Why the chip developer (12 P/E ratio) should take off with the Alphawave acquisition!
Qualcomm holds positive surprise potential for me in the medium term. The 2026 P/E ratio of 12 is attractive.
AI data centers, smartphones with personal AI, smart glasses, and connected cars offer many growth opportunities for Qualcomm.
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In my opinion, the stock of Qualcomm offers medium-term surprise potential, which is likely to be activated with the announcement of the acquisition of Alphawave this week. Qualcomm has two medium-term growth drivers. 1.) The acquisition of Alphawave positions Qualcomm more firmly in the AI data center infrastructure space. Alphawave specializes in high-speed cable connections, including so-called serializer-deserializer technologies that allow for fast and efficient data transmission between chips, which is becoming increasingly critical due...
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