$Taiwan Semiconductor Manufacturing(TSM)$ 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.
$Qualcomm(QCOM)$ 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.
$Qualcomm(QCOM)$ 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.
$Qualcomm(QCOM)$ I think it might have something in stock, otherwise the options price wouldn't be so high. QCOM has been a big sleeping giant for over 5 years.