Qualcomm: The relative strength at the start of the year is likely to persist
Qualcomm impresses at CES 2026 in Las Vegas!
The market for humanoid robots presents a $5 trillion opportunity by 2050!
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Qualcomm (QCOM, i) has completely missed the AI rally last year, and I still see it as my conservative favorite for 2026. The announcements at CES 2026 and the relative technical strength have now prompted me to open a position. Positive signals regarding the diversification strategy are accumulating, with a P/E ratio of 15 and the reclaiming of the 50-day moving average providing fundamental and technical buying arguments. Samsung aims to double the number of AI mobile devices to 800 million units by 2026. The Snapdragon 8 Elite Gen 5 processors...
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