QUALCOMM WKN: 883121 ISIN: US7475251036 Kürzel: QAQ Forum: Aktien Thema: Hauptdiskussion

Aus dem Transcript Q2 Intel. x86 competitor ist das AMD oder Qualcomm?: 'Operator Certainly. Then, our final question for today comes from the line of Matt Ramsay from TD Cowen. Your question, please. Matt Ramsay -- Analyst Yeah, good afternoon. Thank you, guys. I guess my first question is on the client space. I think, Dave, you might have mentioned client flat to down in September. I think your primary x86 competitor is going to be up double digits, or I think they mentioned above seasonal, however you quantify seasonal now. Maybe you could give us a little color there. There's lots of maybe noise in the system about ARM coming into the client market. I think that impact would be more modest relative to what you described.'

'Qualcomm’s guidance for the third quarter is a range between $9.5 billion and $10.3 billion in revenue, the midpoint of which implies a 14% increase year-over-year. If this holds, Qualcomm revenue could come within 20%-25% of Intel’s — previously unthinkable. '

'It’s more than fair to ask at this point what Intel can do to recover? First, it needs two products to succeed in the next 12 months: Lunar/Panther Lake and Gaudi 3. The first set are the key leadership products for the client business that will accelerate AI performance and dramatically increase graphics performance for consumer and commercial laptops. Intel needs these to not simply sustain its customer base, but to excite and entice them to buy new and buy at higher prices, to improve margins and keep competition from AMD and Qualcomm at bay. '

Sind die Probleme von Intel teilweise auf die Konkurrenz mit Qualcomm zurückzuführen? 'Also, Intel has shipped more than 15 million of its first “AI PC” chips, codenamed Meteor Lake, and is confident it will have 40 million units shipped by the end of 2024. That’s a huge milestone and dwarfs what AMD or Qualcomm could hope to do in the same time frame. But that’s where the good news ends. Unfortunately, Gelsinger indicated that the yields, or how effectively the production of the chips can be, for Meteor Lake were poor. Intel had to spend more on manufacturing per chip than expected, lowering margins. Lunar Lake is set to launch next month, improving performance and power efficiency for Intel’s entry into Microsoft’s new Copilot+ PC category.' https://www.fool.com/earnings/call-transcripts/2024/08/01/intel-intc-q2-2024-earnings-call-transcript/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=0972819a-2868-46bd-a091-9c4bef2c47c2&mod=mw_quote_news

Hier geht es noch weiter nach unten.Ich werde die Titanic verlassen, bevor sie untergeht.

30% plus auf 10% Minus. Pennystocks von 80 % Minus auf 500% plus......Leider nur 5% von allem drin gehabt

Ach ja? Wie lief dein Tech-Portfolio denn die letzten 6 Monate?

Alle warnen hier vor Pennystocks aus Kanada....aber die Laufen besser als mein ganze Tech Portfolie. Nur Tesla steht über allem....... heute zwar im Minus aber wenn Musk einen post absetzt steigt der Schrott wieder. Die kleinen werden gemolken. Man sollte immer paar Banken im Portfolio haben. Denke die werden gute Quartalszahlen präsentieren😅

https://investorplace.com/2024/08/piper-sandler-just-raised-its-price-target-on-qualcomm-qcom-stock/?mod=mw_quote_news

Gesternabend nach Zahlen Zielerhöhung von Piper Sandler: “The outperformance looks to be driven by strength coming from Android as well as the upcoming ramp with QCOM’s modem only customer,” analysts noted. In addition, Piper Sandler took a long-term view on QCOM stock, acknowledging that the company has seen positive early results from its AI PCs. Moreover, the analysts believe that over half of all PCs will be “AI capable by 2027.” Such an outlook would position Qualcomm favorably. As a result, Piper Sandler upped its price target on QCOM to $205 from $185 per share while reiterating an “overweight” rating. Overall, the consensus view for Qualcomm is a moderate buy with an average price target of $207.60 per share.

Ob die Unterstützung nun hält

Bei dem Chart bleibt da morgen auch noch genügend über

Den short hättest du heute schon holen sollen.

Werde mir für morgen einen fetten shortschein holen.

Die Hedgefonds machen sich die Taschen voll. Das ist alles.