Semi Earnings: Can AI Buzz Boost ARM and QCOM?

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{"data":{"themeId":"0d8e8eacfccf4683a6ecc35bc2ade3e0","name":"Semi Earnings: Can AI Buzz Boost ARM and QCOM?","description":"ARM and QCOM are set to release their earnings after the close of trading on Wednesday. During this earnings season, most semiconductor and AI-related companies have reported better-than-expected results due to strong AI demand.\n----------\nHow do you expect the two semiconductor companies?\nWill they be affected by the previous license news?\n\n\n\n\n\n","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1730779188025,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0d8e8eacfccf4683a6ecc35bc2ade3e0}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":[],"tweetCounts":15,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Semi Earnings: Can AI Buzz Boost ARM and QCOM?","tweetAmount":15,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":368296752046288,"gmtCreate":1730934045992,"gmtModify":1730944234609,"author":{"id":"4178147258406282","authorId":"4178147258406282","name":"LANCAR JAYA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178147258406282","idStr":"4178147258406282"},"themes":[],"htmlText":"Omat ngopi bray Ting poho","listText":"Omat ngopi bray Ting poho","text":"Omat ngopi bray Ting poho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368296752046288","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368042614325336,"gmtCreate":1730876083261,"gmtModify":1730876097869,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Luxuries' winter: Ferrari declines as shipment miss","htmlText":"In the third quarter of 2024, <a href=\"https://ttm.financial/S/RACE\">$Ferrari NV(RACE)$</a> financial results showed results that fell short of market expectations, mainly in the following areas:Financial performance overviewDeliveries: Q3 deliveries were 3,383 units, down 2.2% year-on-year and below market expectations of 3,469 units.Deliveries in EMEA were 1,426 units, up 2% year-on-year, compared with the market expectation of 1,486 units; deliveries in the Americas were 1,070 units, down 2.4% year-on-year, compared with the market expectation of 1,097 units; deliveries in China were 281 units, down 29% year-on-year, compared with the market expectation of 348.4 units; and deliveries in the rest of the Asia-Pacific region were 606 units, up6.3% against market expectations of 582.27 unit","listText":"In the third quarter of 2024, <a href=\"https://ttm.financial/S/RACE\">$Ferrari NV(RACE)$</a> financial results showed results that fell short of market expectations, mainly in the following areas:Financial performance overviewDeliveries: Q3 deliveries were 3,383 units, down 2.2% year-on-year and below market expectations of 3,469 units.Deliveries in EMEA were 1,426 units, up 2% year-on-year, compared with the market expectation of 1,486 units; deliveries in the Americas were 1,070 units, down 2.4% year-on-year, compared with the market expectation of 1,097 units; deliveries in China were 281 units, down 29% year-on-year, compared with the market expectation of 348.4 units; and deliveries in the rest of the Asia-Pacific region were 606 units, up6.3% against market expectations of 582.27 unit","text":"In the third quarter of 2024, $Ferrari NV(RACE)$ financial results showed results that fell short of market expectations, mainly in the following areas:Financial performance overviewDeliveries: Q3 deliveries were 3,383 units, down 2.2% year-on-year and below market expectations of 3,469 units.Deliveries in EMEA were 1,426 units, up 2% year-on-year, compared with the market expectation of 1,486 units; deliveries in the Americas were 1,070 units, down 2.4% year-on-year, compared with the market expectation of 1,097 units; deliveries in China were 281 units, down 29% year-on-year, compared with the market expectation of 348.4 units; and deliveries in the rest of the Asia-Pacific region were 606 units, up6.3% against market expectations of 582.27 unit","images":[{"img":"https://static.tigerbbs.com/c45fd217fdde282087b23c66b5ae5886"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368042614325336","isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":367627019296848,"gmtCreate":1730768312067,"gmtModify":1730863927607,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Qualcomm (QCOM) 5G Chip Traction and Edge Computing Demand Key To Earnings Surprise","htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> will be reporting their quarterly earnings for period ending 30 September 2024. Qualcomm is expected to show a rise in its quarterly revenue with 14.3% increase in revenue to $9.905 billion from $8.67 billion a year ago. This sits well with Qualcomm’s guidance on 31 July 2024, for the period ended 30 September, was for revenue between $9.50 billion and $10.30 billion. (Revenue Majority Basis is Non-GAAP) Mean analyst estimate for Qualcomm Inc is for earnings of $2.55 per share. This is within the company's EPS guidance on 31 July 2024, for the period ended 30 September, was