QCOM
Qualcomm Inc
stock NASDAQ

My best advice to you, please stop here.
I turned $500 into 500K in about 2 months. But lost all. So advising to you please stop.
So you will be paying 1.4M minus 500K overall losses so nearly 900K, is that correct??
Where did you get the capital for that 12K trade kn QCOM.

Anyone else in QCOM or am I the only regarded person here

What am I doing with my life when I realize I’m banking on QCOM to bail me out

MSFT, META, ARM, QCOM tomorrow. Maybe that reinvigorates the sector.

# Today is Tuesday, the 28th of July
## Upcoming events for Tuesday, July 28th
- Stock splits:
- CBWTF @ **1:14**
- SMTOY @ **5:1**
- WHLR @ **1:5**
- Expected earnings:
AAT, AB, ABG, ACGL, ACHC, AKR, ALKS, AMT, APAM, ASH, AUBN, AWI, AXS, AXTA, BA, BCS, BE, BRSP, BUSE, BXP, CAC, CAKE, CAR, CARR, CBU, CGAU, CHE, CLW, CMS, CNC, CNP, CR, CSGP, CTO, CTS, CURB, CVLT, CZR, DINO, DTE, ECL, ENPH, EXE, EXLS, EXR, F, FCF, FE, FELE, FMX, FSP, GEF, GEF.B, GLW, GSK, HIW, HLT, HRI, HUBB, HURN, INCY, INIO, IQV, ITRI, ITW, IVZ, JBLU, KLAC, KNSA, KO, LOGI, LSTR, LXFR, MANH, MBIN, MDLZ, MEOH, MIR, MVBF, NAUT, NBR, NEO, NOV, NXPI, OI, OMC, ORN, OSK, OXLC, PCAR, PDM, PDS, PHG, PII, PJT, PNR, PPG, PROV, PYPL, QRVO, QUAD, RBBN, RCKY, RCL, RGEN, RITM, RNST, ROG, RPT, RUSHA, RUSHB, RWT, SB, SBCF, SEVN, SHW, SLDE, SNDL, SPGI, SPWR, STAG, STX, SWKS, TER, THFF, THG, TLRY, TRMK, TRTX, TRU, TSBK, TTAM, TXT, TZOO, UMBF, UNM, UPS, V, VLTO, VRNS, WERN, WM, WNEB, WPC, XIFR, XPRO, XYL, ZWS
- Ex-div:
AGZD, ASML, DGRS, DGRW, EMCB, FAST, HYZD, MAXI, OBIL, PAYX, SATA, SND, TAXE, TBIL, THYM, TMNL, TMNS, TMSF, UFIV, UG, UNIY, USDX, USIN, USSH, USVN, UTEN, UTHY, UTRE, UTWO, UTWY, WTBN, WTIP, WTMU, WTMY, XBIL, ZHOG, ZMUN, ZTEN, ZTRE, ZTWO
- Economic events and announcements:
- 2-Year Note Auction (actual: 4.315%, previous: 4.189%)
- 3-Month Bill Auction (actual: 3.815%, previous: 3.730%)
- 5-Year Note Auction (actual: 4.408%, previous: 4.200%)
- 6-Month Bill Auction (actual: 3.945%, previous: 3.835%)
- Atlanta Fed GDPNow (actual: 1.6%, consensus: 1.7%, previous: 1.7%)
- Core Durable Goods Orders (actual: 0.6%, consensus: 0.9%, previous: 1.8%)
- Dallas Fed Mfg Business Index (actual: 1.3, previous: 0.0)
- Durable Goods Orders (actual: 0.3%, consensus: 1.6%, previous: -4.0%)
- Durables Excluding Defense (actual: 0.3%, previous: -4.3%)
