$QCOM 0.32 Weak

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• @amitisinvesting bullish 3366 eng

  JENSEN: BUY QUALCOMM $QCOM STOCK https://t.co/SCczjkt6it

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• @amitisinvesting neutral 2558 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. government and critical infrastructure. The partnership combines Nvidia AI infrastructure and Nemotron models with Palantir’s platforms, allowing agencies to deploy models on proprietary data. Palantir CEO Alex Karp said: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models." 2. Rocket Lab $RKLB announced a definitive agreement to acquire Iridium $IRDM for $54/share in a cash-and-stock deal, implying an enterprise value of roughly $8B. This is a major move because it pushes Rocket Lab beyond space infrastructure and deeper into vertically integrated space communications with recurring, high-margin subscription revenue. Iridium adds a global satellite network, accelerates direct-to-device and space connectivity, and gives Rocket Lab the ability to design, build, launch, operate, and now monetize satellites through long-term communications services. 3. Robinhood $HOOD continues to show strong product momentum. Vlad Tenev, CEO, shared that Robinhood Banking has surpassed $3B in deposits and 200K customers, up from $1.6B and 110K at the end of March. Agentic trading has also seen 50K+ customers open accounts in its first few weeks, with millions of dollars traded daily across equities and options. Robinhood now has 50K+ funded custodial accounts just three months after launch, while 855K+ customers received allocation in the SpaceX IPO through IPO Access. 4. Hedge funds sold the most U.S. information technology equities in the week ending June 25 since Goldman’s data began in 2016, even more than during the August 2024 Nasdaq correction. Overall, hedge funds sold the most U.S. equities since the April 2025 “Liberation Day” selloff. Magnificent 7 exposure has also fallen to 14.5% of total U.S. hedge fund exposure, near a 3-year low, after dropping 7 percentage points since the start of 2026, the biggest six-month decline since the 2022 bear market. 5. Agility Robotics is going public via Churchill Capital Corp XI $CCXI in a deal valuing the humanoid robotics company at $2.5B pre-money. The transaction is expected to raise $620M+, including a $200M PIPE led by Foxconn, with the combined company set to trade as $AGLT. Agility says it has $300M+ in multi-year orders for its Digit v5 robot, with backers including Nvidia, Amazon, SoftBank, and Foxconn. 6. Google $GOOGL has reportedly capped Meta’s $META use of Gemini AI models due to computing capacity constraints, per Financial Times. The limits have affected some of Meta’s internal projects, with staff told to use AI tokens more efficiently. Meta had been using Gemini to automate safety workflows, but is now leaning more on its own Muse Spark model to reduce reliance on external AI models. 7. Micron $MU is now a top 10 holding in the S&P 500 with a 1.9% weighting, reflecting just how important memory has become in the AI trade. Meanwhile, Nvidia $NVDA has fallen from closer to 8.5% of the index to 6.99%, while Apple $AAPL has dropped from around 7.5% to 6.18%. 8. Anthropic reportedly renegotiated part of its Amazon deal, shifting Claude pricing from compute hours to token-based usage starting next year, per The Information. The change could raise $AMZN’s costs for using Claude across products like Alexa for Shopping, Kiro, and Quick. Amazon is now reportedly evaluating OpenAI and its own Nova models to reduce reliance on Anthropic. 9. The top 10 most active options today by contracts traded were $TSLA with 3.8M contracts, $NVDA with 2.9M contracts, $AMZN with 1.4M contracts, $AAPL with 1.1M contracts, $MSFT with 931K contracts, $MU with 767K contracts, $SPCX with 617K contracts, $INTC with 598K contracts, $MSTR with 533K contracts, and $GOOGL with 489K contracts. 10. ByteDance is targeting early next year to finalize the design of its next-gen in-house CPU for AI infrastructure, per SCMP. Mass production and broader deployment are expected in H2 2027, as ByteDance looks to support AI workloads across Doubao, Seedance, and other internal platforms. Qualcomm $QCOM is reportedly helping with development and foundry capacity. 11. South Korea unveiled a massive $576B+ AI and chip investment push, with Samsung and SK Hynix expected to invest around $518B. Suppliers will build two new chip fab sites each in southwest Korea, while the broader plan includes a $52.7B chip packaging cluster and a goal to double DRAM output within five years. 12. U.S. online spending across all retailers hit $26.4B during Amazon $AMZN Prime Day, topping Adobe’s $26.3B estimate. Spending rose 9.3% YoY, while BNPL accounted for 6.6% of orders. However, Numerator said average household spending on Amazon fell 8.3% to $143. