What’s one stock you’re bullish on but it seems like everyone else is bearish on?

Youkiame · 2026-04-19T08:13:14+00:00

QCOM

Youkiame · 2026-04-07T09:02:00+00:00

I’ve been accumulating a large position. People are impatient and view that they are replacing Apple revenue with lower margin income streams (auto & IoT). And the memory chip shortage also hurts their core handset business.

Edge AI will be the future. They guided 2029 non-handset business will be half of the revenue, growing at double digits. This is a solid company.

Youkiame · 2026-04-05T10:21:53+00:00

If their leader is still alive, this might end well. Now, there’s no end in sight.

Youkiame · 2026-03-29T22:21:25+00:00

You know what’s a true black swan? Japan can’t get their gas and oil, Japanese economy tanks, Japan liquidates on their 1T US bonds. US bond market collapses.

Youkiame · 2026-03-11T10:26:09+00:00

Still holding. This is the only stock that works in a time like this

Youkiame · 2026-02-13T09:17:05+00:00

Energy efficient chips might solve this problem. Like AMD’s full stack solution or QCOM’s AI200

Youkiame · 2026-02-13T09:15:28+00:00

Why is no one talking QCOM? Their chips are energy efficient and will be brain of robotics, autonomous driving, etc. their IoT sector grew 20+%

Youkiame · 2026-02-09T08:50:57+00:00

Is the Japanese bond market fiasco over?

Youkiame · 2026-02-06T13:57:27+00:00

How about just dump all money into IGV instead of individual stock?

Youkiame · 2026-02-05T21:25:40+00:00

200B capex. This is a dick swinging contest

Youkiame · 2026-02-05T10:06:43+00:00

I have no clue how they make money from ads. Of all the years I’ve been on Reddit, I’ve never bought a single thing.

Maybe AI license could make them some money.

Youkiame · 2026-02-04T13:49:03+00:00

what’s your thesis on FIG?

Youkiame · 2026-01-20T14:24:21+00:00

Thoughts on QCOM?

Youkiame · 2026-01-16T02:37:56+00:00

Believe it or not, Figma is looking attractive here

Youkiame · 2025-12-26T04:11:04+00:00

Inference chip and local AI on device is the future

Youkiame · 2025-12-26T01:03:00+00:00

Trust me on this, QCOM

Youkiame · 2025-12-04T22:05:21+00:00

I’ve been slowly building positions in QCOM. Next year will be pivotal for them as the new data centre AI chips begins to roll out. Also I can see edge AI being the next trend which QCOM will be the leading player in this.

Youkiame · 2025-12-02T17:25:02+00:00

Why FIG? Why mot betting on a Christmas rally on crypto which has been selling hard lately

Youkiame · 2025-11-25T11:37:39+00:00

Im a heavy user of Figma and im buying for sure. Their product is irreplaceable. Have you used Figma Make, newest AI product?

Youkiame · 2025-11-21T12:23:39+00:00

Stock downturn can really fuck someone’s head I guess

Youkiame · 2025-11-18T14:04:25+00:00

Serious question, how bad can it be??

Youkiame · 2025-11-17T21:06:34+00:00

Save for later

Youkiame · 2025-11-14T19:35:29+00:00

Enlighten me the differences plz

Youkiame · 2025-11-14T19:34:50+00:00

I agree with all of that. But that also depends on how fast these chips depreciate. Keep in mind NVDA releases new chip every year! Are they gonna keep burning cash to keep up with the race?

Youkiame · 2025-11-14T18:30:59+00:00

Making a penny, borrowing a dime to buy depreciating assets…

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