Sacen
05-01

$QCOM 20260918 150.0 CALL$ with IV at 43.4% but at 140% gain, what would you do? I'll hold for another week. Big players crushing your options on 1st of May? May the force be with you on the 4th should be a good week or its going to be sucks?

Revenue Beats, Handsets Shrink — What Is the Market Pricing?
Qualcomm rose 5.33% Wednesday, then fell 7.52% after earnings; Arm fell 5.28% and another 1.83%. Qualcomm revenue beat at $10.44B, but EPS of $2.17 slightly missed as handset-chip revenue dropped 26% to $5.14B. Its next-quarter outlook is $10.4B–$11.2B revenue and $2.15–$2.35 EPS. Arm revenue rose 27% to $1.443B, with $0.52 EPS; it forecast about $1.54B revenue, not contracted sales. What could lift valuations first: Qualcomm auto growth, Arm royalties, or handset demand?
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