- Goods Orders Non Defense Ex Air (actual: 0.9%, previous: 1.9%)
- U.S. President Trump Speaks
## Upcoming events for Wednesday, July 29th
- Stock splits:
- GSHRF @ **1:6**
- Expected earnings:
ACR, ADAM, ADP, ADPT, AEM, AER, AGI, AHT, ALGN, ALKT, ALRS, AM, AMRN, AMSC, ANIK, AON, APH, AR, ARCB, ARCC, ARIS, ARIS, ARM, ARXS, ASC, ASIC, ASTL, AUR, AVTR, AWK, AWRE, AXGN, BANC, BAND, BBNX, BBT, BBVA, BELFA, BELFB, BG, BHC, BHE, BIIB, BLCO, BLKB, BNL, BOOM, BOOT, BRBS, BSX, BTU, CBRE, CBZ, CCEC, CFFN, CHDN, CHEF, CHRW, CLB, CLBK, CLH, CLMB, CLVT, CMG, CMPR, CMTG, CNMD, CNXN, CORT, COUR, CP, CPSH, CRK, CSL, CSTM, CTSH, CVE, CVI, CVLG, CVNA, CWH, CZFS, DB, DBD, DLHC, DMC, EDU, EFOR, EG, EIG, EPR, EQIX, ESRT, ESS, ETD, ETR, EVR, EXP, FBRT, FCPT, FICO, FINW, FLEX, FLS, FMC, FORM, FPI, FRMM, FTAI, FTNT, FTRE, FTV, FUSB, FVRR, FXNC, GBFH, GD, GEHC, GFL, GHC, GIB, GKOS, GNRC, GRBK, GRMN, GTE, GTX, HAYW, HBB, HBM, HLI, HLX, HOOD, HSBC, HUM, HVT, HVT.A, HWBK, HWKN, HXL, HYMC, IART, ICLR, IEX, ILPT, INVH, IONS, JCI, JOE, KEX, KGC, LAD, LARK, LENZ, LFUS, LHX, LII, LMND, LRCX, LUNG, LXP, LXU, MAA, MAS, MAX, MC, MCHB, MDXG, META, MFIN, MGM, MGPI, MGRC, MHO, MKL, MNRO, MOD, MORN, MSFT, MTG, MTH, MX, MYRG, NCSM, NEU, NFG, NGVT, NHTC, NMRK, NPKI, NSP, NWE, NWPX, OBT, ODFL, OFLX, OGE, OHI, OMF, OPCH, ORLY, OSW, PAG, PB, PBHC, PBI, PCOR, PEB, PFS, PFSI, PG, PI, PLPC, PLXS, PMT, PPC, PRCH, PRG, PSA, PSHG, PSN, PTC, PTEN, PUMP, QCOM, QTWO, QURE, RDWR, REG, REYN, RGR, RM, RMBI, RRBI, RSI, RYZ, SBUX, SCI, SCL, SFM, SHEN, SILC, SIM, SIMO, SITE, SLGN, SMG, SMHI, SOFI, SONO, SPOK, ST, STRA, SVCC, SW, SWK, SYBT, TDOC, TENB, TEVA, TFSL, TIPT, TK, TNK, TREE, TTEK, TYL, UAN, UFPI, UIS, ULCC, UMC, UROY, USLM, VET, VFC, VICI, VKTX, VMC, VRSK, VRT, VTR, WAY, WEC, WFG, WHD, WING, WNC, WSO, WSO.B, WWD
- Ex-div:
ENTG, MCBS, PSEC, SATA
- Economic events and announcements:
- 7-Year Note Auction (previous: 4.260%)
- ADP Employment Change Weekly (previous: 16.50K)
- API Weekly Crude Oil Stock (consensus: -1.500M, previous: 2.603M)
- Atlanta Fed GDPNow
- CB Consumer Confidence (consensus: 92.4, previous: 91.2)
- Dallas Fed Services Revenues (previous: 9.8)
- Goods Trade Balance (consensus: -100.30B, previous: -105.89B)
- House Price Index (consensus: 0.1%, previous: -0.1%)
- House Price Index (previous: 2.0%)
- House Price Index (previous: 441.4)
- M2 Money Supply (previous: 23.05T)
- OPEC Meeting
