I was pounding the table on $AMD below $200 while everyone else was FOMOing into $NVDA. 🔹 The market was obsessed with AI training. 🔹 $NVDA had the lead. 🔹 I knew inference was the next phase, and potentially the bigger opportunity. $AMD went all in on inference. Now I see a similar setup with $QCOM. AI is moving beyond the data center and onto devices. 🔹 Smartphones 🔹 PCs 🔹 Edge computing 🔹 On device AI $QCOM sits at the intersection of all four. The market chases what’s obvious. The biggest opportunities can emerge while the narrative is still forming. Years from now, this may look obvious in hindsight.