John Pua

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Joined Dec 2023

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[July.2024]AI PC chips boosted Qualcomm's stock price. What are key areas to watch in its earnings reports?

In the mobile chip industry, Qualcomm stands out as a major player. Most high-end Android phones are powered by Qualcomm's Snapdragon series chips, and even though Apple uses its own A-series chips, it still pays Qualcomm licensing fees for modem technology.

Thanks to its dominant position in mobile chips and its strategic moves in AI and PC chips, Qualcomm's stock has surged over 20% this year, making it a standout in the semiconductor sector.

Sns soon
4 months · translate
Wash only
Dun worry
After July start push again
4 months · translate
Possible limit
Up
5 months · translate
Last time agmo ttvision gap up RM1.00 above
5 months · translate
1.50 possible
5 months · translate
Limit up possible?
5 months · translate
不要忘记AI趋势才刚开始,set up 好server,接下来就是卖AI phone AI pc,如果nvdia 不死,AI趋势继续,AI有关的股还是有看头的
5 months · translate
不要忘记
它有starlink
未来AI趋势无法自拔
5 months · translate
比senheng 还要好
它卖ai server ,未来趋势才刚开始
5 months · translate
这公司黑马来的
不然也不会转去主板
未来是AI趋势
sns 可以是代表全马处理AIserver
5 months · translate
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