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cristiano amon

T2 · manager / operator

Led Qualcomm's diversification from smartphones into automotive, PC, and now data center compute; architect of $40B non-smartphone revenue target.

5 calls·3 names·100% bull·last heard 12 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$QCOMQualcommposition

Qualcomm CEO sees $1.50 EPS recovery when memory normalizes; targets $15B data center revenue by FY29

Smartphone weakness driven by memory supply/pricing not demand — $1.50 earnings power returns when market normalizes. Diversification accelerating: automotive exit rate $1B higher for FY27, data center $5B FY27 ramping to $15B FY29 with two hyperscaler custom deals (one US, one China), plus Modular acquisition solving software stack for edge-to-cloud AI.

Bloomberg Tech2026-07→
2ndmedium conviction
$MODULARModularposition

Qualcomm acquires Modular to solve software stack for edge-to-cloud AI platform

Modular's team (Swift/LLVM creator, Tesla Autopilot lead) builds open AI platform scaling from edge to cloud. Acquisition eliminates investor concerns about Qualcomm's software capabilities for data center and attracts interest from other semiconductor companies.

Bloomberg Tech2026-07→
3rdhigh conviction
$METAMeta Platforms

Qualcomm CEO: 'Never bet against Meta' — two-generation CPU contract signals deep strategic partnership

Meta's first-party consumer applications and data position it uniquely for AI; Qualcomm's multi-generation CPU contract reflects high confidence in Meta's long-term commitment and execution.

Bloomberg Tech2026-06→

most discussed · click a bar to filter

recurring themes

5 total
$MODULAR
Modular
MEDcristiano amon·Bloomberg Tech·12 days ago· position
Qualcomm acquires Modular to solve software stack for edge-to-cloud AI platform
Modular's team (Swift/LLVM creator, Tesla Autopilot lead) builds open AI platform scaling from edge to cloud. Acquisition eliminates investor concerns about Qualcomm's software capabilities for data center and attracts interest from other semiconductor companies.
"THE FOUNDER AND CEO OF A TRACK RECORD ABOUT WHAT HE HAS DONE IN THE APPLE PROGRAMMING LANGUAGE. THE INVENTOR OF LVM. DEVELOPING THE TESLA AUTOPILOT. THEY PUT ON A MISSION TO CREAT…"
41:01
$QCOM
···
Qualcomm
HIGHcristiano amon·Bloomberg Tech·12 days ago· position
Qualcomm CEO sees $1.50 EPS recovery when memory normalizes; targets $15B data center revenue by FY29
Smartphone weakness driven by memory supply/pricing not demand — $1.50 earnings power returns when market normalizes. Diversification accelerating: automotive exit rate $1B higher for FY27, data center $5B FY27 ramping to $15B FY29 with two hyperscaler custom deals (one US, one China), plus Modular acquisition solving software stack for edge-to-cloud AI.
"THERE WAS ABOUT $1.50 IN EARNINGS POWER THAT NOW WILL COME BACK TO QUALCOMM ONE HANDSETS NORMALIZE. IT IS THE OVERALL MARKET IS DOWN. IT IS NOT A DEMAND ISSUE. IT IS MEMORY PRICES…"
33:19
$QCOM
···
Qualcomm
HIGHcristiano amon·Bloomberg Tech·12 days ago· position
Qualcomm targets $15B data center revenue by 2029 as handset pressure eases
Qualcomm's diversification into automotive, data center custom silicon, and IoT will reduce handset reliance to one-third by 2029, with $5B data center revenue next year and $15B by 2029.
"WE TALK ABOUT FROM FISCAL YEAR 2026 TWO NEXT YEAR GROWTH WILL BE 50%. THE DRIVER IS AUTOMOTIVE... THE BEGINNING OF THE DATA CENTER RAMP. $5 BILLION IN DATA CENTER REVENUE IN FISCA…"
32:49
$QCOM
···
Qualcomm
HIGHcristiano amon·Bloomberg Tech·2 months ago· position
Qualcomm CEO targets $5B data center revenue by FY27, $15B by FY29 with Meta CPU contract and power-efficient architecture avoiding HBM
Qualcomm's re-entry into data centers is built on power-efficient CPUs and accelerators that don't require expensive HBM, targeting agentic AI and disaggregated compute; $5B FY27 target backed by signed contracts with two large hyperscalers (US and China) and a two-generation Meta CPU deal.
"FIVE BILLION IN FISCAL 27, IT IS A HIGH CONFIDENCE NUMBER OF CUSTOMER ENGAGEMENTS WE HAVE RIGHT NOW... WE HAVE A CONTRACT WITH META FOR TWO GENERATIONS OF THE CPU... WE DESIGN FOR…"
10:19
$META
···
Meta Platforms
HIGHcristiano amon·Bloomberg Tech·2 months ago
Qualcomm CEO: 'Never bet against Meta' — two-generation CPU contract signals deep strategic partnership
Meta's first-party consumer applications and data position it uniquely for AI; Qualcomm's multi-generation CPU contract reflects high confidence in Meta's long-term commitment and execution.
"THE SECOND PART COULD NEVER BET AGAINST META. THEY HAVE INCREDIBLE FIRST PARTY APPLICATIONS AND DATA FROM CONSUMERS. THEY ARE WELL-POSITIONED. ANYBODY THAT BELIEVES RIGHT NOW WHAT…"
18:10