@kok0292: #путин #9мая #россия

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Region: UA
Saturday 09 May 2026 09:40:49 GMT
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donthappyguy
resist and disorder :
2026-05-09 16:45:08
30358
abcdejnumwi
потребитель шмали :
да благословит тебя чарон бейби
2026-05-09 18:55:50
48564
uurodick
𝖆𝖗𝖈𝖍𝖆𝖓𝖌𝖊𝖑 :
2026-05-09 17:07:56
4860
s0mple01
s0mple01 :
это ии или реально было?
2026-05-09 15:14:58
3260
miss___music
brutal chainsaw🇹🇷🪓 ֎🤠 :
АХАХАХАХХА я когда смотрел я думал мне послышалось
2026-05-09 18:02:01
5668
bogdashabob
Богдаша :
Он сам не понимает че несёт
2026-05-09 19:46:40
11706
arsiiys
сюха :
это про какой именно? аегис, чарон, иксрос или миникан?
2026-05-09 20:32:20
1568
slaws_dio
丂ㄥ卂山丂🗽 :
это он про мой иксрос 5
2026-05-09 19:16:27
2720
wwqasdqwasd
wwqasdqwasd :
БЛЯТЬ Я ДУМАЛА МНЕ ПОКАЗАЛОСЬ
2026-05-10 07:24:43
211
palpies
андрюшич :
он даже сам удивился когда прочитал
2026-05-10 02:24:39
78
kookiiiiiiakak
Куки :
Бля че я несу
2026-05-10 02:57:34
300
yeseekk
anwīk シグマ 🐇 :
с листочка прочитал чтоб точно не ошибиться
2026-05-09 21:50:30
2306
griffith705
Griffith :
а говорил, что не курит
2026-05-09 20:35:36
77
oleksandrd1
Oleksandr :
когда на школьном выступлении тебе дали текст за полчаса до начала
2026-05-09 17:02:26
499
souowh
:P :
а чё он с листочка читает
2026-05-09 20:05:34
357
lucewowc.ger
🇪🇺🥛LuceWowc🤫🇩🇪²⁷² :
МНЕ НЕ ПОСЛЫШАЛОСЬ ЗНАЧИТ
2026-05-09 17:08:32
629
david_ex76
Dawwa💠 :
я думал я один это услышал тогда ХПАХАХАХАХАХА
2026-05-09 17:16:32
113
sohn1kvdk
™$0hn1|{-¥D|{™ :
картинка оуэуоэуэеоенуэ бля чё я несу
2026-05-10 07:54:14
157
fozki1
gozki :
я думал мне послышалось
2026-05-10 05:29:28
34
lipovvva
нервный тёма :
это реально было на первом канале, я ржал в голос
2026-05-10 04:43:38
74
ilsyd11
IlSyd :
хахаха я думал только мне послышалось
2026-05-10 08:08:56
32
heavymax
HeavyMax13 :
2026-05-09 22:01:52
12
se1nix_
ꑭ SE1NIX ꑭ :
и не слова про ветеранов👍
2026-05-09 19:34:53
50
winqixx
winqixx :
Я думал мне послышалось
2026-05-09 18:14:06
38
shishunki4
shishunki :
я проспал парад
2026-05-09 19:47:48
77
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Other Videos

Why Qualcomm is a long bet for me. 1. Trading around a 17~ 2026 Non-GAAP EPS, with smartphone headwinds baked in 2. ~5% free cash flow yield, accounting for stock based comp 3. Successful pivot into automotive, and have beat their 2021/2022 investor day forecasts for 2026 revenues by far 4. IoT segment growing significantly as well 5. 2029 15.xx Non-GAAP EPS → to 18 Non-GAAP EPS. Means they are trading at a <10x 2029 P/E while projected to grow EPS by 20% CAGR. Insane if they execute 6. MSFT deploying chip architecture for Azure, META buying C1000 chips, 2 more “unnamed” hyperscalers buying ASICs. 5b in data center rev by 2027 7. Non-Handset forecast in 2029 from $22b → $40b 8. Automotive pipeline grew 20b from just 2 months ago 9. They are primed for energy efficient computing, we just need adoption. If they can execute, there’s significant upside. 10. This technical expertise is beneficial for edge AI, physical AI, and data center profitability. Physical AI was mentioned during the investor day, but no revenues assigned to this segment. This can be a long tailwind once physical AI advances. 11. I’m a bagholder 😭 I had bad timing, which is historically not unusual for me. Now I’m betting on management to execute their ambitious forecasts. If they make it, great - I see the stock at $300+. If not, I’ve sized it to a relatively comfortable position for my portfolio (3%~).  Not financial advice, do your own research. This is just me sharing what I found, and what I’m doing for educational purposes only. #investing #qualcomm #stockmarkets
Why Qualcomm is a long bet for me. 1. Trading around a 17~ 2026 Non-GAAP EPS, with smartphone headwinds baked in 2. ~5% free cash flow yield, accounting for stock based comp 3. Successful pivot into automotive, and have beat their 2021/2022 investor day forecasts for 2026 revenues by far 4. IoT segment growing significantly as well 5. 2029 15.xx Non-GAAP EPS → to 18 Non-GAAP EPS. Means they are trading at a <10x 2029 P/E while projected to grow EPS by 20% CAGR. Insane if they execute 6. MSFT deploying chip architecture for Azure, META buying C1000 chips, 2 more “unnamed” hyperscalers buying ASICs. 5b in data center rev by 2027 7. Non-Handset forecast in 2029 from $22b → $40b 8. Automotive pipeline grew 20b from just 2 months ago 9. They are primed for energy efficient computing, we just need adoption. If they can execute, there’s significant upside. 10. This technical expertise is beneficial for edge AI, physical AI, and data center profitability. Physical AI was mentioned during the investor day, but no revenues assigned to this segment. This can be a long tailwind once physical AI advances. 11. I’m a bagholder 😭 I had bad timing, which is historically not unusual for me. Now I’m betting on management to execute their ambitious forecasts. If they make it, great - I see the stock at $300+. If not, I’ve sized it to a relatively comfortable position for my portfolio (3%~). Not financial advice, do your own research. This is just me sharing what I found, and what I’m doing for educational purposes only. #investing #qualcomm #stockmarkets

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