$Qualcomm(QCOM)$: The "Disappo

1
Comment
Favorite

TimothyX
02-12 23:48

$Qualcomm(QCOM)$: The "Disappointed" in the Mobile Market As market darlings shift to memory and AI servers, Qualcomm's position in the mobile sector appears somewhat bleak. Although supported by automotive and IoT businesses, under the shadow of Apple's in-house modems, Qualcomm urgently needs to demonstrate its monetization capabilities in AI PCs and edge AI.

# Semi Selloff! Can ALAB, ANET & ON Defy The AMD Trap?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":532028070482040,"tweetId":"532028070482040","gmtCreate":1770911313861,"gmtModify":1770911318666,"author":{"id":4143001014413252,"idStr":"4143001014413252","authorId":4143001014413252,"authorIdStr":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":90,"starInvestorFlag":false},"themes":[{"themeId":"20a635dda45c4f4bbbb7986fcca9244a","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Semi Selloff! Can ALAB, ANET & ON Defy The AMD Trap?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20a635dda45c4f4bbbb7986fcca9244a}&rnconfig={\"headerBarHidden\": true}","description":"Tech is reeling after AMD and Qualcomm's brutal earnings plunge. With AMD crushed by high expectations and Qualcomm hit by memory shortages, investors are fleeing to \"hardcore infrastructure.\" Next week, Astera Labs (ALAB), Arista Networks (ANET), and onsemi (ON) will prove if the AI backbone is still solid. Can these connectivity and power leaders provide the safe haven the market desperately needs, or is the chip correction just beginning?\n\nIs AI infrastructure still the safest bet after the AMD meltdown? Which ticker are you buying for a rebound: ALAB, ANET, or ON?","image":"https://community-static.tradeup.com/news/1c5fa6861f0b5f7867f8e0f5d2f61ce3"}],"images":[],"coverImages":[],"html":"<html><head></head><body>$Qualcomm(QCOM)$: The \"Disappointed\" in the Mobile Market As market darlings shift to memory and AI servers, Qualcomm's position in the mobile sector appears somewhat bleak. Although supported by automotive and IoT businesses, under the shadow of Apple's in-house modems, Qualcomm urgently needs to demonstrate its monetization capabilities in AI PCs and edge <u>AI.</u></body></html>","htmlText":"<html><head></head><body>$Qualcomm(QCOM)$: The \"Disappointed\" in the Mobile Market As market darlings shift to memory and AI servers, Qualcomm's position in the mobile sector appears somewhat bleak. Although supported by automotive and IoT businesses, under the shadow of Apple's in-house modems, Qualcomm urgently needs to demonstrate its monetization capabilities in AI PCs and edge <u>AI.</u></body></html>","text":"$Qualcomm(QCOM)$: The \"Disappointed\" in the Mobile Market As market darlings shift to memory and AI servers, Qualcomm's position in the mobile sector appears somewhat bleak. Although supported by automotive and IoT businesses, under the shadow of Apple's in-house modems, Qualcomm urgently needs to demonstrate its monetization capabilities in AI PCs and edge AI.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/532028070482040","repostId":0,"isVote":1,"tweetType":1,"viewCount":84,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["QCOM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":311,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}