between $2.45 and $2.65 Qualcomm (QCOM) Earnings Surprise History The chip manufacturer delivered a four-quarter earnings surprise of 7.6%, on average, beating","listText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> will be reporting their quarterly earnings for period ending 30 September 2024. Qualcomm is expected to show a rise in its quarterly revenue with 14.3% increase in revenue to $9.905 billion from $8.67 billion a year ago. This sits well with Qualcomm’s guidance on 31 July 2024, for the period ended 30 September, was for revenue between $9.50 billion and $10.30 billion. (Revenue Majority Basis is Non-GAAP) Mean analyst estimate for Qualcomm Inc is for earnings of $2.55 per share. This is within the company's EPS guidance on 31 July 2024, for the period ended 30 September, was between $2.45 and $2.65 Qualcomm (QCOM) Earnings Surprise History The chip manufacturer delivered a four-quarter earnings surprise of 7.6%, on average, beating","text":"$Qualcomm(QCOM)$ will be reporting their quarterly earnings for period ending 30 September 2024. Qualcomm is expected to show a rise in its quarterly revenue with 14.3% increase in revenue to $9.905 billion from $8.67 billion a year ago. This sits well with Qualcomm’s guidance on 31 July 2024, for the period ended 30 September, was for revenue between $9.50 billion and $10.30 billion. (Revenue Majority Basis is Non-GAAP) Mean analyst estimate for Qualcomm Inc is for earnings of $2.55 per share. This is within the company's EPS guidance on 31 July 2024, for the period ended 30 September, was between $2.45 and $2.65 Qualcomm (QCOM) Earnings Surprise History The chip manufacturer delivered a four-quarter earnings surprise of 7.6%, on average, beating","images":[{"img":"https://community-static.tradeup.com/news/4a5d3c5e3aa99cd9b64fb533d3a4bf27","width":"645","height":"382"},{"img":"https://community-static.tradeup.com/news/0b8309a29ba78289270164f55de9150b","width":"966","height":"323"},{"img":"https://community-static.tradeup.com/news/051f8bd34a17ddb392177c1de8fc71e8","width":"1336","height":"230"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":127,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/367627019296848","isVote":1,"tweetType":1,"viewCount":2594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":367602921754728,"gmtCreate":1730761886980,"gmtModify":1730863756577,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Arm Holdings (ARM) Recent Decline Could Reverse With Earnings Surprise","htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> will be releasing its fiscal second-quarter earnings report after Wednesday (06 Nov) market close. ARM is recovering from a summer slump, up nearly 34% since early August. But can the earnings report get a positive reception from traders and investors? So far, we have seen earnings that have most things AI are holding up fine, this means that strong v9 penetration in mobile as well as solid data-center growth\" for Arm, though with \"less contribution to the top line in nominal terms.\" Market is expecting earnings of 26 cents per share on revenue of $808.3 million. Can ARM RIde The Wave While AI Becomes Increasing Prevalent? British semiconductor company Arm designs central processing units (CPUs) and compute subsystems, inclu","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> will be releasing its fiscal second-quarter earnings report after Wednesday (06 Nov) market close. ARM is recovering from a summer slump, up nearly 34% since early August. But can the earnings report get a positive reception from traders and investors? So far, we have seen earnings that have most things AI are holding up fine, this means that strong v9 penetration in mobile as well as solid data-center growth\" for Arm, though with \"less contribution to the top line in nominal terms.\" Market is expecting earnings of 26 cents per share on revenue of $808.3 million. Can ARM RIde The Wave While AI Becomes Increasing Prevalent? British semiconductor company Arm designs central processing units (CPUs) and compute subsystems, inclu","text":"$ARM Holdings Ltd(ARM)$ will be releasing its fiscal second-quarter earnings report after Wednesday (06 Nov) market close. ARM is recovering from a summer slump, up nearly 34% since early August. But can the earnings report get a positive reception from traders and investors? So far, we have seen earnings that have most things AI are holding up fine, this means that strong v9 penetration in mobile as well as solid data-center growth\" for Arm, though with \"less contribution to the top line in nominal terms.