Wow $QCOM just went up 10% after hours to around $230!
Here is my Stock Scorecard for Qualcomm.
Thread below.
If you want more data driven scorecards like this give me a follow.
What stock should I score next?
Jensen Huang of $NVDA just said "Buy $QCOM"
Bookmark this thread for later!
I'm up over 40% on $QCOM and I just added more here. I have ran a scorecard on the stocks and will drop it later today.
The edge AI trade will be huge this year.
My Atlas Signal Engine caught the bullish divergence in April, gave a DCA signal just days after and printed the exit before the drawdown.
Follow for charts and more scorecard teardowns → $ORCL $MSFT $AMZN
I ran $ORCL through my scorecard twice.
First pass: 75.8/100 ✅
Second pass after adjusting for the debt: 68.9/100 ⚠️
Same company. 7-point swing. That gap tells you everything about why this stock is dangerous to misread.
🧵
At 68.9/100, $ORCL sits at the lower bound of
⚠️ Selective.
One bad earnings print, specifically cloud revenue decelerating below 35% YoY and then it slides it into
❌ Speculative territory.
World-class growth engine. Leveraged buyout balance sheet. Both things are true.
At 68.9/100, $ORCL sits at the lower bound of ⚠️ Selective.
One bad earnings print — specifically cloud revenue decelerating below 35% YoY — slides it into ❌ Speculative territory.
World-class growth engine. Leveraged buyout balance sheet. Both things are true
What makes this wrong?
$ORCL converts $638B in contracted backlog into cash before credit markets tighten. The the leverage looks like genius, and the stock re-rates toward the $274–$400 analyst range.
The bull case is real. The risk is timing, not the business.
What could prove the market right on current AI pricing?
Productivity gains arrive faster than expected.
Rates fall without a growth scare.
Earnings grow into today’s multiples.
AI is a powerful but fragile trade in a 4.5% world.
Don't chase.
Timing & risk are key.
AI capex is exploding into a 4.5% world.
The US 10Y sits around 4.5–4.6% as of June 2026, yet the market is still pricing AI as if money is cheap and duration risk doesn’t matter.
$NVDA $MSFT $SPX $QQQ $IWM
Hyperscalers are locking in massive long-term compute and infrastructure deals, turning AI into a real economy capex engine. But those cash flows are far out, and highly sensitive to rates.
AI is a secular winner, but it trades like a leveraged bet on this macro regime.
Tomorrow's News Today...
BREAKING: THE ECB HIKES INTEREST RATES FOR THE FIRST TIME SINCE 2023. 25 BPS INCREASE UP TO 2.25%. CITES ONGOING WAR IN IRAN, SURGING ENERGY PRICES, AND THE HIGHEST EUROZONE INFLATION RATE (3.2%) SINCE SEPTEMBER 2023.
@NoLimitGains Agreed.
Starlink is a great business but packed with xAI and SpaceX $SPCX is a totally different story.
Nobody has any clue how this will turn out in all reality.
Here are my thought on the valuation
https://t.co/nxwfv4oiF6
The SpaceX IPO is a paradox: Starlink is a genuine cash machine, but at a $1.75T valuation you’re paying for Starlink, Starship AND xAI to all work perfectly at once.
Verdict: WATCH — do not chase the IPO.
$SPCX
@gurgavin This is so not good.
I broke down why I think it's overvalued here
https://t.co/nxwfv4oiF6
Will you buy when the dust settles in a year or so?
The SpaceX IPO is a paradox: Starlink is a genuine cash machine, but at a $1.75T valuation you’re paying for Starlink, Starship AND xAI to all work perfectly at once.
Verdict: WATCH — do not chase the IPO.
$SPCX