Good morning my dears,

This is not meant to be an advertisement, because I am not paid by anyone and I do everything here on a voluntary basis because the community is important to me.

I want to discuss things with you again and your opinion is always very important to me.

So far, these new glasses have been more of a flop. Appel has partially stopped production and things haven't gone so well at Meta either. And Mark's dream of the Metaverse remained a dream.

It was said that "the glasses are clunky, heavy and too expensive"

But Qualcomm, among others $QCOM (+0,03%) and $EL (-1,86%) Luxottica made it possible to eliminate this problem.

The i Phone wasn't an instant hit either.

Based on the latest developments in price, weight and size, how do you see the chances of a breakthrough?

Is there perhaps even a huge market developing here?

And which companies should be able to benefit?

I look forward to your opinions and points of view in the comments.

Thank you, my dears 😘👓🕶️😎🤓🥸

The Viture Pro XR glasses are currently available from Amazon with an 18% discount. Instead of 549.00 euros, the device costs just 448.99 euros. Over 300 sales in the last few weeks and first place in the "3D glasses" category indicate a high level of interest. The deal is limited in time.

The term XR stands for "Extended Reality". This includes AR (augmented reality), VR (virtual reality) and everything in between. With XR glasses, digital content is superimposed directly into the field of vision without you being completely immersed in the real world. This creates a mixture of digital and real life.

Compared to classic VR glasses, which send you completely into virtual worlds, XR glasses such as the Viture Pro allow you to see your surroundings - and add screens or information to them. Smart glasses are also part of augmented reality, but usually only show simple content such as notifications or text. The Viture Pro goes much further: a large display, powerful sound, 3D and even a bit of a movie theater feeling.

The Viture Pro XR glasses are currently available from Amazon with an 18% discount - instead of €549.00, they cost just €448.99. According to Amazon, the device has been ordered over 300 times in the last few weeks. The offer only runs for a short time and can end at any time.

Bestseller no. 1: Are the Viture Pro XR glasses worth it?

The Viture Pro XR glasses are like a portable movie and work screen for your nose. The integrated micro-OLED display projects a virtual image of up to 135 inches, a refresh rate of 120 Hz and a brightness of over 1000 nits - enough to be able to see anything outside. Thanks to the electrochromic film, ambient light can be almost completely blocked out, which significantly improves the viewing experience.

The glasses are connected via USB-C. Many devices are supported - such as iPhone 15 and 16, Android smartphones, MacBooks, PCs, Steam Deck or the Nintendo Switch. With the SpaceWalker app, you can even use multiple virtual screens, play 3D videos or prepare presentations. So if you want, you can work just as well as watch Netflix or play games.

The glasses weigh just 77 grams, come with an aluminum housing and titanium hinges that look robust. Harman is on board for the sound - this ensures surround sound without the surroundings being able to hear. Content is not visible from the outside, which allows for privacy on the train or in a café.

In a nutshell:

Virtual 135-inch Full HD display with 120 Hz and up to 4000 nits peak brightness

Compatible with iPhone 15/16, Android, Mac, PC, Steam Deck, Switch

Electrochromic film blocks almost 100% of ambient light

SpaceWalker app for multi-screen, 3D and productivity tools

Integrated Harman sound, 77 gram weight, full metal housing

The Viture Pro XR glasses are supplied with: the glasses, a USB-C cable, a carrying case and, depending on the version, adapters. They are controlled via small buttons on the temples. If you like to watch series, play games or work on the move, this is a pretty flexible gadget - which is currently also available at a significantly lower price.

https://www.pcgameshardware.de/Amazon-Firma-17639/News/viture-pro-xr-brille-angebot-amazon-135-zoll-display-1475337/

Meta presents smart glasses with sporting ambitions. $META (-0,02%)

More battery life and a new camera: Meta has presented new smart glasses in cooperation with the eyewear brand Oakley. They are not a revolution. But they show the company's aspirations.