- Redbook (previous: 7.8%)
- Retail Inventories Ex Auto (previous: 0.3%)
- Richmond Manufacturing Index (consensus: 7, previous: 4)
- Richmond Manufacturing Shipments (previous: 3)
- Richmond Services Index (previous: -1)
- S&P/CS HPI Composite - 20 n.s.a. (consensus: 1.3%, previous: 1.1%)
- S&P/CS HPI Composite - 20 n.s.a. (previous: 1.0%)
- S&P/CS HPI Composite - 20 s.a. (previous: 0.0%)
- Texas Services Sector Outlook (previous: 2.9)
- Wholesale Inventories (consensus: 0.4%, previous: 0.1%)
## Upcoming events for Thursday, July 30th
- Expected earnings:
AAMI, AAPL, ABEV, ACCO, ADC, ADT, AEE, AEP, AES, AG, AGCO, AGIO, AGM, AJG, ALGM, ALHC, ALNY, AMCX, AMG, AMH, AMRX, AMZN, AOS, APD, APG, AQMS, ASUR, ASX, ATHM, ATR, AUPH, AURE, AVD, AVY, AX, AXTI, BAFN, BAX, BBAI, BC, BCH, BDC, BFAM, BFLY, BGC, BIP, BIPC, BJRI, BLDR, BMY, BSBK, BTE, BUD, BVN, BWIN, BXMT, BYFC, CACC, CBIO, CCB, CCC, CDNA, CDRO, CERS, CFR, CHKP, CI, CIGI, CLAR, CMCO, CMPS, CNK, CNO, CNX, COCH, COHN, COHU, COIN, COLM, CPT, CRH, CROX, CRS, CSTL, CSW, CTVA, CUBE, CUZ, CVCO, CVEO, CWT, DAIO, DAR, DFH, DFIN, DFTX, DGICA, DGICB, DLB, DOUG, DRH, DRS, DSX, DTM, DXC, DXCM, EEFT, EGO, EIX, EME, EMN, EPD, ERIE, ES, ESCA, EXC, EXPO, FATN, FBIZ, FBLG, FCN, FET, FHI, FLGT, FND, FORR, FRBT, FSLR, FSS, FTI, GATX, GDDY, GDYN, GH, GIGM, GIL, GLPI, GOOS, GPI, GSIT, GVA, H, HCM, HGV, HII, HIPO, HLN, HNI, HR, HSY, HTGC, HUBG, HUN, ICE, IDA, IDCC, ILMN, INBK, ING, INGM, IP, IR, ISOU, IVR, JLL, KBR, KKR, KRG, KWR, LAUR, LECO, LH, LKQ, LNC, LNT, LOPE, LPLA, LSPD, LTH, LYG, LYV, MA, MAIR, MCS, MDGL, METC, METCB, MFG, MHK, MLCO, MLM, MMSI, MO, MPT, MPWR, MSA, MSC, MSEX, MSTR, MT, MTD, MTX, MTZ, MYE, MYGN, NBIX, NCLH, NEOG, NEXT, NMIH, NVNO, NXT, OBE, OCFC, OFS, OIS, OLED, OLN, OMCL, ONEW, OWL, PACK, PATK, PBA, PBF, PFIS, PGY, PHAR, PHAT, PHIN, PIPR, PKX, PTCT, PWR, RACE, RAL, RBLX, RDDT, REGN, RES, RIOT, RIVN, RJET, RMNI, RYAN, SAFE, SAH, SAIA, SAMG, SCKT, SHEL, SHOO, SIRI, SLSN, SNDR, SNY, SO, SOLS, SPHR, SPSC, SPXC, SRBK, STGW, STLA, STNG, SXC, SXI, SYK, TAK, TAL, TBBK, TEM, TEX, TLK, TNET, TRN, TRP, TRS, TT, TW, TWI, UNIT, UPBD, UPLD, UTZ, VALE, VCEL, VCYT, VIRT, VLO, VNDA, VRTS, WBX, WCC, WTW, WU, WVE, WY, XEL, XHR, XPO, XRX, YUM, YUMC
- Ex-div:
FRMEP, SATA
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.730%)
- 8-Week Bill Auction (previous: 3.795%)
- Atlanta Fed GDPNow
