publisheddirectional thesisLONGothernot an explicit trade
QCOM directional thesis
Qualcomm is a fun way to play OpenAI hardware/phones even if the business is murky
$177.04entry snapshot
pendingcurrent snapshot
— pendingsince mention
“Qualcomm, which I like because I think it's fun for the OpenAI phones, down 1.5%. I don't really understand the business.”51:34claim_id
mcl_395eb4c8b4330f88dfopen evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 51:34
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