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 |
|---|---|---|---|---|
 @michaelsikandViews › | 4 | 2 | 0 | 0 |
 @KawzInvestsViews › | 1 | 0 | 0 | 0 |
 @firstadopterViews › | 0 | 0 | 2 | 0 |
 @ripster47Views › | 1 | 1 | 0 | 1 |
 @StockSavvyShayViews › | 1 | 0 | 0 | 0 |
@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.@michaelsikand: @michaelsikand highlights futuristic tailwinds for $QCOM including on-device 100B parameter models, wearables, robotics and data center that the market is not pricing in. $AMZN in at $160 creates a defensible floor. Calls it an asymmetrical bet.@firstadopter: @firstadopter: plummeting smartphone sales are bad for Qualcomm, as Counterpoint says global shipments fell 20% YoY in Q3 2026, the lowest Q3 since 2012.@firstadopter: YeahPartly aligned. Accounts are on both sides; see the two columns above for where they differ.
@firstadopterViews ›@firstadopter: plummeting smartphone sales are bad for Qualcomm, as Counterpoint says global shipments fell 20% YoY in Q3 2026, the lowest Q3 since 2012.@ripster47Views ›@ripster47) Trade recap on $QCOM: long setup on 1 HR MTF (34/50 EMA Cloud), added right at open and closed at the bell for a $5/share profit. Market not great for swings, mostly day trading.@StockSavvyShayViews ›@michaelsikandViews ›@michaelsikand highlights futuristic tailwinds for $QCOM including on-device 100B parameter models, wearables, robotics and data center that the market is not pricing in. $AMZN in at $160 creates a defensible floor. Calls it an asymmetrical bet.@KawzInvestsViews ›@ripster47: (Reposted by @ripster47) Trade recap on $QCOM: long setup on 1 HR MTF (34/50 EMA Cloud), added right at open and closed at the bell for a $5/share profit. Market not great for swings, mostly day trading. (Neutral)@michaelsikand: $QCOM CFO: THE NEXT BIG DEVICE IS COMING
"Over the next 6-9 months there's a whole series of devices that are going to come out... one of these devices will hit the consumer sweet spot and then it takes off." (Neutral)@firstadopter: plummeting smartphone sales are bad for Qualcomm, as Counterpoint says global shipments fell 20% YoY in Q3 2026, the lowest Q3 since 2012.
It doesn't take a rocket scientist to figure out that plummeting consumer smartphone sales is bad for Qualcomm.
Reasoning: Fundamentals · Medium term
(Reposted by @ripster47) Trade recap on $QCOM: long setup on 1 HR MTF (34/50 EMA Cloud), added right at open and closed at the bell for a $5/share profit. Market not great for swings, mostly day trading.
Trade Recaps 10/13/26 been busy with work lately not able to post much recaps, plus not a great market for swing! mostly day trading and holding only if have good cushion https://tenettradegroup.com/ttg/RGV/
SETUP: 1 HR MTF (34/50 EMA Cloud) long!
$QCOM Daily nice chart
-->Added right at open closed the trade at the bell for a $5/share profit!
guidance 
@TENETTRADEGROUP @ripster47
Reasoning: Technicals 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
@michaelsikand highlights futuristic tailwinds for $QCOM including on-device 100B parameter models, wearables, robotics and data center that the market is not pricing in. $AMZN in at $160 creates a defensible floor. Calls it an asymmetrical bet.
$QCOM: So many futurisitc tailwinds for this name the market is giving no credit for like 100B parameter models on device, wearables, robotics, data center. $AMZN in at $160 creates a defensible floor. Asymmetrical bet.
Reasoning: Fundamentals · Medium term Specific
$QCOM CFO ON DATA CENTER AMBITIONS “$50B. There’s no reason why we’re not going to get the number.”
Reasoning: Fundamentals Specific
@ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.
💡Learn some Life Changing Trading Concepts : Live Trade Recap Earnings setups. Dip buys at the open. MTF Cloud Strategies $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META Winners and losers. No hindsight.
Reasoning: Technicals
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.