To The Moon

$Qualcomm(QCOM)$ QCOM needs a great leader to steer the company. They used to be a great company and can come back if they set aside their ego. They can churn out new products every week thanks to their vast patent portfolio that others can't use. Just remember, don't focus solely on AAPL.

$Qualcomm(QCOM)$  QCOM continues to surprise a lot of naysayers, and longs look set to keep riding higher.

$Qualcomm(QCOM)$ The best is yet to come for QCOM! Most people have no idea how bright the future looks for this amazing company.

$Qualcomm(QCOM)$  Slicing through the 170s like a hot knife through butter.

$Qualcomm(QCOM)$ The P/E ratio has gone low after the DTA reversal. It's ridiculously cheap compared to any other chip company, even the ones losing money or not leading in their field. The real talent is in Engineering. The folks on Wall Street might want to reconsider their approach.

$Qualcomm(QCOM)$ I think the worst is behind us. The path to $300 has started.

$Advanced Micro Devices(AMD)$  If earnings blow out, which I believe they will, I think we'll test new highs. When we hit $400, I think it could quickly move up to the $450 range. This is a trillion-dollar company. Just be patient.

$Taiwan Semiconductor Manufacturing(TSM)$ With stellar earnings from the Mag 7, I think the US market is heading to 450 to 460 this week. TSM is the big winner of the massive cap-ex spend. The Mag 7 will increase their spending by another 25% to 30% this year as the AI battle is just heating up.

$Advanced Micro Devices(AMD)$  Enjoy the ride. I think it won't go down until after earnings. It'll go up after earnings, and after a few days, the big players might sell to take profits. The good news is it should keep rising. Just my two cents.

$Advanced Micro Devices(AMD)$ This looks like AMD's NVDA 2023 moment, when NVIDIA grew 10x in two years.