\" Market is expecting earnings of 26 cents per share on revenue of $808.3 million. Can ARM RIde The Wave While AI Becomes Increasing Prevalent? British semiconductor company Arm designs central processing units (CPUs) and compute subsystems, inclu","images":[{"img":"https://community-static.tradeup.com/news/f6e7950b9899ad27721fbf926ab6d472","width":"595","height":"425"},{"img":"https://community-static.tradeup.com/news/f3df46509ff5b05835bb554ab31aca5f","width":"870","height":"132"},{"img":"https://community-static.tradeup.com/news/9d0abc9d92bccd8db30a0cf2d60c0b7d","width":"1534","height":"727"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/367602921754728","isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":367426983456800,"gmtCreate":1730718961681,"gmtModify":1730863927692,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"htmlText":"bullish on PLTR, MELI, QCOM, FTNT... EPS have to go up if course... if not doesn't fit my watchlist.","listText":"bullish on PLTR, MELI, QCOM, FTNT... EPS have to go up if course... if not doesn't fit my watchlist.","text":"bullish on PLTR, MELI, QCOM, FTNT... EPS have to go up if course... if not doesn't fit my watchlist.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367426983456800","repostId":"367403198500904","repostType":1,"repost":{"id":367403198500904,"gmtCreate":1730713221891,"gmtModify":1730863927782,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"🎁Weekly Higher EPS Estimates: NVO, QCOM, ANET, MELI, PLTR & More","htmlText":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 4 to November 8.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with","listText":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 4 to November 8.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with","text":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 4 to November 8.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with","images":[{"img":"https://community-static.tradeup.com/news/70c7d503764eca531751e5c0a7654b5d","width":"1080","height":"1500"},{"img":"https://community-static.tradeup.com/news/1797626c0ea156020f04be476d91d164","width":"1080","height":"1500"},{"img":"https://community-static.tradeup.com/news/a40c9e67b81d40da53937ad41974b58d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367403198500904","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367403198500904,"gmtCreate":1730713221891,"gmtModify":1730863927782,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"🎁Weekly Higher EPS Estimates: NVO, QCOM, ANET, MELI, PLTR & More","htmlText":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 4 to November 8.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with","listText":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 4 to November 8.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with","text":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 4 to November 8.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with","images":[{"img":"https://community-static.tradeup.com/news/70c7d503764eca531751e5c0a7654b5d","width":"1080","height":"1500"},{"img":"https://community-static.tradeup.com/news/1797626c0ea156020f04be476d91d164","width":"1080","height":"1500"},{"img":"https://community-static.tradeup.com/news/a40c9e67b81d40da53937ad41974b58d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":113,"commentSize":10,"repostSize":16,"link":"https://ttm.financial/post/367403198500904","isVote":1,"tweetType":1,"viewCount":13928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"with election so close, how market will swing, no one knows... [Thinking] [Thinking] [Thinking] so, am doing the wait and see... [serious] [serious] [serious] @GoodLife99 @LMSunshine @koolgal @Shyon @Aqa @Universe宇宙 @rL @HelenJanet @SPACE ROCKET @TigerGPT Which stock is in your watch list? What stocks are you bullish on? How are your stock's EPS performed？ Please share with us your stock pick story in the comment section. We will reward effective comments. 🎁Prizes 🐯 All valid comment on the following post will receive 5 Tiger Coins.","text":"with election so close, how market will swing, no one knows... [Thinking] [Thinking] [Thinking] so, am doing the wait and see... [serious] [serious] [serious] @GoodLife99 @LMSunshine @koolgal @Shyon @Aqa @Universe宇宙 @rL @HelenJanet @SPACE ROCKET @TigerGPT Which stock is in your watch list? What stocks are you bullish on? How are your stock's EPS performed？ Please share with us your stock pick story in the comment section. We will reward effective comments. 🎁Prizes 🐯 All valid comment on the following post will receive 5 Tiger Coins.","html":"with election so close, how market will swing, no one knows... [Thinking] [Thinking] [Thinking] so, am doing the wait and see... [serious] [serious] [serious] @GoodLife99 @LMSunshine @koolgal @Shyon @Aqa @Universe宇宙 @rL @HelenJanet @SPACE ROCKET @TigerGPT Which stock is in your watch list? What stocks are you bullish on? How are your stock's EPS performed？ Please share with us your stock pick story in the comment section. We will reward effective comments. 🎁Prizes 🐯 All valid comment on the following post will receive 5 Tiger Coins."