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @amitisinvesting neutral 2525 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional investors may sell up to $165B of equities and rotate the same amount into bonds by quarter-end — the largest rebalance in at least four years. The biggest expected sellers include Japan’s GPIF at roughly $60B, Norway’s Norges Bank at around $40B, U.S. defined benefit pensions at about $55B, and the Swiss National Bank at up to $25B. Balanced mutual funds may partially offset the pressure with an estimated $15B of equity buying, but overall, quarter-end flows could create significant selling pressure across global stocks. 2. SpaceX $SPCX reportedly signed a major compute deal with open-source AI startup Reflection AI, giving it access to Nvidia $NVDA GB300 chips at Colossus 2, per CNBC. Reflection is expected to pay SpaceX about $150M per month starting July 1, 2026, which could total roughly $6.3B if the agreement runs through 2029. The deal adds Reflection to SpaceX’s growing AI compute customer list, alongside Anthropic, Google, and Cursor. 3. Retail investors have poured roughly $150B into the largest equity ETFs over the past month, marking the second-biggest inflow in history. The move shows just how aggressive retail demand for equities has become, even as markets continue to digest major macro and positioning risks. 4. Palantir $PLTR has secured a foundational role in the U.S. Army’s NGC2 data layer. The Army established the NGC2 common data layer baseline, a major step in modernizing command-and-control systems. Palantir Foundry will serve as the cloud data layer, while Anduril Lattice will serve as the tactical data layer, giving the Army a scalable foundation for AI-enabled tools, interoperability, and faster battlefield decision-making. 5. The top 10 most active options today by contracts traded were $TSLA with 3.3M contracts, $NVDA with 2.9M contracts, $SPCX with 1.2M contracts, $AMZN with 1.1M contracts, $AAPL with 990K contracts, $GOOGL with 970K contracts, $MSFT with 917K contracts, $NFLX with 717K contracts, $INTC with 621K contracts, and $PLTR with 587K contracts. Tesla led options activity with more than 3.3M contracts traded, followed by Nvidia at 2.9M, while SpaceX and Amazon both saw volume above 1M contracts. 6. BofA now expects the Fed to hike rates three times this year, reversing its prior view of no changes. The firm sees 25 bps hikes in September, October, and December, taking the Fed funds range to 4.25%–4.5% by year-end. BofA now expects the first Fed rate cuts to come in 2028. 7. Qualcomm $QCOM is reportedly in advanced talks to acquire AI chip startup Modular in a deal that could value the company around $4B, per Bloomberg. No final agreement has been reached, but an announcement could come in the next few weeks. Modular last raised $250M at a $1.6B valuation in September 2025, meaning the reported deal would mark a major step-up in value. 8. Trump signed two quantum-focused executive orders aimed at accelerating U.S. leadership in the space. One order pushes for a U.S. quantum computer $INFQ $QBTS $IBM $RGTI $IONQ $QNT capable of major scientific calculations, along with quantum sensors and networks, within five years. The other directs federal agencies to transition to post-quantum cryptography by 2031, strengthening cybersecurity against future quantum threats. 9. Google $GOOGL is investing about $75M in A24 as part of a multi-year AI research partnership between Google DeepMind and the film studio. The deal marks Google’s first equity stake in a studio, with A24 and DeepMind working on AI tools for film production and distribution. The agreement does not give Google access to A24’s film and TV library, while A24 Labs is already developing an AI-generated storyboard tool. 10. Micron $MU signed a strategic agreement with Anthropic covering AI memory and storage architecture, multi-year supply, Claude enterprise adoption, and an investment in Anthropic’s Series H round. Micron will provide data center memory and storage products, including HBM, DRAM, and SSDs, while the two companies work together to optimize Anthropic’s AI infrastructure for performance, energy efficiency, and token economics. 11. Nvidia $NVDA launched Halos for Robotics, a full-stack safety system for robotics and physical AI. Agility will be the first to integrate parts of Halos into the safety architecture for Digit, its humanoid robot used in logistics, manufacturing, and warehouses. The system combines Nvidia IGX Thor, Holoscan Sensor Bridge, Halos OS, external-camera safety monitoring, and an ANAB-accredited AI Systems Inspection Lab, with 40+ companies participating in the lab program. 12. Chevron $CVX signed a 20-year power deal with Microsoft $MSFT to supply natural gas-fired electricity for a proposed West Texas data center. The project, called Kilby, is expected to deliver first power by 2028 and eventually ramp to 2.67 GW. Chevron will use Permian Basin gas to power GE Vernova turbines, with the project designed to generate its own electricity instead of drawing from the grid. Chevron is developing Kilby with Engine No. 1 and expects to make a final investment decision later this year. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay bullish 1405 eng

