QCOM
Qualcomm Inc
stock NASDAQ

If these stocks traded at the same Price/Sales ratio as SpaceX (\~112x sales), here’s what they’d be worth:
$AAPL: $3,443
$MSFT: $4,801
$META: $9,415
$GOOGL: $3,916
$AMZN: $7,671
$NVDA: $1,167
$TSLA: $3,107
$NFLX: $1,225
$PLTR: $228
$QCOM: $4,660

QCOM and AAPL. Client side AI will grow and becomes actually useful as tech evolves

all the stuff i bought are up INTC, QCOM

These deals aren't worth the paper they're written on unless AVGO can deliver AND their customers don't back out. Not to mention the industry by its very nature is notoriously fragile to supply shocks: material, political, regulatory, etc. I'd estimate about 30-50% of custom ASICs usually do not perform to spec and are failure prone (at QCOM every Snapdragon release seesawed between pretty good and absolute garbage). There is so much surface area where things can go wrong in the delivery cycle of just a single semiconductor, not to mention a rollout of this scale. The growth is mostly financial engineering where companies are circularly financing (yuge capex) while price gouging each other (yuge revenue) at the same time. That kind of wheeling and dealing is zero sum and can't be sustained indefinitely. Show me the actual compute deployed and then we can talk.

$APLD & QCOM

I put together a quick covered call screener for the Jun 19 weekly expiry, using roughly 0.30 delta OTM strikes.
The highest estimated weekly yields are SNOW at 7.61%, ASTS at 7.0%, and MU at 6.35%. NBIS, RKLB, and QCOM are all around 5% to 6%, while PLTR is lower at about 3.27%.
The premiums look attractive, but the average implied weekly move is around 14% and the average 20-day historical volatility is over 100%, so the risk is obviously high too. SNOW has the best yield, but RSI is already above 70. ASTS looks less overbought, but the volatility is even higher.
Would you go for the bigger premium on SNOW, ASTS, or MU, or stick with something a little less volatile?

No but I crushed the S&P 500 and NASDAQ 100 last year and am neck-and-neck with the N this year, so my effort is giving better returns than if I'd just done Index investing. I have some losses, biggest are -26% on PYPL and -17% on UBER. Both were fairly large positions.
But its easily offset by my GOOG, ASML, MRVL, AMD, EWY, QCOM, NVDA, GLD gains.

RACK is offered by the company (Roundhill) that brought us DRAM. It has not been out very long and as soon as I bought it the AI selloff started (last Friday). I wish that I waited until yesterday but it is still down a lot from what I paid.
DRAM focuses on memory and storage. RACK focuses on the whole AI Data Center: Chips, Memory, Power, networking, construction, photonics, software, data center REITs ...
|Symbol|Description|Sub-Industry|% of Net Assets|
|:-|:-|:-|:-|
|||||
|MU|Micron Technology Inc|Semiconductors|7.46%|
|SNDK|SanDisk Corp Ordinary Shares|Technology Hardware, Storage & Peripherals|4.94%|
|STX|Seagate Technology Holdings PLC|Technology Hardware, Storage & Peripherals|4.73%|
|WDC|Western Digital Corp|Technology Hardware, Storage & Peripherals|4.02%|
|AVGO|Broadcom Inc|Semiconductors|3.86%|
|APH|Amphenol Corp Class A|Electronic Components|3.84%|
|NVDA|NVIDIA Corp|Semiconductors|3.75%|
|ANET|Arista Networks Inc|Communications Equipment|3.70%|
|ETN|Eaton Corp PLC|Electrical Components & Equipment|3.49%|
|AMD|Advanced Micro Devices Inc|Semiconductors|3.20%|
|\--|Cameco Corp|Coal & Consumable Fuels|2.98%|
|CEG|Constellation Energy Corp|Electric Utilities|2.81%|
|EQIX|Equinix Inc|Data Center REITs|2.52%|
|VRT|Vertiv Holdings Co Class A|Electrical Components & Equipment|2.40%|
|MRVL|Marvell Technology Inc|Semiconductors|2.35%|
|PEG|Public Service Enterprise Group Inc|Multi-Utilities|2.29%|
|HPE|Hewlett Packard Enterprise Co|Technology Hardware, Storage & Peripherals|2.26%|
|PWR|Quanta Services Inc|Construction & Engineering|2.22%|
|NBIS|Nebius Group NV Shs Class-A-|Systems Software|2.14%|
|CMI|Cummins Inc|Construction Machinery & Heavy Transportation Equipment|2.08%|
|PCG|PG&E Corp|Electric Utilities|1.89%|
|ALAB|Astera Labs Inc|Semiconductors|1.88%|
|ARM|ARM Holdings PLC ADR|Semiconductors|1.85%|
|EMR|Emerson Electric Co|Electrical Components & Equipment|1.80%|
|CLS|Celestica Inc Ordinary Shares (Subordinate Voting)|Electronic Manufacturing Services|1.73%|
|JCI|Johnson Controls International PLC Registered Shares|Building Products|1.72%|
|LITE|Lumentum Holdings Inc|Communications Equipment|1.53%|
|QCOM|Qualcomm Inc|Semiconductors|1.43%|
|DLR|Digital Realty Trust Inc|Data Center REITs|1.42%|
|BWXT|BWX Technologies Inc|Aerospace & Defense|1.25%|

LITE QCOM EQT

QCOM up today but both META and GOOGL got me by the short hairs of my nads.

Why do people hate QCOM stock ?