Freedom and Market

🌎 Longterm investor

❌ Not financial advice

Personal views on the market

[Peter DiCarlo @pdicarlotrader]

$QCOM presented an amazing buying opportunity this morning

Gap down on earnings into Smart Money Zone

Still very bullish on this for the next 6 moths

[amit @amitisinvesting]

JENSEN: BUY QUALCOMM $QCOM STOCK

[Freedom and Market @FreedomStock1]

$QCOM bouncing today after the post earnings selloff

Handset weakness and soft Q4 guidance triggered the drop last week, but the stock is starting to stabilize. Auto revenue still the standout (+61% last quarter), and the long-term Edge AI + diversification story remains intact.

Seeing some bullish options flow too. Short term noise vs. multi year thesis still watching execution.

#QCOM #AI

[Freedom and Market @FreedomStock1]

$QCOM After the Sell Off Looking Past the Handset Noise

A day after the Q3 print, $QCOM is still under pressure That’s normal when guidance disappoints

But if we zoom out, the more important number from the report was the 61% jump in automotive revenue. That segment is no longer a side story it’s becoming a real growth engine

Edge AI and automotive are tightly linked. Qualcomm’s Snapdragon platforms are designed for low power, high efficiency on device processing exactly what modern vehicles and intelligent devices need. This is the same technology edge that positions the company well for the broader Edge AI opportunity

Short term handset weakness and softer Q4 guidance create volatility. For long term investors focused on AI infrastructure beyond the data center, the diversification progress is what matters most.

[Freedom and Market @FreedomStock1]

$QCOM Q3 Earnings: Handset Weakness, Auto Surge Does the Long Term Thesis Still Hold?

Qualcomm reported Q3 FY2026 results yesterday:

Revenue ~$9.95 billion, slightly above estimates but down ~4% YoY

Non GAAP EPS $2.21, slightly missed expectations

Highlight Automotive revenue jumped 61% to a record high IoT also grew

Pressure points Handset business declined noticeably, and Q4 guidance came in soft

The stock reacted negatively in the short term. From a long term AI investing perspective, though, this actually reinforces Qualcomm’s core story handsets are cyclical, while the real growth drivers remain Edge AI, automotive, and data center. Management is still targeting ~$40 billion in non-handset revenue by FY2029

Short term volatility is normal. The key is still execution progress.This is just my personal research and sharing not investment advice. What do you think of the results? Feel free to share your thoughts below.

[Freedom and Market @FreedomStock1]

$QCOM

Q2 FY2026 Earnings Highlights

Revenue reached $10.6 billion, with Non GAAP EPS at $2.65, beating expectations. Automotive business hit a quarterly record, and combined Automotive + IoT grew 20% YoY showing solid diversification progress The company also announced a $20 billion share repurchase plan.

Long Term AI Thesis

Qualcomm’s real strength lies in Edge AI (On-Device). Its Snapdragon platforms feature efficient NPUs that run AI models locally on phones, PCs, cars, and more delivering better privacy, lower latency,
and power efficiency

At the 2026 Investor Day, management laid out a clear full stack AI strategy spanning edge to cloud. They significantly raised non-handset revenue targets to ~$40 billion by FY2029, with data center custom chips, AI PCs, intelligent vehicles, and robotics as key growth drivers.

Why It Fits Long Term Portfolios

Reasonable valuation, strong tech moat, and real world adoption momentum make QCOM a balanced AI holding not the flashiest, but built for durability.Of course, handset cyclicality and execution risks in new areas remain watch points.This is just my personal research and sharing not investment advice. Markets involve risk. What do you think about QCOM? Feel free to discuss below!

[Barry @BarryStock777]

The Fed kept rates at 0% for a long time

Lots of pundits predicted it would lead to a crisis and maybe even hyperinflation

Didn't happen

Then they raised rates b/c of the pandemic inflation

Still no crisis

Why?

[Barry @BarryStock777]

Agreed！

Price action may break before the thesis. Maintain a long term view if fundamentals remain intact. Build your own thesis and stay patient markets will refocus on fundamentals🫡

[Barry @BarryStock777]

I'm bullish on $RKLB for the next 3 months
Rocket Lab delivered a strong H1 with record Electron launches and growing backlog. The transformative Iridium acquisition is a game changer, positioning them as a vertically integrated space powerhouse

Analysts’ average target sits at $100-108 (solid upside potential). Backed by NASA, U.S. Space Force contracts, and broader space tailwinds

Volatility is expected short-term, but the medium-term growth story looks compelling

What’s your take? 👇

#RKLB #SpaceStocks #RocketLab #InvestmentNotes

[Barry @BarryStock777]

Interesting move on $NUAI. Appreciate the clean thesis summary saves a lot of time.

Well played on the $IREN call @awilkinson

Will be watching how this develops👏

[Barry @BarryStock777]

This $266M USAF contract is a major win for $RKLB

Not only does it expand their defense footprint with 12+ suborbital launches through 2028, but it further validates Rocket Lab’s growing role in national security missions alongside their strong Electron cadence and the strategic Iridium acquisition

Solid long term tailwinds in a high barrier sector Continuing to watch closely

#RKLB

[Freedom and Market @FreedomStock1]

@barontrump47 @miyabikoutarou これでも治せんと思うよ

[Freedom and Market @FreedomStock1]

@tanakaseiji15 それな、強制送還でお願いします。

[Freedom and Market @FreedomStock1]

@FIRE_07141866 むりぽ

[Freedom and Market @FreedomStock1]

@hitsuzikai イマカイバなのだ

[Freedom and Market @FreedomStock1]

@tanakaseiji15 @5__cm それな。

[Freedom and Market @FreedomStock1]

@investment_rei 何でかえなんですかね？

[Freedom and Market @FreedomStock1]

@nicosokufx また？？、買いに行こうかなぁー。

[Freedom and Market @FreedomStock1]

@eno_sedori ありがとうございます。
よろしくお願い致します。

[Freedom and Market @FreedomStock1]

@tonkatsu_index オルカン400万と150万を個別株かう。