Paradis Labs -Assistante

@ParadisLabs I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🚨 Copy search input Reply “555” to WhatsApp: + 13344751060 Here’s the link : wa.me/13344751060/?t…

@ParadisLabs In-depth Analysis and Strategic Recommendations ⏬ $QCOM

Ok, high-conviction bull thesis for $QCOM: Added significantly to my position after successfully front-running their Earnings. TLDR: - weak smartphone biz = weak $QCOM earnings recently - but are pivoting to data center chips by partnering w/ hyperscaler for CPUs, ASICs + custom accelerators. - which opens up a huge TAM opportunity. Crap smartphone market recently is reflected in their share price lagging $NVDA, $INTC, $AMD, $AVGO: HBM prices going up = less Android phones built = less Snapdragon chips needed = less revenue for $QCOM As reflected in their Earnings: QCT chips revenue = $9.08B (-4% YoY) Handsets revenue = $6.02B (-13% YoY) But CEO said “we can now call the bottom” on the smartphone cycle w/ Android handset revenues bottoming in Q3. But.... ignore smartphones for now Cos data centers are what will drive $QCOM forwards: $QCOM bought AlphaWave last yr, who ​designs semis tech parts. They therefore have huge IP now, enabling them to make all three kinds of chips: 1. CPUs 2. ASICs 3. inference accelerators Leading to $QCOM now partnering w/ a hyperscaler to develop those three kinds of data center chips. W/ initial shipments expected to begin in Dec. So, still well before any supply ramp-ups take place. Basically, through the Alphawave IP, $QCOM can now make custom ASICs that integrate seamlessly into data center racks - exactly what hyperscalers want for inference at scale without full Nvidia lock-in. Qualcomm’s edge-AI DNA (proven in billions of phones) gives them an efficiency advantage for always-on, low-power inference that hyperscalers need as they shift from training to deployment: - Nvidia dominates training - AMD/Intel/Broadcom fight for inference and custom. - Qualcomm are targeting complementary inference accelerators, Arm CPUs, and custom ASICs that leverage its AlphaWave IP. In terms of upcoming catalysts: - Investor Day June 2026: data center + physical AI roadmap - probs the biggest catalyst this yr. - Smartphone rebound: sequential handset growth from Q4 FY26 onward. - Data center shipments: Dec proof point, followed by ramp ups via LTAs w/ hyperscaler customer. For me, I plan to DCA on any dips through to when their chips start being shipped to the hyperscaler at least.

@ParadisLabs I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🚨 Copy search input Reply “555” to WhatsApp: + 13344751060 Here’s the link : wa.me/13344751060/?t…

@ParadisLabs My detailed strategy plan! $QCOM ⬇️

@ParadisLabs I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🚨 Copy search input Reply “555” to WhatsApp: + 13344751060 Here’s the link : wa.me/13344751060/?t…

@ParadisLabs Crap smartphone market recently is reflected in their share price lagging $NVDA $INTC $AMD $AVGO : HBM prices going up = less Android phones built = less Snapdragon chips needed = less revenue for $QCOM My strategy suggestion 🔻✔️

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