QCOM
Qualcomm Inc
stock NASDAQ

Boys I think its becoming clearer by the day so far in 2026 that we are having WW3 this year. POTUS wants defense companies to invest and he ain't afraid to push them where it hurts. Having control over South America just solidifies the US from any attacks. China has turned from deflation to inflation and it seems they are ready for war as well. The volume of chips that the US and allies will need for at least the next 10 years will no longer be coming from Taiwan or anyone else, so the US has to make chips for the good side. Intel is the only company in the world currently capable of manufacturing state side with that volume. Makes sense now why POTUS took 10% stake in Intel and has strong control over the CEO.
[https://en.wikipedia.org/wiki/List\_of\_Intel\_manufacturing\_sites](https://en.wikipedia.org/wiki/List_of_Intel_manufacturing_sites)
Now the fundamentals - yes Intel is losing money and EPS is negative but you gotta ignore the past and look at the future. Just imagine everyone begging Intel to make chips for them - AAPL, AMZN, NVDA, AMD, QCOM, AVGO... NVDA currently is going for price to sales ratio of 25 and INTC is only at 3 right now. Just imagine what happens when China invades Taiwan and blocks chip supplies to its enemies. The tables will turn, NVDA to P/S ratio of 3 and INTC to P/S ratio of 30. That takes the stock to 400 and market cap of 2T, not something hard to image or overly ambitious.
Now about the timing - I think China will need at least a quarter to prepare for full scale invasion of Taiwan and stock themselves for any sanctions. They have loaded up with GLD, SLV and all the rare earths. I think the invasion happens sometime in between April - June. I dont think they will want to go beyond June cause that gives a lot of time for the intelligence community to choke China even before it begins, so they want to get it done as fast as they can.
I have personally been investing in INTC for past 2yrs with this scenario in mind - triggered by the CHIPS Act and President Biden ordering all American CEOs to exit manufacturing from China and bring it state side. However you only profit if the consensus eventually agrees with your thesis, and it seems the cog is turning towards this thesis day by day in 2026. Remember uncle Buffett said something like be greedy when others are fearful or something.
Disclaimer: This is not financial advice. Make your own investment decisions. This post is not sponsored by hedge funds looking for exit liquidity, I am a regard just like yourselves.
https://preview.redd.it/xcylrq6tp9cg1.png?width=1736&format=png&auto=webp&s=95ba6ffe4055e7f901b96d6edb7130493024269c

Anyone buying QCOM?

# AI everywhere
To say AI has dominated CES 2026 is an understatement. Walk the various show floors, and you'll see AI plastered on virtually everything, with robots walking and crawling to and fro.
From AI TVs and PCs to smartphones and [even AI toilets](https://tech.yahoo.com/home/articles/smart-toilets-bring-ai-bathroom-154548291.html), the tech has been the talk of the conference. Of course, that's to be expected, as generative AI, and physical AI, or robots, continue to draw plenty of investments from the world's biggest tech companies.
# A chip bonanza
The biggest announcements from the show also came from the biggest company at the event: Nvidia ([NVDA](https://ca.finance.yahoo.com/quote/NVDA/)). CEO Jensen Huang took the stage during the company's Jan. 5 keynote, announcing [the launch of its Vera Rubin platform](https://finance.yahoo.com/news/nvidia-launches-vera-rubin-its-next-major-ai-platform-at-ces-2026-230045205.html), complete with six new chips, including the Vera CPU, Rubin GPU, and four networking and storage chips.
Huang said Vera Rubin has a 10x improvement in throughput versus the company's Grace Blackwell platform and provides a 10x reduction in token costs.
The CEO also pointed to the company's large library of open AI models, including its new [self-driving car AI model called Alpamayo](https://finance.yahoo.com/news/nvidia-announces-humanoid-robot-plans-self-driving-car-technologies-at-ces-2026-230048118.html), which Huang said is designed to help cars eventually be able to understand unique driving situations, like if a child chases a ball into the street.
Not to be outdone, Advanced Micro Devices ([AMD](https://ca.finance.yahoo.com/quote/AMD/)) CEO Lisa Su held her own keynote at CES, unveiling more information about the company's [upcoming Helios rack-scale system](https://finance.yahoo.com/news/amd-reveals-new-ai-pc-chips-details-next-gen-data-center-chips-at-ces-2026-041117636.html) for its Instinct MI445X GPU and previewing its next-generation MI500 chips.
Su said Helios is the world's "best AI rack," a direct shot at Nvidia. Both systems will run 72 massive AI chips per rack, making for an interesting matchup for the companies.
AMD similarly revealed its upcoming AI PC chips. Intel ([INTC](https://finance.yahoo.com/quote/INTC/)), which is in the midst of a major turnaround effort, broke out its Core Ultra Series 3 AI PC processors, which are up for presale in computers now.
Qualcomm ([QCOM](https://finance.yahoo.com/quote/QCOM/)) was on hand during CES with its [Snapdragon X Plus 2 chip for AI PCs](https://finance.yahoo.com/news/qualcomm-unveils-pc-chip-humanoid-robotics-initiative-at-ces-2026-170020697.html), setting up a three-way fight for consumers' and enterprises' wallets.