- Continuing Jobless Claims (previous: 1,796K)
- Core PCE Price Index (consensus: 0.1%, previous: 0.3%)
- Core PCE Price Index (previous: 3.4%)
- Core PCE Prices (previous: 4.40%)
- Dallas Fed PCE (previous: 2.80%)
- Fed's Balance Sheet (previous: 6,747B)
- GDP (consensus: 2.3%, previous: 2.1%)
- GDP Price Index (consensus: 3.7%, previous: 3.6%)
- GDP Sales (previous: 1.9%)
- Initial Jobless Claims (consensus: 206K, previous: 187K)
- Jobless Claims 4-Week Avg. (previous: 207.50K)
- Natural Gas Storage (previous: 32B)
- PCE Price index (previous: 4.1%)
- PCE Prices (previous: 4.6%)
- PCE price index (previous: 0.4%)
- Personal Income (consensus: 0.3%, previous: 0.7%)
- Personal Spending (consensus: 0.4%, previous: 0.7%)
- Real Consumer Spending (previous: 0.5%)
- Real Personal Consumption (previous: 0.3%)
- Reserve Balances with Federal Reserve Banks (previous: 3.064T)
## Upcoming events for Friday, July 31st
- Stock splits:
- CLDI @ **1:16**
- OFAL @ **1:10**
- Expected earnings:
ABBV, AN, ARES, AUC, BBUC, BCPC, BEN, BEP, BEPC, BLDP, BSAC, BTSG, CBOE, CCJ, CHD, CL, CVX, D, DIT, ENB, ETN, FRT, FTS, GTES, IMO, ITUB, KYIV, LEA, LIN, LYB, MGA, MOG.A, MOG.B, MRNA, NB, NVT, NWG, NWL, PAYP, POR, PRLB, PRM, PWP, RBC, SMFG, TAC, TROW, UBS, VEON, WT, XOM
- Ex-div:
AGNC, CASY, DGICA, DGICB, GOOGM, GOOGN, LCUT, LNT, OSBC, PAA, PAGP, PKOH, RBB, SATA, STRC, TXN
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.730%)
- 8-Week Bill Auction (previous: 3.795%)
- Atlanta Fed GDPNow
- Continuing Jobless Claims (previous: 1,796K)
- Core PCE Price Index (consensus: 0.1%, previous: 0.3%)
- Core PCE Price Index (previous: 3.4%)
- Core PCE Prices (previous: 4.40%)
- Dallas Fed PCE (previous: 2.80%)
- Fed's Balance Sheet (previous: 6,747B)
- GDP (consensus: 2.3%, previous: 2.1%)
- GDP Price Index (consensus: 3.7%, previous: 3.6%)
- GDP Sales (previous: 1.9%)
- Initial Jobless Claims (consensus: 206K, previous: 187K)
- Jobless Claims 4-Week Avg. (previous: 207.50K)
- Natural Gas Storage (previous: 32B)
- PCE Price index (previous: 4.1%)
- PCE Prices (previous: 4.6%)
- PCE price index (previous: 0.4%)
- Personal Income (consensus: 0.3%, previous: 0.7%)
- Personal Spending (consensus: 0.4%, previous: 0.7%)
- Real Consumer Spending (previous: 0.5%)
- Real Personal Consumption (previous: 0.3%)
- Reserve Balances with Federal Reserve Banks (previous: 3.064T)
^^^^2026-07-28