The Facebook parent company Meta is preparing to expand its position as the market leader in smart glasses and is extending its collaboration with the eyewear group EssilorLuxottica. The companies have been jointly marketing smart glasses in the Ray-Ban design and brand since 2021. In a blog post on Friday, Meta claims to have sold "millions" of pairs of glasses to date. They now apparently want to build on this success with a new model from the Oakley brand.

(further details can be found under the link)

https://www.spiegel.de/netzwelt/gadgets/oakley-meta-hstn-meta-stellt-smarte-brille-mit-sportlichen-ambitionen-vor-a-0192123f-0fe8-411e-8f7d-c259d83e89ba

$QCOM (+0,03%)
$META (-0,02%)

Qualcomm has presented the AR1+ Gen 1 chip, which is designed to enable AI features to be executed more efficiently and locally on smart glasses.

With the Snapdragon AR1+ Gen 1, Qualcomm presents a new chip for AI glasses that is designed to improve image quality, energy efficiency and local language model processing. Initial demonstrations were run on prototype glasses with Meta software.

AI functions directly on the glasses

Qualcomm presented the next expansion stage of its AR1 platform at Augmented World Expo 2025. The new Snapdragon AR1+ Gen 1 was specially developed for smart glasses with an integrated display and, according to the manufacturer, is more compact and economical than its predecessor.

The key feature is the integrated Neural Processing Unit (NPU), which can run small language models directly on the device - without a connection to a smartphone or server. Qualcomm demonstrated this with a prototype pair of glasses running Meta's Llama-3.2-1B language model, which is suitable for simple AI assistance, visual recognition and local translations.

The chip therefore supports precisely those AI functions that Meta introduced in the Ray-Ban smart glasses in Germany in April. Meta is still relying on the AR1 Gen 1 chip for the current generation of devices. According to media reports, however, the company is planning a new, higher-quality pair of glasses with a monocular HUD for the end of 2025, which is being developed under the codename "Hypernova" and could use the AR1+ Gen 1 for the first time. Whether and when Meta or other manufacturers will install the chip in series products remains open for the time being - Qualcomm did not name any specific partners at the presentation.

Improved energy efficiency, camera and audio technology

The AR1+ Gen 1 supports both single-sided and double-sided displays with a resolution of up to 1,280 × 1,280 pixels per eye at 60 Hz. According to Qualcomm, the field of vision is of course limited, but 3DoF (three degrees of freedom) and depth perception should make the display more comfortable. The image output is suitable for notifications, navigation and simple AI interactions.

Integrated Wi-Fi 7 and Bluetooth 5.3/5.2 enable wireless communication with playback devices such as smartphones to stream or share content from the glasses. According to Qualcomm, the AR1+ Gen 1 is 7 percent more energy efficient and 26 percent smaller than its predecessor. Active power management is intended to reduce heat development and power consumption, which should suit compact smart glasses with little space for large batteries and ventilation systems.

The AR1+ Gen 1 is also designed to improve photos and videos. The image processing units have been optimized for 12-megapixel photos and 6-megapixel videos, as have the image stabilization and light sensitivity. HDR is also supported. On the audio side, the chip should be able to control up to eight microphones and ensure clearer voice recordings with integrated noise suppression.

(joe)

https://www.heise.de/news/Qualcomm-stellt-AR1-Gen-1-Chip-fuer-lokale-KI-Assistenz-auf-Smartbrillen-vor-10439573.html

Hello my dears...

