QCOMQualcomm Inc
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Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
QCOM is neutral (0 bull · 0 bear)
Named as a customer signing Long-Term Agreements for memory with Micron.
Last spoke: 07/16/2026, 13:54 · no conviction
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- Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to see Micron proceeded to drop 5.37% right after. Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed? More like the tail end of deleveraging / margin cascades.
Ongoing takes on other optical names too
Beyond QCOM, his viewpoint library also covers: