5H·

Am I the only one here? 🤔😅

Had bought another larger tranche in April during the 🍊crash $SMH (+1,67 %) which has also performed well so far.

Many posts here bullish purchases of $NVDA (+3,35 %)
$AVGO (+3,6 %)
$QCOM (+0,19 %)
$ASML (+0,85 %)
$TSM (+1,35 %)
$AMD (+2,94 %)
$MU (+2,89 %) etc.

But no posts from sector semi ETFs.

Did I miss something or why does it feel like I have an old dinosaur in my portfolio?

11.12

VanEck Semiconductor ETF A

Comprado a 28,73 €

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14 Comentarios

Seventrader@7Trader

5H

Well, your ETF just lacks the Novo spice 👻

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Invest2impress

@Invest2impress

4D·

Fill the loss pot a little 😂

$NOVO B (+0,57 %) & $QCOM (+0,19 %) increased, but $NKE (+0,19 %) completely out.

31.07

Nike

Vendido x24 en 66,60 €

1598,40 €

10,53 %

9

4 Comentarios

Darth Vader@TheRealDarthVader

4D

Wieso?

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Invest2impress

@Invest2impress

4D·

Subsequent purchase

too much $NOVO B (+0,57 %) is not good either 😂

therefore a little $QCOM (+0,19 %) mix with it ✌️

31.07

Qualcomm

Compró 23 a 130,84 €

3009,32 €

9

5 Comentarios

Memo0606@Memo0606

4D

kgv 16 is already lousy value for money

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Cashflow I.

@Cashflow_Investor

4D·

📊 Quarterly figures in focus: Qualcomm

$QCOM (+0,19 %)

🔴 Qualcomm ($QCOM)

Strong figures, but weak market reaction:

EPS (non-GAAP): USD 2.85 → USD +0.14 above expectations
Sales: USD 10.98 billion → USD +630 million above consensus
YoY growth:
+17 %
Reaction: Share -5 % after-hours

💡 Conclusion: Despite good figures, the market remains skeptical - possibly due to the outlook or margins.

My Youtube channel for more stock analysis: www.youtube.com/@Verstehdieaktie

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2 Comentarios

user03@user03

4D

It's the same every time and I'm going crazy because I seem to be missing something 😂
Qualcomm regularly delivers so strongly, but the stock still falls after the numbers

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Mostrar respuesta

Aktien Stammtisch

@Aktien_Stammtisch

4D·

Qualcomm Q3'25 Earnings Highlights

$QCOM (+0,19 %)

🔹 Q3 Highlights

🔹 Revenue: $10.37B (Est. $10.33B) 🟢; UP +10% YoY

🔹 Adj. EPS: $2.77 (Est. $2.72) 🟢; UP +19% YoY

Guidance – Q4

🔹 Revenue: $10.3B–$11.1B (Est. $10.61B) 🟡

🔹 EPS (Non-GAAP): $2.75–$2.95 (Est. $2.84) 🟡

🔹 QCT Revenue: $9.0B–$9.6B

🔹 QTL Revenue: $1.25B–$1.45B

Q3 QCT Segment:

🔹 Revenue: $8.99B; UP +11% YoY

🔹 Handsets: $6.33B; UP +7% YoY

🔹 Automotive: $984M; UP +21% YoY

🔹 IoT: $1.68B; UP +24% YoY

🔹 EBT: $2.67B; UP +22% YoY

QTL Segment:

🔹 Revenue: $1.32B; UP +4% YoY

🔹 EBT: $942M; UP +5% YoY

Other Metrics

🔹 Dividend: $0.89/share (Returned $967M)

🔹 Share Repurchase: $2.8B (19M shares)

🔹 Total Capital Return Q3: $3.8B

🔸 CEO Commentary – Cristiano Amon

🔸 “Strong growth in Automotive and IoT validates our diversification strategy.”

🔸 “We’re well positioned as the AI platform of choice at the edge.”

🔸 “On track to meet our accelerated buyback commitment in FY25.”

10

5 Comentarios

federalreserve@federalreserve

4D

Microsoft 👀👀🤩

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BamBamInvest

@BamBamInvest

2Semana·

TSMC Q2 2025 results [NTD, YoY]: (NTD = Neuen Taiwan-Dollar)

$TSM (+1,35 %)
$2330

Net revenue: +38.6% to 933.8B
Operating income: +61.7% to 463.4B
Operating margin: +7.1pp to 49.6%
Net profit: +60.7% to 398.3B
Net profit margin: +5.9pp to 42.7%
EPS: +60.7% to NTD 15.36

$NVDA (+3,35 %)
$ASML (+0,85 %)
$ASML (+1,01 %)
$ASML
$AMD (+2,94 %)
$AVGO (+3,6 %)
$QCOM (+0,19 %)
$INTC (+1,31 %)
$TXN (+1,34 %)

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1 Comentario

~ S.@Semos25

2Semana

I should have sold asml and shifted into tsmc 🤦‍♀️

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Moritz

@leveragegrinding

1Lun·

🦾 Physical AI: sci-fi or a billion-dollar market?

Artificial intelligence has revolutionized the software sector, or at least is doing so in many areas. Now it's time to get down to business: the combination of AI and robotics ("physical AI") should ensure that robots can not only think, but also act independently.

Whether in logistics centers, care or in the home - new humanoid systems promise huge productivity gains. The figures sound too big to be true (no mistranslation from English into German): By 2050, up to 1 trillion
human-machine interactions could take place every day - a potential market of over 5 trillion USD.

But which companies supply the technology for such robots? Who else is developing sensors, batteries, semiconductors or control systems apart from the best-known companies, such as $NVDA (+3,35 %)
$QCOM (+0,19 %) etc? And which companies are already focusing on industrial applications?

Dieser Artikel highlights the opportunities, risks and the next steps towards autonomous machines - and shows why "Physical AI" could be more than just hype.

#Roboter
#KI
#PhysicalAI
#Investieren

This article is part of an advertising partnership with Société Générale

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5 Comentarios

Chris@Multibagger

1Lun

Sorry, but the attached article only refers to leveraged products on underlyings that everyone knows anyway. I would have found it more interesting if SG had done a bit more research to introduce a few new players. The fact that $TSLA, $AMZN, $1211 are working on this is nothing new.

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