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QCOM

+5 pts





By anon7828 on May 28, 2021, 2:26 p.m.
Tagged topics: earnings results , analyst raises target , Morgan Stanley , semiconductors , semi shortage , market sentiments , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
QCOM

+1 pts





By hockeyfan585 on May 7, 2021, 9:35 p.m.
Tagged topics: earnings results , analyst raises target , Morgan Stanley , semiconductors , semi shortage , market sentiments , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
INTC , NVDA , AAPL , QCOM

+5 pts





By Noto on April 30, 2021, 3:06 p.m.
Tagged topics: earnings results , analyst raises target , Morgan Stanley , semiconductors , semi shortage , market sentiments , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
QCOM

+46 pts



$QCOM - Morgan Stanley sees strong chipset environment persisting all year, sees upside to street estimates, raises target to $173

By labjordan on April 29, 2021, 1:26 p.m.
Tagged topics: earnings results , analyst raises target , Morgan Stanley , semiconductors , semi shortage , market sentiments , upside to estimates

Views: 130, Votes: 4, Responses: 3, Attachments: 6
QCOM

+34 pts



$QCOM - Goldman (bear) sees potential Q2 upside surprise from QTL, but believes street estimates too high for 2H of 2021 and 1H of 2022

By bbern3 on April 27, 2021, 1:10 p.m.
Tagged topics: mmWave , earnings preview , supply constrained , Goldman Sachs , upside to estimates , foundry industry , handset shipments , Samsung

Views: 106, Votes: 3, Responses: 0, Attachments: 3
AAPL , QCOM

+5 pts





By adamsmith on April 21, 2021, 2:09 p.m.
Tagged topics: ecosystem lock-in , TAM expansion , product launch , Raymond James , AirTags , iPad Pro

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AAPL , QCOM

+1 pts





By johnoneoff on April 20, 2021, 9:10 p.m.
Tagged topics: ecosystem lock-in , TAM expansion , product launch , Raymond James , AirTags , iPad Pro

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL , QCOM

+40 pts



$AAPL, $QCOM - RayJay thinks AirTags can become a '$10bn opportunity' (really??!), says iPad Pro moving to 5G is positive for QCOM

By labjordan on April 20, 2021, 4:14 p.m.
Tagged topics: ecosystem lock-in , TAM expansion , product launch , Raymond James , AirTags , iPad Pro

Views: 155, Votes: 5, Responses: 2, Attachments: 2
AAPL , AMD , NVDA , QCOM , TSM

+1 pts





By johnoneoff on April 17, 2021, 5:18 p.m.
Tagged topics: analyst raises estimates , competitive advantage , Deutsche Bank , strong demand , semiconductors , semi shortage , higher capex , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSM , AAPL , AMD , NVDA , QCOM

+38 pts



$TSM - Deutsche raises estimates for 2022 and 2023 on belief that TSMC has already received much higher level of commitment than normal

By mooreideas on April 16, 2021, 6:49 p.m.
Tagged topics: analyst raises estimates , competitive advantage , Deutsche Bank , strong demand , semiconductors , semi shortage , higher capex , upside to estimates

Views: 350, Votes: 5, Responses: 1, Attachments: 2