  AI suppliers are on pace to generate massive profits over the next three years: • $NVDA ~$1.1T • Samsung ~$807B • SK Hynix ~$611B • $MU ~$356B • $TSM ~$354B • $AVGO ~$342B • $AMD ~$74B • $ASML ~$63B • $AMAT ~$42B • $QCOM ~$41B • $INTC ~$31B • $MRVL ~$21B

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• @StockSavvyShay neutral 1233 eng

  THE SEMICONDUCTOR ECONOMY INSIDE THE IPHONE 17 PRO It's really wild to see how one $AAPL iPhone 17 Pro is essentially a semiconductor economy in your pocket with 12 companies each capturing a different piece of the compute, connectivity, power, sensing and materials stack: 1. $TSM manufactures Apple's A19 Pro processor on its most advanced chipmaking technology turning Apple's chip designs into physical silicon at massive scale. 2. $AVGO supplies RF front end components and wireless charging technology (though Apple's new N1 chip displaced Broadcom as primary Wi-Fi & Bluetooth supplier this generation). 3. $GLW supplies cover glass and Ceramic Shield so essentially the material layer protecting the display and back panel. 4. $QCOM supplies Snapdragon X80 modem in the Pro models which is the last generation before Apple's C2 takes over and reason it stayed is mmWave support that Apple's own C1X lacks. 5. $STM supplies chips used around Face ID, cameras & power management helping Apple control sensors and photographic hardware. 6. $NXPI supplies connectivity controllers including NFC, secure payment hardware and USB Type C control helping iPhone communicate with accessories and contactless systems. 7. $CRUS supplies audio and power chips that help drive the speakers, microphones and other audio functions while efficiently managing power delivery. 8. $TXN supplies analog and power chips used for battery charging, camera flash control and display power so basically managing how electricity moves through parts of the phone. 9. $ADI supplies power conversion and charging chips that regulate voltage and make sure different parts of the phone receive right amount of electricity. 10. $SONY supplies CMOS image sensors, the physical light-capture hardware behind every camera on the phone. 11. $QRVO supplies RF front end modules that filter and amplify cellular signals so the phone can communicate efficiently across different frequency bands. 12. $SWKS supplies additional RF components used to strengthen and manage wireless signals between iPhone and cellular networks.

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• @StockSavvyShay neutral 1066 eng

  WHO GETS PAID TO BUILD A HUMANOID ROBOT Who builds the robots | $TSLA, $XPEV, $MBLY, $CCXI These are companies designing & assembling finished robot that ultimately gets deployed into factories, warehouses & eventually consumer environments. Who gives the robot intelligence & compute | $NVDA $GOOGL $META $INTC $QCOM These are companies building AI models, software & silicon that allow humanoids to understand instructions, reason through tasks, process their surroundings & control movement in real time. Who lets the robot grip & feel | $NOVT, $VPG These are companies building dexterous hands, force sensors & tactile systems that allow humanoids to grasp objects, control pressure & perform really precise physical tasks Who lets the robot see | $OUST, $INVZ, $AEVA These are companies supplying cameras, LiDAR & 3D sensing systems that allow humanoids to recognize objects, measure distance, navigate environments & understand whats happening around them

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• @StockSavvyShay bullish 1007 eng

  10 STOCKS CHEAPER THAN THE MARKET MULTIPLE 1. $MU | Micron 2. $SNDK | Sandisk 3. $CRM | Salesforce 4. $ADBE | Adobe 5. $META | Meta 6. $NVDA | Nvidia 7. $DELL | Dell 8. $QCOM | Qualcomm 9. $PYPL | PayPal 10. $MSFT | Microsoft

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• @StockSavvyShay bullish 876 eng

  $NVDA CEO Jensen Huang said “buy $QCOM stock” while discussing edge AI and the need for AI chips inside smartphones. Qualcomm is positioned to benefit as more AI inference moves to devices. https://t.co/lTz1Pz4OnJ

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