Probably QCOM or some obscure semicon which hasnt screamed AI as much

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Im gonna need qcom to get it together and walw the fuck up

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Yeah.  Ain't that something.  I don't own QCOM anymore, but cheer for them.  QCOM may become a value stock.  13 forward PE and 10% revenue growth is quite attractive to value investors.  

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So QCOM acquired Arduino and the stock dumped

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$QCOM looks so undervalued currently… am I the only one who sees this?

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Qcom.🤞

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I got mainly NVDA, biggest holding, but also CRWV, ARM, ORCL, AMD, AMZN, META, CEG, AAPL, AVGO, CRWD, GLXY, GOOGL, IONQ, NBIS, OKLO, PANW, PLTR, QCOM, SYM, and of course straight QQQ

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Nice position! Since Feb I've been loading up on call options, which were incredible cheap earlier in the year. My investment thesis was pretty simple - a F500, $50B company with 70%+MSS in servers and clients that is one of only three companies that can make the world's most advanced semis and was ***trading at book value***. If that wasn't enough, the current "make-it-in-America" administration commissioned a study into the industry with the only logical conclusion being they are too strategic to fail. Once Trump called for LBT to be fired (his way of inviting him to the White House) it was obvious that they were going to make Intel Foundry successful. Intel doesn't need cash nearly as much as Foundry customers, which is the only thing that will save it. At $35-$40 it's topped out on cash infusion news and trading ***way*** past fundamentals, but news of any **Foundry** business will propel it upward proportionally to the amount of business announced, which will likely be relatively small because 18A is not external-customer friendly (likely the reason that the NVDA announcement is about ***co-developing*** chips) and 14A has to be proven before any big customer (AAPL, NVDA, AMD, AVGO, QCOM) bets their revenue streams on it. But certainly a number of smaller deals across both nodes would be big news. My options range from March 2026 through Dec 2027. Earlier this year those were relatively cheap; for example my 20-MAR-2026 15C was $6.76 (screenshot from ThinkOrSwim). https://preview.redd.it/r83ag6t8htsf1.jpeg?width=1714&format=pjpg&auto=webp&s=ee1e7aadf0a69b223c3be26b739f70f38519fe41 Believing there will be Foundry announcements (driven behind closed doors by the current administration) I even bought some recently as you can see above such as the 19-MAR-2027 35C @ $11.15. I like the long dated options because 1) they qualify as capital gains after a year and 2) after Delta reaches 1 they simply grow linearly with the stock price which I expect only to go up over the next 2 years (in the case of DEC 2027 calls). So an investment of \~$138k this year netted about $300k. (The other semi investment this year was TSM @ $175). So the next significant jump will depend on news about Foundry customers, but keep in mind it's trading way past fundamentals as Foundry will continue significant billion dollar losses probably for ***at least 4 quarters***, and the 14A node is a big question mark regarding PPA and yields. There is also a real possibility Foundry could be spun-off (yes I know there are clauses regarding that in the government funding but nothing that prevents it, or it could be (gasp!) nationalized) which will likely be positive for the stock price. Therefore I think it's still a good stock or (long-dated) call option investment as there is tremendous hype around Intel as well as the administration backing it. Just my two cents.

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Of course, of course, [none of us seen that coming!](https://www.reddit.com/r/wallstreetbets/s/wWjcxaEU3p) The rest will all be lining up, they really have no other choice now. AVGO, QCOM, AMZN, GOOGl, etc. However, the AAPL announcement will send this past $50.

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