QCOM#255
Thesis
QCOM up 6.84% AH after Jensen Huang says 'Buy their stock'. Edge AI thesis playing out.
By @ParadisLabs · View post ↗
🐂 Bull Case
- Strong gross margins at 55% — pricing power and efficiency
- Weinstein Stage 2 — advancing phase
- Golden cross formation: price $201.9 > SMA50 $178.9 > SMA200 $163.3
- Reasonable P/E of 21.7 — value entry point relative to growth
🐻 Bear Case
- Market risk: broad sell-off could override sector fundamentals
🚫 Invalidation
Close below $163.3 (SMA200) on above-average volume
Break Conditions
- Close below $163.3 (SMA200) on above-average volume
- Earnings miss >10% on revenue with declining forward guidance
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t+3d | QCOM | $199.87 | 2026-06-11 18:36:15 |
Metadata
T0 Price: $201.89
Created: 2026-06-09 18:33:41
Scored: 2026-06-09T18:35:15.755978+00:00
Updated: 2026-06-11T18:36:15.142842+00:00