EvaEquities📈
247 posts


If you have a few minutes to spare or some time this weekend. Please check out my trading Guide. I have put down everything I could off the top of my head for this guide book.
docs.google.com/document/d/1IU…
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Watchlist Results 🏆
$QCOM 5/22 220C 2000%+
$NBIS No Trigger
$SNDK No Trigger
Cole@StockOptionCole
Tomorrows Watchlist 🏆 $NBIS Day Trade (high risk) 5/22 235C above 227.5 🎯238, 250 $SNDK Day Trade (high risk) 5/22 1650C if we re-test 1520 🎯1630, 1680 $QCOM Day Trade (high risk) 5/22 220C above 213 🎯220, 227 $AMZN Swing 6/1 270C if we re-test 266.5 🎯 277, 285
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@WealthCoachMak Still trying to figure out the leaps , but great overall strategy
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You think you missed $QCOM? Think it ran too far too fast?
Bears had 5 straight days to break it below $200.
They couldn’t.
Haven’t you figured out why?
Next stop $230. New ATH. 10% move. Do I care? HELL NO.
The chart is ripping because the story changed.
The real trade is $QCOM to 400+ when the market stops valuing it like a cell phone chip maker.
$QCOM is no longer just a phone company.
A major hyperscaler just signed up for custom AI silicon.
First shipment: December. 7 months out.
“This particular engagement, which we are going to ship in December, is a custom product we are working with a hyperscaler.”
Management framed it as multi-generation.
Translation: years of custom silicon revenue. Not a one-off science project.
Data center revenue today? Basically zero.
Tomorrow?
“Success in this area presents to us a potential multibillion-dollar revenue opportunity in a couple of years.”
That is fresh multibillion-dollar revenue and TAM sitting inside a stock still priced like the old Qualcomm.
Not the new Qualcomm.
AI200 and AI250 launch in 2026 and 2027.
Rack-scale inference systems.
PCIe scale-up.
Ethernet scale-out.
Liquid-cooled.
Open AI framework support.
Built for existing data center infrastructure.
"With the ability to connect our custom processors to NVIDIA's rack-scale architecture, we're advancing our vision of high-performance, energy-efficient computing to the data center." QCOM CEO. Nvidia NVLink Fusion announcement.
That means QCOM custom processors can connect into Nvidia rack-scale AI architecture.
People still don't get it.
Phones were the base.
Data center revenue is the re-rate.
Same playbook the market eventually realized and rewarded in $MRVL once investors finally understood the custom silicon ramp.
Except $QCOM has something most custom silicon stories do not:
A massive install base.
Product matters.
Moat matters more.
"The install base is the single most important part of an architecture."
- Jensen Huang
Nvidia’s edge is not just the chip.
It is millions of developers already building on CUDA.
QCOM is running its own version of that playbook.
Their AI stack already lives across billions of devices.
Phones. Laptops. Cars.
AI200 is not some random science project.
It is the Snapdragon family scaled into the data center.
Same software DNA.
Same ecosystem.
Same edge AI footprint.
They did not spend a decade trying to build a developer base from scratch.
They already had one.
It was sitting in your pocket.
So no, I don't think $200 is late.
December starts the ramp.
$230 hasn't reclaimed yet
Old highs come next.
$300 when the street accepts the data center story.
$400+ when the multiple finally re-rates.

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@griffonomics I bought 1k shares $QXO this morning at $15.52.
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@3KComeback Juicy premium and if i get assigned i write calls which are juicy
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