Show-me story with possible catalyst

Humane is (still) not a quality label that the market rewards. A second look at Qualcomm's new AI chips has so far led to more profit-taking than new enthusiasm. For me, Qualcomm remains a show-me story: the crucial catalyst would be a design win with a big name (hyperscaler). I consider such a deal realistic in the coming quarters. Qualcomm has been targeting on-device AI for years; many of its strengths can plausibly be translated into inference in the data center. Structurally, there is a lot to be said for the subject: inference is likely...