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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AI semis rotate as macro data soften
$QCOM targets $15B data-center chip sales by 2029 vs $1T+ TAM; reported $3.9B stock Modular deal, but shares fell 6%. US new home sales: 580k, supply 10.3 mos.
Watch QCOM execution; $PLTR $113/$100. $QCOM $PLTR #AI
2026-06-25T10:40:51.764Z