Qualcomm: Still Completely Under the Radar - how 6G and the Post-Smartphone era are Ceating a Fresh Growth Story!

Since 2022, the Qualcomm stock has been moving sideways. The rally seen at AMD (i), Broadcom, Marvell, NVIDIA, and others hasn’t affected the chip developer. Qualcomm is a mixed bag, dancing to various tunes with its chips for smartphones, vehicles, AR/VR glasses, and notebooks. However, this positioning was unsuitable as a beneficiary of AI. Now perceptions are changing. First, Qualcomm sees a cyclical low in smartphone demand, and second, they are launching a data center CPU for a hyperscaler later this year. But the big growth opportunity is...