Everyone is going on about humanoid sex robots as the next play but nobody has provided any tickers.
Bull thesis:
Energy Efficiency
The thing about sex robots is that they require a lot of energy so we want energy efficient chips, hence ARM and QCOM.
Partnerships
Today we got some rumours that ButtDance/Tiktok set up a deal with QCOM. However there also a bunch of partnerships with AV and robotics companies, both humanoid sex (e.g. Figure investments) and manufacturing.
As part of my DD, I asked Gemini "list all XXX robot and autonomous vehicle related company deals and partnerships with dates within past year" with XXX replaced with AMD, INTC, QCOM, and QCOM had by far the longest list.
Boomer Value Investing
The other cpu stocks have done highly regarded PE ratios while QCOM is in the 20s.
Bear thesis:
Like many others here, I have no idea what I'm doing.
I have also yet to sex a robot.
Positions:
100 stocks
Might buy some QCML if it dips short term.