Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns... Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in: - $AAOI - Alchip - $MRVL (Celestial) - $ALAB - $CRDO - $JBL - $FLEX - $STM - $CBRS - $GNRC - $FN - TD SYNNEX - $QCOM - Gold Circuit Electronics And others.. If we look at the private placement amount for GCE in speciifc, it's like .36% of the company... Kinda small financially, meaningful strategically. Esp. since there were claims that GCE supplies ASIC-server PCBs to the four major hyperscaler CSPs... Regardless it's pretty funny to see Amazon to Nvidia start to own all the worlds leading companies. Since Amazon has exposure to the entire supply chain like PCBs now, optical fabric with Celestial, lasers with $AAOI, assembly from $FN to $JBL, ASIC partners like $QCOM / ALchip.

$QCOM (September 26, 2026-Weekly Chart) The first volatility hole, paired with the descending blue ribbon, marked the cycle bottom. From that low, momentum steadily rebuilt, confirmed by an unfolding bullish red ribbon and a gradual increase in whale accumulation. That constructive setup has now been further reinforced: $QCOM has broken out of the most recent volatility hole, pointing to further upside as long as whale accumulation remains strong and steady (currently 52.4%). Near-term and mid-term resistance sits at the momentum bars of $203, $225, and $252, with support at $192.

TLDRs of things I found interesting this week: - $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027. $SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara) - $GFS + $MRVL sign extended SiGe capacity agreement for pluggable/NPO/CPO. "Expected to add significant capacity to support Marvell’s growing requirements." I like to keep an eye out on Globalfoundries related updates given $SIVE is their reference laser for SCALE. - $CIEN expects roughly 30% annual revenue growth, 50% adj. gross margin, 20% FCF margin, through FY2029. The company says component availability, not demand, is limiting growth... Seems common across $NVDA to upstream suppliers that supply is the limiting factor for revenue growth. - Winbond acquires Infineon's NOR Flash and F-RAM business for $1.12 billion. Very surprised Infineon sold considering NOR Flash ASP + importance just keep going up and up and up, but good for Winbond consolidation. - Samsung reportedly expands outsourcing of DDR5-module and SSD assembly. I think some local Taiwan reports flag Transcend and Apacer as possible beneficiaries. The report specifically identifies Dreamtech, Hanyang Digitech and SFA Semicon. I've noticed other Korean firms entering new Samsung Electronics contracts for likely legacy memory modules maybe like ~1-2m ago.. So think some media commentary probably missed this too. Maybe too small for them to notice? - $NBIS raises AI cloud prices for the 2nd time in three months (~17-21%), bullish read through for other Neoclouds like $CRWV to $IREN earnings. - $AMZN signs $2.4B agreement with $GNRC for generator deliveries throughout 2027-2028... and received warrants tied to as much as $8B of aggregate purchases Good to keep an eye out on who Amazon signs these warrant agreements with (eg. Alchip, $AAOI, $QCOM, $MRVL, etc) and what type of infra procurement they want. - $TSEM and NewPhotonics begin volume shipments of laser integrated optical engines. Not familiar with newphotonics, so not going to leave much commentary here. But will do some research today. - Goldman Sachs reportedly sees the ABF deficit expanding from 14% to 51%. Forecast shortages are 14% in 2H26, 34% in 2027 and 51% in 2028... More substrate bottleneck stuff, not surprising regarding demand imbalances. - Crusoe raises $3.9B at a $30.9B valuation. Okay this valuation is better than Instinct raising at a bubble $10B valuation off 100k users... - Japan and the U.S. reportedly discuss a $12.9–19.3B $GFS run fab. That's like half of Globalfoundries marketcap lol. Not much details here. - $ARM CEO Rene Haas said he is confident that they can secure enough supply to meet $2B in customer demand (for their AGI CPU). There's probably a lot more demand, probably supply constrained growth as usual so good $ARM signaled confidence in securing allocations. - Supply chain sources said Kioxia has about 50% of its LTA capacity tied up, while SK Hynix/Samsung reserve about 70% of capacity for LTAs for 3-5 years. Not sure how people are bearish on memory.... I don't like posting updates one-by-one like a news reporter, so hope this saves some time of stuff I like looking at. On a side note was surprised markets from $AMD to $INTC rallied today after rate hikes. Think high-beta overshot the selloff the most.

