Dave & Buster ENT

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Qualcomm(QCOM.US) Qualcomm Unveils Snapdragon Reality Elite Platform for XR Devices

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Qualcomm introduced the 𝐒𝐧𝐚𝐩𝐝𝐫𝐚𝐠𝐨𝐧 𝐑𝐞𝐚𝐥𝐢𝐭𝐲 𝐄𝐥𝐢𝐭𝐞 Platform for XR headsets and glasses.

➤ Platform supports both 𝐯𝐢𝐝𝐞𝐨 𝐬𝐞𝐞-𝐭𝐡𝐫𝐨𝐮𝐠𝐡 and 𝐨𝐩𝐭𝐢𝐜𝐚𝐥 𝐬𝐞𝐞-𝐭𝐡𝐫𝐨𝐮𝐠𝐡 devices.

➤ Chip delivers up to 𝟒𝟖 𝐓𝐎𝐏𝐒 of on-device AI performance.

➤ Qualcomm claims up to 𝟔𝟎% higher GPU and 𝟑𝟎% higher CPU performance.

➤ NPU performance improves by up to 𝟏𝟔𝟎% versus the prior generation.

➤ Platform supports visuals up to 𝟒.𝟒𝐊 𝐩𝐞𝐫 𝐞𝐲𝐞 at 𝟗𝟎𝐅𝐏𝐒.

➤ Delivers up to 𝟐𝟎% longer battery life and runs 𝟏𝟐°C cooler.

➤ Qualcomm says more than 𝟔𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 XR devices are already in market.

➤ 𝐗𝐑𝐄𝐀𝐋 and 𝐏𝐥𝐚𝐲 𝐟𝐨𝐫 𝐃𝐫𝐞𝐚𝐦 are among first adopters.

➤ Platform supports 𝐀𝐧𝐝𝐫𝐨𝐢𝐝 𝐗𝐑 and future multi-vendor XR products.

Last couple of weeks I am asked multiple times on my thesis on $GLD & $SLV So here are my thoughts..

Both charts took a heavy hit after their recent peaks. The technical structure still tells me this is a healthy consolidation phase where the price is building a base and digesting those previous vertical moves.

I spoke about this before. Central banks are accumulating physical gold at record levels. That kind of institutional buying creates a massive floor under the price which is what we see on the technicals as well.

Silver has an entirely separate and more aggressive catalyst. We are seeing a multi year supply deficit driven by industrial demand from solar, EVs, and data centers(AI play). The gold to silver ratio recently compressed to the 55 level. This confirms silver is being bid as a hard industrial asset.

The fundamentals and the technicals are perfectly aligned for a continuation higher IMHO. The current price action is just a base building phase before the next leg up.

I will not be surprised if $GLD & $LSV go back above ATH's. It's a matter of when, not IF.