Such a packed day tomorrow holy... MSFT, META, QCOM, ARM, SKHY and FOMC. Any bad news will remove the buy button from semis

I would get the QCOM leaps after earning tho. they may dump

QCOM wasn't making 100B+ annually back then

Calls on FFIV QCOM ARM

AAPL has warned about large cost increases and raised prices by a pretty big amount. That was before QCOM came out and said they have no choice but to increase prices. AAPL still buys from QCOM. So now they have even more large cost increases hitting them. But the market is euphoric and jamming AAPL into new highs ahead of earnings because they didn’t compete in the ai race? They are still being impacted by it, and when it comes time for the ai labs to jack up prices in an attempt at survival and some actual roi, the assumption is that they are going to give AAPL super awesome special friend pricing for its users? Really? I think the ai labs will gouge AAPL. And AAPL will have no choice but to bend the knee and accept the high pricing for ai access or risk losing access to all frontier ai models. And as users demand more access to ai, and AAPL doesn’t have it, guess what their next device purchase will be? Not an Apple. I would not be long AAPL here in the medium term.

Holding out on QCOM for an earnings bailout, prob gonna lose my shirt though

MSFT, AAPL, META, AMZN,QCOM earnings will kill the market if Market dump on good earnings

# Today is Monday, the 27th of July
## Upcoming events for Monday, July 27th
- Stock splits:
- RMXI @ **1:3**
- SGLY @ **1:14**
- SBEV @ **1:4**
- STKH @ **1:3**
- VYNE @ **1:50**
- ZNB @ **1:8**
- Expected earnings:
AGYS, AMKR, APLD, ARLP, AZN, BCAL, BLX, BMRC, BOH, BRO, BRX, BSRR, CBK, CBNA, CBNK, CDNS, CDP, CHRN, CINF, CLS, CSBR, CZWI, DYN, ESI, FFIV, FMAO, FSUN, GABC, GOVX, GRFS, HAPN, HBT, HIT, HLIT, HOPE, HTO, INHD, KFRC, KOF, KRC, LKFN, NBN, NBTB, NE, NEWT, NRC, NTB, NUE, NVTS, NWBI, OMAB, OPK, PERF, PFG, PGC, PRK, RMBS, RNGR, SANM, SSD, SUI, TFII, TIMB, TWO, UDR, UHS, UHT, VIV, VOD, WELL, WHR
- Ex-div:
FVCB, HFBL, SATA, SPFI, UNB, VALU, YBST, YBTY
## Upcoming events for Tuesday, July 28th
- Stock splits:
- CBWTF @ **1:14**
- SMTOY @ **5:1**
- WHLR @ **1:5**
- Expected earnings:
AAT, AB, ABG, ACGL, ACHC, AKR, ALKS, AMT, APAM, ASH, AUBN, AWI, AXS, AXTA, BA, BCS, BE, BRSP, BUSE, BXP, CAC, CAKE, CAR, CARR, CBFV, CBU, CGAU, CHE, CLW, CMS, CNC, CNP, CR, CSGP, CTO, CTS, CURB, CVLT, CZR, DINO, DTE, ECL, ENPH, EXE, EXLS, EXR, F, FCF, FE, FELE, FMX, FRAF, FSP, GEF, GEF.B, GLW, GSK, HIW, HLT, HRI, HUBB, HURN, INCY, INIO, IQV, ITRI, ITW, IVZ, JBLU, KLAC, KO, LOGI, LSTR, LXFR, MANH, MBIN, MDLZ, MEOH, MIR, MVBF, NAUT, NBR, NEO, NOV, NXPI, OI, OMC, ORN, OSK, OXLC, PCAR, PDM, PDS, PHG, PII, PJT, PNR, PPG, PROV, PYPL, QRVO, QUAD, RBBN, RCKY, RCL, RGEN, RITM, RNST, ROG, RUSHA, RUSHB, RWT, SB, SBCF, SEVN, SHW, SLDE, SNDL, SPGI, SPWR, STAG, STX, SWKS, TER, THFF, THG, TLRY, TRMK, TRTX, TRU, TSBK, TTAM, TXT, TZOO, UMBF, UNM, UPS, V, VLTO, VRNS, WERN, WM, WNEB, WPC, XIFR, XPRO, XYL, ZWS
