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#

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.

Correlation Is Dead: Inside the Most Divided Market I've Seen @OrderBookShow 00:00 Intro 5:00 Stream Starts 9:20 HTF BTC Chart 18:00 LTF BTC Chart 24:00 How to spot signs of weakness 32:10 ETH Chart 35:15 SOL Chart 39:20 HYPE Chart 43:50 TradFi Charts 54:45 Qcom Chart 58:50 Can I make it with $25k? 1:05:00 Maynes Mindset 1:07:15 LIT Chart 1:09:10 NIKE Chart 1:14:30 CNXIT Index 1:17:45 LTC Chart 1:22:15 TSLA Chart 1:23:45 NEAR chart 1:29:50 DOGEcoin Chart 1:34:30 TON chart 1:35:30 External vs Internal range liquidity 1:42:00 Koreans liquidated 1:51:00 Chinese Stocks unwind 1:56:30 Breakout Lists Nasdaq 1:57:30 Can BTC hit $70k this month? 2:03:00 London Stock exchange goes 24/7 2:06:30 Jim Cramer Counter signal 2:08:00 HYPE under $40? 2:09:30 SpaceX massive unlocks 2:11:30 Where will Lebron go next?

11 months in, and we've paid out dividends every single month since day one This month's distributions covered 35+ US positions — including: $MSTY、 $JEPQ、 $MSFT、META $MCD、 $GOOGL、 $LLY、QCOM …and more Plus Hong Kong stocks: 09992、00700(Tencent)、03296 All eligible holders have been paid automatically. Nothing to do on your end. Every position on StableStock is backed by real securities. This isn't a promise — it's how the system works.

WE HAVE NOW OFFICIALLY COMPLETED 7 OUT OF THE 12 MONTHS IN 2026 This is how every stock in the NASDAQ 100 has performed so far in 2026 Sandisk $SNDK +411.8%🟢 Western Digital $WDC +216.3%🟢 Seagate $STX +210.9%🟢 Micron $MU +188.4%🟢 Intel $INTC +144.4%🟢 Nebius $NBIS +127.5%🟢 AMD $AMD +122.3%🟢 Marvell $MRVL +120.7%🟢 Arm Holdings $ARM +119.3%🟢 Fortinet $FTNT +103.9%🟢 Applied Materials $AMAT +97.5%🟢 Datadog $DDOG +97.1%🟢 Lumentum $LITE +93.7%🟢 Teradyne $TER +90.0%🟢 Astera Labs $ALAB +87.1%🟢 Palo Alto $PANW +80.2%🟢 Lam Research $LRCX +71.2%🟢 CrowdStrike $CRWD +62.9%🟢 Texas Instruments $TXN +58.9%🟢 Monolithic Power $MPWR +57.3%🟢 ASML $ASML +52.3%🟢 Cisco $CSCO +50.6%🟢 KLA Corp $KLAC +50.5%🟢 Ross Stores $ROST +39.4%🟢 CSX $CSX +39.0%🟢 Analog Devices $ADI +35.5%🟢 Old Dominion $ODFL +35.3%🟢 Diamondback Energy $FANG +35.0%🟢 Baker Hughes $BKR +32.8%🟢 DexCom $DXCM +25.7%🟢 Monster Beverage $MNST +25.7%🟢 Starbucks $SBUX +25.0%🟢 PACCAR $PCAR +21.2%🟢 Coca-Cola Europacific $CCEP +20.7%🟢 Marriott $MAR +20.2%🟢 Fastenal $FAST +18.9%🟢 Honeywell $HON +18.9%🟢 Amgen $AMGN +17.7%🟢 Amazon $AMZN +17.7%🟢 Microchip $MCHP +16.6%🟢 Mondelez $MDLZ +15.8%🟢 Google $GOOGL +13.8%🟢 Apple $AAPL +13.6%🟢 Broadcom $AVGO +12.5%🟢 Linde $LIN +12.2%🟢 Airbnb $ABNB +11.6%🟢 Keurig Dr Pepper $KDP +11.1%🟢 American Electric Power $AEP +10.9%🟢 Costco Wholesale $COST +10.4%🟢 Cintas CTAS +8.8%🟢 Cadence CDNS +8.8%🟢 Nvidia NVDA +7.6%🟢 Kraft Heinz KHC +6.6%🟢 Gilead Sciences GILD +6.1%🟢 Xcel Energy XEL +5.9%🟢 NXP Semiconductors NXPI +5.6%🟢 Vertex Pharmaceuticals VRTX +5.2%🟢 Exelon EXC +5.1%🟢 Paychex PAYX +4.2%🟢 ADP +3.6%🟢 Electronic Arts EA +2.7%🟢 Ferrovial FER +0.8%🟢 CoreWeave CRWV +0.2%🟢 Walmart WMT -0.2%🔴 Regeneron Pharmaceuticals REGN -1.2%🔴 PayPal PYPL -2.0%🔴 O'Reilly Automotive ORLY -2.0%🔴 PepsiCo PEP -2.8%🔴 Microsoft MSFT -3.9%🔴 Take-Two TTWO -5.1%🔴 MercadoLibre MELI -6.8%🔴 Rocket Lab RKLB -6.9%🔴 Axon AXON -7.1%🔴 Warner Bros. Discovery WBD -8.7%🔴 Booking BKNG -10.0%🔴 Roper ROP -11.9%🔴 DoorDash DASH -13.4%🔴 Qualcomm QCOM -13.7%🔴 Comcast CMCSA -14.4%🔴 T-Mobile TMUS -14.9%🔴 Meta Platforms META -15.7%🔴 GE HealthCare Technologies GEHC -17.1%🔴 Synopsys SNPS -17.2%🔴 IDEXX IDXX -17.4%🔴 Autodesk ADSK -20.9%🔴 PDD Holdings PDD -21.9%🔴 Netflix NFLX -23.5%🔴 Thomson Reuters TRI -24.5%🔴 Workday WDAY -25.4%🔴 Copart CPRT -25.6%🔴 Constellation Energy CEG -25.6%🔴 Shopify SHOP -27.2%🔴 SpaceX SPCX -27.8%🔴 Adobe ADBE -28.5%🔴 Honeywell Aerospace HONA -30.5%🔴 Palantir PLTR -30.8%🔴 Tesla TSLA -30.8%🔴 Intuitive Surgical ISRG -37.6%🔴 Strategy MSTR -38.6%🔴 AppLovin APP -41.3%🔴 Alnylam Pharmaceuticals ALNY -48.3%🔴 Intuit INTU -52.3%🔴

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