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Qcomispain

@Qcomispain

Qcomispain 已轉發

@Qualcomm @cristianoamon $QCOM share count down ~3% since 2020 with ~$11B in buybacks. Akash terrible at timing buyback + employee stock comp clearly dilutive. Meanwhile stock performance absolute trash. Pause all stock comp for C-Suite until $QCOM stock > 20 PE? Replace board


Qcomispain 已轉發

@cristianoamon these are the clowns who are dunking on $Qcom due to years of no stock movement. I know you’re working hard on diversification, but your team needs to amp analysts and investors on the $Qcom story

In celebration of another +$35K today and +$25K tomorrow if after hours holds. Will finish delevering and tax prepayment withdrawals tomorrow. Time to actually take a break. Also, eat shit Cristiano Amon.

insane_analyst's tweet image. In celebration of another +$35K today and +$25K tomorrow if after hours holds. Will finish delevering and tax prepayment withdrawals tomorrow. Time to actually take a break. Also, eat shit Cristiano Amon.


Qcomispain 已轉發

$QCOM has a solid quarter. Highlights: -record automotive (juggernaut, diversity) -love the non Apple growth of 15% (diversity) -datacenter revenue starts FY28 (CY27). Have the building blocks. CPU, NVFusion for GPU/XPU, AlphaWave I/O (still have questions on this) -big TAM for…

$QCOM Earnings: - Revenues: $10.4 billion - GAAP EPS: $2.43, Non-GAAP EPS: $2.77 “Another quarter of strong growth in QCT Automotive and IoT revenues further validates our diversification strategy and confidence in achieving our long-term revenue targets,” said Cristiano Amon,…

AlphaSenseInc's tweet image. $QCOM Earnings:

- Revenues: $10.4 billion 
- GAAP EPS: $2.43, Non-GAAP EPS: $2.77

“Another quarter of strong growth in QCT Automotive and IoT revenues further validates our diversification strategy and confidence in achieving our long-term revenue targets,” said Cristiano Amon,…


Qcomispain 已轉發

@cristianoamon @Qualcomm @donnymac @Clareconley does the pain ever end? Market still not understanding/believing the story here.. miss the short year @cristianoamon was celebrating with burgers. Starving now


Qcomispain 已轉發

@cristianoamon @donnymac @Clareconley @Qualcomm Cristiano.. 4 years as CEO and stock has gone no where. Other semi stocks continue higher along with market. Unbelievably frustrating at a shareholder. Something has to give. What is wrong with the story and stock.. do something


Qcomispain 已轉發

@Qualcomm @cristianoamon I wish hock tan was the CEO. Look at $avgo performance compared to $qcom. Pathetic


Qcomispain 已轉發

@cristianoamon @Qualcomm worst performing semi stock imaginable in what should be prolific times. Figure it out or get out of your role


United States 趨勢

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