Aug. 9 at 2:48 PM
$QCOM $BAC $AREC $UBER $CIFR Qualcomm benefits from AI-enabled edge computing and semiconductor demand, Bank of America remains leveraged to rates and credit conditions, American Resources focuses on critical minerals, Uber continues expanding mobility and delivery, and Cipher Mining benefits from Bitcoin and data-center demand. I'm watching semiconductor demand, credit quality, consumer activity, and crypto economics.