on revenue of $10.6 billion and EPS of $2.65. The Apple overhang of about $6-8 billion is priced in and nearly over. x.com