$Advanced Micro Devices(AMD)$ Dell had to raise its outlook, which signals that the AI server wave is still expanding, not contracting. Reuters reports that Dell lifted its full-year revenue guidance to $165B–$169B from $138B–$142B, and raised adjusted EPS guidance to $17.90 from $12.90. Dell just told the market that AI infrastructure demand is still exploding. That will definitely help AMD.

$Qualcomm(QCOM)$ After that big run, a 6% pullback is really nothing. I don't see it going below 220.

$Qualcomm(QCOM)$ Traders showed a bullish bias through calls, even as the stock pulled back recently. This could reflect dip-buying, positioning for a rebound, or event-related flows like AI or semiconductor news. The presence of long-dated calls suggests some conviction in a longer-term recovery.

$Advanced Micro Devices(AMD)$  This feels like watching it grow up right before you. So proud of you, AMD.

$Qualcomm(QCOM)$ It's becoming harder to deny that the Street has finally decided to believe in QCOM's diversification story (easier to believe now, with the evidence accumulating). If that's indeed the case, this price run-up is real; the market is 'resetting' on QCOM, we just don't know yet where the ultimate reset level will be. This rally might continue for a while, undoubtedly with intermittent sell-offs bringing out the doubters, but we'll eventually settle at a much higher PE as the story unfolds. Congrats to all the long-term holders; it's about time... and this move does justify the need for both conviction and patience.

$Qualcomm(QCOM)$ QCOM has positioned itself as an advanced chip producer for the AI buildout wave, which demands more efficient chips—those that use less energy and produce less heat. If QCOM can truly establish itself as a leader in this space, there's a lot more room for it to move higher. Good luck to all.

$Qualcomm(QCOM)$  Qualcomm shares are trading higher on reports of an AI chip agreement with ByteDance, TikTok's parent. The first of many more to come. That explains the 15-dollar jump.

$Qualcomm(QCOM)$ Point & Figure charting shows a target of $335 for QCOM; during an upward market, the accuracy of PF targets is above 80%.

$Qualcomm(QCOM)$  As I've believed, with their exceptional talent pool, Qualcomm is adapting to the post-Apple era quite well. I've been a long-term holder for over 10 years... to me, it should easily hit the $300 handle this year, and I'll continue to hold. Why not... they aren't going anywhere, so neither am I. It's been undervalued for quite some time, with markets now catching on that declining Apple sales are old news, and that Qualcomm is successfully pivoting to IoT and, more recently, AI... all with strong growth. Now with AI in the mix... the Street is rapidly revising its projections and valuation ratios to acknowledge the new reality.

$Qualcomm(QCOM)$ What if Qualcomm and Intel merged? That idea seems pretty wild, just think of the potential.

$Advanced Micro Devices(AMD)$ AMD will secure your future. Never underestimate the power of a great CEO. Lisa Su is really on top of her game. There have been a lot of hit pieces lately trying to take AMD down, but I don't see that happening. Institutions boosted their shares by over 261% in the last year. When a company has that kind of institutional backing, it doesn't go down easy. Sure, the hit pieces can scare off the weak hands, but AMD tends to bounce right back. See you at $600.

$Qualcomm(QCOM)$ AI requires chip replacement across the board. Qcom looks to be at the center of several key markets. The share price seems skewed - it's a 400 billion dollar company.

$Qualcomm(QCOM)$ Not sure why this is turning around on a day when tech has been down. So far, I can't find an explanation. Whatever the likely short-term trading driver is, the fundamentals for continued growth and price appreciation remain in place. A stabilizing mobile phone market, growing auto engagement, increasing IoT utilization, and expansion to data centers and end-user devices all point to compelling growth. After a lengthy slumber, it seems QCOM may be waking up.

$Taiwan Semiconductor Manufacturing(TSM)$ See what happened? Just as I was saying. TSMC broke above $400, while some folks were just trying to bring up Jensen's comment about buying TSMC being smart.

$Qualcomm(QCOM)$ The stock is down over 32 points. But the general view seems to be that it'll reach even higher levels by year-end. QCOM's chips are sold out. So, it's a waiting game.

$Qualcomm(QCOM)$ A lot of tech stocks look way overvalued, while Qualcomm seems undervalued. Pick your poison. QCOM just needs a little nudge.

$Qualcomm(QCOM)$  Qualcomm is still trading at around a 24 PE ratio. For comparison, AMD is at 151 PE and analysts still raised the price target. Qualcomm still looks undervalued. Even Intel is trading at 119 forward PE. In comparison, Qualcomm seems like a better deal.

$Qualcomm(QCOM)$ Tigress Financial raised its price target on Qualcomm to $280 from $270 while keeping a Buy rating. They noted that as Qualcomm expands beyond wireless into AI-driven connectivity across devices, vehicles, and data centers, it's becoming a more attractive investment opportunity. Separately, on May 1, 2026, Baird raised its target on Qualcomm to $300 from $177, maintaining an Outperform rating following the company's fiscal Q1 results.

$Qualcomm(QCOM)$  $Quince Therapeutics, Inc.(QNCX)$  looks like a low-hanging stock ready for reverse merger news on the way. Don't be surprised to see a 600 800% run; it's a low floater. Remember $Allbirds, Inc.(BIRD)$  and AKAN. Stay tuned.

$Qualcomm(QCOM)$  Alright, where are those who said we’d never get back over 200? The price just hit 208. I still feel the best is yet to come. Congratulations to all the longs and shorts. Well, you keep covering.