},{"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4091758936365950","idStr":"4091758936365950"},"content":"NVO, QCOM, PTLR are on my list but I’m not very bullish about them. Maybe NVO if their recent blockbuster can surpass sales but the main limitation is their production. Too low production to meet market demand resulting in shortages","text":"NVO, QCOM, PTLR are on my list but I’m not very bullish about them. Maybe NVO if their recent blockbuster can surpass sales but the main limitation is their production. Too low production to meet market demand resulting in shortages","html":"NVO, QCOM, PTLR are on my list but I’m not very bullish about them. Maybe NVO if their recent blockbuster can surpass sales but the main limitation is their production. Too low production to meet market demand resulting in shortages"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":365946189754616,"gmtCreate":1730343008050,"gmtModify":1730863927922,"author":{"id":"4097035389999120","authorId":"4097035389999120","name":"kibkibkib","avatar":"https://static.tigerbbs.com/d8a7aa26d3fe477a8cce6bc245028fff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097035389999120","idStr":"4097035389999120"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Weak Forecast or Realistic Forecast without inflating prices?&nbsp; Deciphering the recent semiconductor surge and dumps before AMD earnings. As geopolitical tensions, fed cuts uncertainties, and election uncertainties looms, we saw several companies (Eli Lilly, AMD, Chipotle, etc) keeping a more conservative outlook for the next quarter just to keep things realistic. We see this as a good sign that prevents further escalation of inflation which is aligned with the Fed Reserve's focus of reviving job market without causing inflation again. A lot of investors are still not coming to terms with that and trying to make sense out of this earning season hence the dumping starts. If thos","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Weak Forecast or Realistic Forecast without inflating prices?&nbsp; Deciphering the recent semiconductor surge and dumps before AMD earnings. As geopolitical tensions, fed cuts uncertainties, and election uncertainties looms, we saw several companies (Eli Lilly, AMD, Chipotle, etc) keeping a more conservative outlook for the next quarter just to keep things realistic. We see this as a good sign that prevents further escalation of inflation which is aligned with the Fed Reserve's focus of reviving job market without causing inflation again. A lot of investors are still not coming to terms with that and trying to make sense out of this earning season hence the dumping starts. If thos","text":"$Advanced Micro Devices(AMD)$ Weak Forecast or Realistic Forecast without inflating prices? Deciphering the recent semiconductor surge and dumps before AMD earnings. As geopolitical tensions, fed cuts uncertainties, and election uncertainties looms, we saw several companies (Eli Lilly, AMD, Chipotle, etc) keeping a more conservative outlook for the next quarter just to keep things realistic. We see this as a good sign that prevents further escalation of inflation which is aligned with the Fed Reserve's focus of reviving job market without causing inflation again. A lot of investors are still not coming to terms with that and trying to make sense out of this earning season hence the dumping starts. If thos","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365946189754616","isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364174357327952,"gmtCreate":1729935728348,"gmtModify":1730863928002,"author":{"id":"9000000000000134","authorId":"9000000000000134","name":"AaronJe","avatar":"https://static.tigerbbs.com/9f649536eb646f48146c16b7080d53da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000134","idStr":"9000000000000134"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> I don't understand the terminology or what's going on between ARM and Qualcomm but I do understand investing and if I was going to make a move today, I'd be a buyer rather than a seller. These things always resolve themselves and the stocks usually move back to where they were before the fracas started. I would look at this as a Buying opportunity.","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> I don't understand the terminology or what's going on between ARM and Qualcomm but I do understand investing and if I was going to make a move today, I'd be a buyer rather than a seller. These things always resolve themselves and the stocks usually move back to where they were before the fracas started. I would look at this as a Buying opportunity.","text":"$ARM Holdings Ltd(ARM)$ $Qualcomm(QCOM)$ I don't understand the terminology or what's going on between ARM and Qualcomm but I do understand investing and if I was going to make a move today, I'd be a buyer rather than a seller. These things always resolve themselves and the stocks usually move back to where they were before the fracas started. I would look at this as a Buying opportunity.","images":[{"img":"https://community-static.tradeup.com/news/b44464cb49ce92e44c5aefdb4dd925c6","width":"480","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364174357327952","isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364164091670768,"gmtCreate":1729917575550,"gmtModify":1730863928084,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092890920697680","idStr":"4092890920697680"},"themes":[],"title":"Navigating Market Impacts: Investing