- Ex-div:
ASML, FAST, PAYX, SATA, SND, UG
- Economic events and announcements:
- 2-Year Note Auction (previous: 4.189%)
- 3-Month Bill Auction (previous: 3.730%)
- 5-Year Note Auction (previous: 4.200%)
- 6-Month Bill Auction (previous: 3.835%)
- Atlanta Fed GDPNow (consensus: 1.7%, previous: 1.7%)
- Core Durable Goods Orders (consensus: 0.9%, previous: 1.4%)
- Dallas Fed Mfg Business Index (previous: 0.0)
- Durable Goods Orders (consensus: 1.6%, previous: -4.5%)
- Durables Excluding Defense (previous: -4.6%)
- Goods Orders Non Defense Ex Air (previous: 1.4%)
## Upcoming events for Wednesday, July 29th
- Expected earnings:
ACR, ADAM, ADP, ADPT, AEM, AER, AGI, AHT, ALGN, ALKT, ALRS, AM, AMRN, AMSC, ANIK, AON, APH, AR, ARCB, ARCC, ARIS, ARIS, ARM, ARXS, ASC, ASIC, ASTL, AUR, AVTR, AWK, AWRE, AXGN, BANC, BAND, BBNX, BBT, BBVA, BELFA, BELFB, BG, BHC, BHE, BIIB, BLCO, BLKB, BNL, BOOM, BOOT, BSX, BTU, CBRE, CBZ, CCEC, CFFN, CHDN, CHEF, CHRW, CLB, CLBK, CLH, CLMB, CLVT, CMG, CMPR, CMTG, CNMD, CNXN, CORT, COUR, CP, CPSH, CRK, CSL, CSTM, CTSH, CVE, CVI, CVLG, CVNA, CWH, CZFS, DB, DBD, DLHC, DMC, EDU, EFOR, EG, EIG, EPR, EQIX, ESRT, ESS, ETD, ETR, EVR, EXP, FBRT, FCPT, FICO, FINW, FLEX, FLS, FMC, FORM, FTAI, FTNT, FTRE, FTV, FUSB, FVRR, FXNC, GBFH, GD, GEHC, GFL, GHC, GIB, GKOS, GNRC, GRBK, GRMN, GTE, GTX, HAYW, HBB, HBM, HLI, HOOD, HSBC, HUM, HVT, HVT.A, HWBK, HWKN, HXL, HYMC, IART, ICLR, IEX, ILPT, INVH, IONS, JCI, JOE, KEX, KGC, LAD, LARK, LENZ, LFUS, LHX, LII, LMND, LRCX, LUNG, LXP, LXU, MAA, MAS, MAX, MC, MCHB, MDXG, META, MFIN, MGM, MGPI, MGRC, MHO, MKL, MNRO, MOD, MORN, MSFT, MTG, MTH, MX, MYRG, NEU, NFG, NGVT, NHTC, NMRK, NPKI, NSP, NWE, NWPX, OBT, ODFL, OFLX, OGE, OHI, OMF, OPCH, ORLY, OSW, PAG, PB, PBHC, PBI, PCOR, PEB, PFS, PFSI, PG, PI, PLPC, PLXS, PMT, PPC, PRCH, PRG, PSA, PSHG, PSN, PTC, PTEN, PUMP, QCOM, QTWO, QURE, RDWR, REG, REYN, RGR, RM, RRBI, RSI, RYZ, SBUX, SCI, SCL, SFM, SHEN, SILC, SIM, SIMO, SITE, SLGN, SMG, SMHI, SOFI, SONO, SPOK, ST, STRA, SVCC, SW, SWK, TDOC, TENB, TEVA, TFSL, TIPT, TK, TNK, TREE, TTEK, TYL, UAN, UFPI, UIS, ULCC, UMC, UROY, USLM, VET, VFC, VICI, VKTX, VMC, VRSK, VRT, VTR, WAY, WEC, WFG, WHD, WING, WNC, WSO, WSO.B, WWD
- Ex-div:
ENTG, MCBS, PSEC, SATA
- Economic events and announcements:
- 7-Year Note Auction (previous: 4.260%)
- ADP Employment Change Weekly (previous: 16.50K)
- API Weekly Crude Oil Stock (consensus: -1.500M, previous: 2.603M)
- Atlanta Fed GDPNow
- CB Consumer Confidence (consensus: 92.1, previous: 91.2)
- Dallas Fed Services Revenues (previous: 9.8)
- Goods Trade Balance (consensus: -98.00B, previous: -105.89B)
- House Price Index (consensus: 0.2%, previous: -0.1%)
- House Price Index (previous: 2.0%)
- House Price Index (previous: 441.4)
- M2 Money Supply (previous: 23.05T)
- OPEC Meeting
- Redbook (previous: 7.8%)
- Retail Inventories Ex Auto (previous: 0.3%)
- Richmond Manufacturing Index (consensus: 10, previous: 4)
