Patel1990

[Patel1990 @Patel19901]

@BrandonWealth $DOL.TO almost at every shopping plaza and now they also carry $5 price tickets as well!

[Patel1990 @Patel19901]

@WilliamNextLev1 Today at 142.5 🙄

[Patel1990 @Patel19901]

@gregory_FTA

[Doug Catsby @DougCatsby]

Thoughts on $QCOM

Investor day gave out some pretty bold claims and guidance. Seems like every one is just trying to get into the data center chip game now.

This reminds me a lot of $ARM before the monster run, with management giving out some pretty outlandish claims and the market rewarding them for it.

$QCOM also indicating they have HBC to combat HBM, which companies will like ig.

Financial wise, seems like FY 2029 EPS guidance is raised from 14.42 -> 18, aka 25% increase. Assuming 14x-17x forward PE, price target of 250-300.
This may not seem like a very high price target considering $QCOM AH as of right now is already $220.

However, I projected a FV of $250ish for $ARM and now it traded to $450 at one point.

Yet the question I am starting to ask more and more is: when is it enough? It's like this is no longer a winner takes all market and everybody is trying to take a piece. Not all wild projections can come true. Wondering if it is time to just stick with the winners now vs taking flyers on what "seems to be early" stocks in a maturing theme (data center chips).

Back in 2025, I had projected that AI inference follow the same path as crypto, with CPU mining -> GPU -> ASIC, where ASIC has the highest competition and the lowest margins. It does seem like we are getting to that stage where good AI chips are also becoming a commodity product.

I currently do hold a starter position in $QCOM.

[Patel1990 @Patel19901]

@gregory_FTA I read one of your post, 188 is support/base level. It's just there.
Patience is virtue!

[Patel1990 @Patel19901]

@gregory_FTA Yeah a quite a flush! Hopefully recovers and get breakout that what you expecting!

[Patel1990 @Patel19901]

@Mimiiben1 5

[Patel1990 @Patel19901]

@gregory_FTA @joinautopilot I wish I can join, unfortunately @joinautopilot doesn't offer in Canada. But I am rooting for you and cheering for you till I can Join.
I am sure you will do great and beat S&P 500 easily. Looking forward for it.

[Patel1990 @Patel19901]

@gregory_FTA @joinautopilot I just need to figure out how to use @joinautopilot, this weekend

[Patel1990 @Patel19901]

@gregory_FTA @navajo_10 @joinautopilot I have been following you since long time and have had so many great call outs just to name a few, $DOCN, $DELL, $INTC, $AMKR just to name a few! Glad to be following you!
I am pretty sure you will nail return of $QQQ and $SPY in long term!

[Patel1990 @Patel19901]

@gregory_FTA