Earnings Takeaways - QCOM * Maintain Hold; TP cut to $186 on handset weakness and limited near-mid term datacenter visibility. * F3Q26 mixed: Revenue $9.9bn (-6% QoQ/-4% YoY) slightly beat; non-GAAP EPS $2.21 slightly missed consensus. * F4Q26 guidance: Revenue $9.7–10.5bn, EPS $2.05–2.25; below recent buy-side chatters (~$11bn revenue). * Android headwinds continue with elevated wafer inventories and faster-than-expected decline in Apple modem revenue. * Co reaffirmed FY27/FY29 datacenter revenue targets of $5bn/$15bn+, with hyperscaler engagements and custom silicon programs progressing. * AI250 gains traction with four major U.S. CSPs, but the high LPDDR5 prices remain a key concern, limiting cost competitiveness. * Custom silicon on track; wafer production has started, with AWS expected to be the first wafer-based customer. * CPU roadmap remains a longer-term story; still years away. #QCOM#

Fatih Porikli, VP of Technology at @QCOMResearch, highlights the following CVPR papers: 🪩 DisCo - a reinforcement learning approach that uses Group Relative Policy Optimization (GRPO) to improve identity diversity in generated images using rewards such as intra-image diversity, inter-image diversity, count accuracy, and image quality 🎨 Ar2Can - a novel "architect and artist" framework that separates scene planning and composition from image rendering, similar to how a human artist might work, to produce more controllable and coherent generations. 🖼️ PixelRush tackles the challenge of generating high-resolution images efficiently on mobile devices using cascade upsampling, latent-space refinement, patchification, and semantically guided noise injection to produce high-quality images without visible artifacts. 🖌️ InverFill tackles the challenge of image inpainting using inverted, semantically steered noise to preserve the background and eliminate boundary artifacts 🎥 Dig into the papers here:

Abstract of MRVL (Buy) Earnings Preview, QCOM (Hold) Initiation MRVL (Buy) Earnings Preview 🚀 •Maintain Buy & $280 TP •F2Q27E: Expect +12% QoQ revenue, ~59% non-GAAP GM (vs. Street 58.8%) •F3Q27E: +13% QoQ revenue (vs. consensus +11%), GM 58.9% (vs. 58.3%) •Likely raise to FY27 guidance; upside seen to FY28 revenue & FY29 custom ASIC target •FY27E/28E/FY29E EPS: $4.2 / $7.6 / $14 •FY29 ASIC revenue: $15bn+ (guidance $10bn+), powered by Google CXL/DPU, one ver of Trainium 4 & Maia 300 QCOM (Hold) 💤 •Initiated Hold: DC business partially priced in since Investor Day •Mgmt targets $5bn/$15bn DC revenue in FY27/FY29; we model $4.7bn/$8.8bn in FY27/28 •AI250 competitiveness vs. GPU limited by high LPDDR5 pricing & inferior scale-up •CPU ramp (2028) still far away •Custom Silicon can leverage its high wafer allocation •Handset remains a drag; Android recovery overly optimistic amid high wafer inventory & weak sell-through •Smartphone share pressure continues from competitors’ effort to gain OPPO/vivo Ultra models •FY26E/27E EPS: $10.7 / $11.3 → TP $203 (18x) #MRVL# #QCOM# #Semiconductors#

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$QCOM: GS stays at HOLD but is more optimistic/trusting of the mgmt vision presented at QCOM's investor day. TBH, it does sound a bit fluffy, but stock will react to future hyperscaler wins.

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Weekend Market Review: 66 Stocks + 12 Dr. Cat Videos, My Weekly Insights x 2 , Bullish List & Buy Orders – August 17, 2026 Weekend Market Review Date: August 17, 2026 1. 66 Stocks Covered This Weekend NBIS, AEHR, LITE, AAOI, MRVL, ZETA, ABCL, ALAB, AXTI, RKLB, CRDO, CRWV, ASTS, PL, QCOM, TSLA, PLTR, NVDA, AMD, AVGO, TSM, SMH, SOFI, HOOD, SHOP, AFRM, NOW, TEAM, DELL, RBRK, TE, BB, INTC, P, ARM, HIMS, OSCR, NOK, NAK, SPCX, AAPL, AMZN, META, MSFT, GOOGL, NFLX, IREN, CIFR, COIN, MU, SNDK, RDDT, TMC, ONDS, LMND, OUST Major ETFs / Indexes QQQ, SPY, IWM, TNA, DRAM, IGV 2. Dr. Cat’s 12 Video Insights Core Stock: TSLA Software: NOW, TEAM Trending Stock: ABCL SPACE: SPCX and SATL Fintech: SOFI, HOOD and SHOP AI stocks: ALAB and CRDO Big Tech: NFLX, GOOGL, META and MSFT Core Stock: PLTR Crypto related Stocks: IREN and COIN Semiconductors: NVDA, AVGO and AMD Trending AI Stocks: NBIS, AAOI, AEHR, MRVL and LITE Health: OSCR, HIMS and LLY 3. My Weekly Insights x 2 4. Weekend Bullish List 5. My Buy Orders Disclaimer I do not provide any financial advice on buying or selling. The strongest bullish and buy signals are clearly highlighted in the “MUST-READ” posts—their titles speak for themselves. Please take the time to review them carefully. As a reminder: never blindly follow anyone else’s trades or investments. Every investor has different levels of conviction, risk tolerance, and time horizon. My own time frame is a minimum of 3–10 years, and I am fully prepared to handle volatility of 80% or more. @cantonmeow @redfoxryder