Posts
She is the centre of the zeitgeist
Qualcomm +12% pre-market after doubling 2029 non-handset revenue target to $40B and targeting $15B in AI data center sales
Source: [https://finance.yahoo.com/technology/article/qualcomm-jumps-as-it-looks-beyond-smartphones-to-cash-in-on-the-ai-boom-225301932.html](https://finance.yahoo.com/technology/article/qualcomm-jumps-as-it-looks-beyond-smartphones-to-cash-in-on-the-ai-boom-225301932.html) Qualcomm (QCOM) stock jumped over 12% in premarket trading on Thursday, after the company said it raised its non-handset revenue target to $40 billion by fiscal 2029, twice its previous goal. The figure includes an anticipated $15 billion in new data center revenue. The announcement came during the …
Brother, the company has square burgers. Do you know how hard it is to make a square cow? That’s innovation.
Brother, the company has square burgers. Do you know how hard it is to make a square cow? That’s innovation.
This is my thesis on AMD.1000+
People keep talking about AMD like it's just "the #2 GPU company," but that's missing the bigger picture. AMD isn't a one-product company. It has growing businesses in AI accelerators, EPYC server CPUs, client PCs, gaming, and embedded chips. The AI business is still in the early innings, with the …
EchoStar (ECHO) – Anyone else watching the bond pricing vs the spectrum deals?
Saw the post about Hughes Satellite bonds trading at a discount and figured I’d share what I’ve been looking at. EchoStar has two big FCC-approved spectrum transactions: roughly $23B with AT&T and a large deal with SpaceX that includes cash plus an equity stake. These are supposed to close in …
NFLX Earnings Run-Up
Position: NFLX 7/17 $75C NFLX sucks - blah blah blah. I’m frankly sick of the narrative. Since when do we care about long term investment advice? This is a 3 week play. NFLX reports in 7/15. The stock often catches a bid into earnings because funds position early for another …
Softbank best Bank
[https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting\_46\_05\_en.pdf](https://group.softbank/media/Project/sbg/sbg/pdf/ir/investors/shareholders/2026/shareholders-meeting_46_05_en.pdf) duck me baffled