Bull Market Technical Take
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Q2 Qualcomm Update. Ushering in the Windows age of ARM
Since the prior post on 18th January, Qualcomm has shot up 45%. Now making all new time highs. It is not surprising, giving the stock was not expensive, and major OEM's had signalled positive reception to the latest SOC, a chip which will power Windows notebooks, with comparable,
Qualcomm Making a run
Qualcomm is about to make a move! The Stock is still on the cheap side. Trading at less than 20x this years earnings. Their Oryon Processor, which will be released this year outperforms Apple's M2 Processor. It is a real Windows ARM Laptop competitor. The chip will accelerate
AMD
Following from our prior update, AMD into the Stratosphere, AMD hit the upper trend line as forecast, and corrected to the last prior area of support Earnings growth is strong. So don’t expect this Stock to drop to a forward PE of 20x anytime soon. Ultimately looking for this
Alphabet Valuation and Price Action
Alphabet price is perched on the upward diagonal line. Valuation remains robust. Trading @ 20x this years Forecast Earnings, vs. 18.8x SP500. However, given that a) Alphabet has consistently grown Earnings far in excess of the S&p500, and b) Earnings Multiples typically expand in Bull Markets, Alphabet is