There have been adjustments to the Sina 40

Out:

$JNJ (-0,06%)
$ALV (-0,66%)
$CS (-0,23%)
$NVDA (+3,21%)
$7974 (+2,91%)
$ULVR (-0,76%)
$NFLX (+0,73%)

NVIDIA only 50%

apart from j+J, there was considerable profit-taking in some cases (I think 25% is comparatively high for a company like Unilever)

In:

$ANET (-0,02%)
$ORCL (-0,84%)
$6857 (+2,39%)
$AVGO (+1,54%)
$TXN (-0,66%)
$COST (-0,1%)

Stocked up:

$AAPL (+0,39%)

$QCOM (+0,03%)

The remaining cash is € 2330, which will remain there for the time being. Currently the Sinas is 40, therefore only one Sinas 39. Let's see where the cash will then go in number 40

PS: the chart has been completely messed up by the adjustments. We were actually at 2.71 % 1 Y

$QCOM (+0,03%)
@Soprano
@lawinvest

This means that Qualcomm will play a major role in the growth market of autonomous driving and connected mobility.

Qualcomm (ISIN: US7475251036) has announced the acquisition of the Israeli company Autotalks. Autotalks specializes in vehicle-to-everything (V2X) communication and develops chips that enable communication between vehicles and their surroundings. This technology is crucial for the safety and efficiency of vehicles, especially with regard to autonomous driving and connected mobility. The acquisition is estimated to be worth around USD 350-400 million. Qualcomm plans to integrate Autotalks' V2X solutions into its Snapdragon Digital Chassis, a platform that provides car manufacturers with cloud-based solutions for infotainment, driver assistance systems and vehicle connectivity. This strategic decision underscores Qualcomm's commitment to the automotive sector. With the integration of Autotalks' technologies, Qualcomm can strengthen its position in the field of vehicle communication and benefit from the increasing demand for connected car solutions. The acquisition is subject to regulatory approvals.

From a technical chart perspective, Qualcomm is part of a completely intact upward trend. However, the share has entered a correction in the form of a downward trend in the short to medium term. Qualcomm is currently on the verge of breaking out of this correction. This would trigger an overarching (upward) trend continuation signal. If the share rises above USD 157, the next price targets are USD 195, followed by USD 230 and USD 300. If, on the other hand, Qualcomm falls below USD 135, the next correction targets are USD 122 and USD 100. The slow stochastic signals a massive oversold condition and supports the turnaround scenario in the big picture. The MACD histogram as a trend-following indicator is also on the verge of stabilization.

Preferred scenario: long entry above USD 157. Hedge below USD 135.

https://aktienmagazin.de/blog/chartanalysen/chartanalyse-qualcomm-ubernahme-von-autotalks-fur-v2x-technologie-145635.html

$AWE (+1,24%)
$QCOM (+0,03%)

Hello my dears,

I am invested in Alphawave, is anyone else invested here? And what do you do now?

On Monday, the US chip manufacturer Qualcomm announced an agreement to acquire the British semiconductor company Alphawave for around 2.4 billion US dollars.

As part of the deal, Alphawave shareholders will receive 183 per share, a premium of almost 96% over the closing price before Qualcomm's interest in the company became known.

In addition, Qualcomm has made alternative share offers to Alphawave shareholders.

https://de.marketscreener.com/kurs/aktie/QUALCOMM-INC-4897/news/Qualcomm-ubernimmt-britische-Alphawave-fur-2-4-Milliarden-US-Dollar-50188476/

Subscribe to the podcast so that individual transportation does not become a luxury

00:00:00 Nvidia, Qualcomm, MediaTek

00:50:30 Sunrise Communication A40B6Q

01:07:45 Zscaler

01:19:00 Crowdstrike

01:34:50 Broadcom

01:47:00 Annual HU thanks to EU

Spotify

https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa

YouTube

https://www.youtube.com/watch?v=35DxL3Xy7i0

Apple Podcast

https://podcasts.apple.com/us/podcast/91-nvidia-crowdstrike-sunrise-broadcom-qualcomm-zscaler/id1695869891?i=1000710930607

$NVDA (+3,21%)
$QCOM (+0,03%)
$2454
$AVGO (+1,54%)
$ZS (+1,65%)
$CRWD (+2%)
$SUNC (+0%)

We are currently trying to use the current fluctuations to build up our portfolio.

