The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @ripster47Views › | 0 | 0 | 1 | 0 |
 @StockSavvyShayViews › | 0 | 0 | 1 | 0 |
 @Beth_KindigViews › | 1 | 0 | 0 | 0 |
@Beth_Kindig: Citi projects the agentic CPU TAM to rise 14X over the next four years, from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM. $NVDA $AMD $ARM $INTC@StockSavvyShay: $QCOM just won a jury verdict in its licensing dispute with $ARM with a 5-year royalty clause potentially worth ~$1.5B still awaiting judge’s decision. Qualcomm is one of Arm’s biggest customers so the outcome could shape future licensing agreements as Arm expands beyond chip designs into selling its own silicon.@ripster47: @ripster47 reports Qualcomm $QCOM won a jury verdict against Arm $ARM; a verdict against Arm in the ongoing trial could cost Arm up to $2.2 billion in lost royalty payments.Clear split. Accounts are on both sides; see the two columns above for where they differ.
@Beth_KindigViews ›@StockSavvyShayViews ›@ripster47Views ›@ripster47 reports Qualcomm $QCOM won a jury verdict against Arm $ARM; a verdict against Arm in the ongoing trial could cost Arm up to $2.2 billion in lost royalty payments.@Beth_Kindig: Citi projects the agentic CPU TAM to rise 14X over the next four years, from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM. $NVDA $AMD $ARM $INTC (Bullish)Citi projects the agentic CPU TAM to rise 14X over the next four years, from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM. $NVDA $AMD $ARM $INTC
Citi projects the agentic CPU TAM to rise 14X over the next four years, scaling from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM. $NVDA $AMD $ARM $INTC
Reasoning: Fundamentals · Long term Specific
$QCOM just won a jury verdict in its licensing dispute with $ARM with a 5-year royalty clause potentially worth ~$1.5B still awaiting judge’s decision. Qualcomm is one of Arm’s biggest customers so the outcome could shape future licensing agreements as Arm expands beyond chip designs into selling its own silicon.
$QCOM just won a jury verdict in its licensing dispute with $ARM with a 5-year royalty clause potentially worth ~$1.5B still awaiting judge’s decision. Qualcomm is one of Arm’s biggest customers so the outcome could shape future licensing agreements as Arm expands beyond chip designs into selling its own silicon.
Reasoning: Catalyst · Medium term Specific
@ripster47 reports Qualcomm $QCOM won a jury verdict against Arm $ARM; a verdict against Arm in the ongoing trial could cost Arm up to $2.2 billion in lost royalty payments.
$QCOM $ARM QCOM ARM -- QCOM wins jury verdict against ARM A verdict against Arm in its ongoing trial with Qualcomm could cost the company up to $2.2 billion in lost royalty payments.
Reasoning: Catalyst · Medium term Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.