Strategies Post-Arm and Qualcomm Developments","htmlText":"Overview of Overall Markets The recent developments involving Arm Holdings plc <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and Qualcomm <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;have sent ripples through the semiconductor and technology sectors, raising questions about supply chains and future collaborations. As the market reacts to this news, investors need to assess the broader implications for both companies and the industry at large, particularly in the mobile and AI technology arenas. Semiconductor Sector: Disruption Ahead The cancellation of Arm's chip design license with Qualcomm is a pivotal moment for the semiconductor industry. Qualcomm's reliance on Arm's intellectua","listText":"Overview of Overall Markets The recent developments involving Arm Holdings plc <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and Qualcomm <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;have sent ripples through the semiconductor and technology sectors, raising questions about supply chains and future collaborations. As the market reacts to this news, investors need to assess the broader implications for both companies and the industry at large, particularly in the mobile and AI technology arenas. Semiconductor Sector: Disruption Ahead The cancellation of Arm's chip design license with Qualcomm is a pivotal moment for the semiconductor industry. Qualcomm's reliance on Arm's intellectua","text":"Overview of Overall Markets The recent developments involving Arm Holdings plc $ARM Holdings Ltd(ARM)$ and Qualcomm $Qualcomm(QCOM)$ have sent ripples through the semiconductor and technology sectors, raising questions about supply chains and future collaborations. As the market reacts to this news, investors need to assess the broader implications for both companies and the industry at large, particularly in the mobile and AI technology arenas. Semiconductor Sector: Disruption Ahead The cancellation of Arm's chip design license with Qualcomm is a pivotal moment for the semiconductor industry. Qualcomm's reliance on Arm's intellectua","images":[{"img":"https://community-static.tradeup.com/news/6773f34feacb597165cd362e2675e49a","width":"1100","height":"780"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364164091670768","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363968687218936,"gmtCreate":1729869877782,"gmtModify":1730863928165,"author":{"id":"3582683567420632","authorId":"3582683567420632","name":"Manz","avatar":"https://community-static.tradeup.com/news/028b318b3937081b46413a5ddeba2efb","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582683567420632","idStr":"3582683567420632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bullish in short term, ARM has the advantage and likely to win, or settle a neutral agreement. But bearish for long term.&nbsp;<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a>may seek to diversify to RISC-V and compete with ARM directly.&nbsp;","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bullish in short term, ARM has the advantage and likely to win, or settle a neutral agreement. But bearish for long term.&nbsp;<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a>may seek to diversify to RISC-V and compete with ARM directly.&nbsp;","text":"$ARM Holdings Ltd(ARM)$ Bullish in short term, ARM has the advantage and likely to win, or settle a neutral agreement. But bearish for long term. $Qualcomm(QCOM)$ may seek to diversify to RISC-V and compete with ARM directly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363968687218936","isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363558504591440,"gmtCreate":1729785373677,"gmtModify":1730863928265,"author":{"id":"3479274726597090","authorId":"3479274726597090","name":"glitzii","avatar":"https://static.tigerbbs.com/e8c9cfb4a4190c3927c9701ad5509403","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274726597090","idStr":"3479274726597090"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> <v-v data-views=\"0\"></v-v> no longer any good. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> don't have good looking charts. No matter how high nuhvydyia nor BRCM can go...stuck with qualcom intel micron and overvalued amd.[Facepalm][Facepalm][Facepalm]","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a> <v-v data-views=\"0\"></v-v> no longer any good. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> don't have good looking charts. No matter how high nuhvydyia nor BRCM can go...stuck with qualcom intel micron and overvalued amd.[Facepalm][Facepalm][Facepalm]","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ no longer any good. $Advanced Micro Devices(AMD)$ $Qualcomm(QCOM)$ $Intel(INTC)$ don't have good looking charts. No matter how high nuhvydyia nor BRCM can go...stuck with qualcom intel micron and overvalued amd.[Facepalm][Facepalm][Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363558504591440","isVote":1,"tweetType":1,"viewCount":4154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[]}