QCOMQualcomm Inc
0Bull0Bear2Mention
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)
Qualcomm might be the next beneficiary of the expanding ASIC market.
Last spoke: 08/31/2026, 12:53 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (2, newest first)
- @balllvest With how the trends are going with $MRVL and Mediatek. My guess is Alchip (disclosure, I own this) or $QCOM might be next. I think the ASIC pie gets bigger for all of them though.
- 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: