$QCOM
2 位大V提及 · 3 条相关推文
相关推文时间线
美股仙人
中性
2026-10-18 23:26
作者预计高通会效仿A社回馈股东/变相放水,但未明确评价其股价涨跌。
我没看错吧?贼眉鼠脸的 A 社居然良心发现做出这么浓眉大眼的事情?这变相是等于给市场放水😅大善人啊,这还是资本社会吗🤣
A社赚的钱,通过分红分给美国政府,然后美国政府靠持有5%a社股票又给美国人民发钱
预计 openai、美光、英伟达、高通也会跟上…我说真的,川普真的大统领,
重申:选举中的阿川是超人!!
Buy the dip,长期持有,Discord在个人资料。
Serenity
中性
2026-09-30 04:21
作为亚马逊持有/权证标的之一被列出,作者未单独发表观点。
Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
Serenity
中性
2026-07-16 13:54
仅作为与美光签署内存长期协议的交易对手方被提及,无直接观点。
Today, $MU announced it signed memory LTAs with $QCOM.
Interesting reaction to see Micron proceeded to drop 5.37% right after.
Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed?
More like the tail end of deleveraging /