Additional purchase $TDIV (-0,87%)

New purchase $QDVD (-0,24%) / $SPYW (-0,92%) / $QCOM (+0,03%) / $8001 (-2,61%) / $RICHTER (-0,2%) / $J36 (+3,08%)

As I would like to increase my portfolio to a total of 20 stocks, I am still looking for two companies that ideally pay dividends semi-annually / annually in April or June.

If any of you can think of good dividend payers, I would be very grateful for any tips.

ETFs are then saved with EUR 100 per month and all individual shares with EUR 50.

I wish everyone a good trading day.

$QCOM (+0,03%)
$1810 (-1,57%)

Some readers will have noticed: Xiaomi has developed its own chip for smartphones and plans to unveil it in detail this Thursday. The XRING 01 will be found in the upcoming Xiaomi 15S Pro - initial benchmarks suggest that it could deliver both more single-core and more multi-core performance than a Qualcomm Snapdragon 8 Elite. Is a dispute brewing between Xiaomi and Qualcomm? Publicly, it doesn't look like it, as Qualcomm and Xiaomi have now confirmed in a press release that they have once again signed a multi-year cooperation agreement.

This means that Xiaomi's premium smartphones will continue to use Qualcomm Snapdragon 8 chips. This is quite piquant, as the aforementioned Xiaomi 15S Pro, which will be unveiled on Thursday, will use the Xiaomi XRING 01 as its SoC. It will also belong to the upper class. This has already been officially confirmed by the company's CEO, Lei Jun, via Weibo. Qualcomm nevertheless confirms that Xiaomi will be one of the first partners to use the next Snapdragon 8 generation for its flagships - both in China and internationally.

However, it is probably no coincidence that Qualcomm and Xiaomi are releasing a press release right now emphasizing their cooperation. The announcement of the XRING 01 certainly raised questions among many readers. However, there are also other manufacturers, such as Samsung, who develop their own Exynos SoCs on the one hand and use Qualcomm chips on the other. So one does not necessarily exclude the other.

Xiaomi will therefore continue to use Snapdragon chips for smartphones, vehicles, tablets, wearables and more. In the press release, Qualcomm does not tire of listing all kinds of products from its partner that have already relied on its own SoCs in the past. However, it is also clear that Xiaomi is not developing its own chips, which cost billions to design, just for fun. Of course, the company also wants to become more independent.

https://stadt-bremerhaven.de/qualcomm-und-xiaomi-bestaetigen-mehrjaehrige-partnerschaft/

$QCOM (+0,03%)

Qualcomm is making a comeback in the market for data center processors - and with prominent support: together with NVIDIA, the US company wants to develop new CPUs based on Arm technology that work seamlessly with NVIDIA's market-leading AI graphics processors. The aim is to enable high-performance computers with efficient communication between CPU and GPU based on NVIDIA's rack-scale architecture. This strategic partnership aims to deliver energy-efficient and high-performance solutions for the ever-increasing demands of AI applications in data centers.

The move marks Qualcomm's return to a market that the company left in the 2010s after disappointing progress, including in cooperation with Meta Platforms. Now an experienced chip development team, which Qualcomm poached from Apple in 2021, is to drive the new start. In addition to Meta, which is once again in talks with Qualcomm, the Saudi Arabian AI company Humain has also signed a letter of intent for a customer-specific chip project. This not only puts Qualcomm in direct competition with Intel and AMD, but also brings it closer to NVIDIA, which is also pursuing its own CPU ambitions with its Grace chip. Investors will be keen to see whether Qualcomm can win further major customers and how the new chips prove themselves in practice.

https://mobile.aktien-mag.de/nachrichten/chart-tweets/qualcomm-qcom-der-chiphersteller-kehrt-mit-nvidia-partnerschaft-in-den-rechenzentrumsmarkt-zuruck/id-143945