RT @dannycheng2022: $QCOM (September 13, 2026-Daily Chart) Before checking my TA, please go through my repost of my sharing on how to use the volatility hole as an indicator to time the bottom. QCOM Trend Analysis: The last volatility hole highlighted on the daily chart was 100% accurate. It marked the completion of the bottoming process, after which price moved through a period of choppy consolidation and then printed a trend-reversal red candle just before the mid-term bullish red ribbon appeared. Momentum bars that I have highlighted are now acting as resistance. The most important levels sit around $203 and $235, with the longer bars being the most critical. @cantonmeow @Hiteshp99 @niker8202 @tonylee80 @RosannaInvests @HeidingOut

$QCOM (September 13, 2026-Daily Chart) Before checking my TA, please go through my repost of my sharing on how to use the volatility hole as an indicator to time the bottom. QCOM Trend Analysis: The last volatility hole highlighted on the daily chart was 100% accurate. It marked the completion of the bottoming process, after which price moved through a period of choppy consolidation and then printed a trend-reversal red candle just before the mid-term bullish red ribbon appeared. Momentum bars that I have highlighted are now acting as resistance. The most important levels sit around $203 and $235, with the longer bars being the most critical. @cantonmeow @Hiteshp99 @niker8202 @tonylee80 @RosannaInvests @HeidingOut

$AMZN signs a new deal with $QCOM, giving Amazon the right to buy a ~$4B stake of Qualcomm through warrants. At this rate.. Amazon will be more of a semi ETF than $NVDA? Given their existing equity/warrants with AlChip, $MRVL, $ALAB, $AAOI, and others. This of course is linked with up to $60B in milestone revenue from Amazon/Qualcomm custom silicon partnership. Good for both companies, moreso Qualcomm.

$QCOM (August 2, 2026-Weekly Chart Update) I shared the temporary top for $QCOM in the repost and it has played out as expected, thanks to the volatility hole with the yellow candle. If the dip continues, $QCOM might test the critical momentum bar at $135.9 for support, while the momentum bars at $167 and $174 would act as resistance for now.

Just some TLDR news: - $CXMT IPO tomorrow if you like Chinese memory. - Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments. - Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b - $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr. - SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory. - SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER). - $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing. - $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion - Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B) - 64GB DDR5 server modules rises 146% versus end-June contract pricing - $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations. - Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck). - $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market. Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar). - $ORCL wins $7B Department of War enterprise software contract - JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix - Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production. - From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages. - Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others. - Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.

$QCOM (July 26, 2026-Weekly Chart Update) In early July, I shared the bearish signal for $QCOM, and three weeks later the pullback has continued, with weekly candles forming lower highs and lower lows. Both critical momentum bars at $175 and $167 have been breached, flipping into temporary resistance. Let’s see if QCOM can find support in the $154–$157 range if the dip deepens.

Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to see Micron proceeded to drop 5.37% right after. Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed? More like the tail end of deleveraging / margin cascades.

1) This weekend, we found something weird: $QCOM had hidden HMTL on its website describing a partnership with Anthropic. The problem: It's not real. https://t.co/Qbyfc3iPux

$QCOM (July 5, 2026-Weekly Chart) The last volatility hole combined with the yellow candle marked a temporary top for $QCOM. For now, the two longest momentum bars at $175.50 and $152.90 are acting as critical support levels. On the upside, the upper boundary of the bullish red ribbon in the $195 area is serving as near-term resistance.

$QCOM (June 12, 2026-daily chart update) The $190-range is acting as a critical support zone. For stronger price momentum, price needs to consistently close above the momentum bar at $202.60. https://t.co/3UonPYSI7E

$QCOM (May 21, 2026-daily chart update) $QCOM needs to hold above the lower boundary of the volatility hole to avoid a sharp drop.For stronger price momentum, it must close above the critical momentum level at $201.3 consistently! Near term resistance lies at $210.8. https://t.co/4K94tlmrrp

$QCOM (May 20, 2026-daily chart update) Let's see if $QCOM can survive this latest volatility hole. Last time it surpassed the upper boundary at $180 range and rallied all the way to $247. Will history repeat — or play out differently this time? https://t.co/2bcvHRJPRP

$QCOM (May 11, 2026-weekly chart update) Backtesting the Weekly Chart: Volatility Hole + Bullish Red Candle = Strong Buy Signal This exact setup appeared during the week of April 17, when $QCOM was trading between $126.40 and $136.90. Since then, momentum has built steadily — all momentum bars have cleared, accompanied by a clear surge in whale momentum. As a reminder, the RSI (9) is currently in overbought territory at 84.9.

$QCOM (May 8, 2026-daily chart) The volatility hole at $185 has been surpassed, triggering a strong rally to $223.66! Congratulations to all $QCOM shareholders. https://t.co/3eAY4FDKN3