Milo Walls

Markets and swing trades as a hobby: fundamentals, charts, and macro uncertainty. Not financial advice—just notes, signals, and things that catch my eye.

[Milo Walls @VLPint]

@anni_sen

[Milo Walls @VLPint]

@jukan05 @Jukan05 you’re amazing! When do you sleep? 😂. Solid numbers imo.

[Milo Walls @VLPint]

@disclosetv @QuasarMarkets Are they visiting the Old Woman who lived in a Shoe? 🤔

[Shay Boloor @StockSavvyShay]

China launches a rocket to space and successfully lands it back on Earth for the first time.

The global space race is about to accelerate.

$SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG, $FLY, $LUNR, $BKSY

[Milo Walls @VLPint]

Exclusive | SpaceX Showed Investors Prototype of Elon Musk’s New AI Device - WSJ https://t.co/d5ayllHF4z

[Sam Badawi @Sam_Badawi]

$SPCX SpaceX has reportedly unveiled a prototype AI device powered by a $QCOM Snapdragon chipset, designed to run a proprietary operating system with integrated xAI capabilities.

The handset-like device, shown to select investors ahead of SpaceX's IPO, is reportedly slimmer than an iPhone and aims to redefine human interaction with AI.

[Wall St Engine @wallstengine]

SpaceX reportedly showed investors an early prototype of a handset-like AI device, per WSJ.

The device is said to be slimmer than an iPhone, run on a proprietary OS, integrate xAI technology, and use a Qualcomm $QCOM Snapdragon chipset.

SpaceX told investors the project is still early-stage, the design could change, and it is unclear whether the device will ever be produced.

[Schwab Network @SchwabNetwork]

Akash Palkhiwala, CFO and COO of @Qualcomm (QCOM), discusses how the company’s AI data center pivot represents a key inflection point, highlighting $META and $MSFT as early customers.

Palkhiwala also explains why he believes $QCOM is well positioned to gain market share in what he describes as a “trillion-dollar market.”

For more: https://t.co/nU0vRG5O1r

[saso capital @saso_capital]

This is why $QCOM is my biggest bet right now.

1. The Power Wall Thesis

Data centers are hitting power limits before compute limits, and Qualcomm is the only company that spent 20 years solving power efficiency before the market needed it.

Every new AI data center build is constrained by the same thing: Watts. Not FLOPS, not transistor count. Watts. Hyperscalers are fighting municipalities for power allocation. They’re building next to nuclear plants. The industry is screaming that power is the bottleneck.

Qualcomm built its entire architecture around sub-5W mobile workloads. That design philosophy, baked into the ISA, the memory subsystem, the compiler stack, now points directly at the highest-value problem in AI infrastructure. They didn’t pivot to efficiency. They were born into it.

2. The Software Unlock Thesis

Every Qualcomm data center attempt failed for the same reason: good silicon, no software. The Modular acquisition changes the entire equation.

Chris Lattner created LLVM and Swift. His team built the foundation of modern compiler infrastructure. Mojo and MAX provide a portable inference runtime across CPU, GPU, NPU, and custom ASIC, without forcing developers to abandon CUDA. That last part is critical.

3. The Customer Proof Thesis

Zuckerberg, personally quoted in the press release, is deploying Qualcomm C1000 CPUs in Meta’s server fleet starting H2 2028.

Nadella called HBC “an innovative architecture” and confirmed Microsoft is building HBC-based inference solutions into Azure. Multi-year, multi-generation, production commitments.

Two of the three largest inference spenders on earth signed production contracts and let their CEOs go on record.

At 23 Trailing PE, the market is pricing in none of this.

I'M LONG.

[Milo Walls @VLPint]

Amazing. Go $QCOM!

[Shay Boloor @StockSavvyShay]

$META plans to use $QCOM C1000 CPU in its data centers giving the company a major hyperscaler design-in for its AI data center push.

Meta is ideal customer because it spends aggressively and every reason to diversify compute as inference workloads make CPUs strategic again.

[Wall St Engine @wallstengine]

QUALCOMM LAYS OUT DATA CENTER PUSH WITH $META AND MICROSOFT

$QCOM said META plans to use its Dragonfly C1000 CPU in data centers, with the C1000 CPUs expected in 2028.

$MSFT is also deploying Qualcomm-based HBC XPU solutions inside Azure.

The company expects meaningful custom silicon revenue to begin around Q1 2027.

Qualcomm’s data center pitch is focused on AI inference, power efficiency, LPDDR memory and lower total cost of ownership.

[Options selling with Christian @optionscjp]

$QCOM just said they solved the memory bottleneck

If true, $500-$1k comes in the next couple years

[Shay Boloor @StockSavvyShay]

$MSFT will deploy $QCOM high-bandwidth compute chip across Azure data centers.

The move gives Qualcomm a major cloud validation point as it pushes deeper into AI and data center silicon.

[Cristiano R. Amon @cristianoamon]

AI is rapidly evolving, and it’s reshaping how and where computing happens.

From data center infrastructure to AI systems in the physical world, to the future of personal AI devices, intelligence is being distributed across a new compute landscape.

At the edge, more agentic experiences are starting to show up, expanding what devices need to do.

Tomorrow in New York, we’ll share what @Qualcomm is building across it and how it will drive our next phase of growth.

Stay tuned for #QCOMInvestorDay.

[Shay Boloor @StockSavvyShay]

$RKLB made history with the fastest response time ever for a U.S. Space Force Tactically Responsive Space mission.

Rocket Lab went from call-up to liftoff in just 16 hours and 42 minutes.

[Bloomberg @business]

CSOP Asset Management’s leveraged exchange traded product tied to SK Hynix has overtaken the Tracker Fund of Hong Kong to become the city’s largest ETF https://t.co/45FwcXyYK5

[Qualcomm @Qualcomm]

We helped wirelessly connect the world. Now, billions of devices later, Qualcomm makes your world go around by powering the entire compute continuum. Learn more at #QCOMInvestorDay on June 24.

[Bloomberg @business]

Qualcomm Inc. is in advanced talks to acquire Modular Inc. in a transaction valuing the artificial intelligence chip startup at about $4 billion, according to people familiar with the matter. https://t.co/7HcC51nMQ4

[Milo Walls @VLPint]

First impressions last, yes, but not eternally frozen. $QCOM is no longer just a smartphone company. Imo, market underestimating non-phone AI, automotive, and edge AI growth. Be prepared. 🙏🏼🤩

[Milo Walls @VLPint]

So $QCOM may (or may not) experience a catalyst moment this Wednesday. Interestingly enough, it seems to be at the bottom of many lists, at least publicly. I’m bullish. $QCOM clearly has entered a whole new space, sector, arena, call it what you want. Buying and holding.