- Richmond Manufacturing Shipments (previous: 3)
- Richmond Services Index (previous: -1)
- S&P/CS HPI Composite - 20 n.s.a. (consensus: 0.8%, previous: 1.1%)
- S&P/CS HPI Composite - 20 n.s.a. (previous: 1.0%)
- S&P/CS HPI Composite - 20 s.a. (previous: 0.0%)
- Texas Services Sector Outlook (previous: 2.9)
- Wholesale Inventories (consensus: 0.2%, previous: 0.1%)
## Upcoming events for Thursday, July 30th
- Expected earnings:
AAMI, AAPL, ABEV, ACCO, ADC, ADT, AEE, AEP, AES, AG, AGCO, AGIO, AGM, AJG, ALGM, ALHC, ALNY, AMCX, AMG, AMH, AMRX, AMZN, AOS, APD, APG, AQMS, ASUR, ASX, ATHM, ATR, AUPH, AURE, AVD, AVY, AX, AXTI, BAFN, BAX, BBAI, BC, BCH, BDC, BFAM, BFLY, BGC, BIP, BIPC, BJRI, BLDR, BMY, BSBK, BTE, BUD, BVFL, BVN, BWIN, BXMT, BYFC, CABO, CACC, CBIO, CCC, CDNA, CDRO, CERS, CFR, CHKP, CI, CIGI, CLAR, CMCO, CMPS, CMRE, CNK, CNO, CNX, COCH, COHN, COHU, COIN, COLM, CPT, CRH, CROX, CRS, CSTL, CSW, CTVA, CUBE, CUZ, CVCO, CWT, DAIO, DAR, DFH, DFIN, DFTX, DGICA, DGICB, DLB, DOUG, DRH, DRS, DSX, DTM, DXC, DXCM, EEFT, EGO, EIX, EME, EMN, EPD, ERIE, ES, EXC, EXPO, FATN, FBIZ, FBLG, FCN, FET, FHI, FLGT, FND, FORR, FRBT, FSLR, FSS, FTI, GATX, GDDY, GDYN, GH, GIGM, GIL, GLPI, GOOS, GPI, GSIT, GVA, H, HCM, HGV, HII, HIPO, HLN, HNI, HR, HSY, HTGC, HUBG, HUN, ICE, IDA, IDCC, ILMN, INBK, ING, INGM, IP, IR, ISOU, IVR, JLL, KBR, KKR, KRG, KWR, LAUR, LECO, LH, LKQ, LNC, LNT, LOPE, LPLA, LSPD, LTH, LYG, LYV, MA, MAIR, MCS, MDGL, METC, METCB, MFG, MHK, MLCO, MLM, MMSI, MO, MPT, MPWR, MSA, MSC, MSEX, MSTR, MT, MTD, MTX, MTZ, MYE, MYGN, NATR, NBIX, NCLH, NCSM, NEOG, NEXT, NMIH, NVNO, NXT, OBE, OCFC, OFS, OIS, OLED, OLN, OMCL, ONEW, OWL, PACK, PATK, PBA, PBF, PFIS, PGY, PHAR, PHAT, PHIN, PIPR, PKX, PTCT, PWR, RACE, RAL, RBLX, RDDT, REGN, RES, RIOT, RIVN, RJET, RKT, RMNI, ROKU, RYAN, SAFE, SAH, SAIA, SAMG, SCKT, SHEL, SHOO, SIRI, SLSN, SNDR, SNY, SO, SOLS, SPSC, SPXC, SRBK, STGW, STLA, STNG, SVV, SXC, SXI, SYK, TAK, TAL, TBBK, TEM, TEX, TLK, TNET, TRN, TRP, TRS, TT, TW, TWI, UNIT, UPBD, UPLD, UTZ, VALE, VCEL, VCYT, VIRT, VLO, VNDA, VRTS, WBX, WCC, WTW, WU, WVE, WY, XEL, XHR, XPO, XRX, YUM, YUMC
- Ex-div:
FRMEP, SATA
- Economic events and announcements:
- Crude Oil Imports (previous: 0.485M)
- Crude Oil Inventories (previous: 2.010M)
- Cushing Crude Oil Inventories (previous: -0.674M)
- Distillate Fuel Production (previous: 0.090M)
- EIA Refinery Crude Runs (previous: -0.058M)
- EIA Weekly Distillates Stocks (previous: 1.395M)
- EIA Weekly Refinery Utilization Rates (previous: -0.1%)
- FOMC Press Conference
- FOMC Statement
- Fed Interest Rate Decision (consensus: 3.75%, previous: 3.75%)
- Gasoline Inventories (previous: 0.765M)
- Gasoline Production (previous: 0.060M)
- Heating Oil Stockpiles (previous: 0.231M)
- MBA 30-Year Mortgage Rate (previous: 6.69%)
- MBA Mortgage Applications (previous: 1.9%)
- MBA Purchase Index (previous: 165.8)
- Mortgage Market Index (previous: 264.0)
- Mortgage Refinance Index (previous: 802.3)
^^^^2026-07-27

