According to @KobeissiLetter, Qualcomm stock (QCOM) is up over 20% intraday after announcing new AI chips positioned to compete with AMD and Nvidia, signaling strong AI-semiconductor momentum, source: @KobeissiLetter. According to @KobeissiLetter, the direct competitive framing with AMD and Nvidia places peer semis like AMD and NVDA on traders’ sympathy watch for potential follow-through or mean-reversion setups today, source: @KobeissiLetter. According to @KobeissiLetter, the accelerating AI narrative may elevate attention toward AI-linked crypto themes, making AI-related token sentiment a secondary watch as risk appetite shifts, source: @KobeissiLetter.