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QCOM

Qualcomm Inc

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tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK end up collapsing 80% - Probably: Competition, double ordering, overbuilding, oversupply, then glut, etc. But for now =profits
QCOM CEO ON BLOOMBERG FIGHTING FOR HIS LIFE
QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK end up collapsing 80% - Probably: Competition, double ordering, overbuilding, oversupply, then glut, etc. But for now =profits
QCOM - memory is expensive! ARM - memory is expensive! GOOG - We are spending $120 Billion on Capex - This year alone... Translation: Buy SNDK/MU - They are not overpriced. They are re-rating from a commodity, low-margin business to one of high profits. Eventually, it will revert back, oversupply, double ordering, then price collapse, etc. But for now...
My qcom calls are crushed
Why is QCOM not dumping more? Should be down 20%
QCOM back to 11/2020 price levels.
QCOM listed this as major problem today. bottlenecks are not bullish.
is this bc of QCOM warning about memory bottleneck?
bought 2 qcom 120p lotto yesterday just for fun
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