Wednesday: META, MSFT, ARM, QCOM, LRCX, ***and*** the **FOMC**

QCOM
https://preview.redd.it/clrqmmxlnmfh1.jpeg?width=1125&format=pjpg&auto=webp&s=ff1829f3d30b6dde492e92a2f0b0264a95825167

Nearly one-third of S&P 500 companies will report earnings this week. The spotlight will be on $AAPL, $MSFT, $AMZN, and $META, alongside major companies including $BA, $KO, $V, $MA, $COIN, $PG, $SBUX, $QCOM, $VRT, $ARM, $LRCX, $FSLR, $MPWR, $CVX, $XOM, and $ABBV.

D. Buy something else (and perhaps keep an eye on QCOM)
I avoid 20% in any given industry, and *all* of these stocks are highly dependent on the LLM/data center narrative. That falls apart (and we're seeing stories casting doubt on ROI for it everyone from megascalers to end users weekly), and all of these have a long way down to pre-GPT 3 lows. I wouldn't even touch an index fund now. They're at historic levels of concentration, and close to 60% of market cap is tied to the LLM/data center narrative.
I look to companies at reasonable valuations, revenues growing at a pace at least matching inflation, which return cash flows to investors, in current price uptrends. In OPs graphic, only QCOM is attractive to me on valuations, revenue growth, and return of cash flows to investors, but the stock price has yet to find support. I'd consider if it rose above 20 and 50d SMAs. Let others catch knives.

Implied moves - Up or down IDIOTS
$MSFT 7.2%
$META 8.38%
$AAPL 4.3%
$AMZN 7.2%
$HOOD 11.5%
$COIN 10.8%
$ARM 15.4%
$QCOM 9.6%
$LRCX 12.8%
$CMG 9.6%
$FTNT 12.9%
$CVNA 13.3%
$SBUX 6.3%
$RBLX 14.8%
$RDDT 13.6%
$AXTI 24.9%
$RIVN 11.0%
$DXCM 9.0%
$MMSI 8.9%
$MPWR 8.9%
$FSLR 10.2%
$GDDY 9.9%
$ILMN 11.5%
$MSTR 9.4%
$ALGN 10.2%
$OLED 14.8%
$CI 6.4%
$MA 4.2%
$BMY 4.9%
$MGM 8.2%
$GH 15.0%
$MRNA 11.3%
$ABBV 4.7%
$AN 9.0%
$BE 27.1%
$STX 14.6%
$SOFI 10.4%
$BSX 9.3%
$VRT 11.9%
$APH 13.5%
$FLEX 20.7%
$ENPH 15.6%
$V 3.9%
$PYPL 8.7%
$BA 6.0%
$KO 3.2%
$UPS 7.1%
$GLW 13.0%
$JBLU 10.8%
$CAR 10.9%
$NXPI 15.0%
$LOGI 10.2%
$QRVO 13.7%
$GNRC 12.7%
$HUM 9.8%
$APLD 16.4%
$OWL 7.4%
$RACE 6.3%
$CROX 14.5%
$NXT 20.1%
$NVTS 18.3%
$FFIV 12.1%
$RMBS 24.0%
$LMND 16.1%
$BIIB 6.3%
$GRMN 9.2%
$SMG 11.2%
$SFM 15.0%
$TDOC 13.0%
$SYK 8.2%

Reminds me of QCOM $1000 target in 2000 internet bubble.

ok bois, I'm still kinda drunk. Time to plan my plays. Look at CVLT. They ran up insanly this year. Old legacy tech, but they actually are profitable and there are rumors about a takeover. The sympathy play is my darling RBRK, which has 80% margins and is growing like a mofo. Calls on RBRK. Next up F. They will talk about building batteies, we might see 15.5$ - 16$ on that news alone. BA will be flat. I wanted to buy GLW in the 30ies where it stayed for years, now it's at 140$ with ATH at 220 couple weeks back. Puts. CLS calls. CHIPS CHIPS CHIPS. UPS announces lay-offs. Bullish. APLD calls, we still in the AI buildout, they are 50% off from market highs. ENPH puts. MSFT puts might be ruckd by IV crush. STX calls, but also IV crush. V calls because they will talk about AI and Agent transactions using their shitcoins just like MA. QCOM calls because a folding Robot is good publicity. ARM calls because chips. THEREFORE AVGO FREAKING BIG CALLS. VRT calls because energy. BE calls because energy. FTNT puts, but ZS calls. AAPL puts because we are in risk-on mode and those guys are risk-off we don't do ANY risk with ANYTHING boring. Calls on AVGO GOOG RBRK ZS AND MY DARLING NOW