QCOM

"Very recently I told you about Qualcomm. Qualcomm is the one that makes all the chips for all the meta products. the VR glasses, the Muse kind of charm device, the Meta Raybang glasses, the Aente glasses of Google, the Google book Chromebooks that's coming up. All those things are made by Qualcomm. Qualcomm was a that company. No one wanted to touch it. It's up 26% on the months."

"ولكن على الرغم من ذلك ، ربما سأختار كوالكوم ، على عكس التيار، وذلك ببساطة لأن سعر سهمها منخفض حاليًا، وتنمو بسرعة كبيرة. وأعتقد أيضًا أنها قد تتفوق على إنفيديا خلال الاثني عشر شهرًا القادمة، نظرًا لحجم الشركة، ولأن تداول أسهمها أسهل من تداول أسهم إنفيديا."

"إذا كانت لديكم أفكار أخرى، مثلًا، لنناقش Neo، أو Qualcomm مقابل كذا وكذا."

"Wall Street's going to wake up to it and Qualcomm will be looked at as a leader in the sector and the stock will not be trading under 20 times earnings for too long."

"And the stock I'm going to talk about today is Qualcomm. Qualcomm was up today about 9%. But over the last 5 years, it has pretty much done nothing. It's been lagging all the semiconductors. So once this one does break out, it could potentially be pretty amazing in my opinion."

"I own Qualcomm. Qualcomm is a semiconductor stock. The reason why I own Qualcomm right now is because they have 0% data center exposure."

"Told you guys about Qualcomm. It was a hated semiconductor. I called it Trapcom. And Trapcom's outperforming"

"চার নম্বরে আছে কোয়ালকম (Qualcomm), যার টিকার চিহ্ন QCOM। এখন, তারা কী কাজ করে? কোয়ালকম বেশিরভাগ অ্যান্ড্রয়েড ফোনের চিপ তৈরি করে।"

"And I identified another one that I've been talking about which is Qualcomm. I think Qualcomm is starting to somewhat get recognized. People are starting to pay attention to the stock."

"And this is where Qualcomm has a massive advantage over AMD. They have a massive advantage over Nvidia because they are the largest supplier of phone chips and they are the largest supplier of automotive chips."

"And this stock is Qualcomm. Qualcomm is still down 3 and 1/2% year-to-date over the last year."

"The closest thing to a tech stock in here is Qualcomm."

"Qualcomm by 50%"

"Fourth is Qualcomm, famous for phone chips, now pushing into data centers with a new chip called Dragonfly."

"I only own Qualcomm. I talked about it. I mean, I like the setup, you know. I'm buying it at about 8 times 2029 guidance, you know."

"The second stock that I want to talk about a little bit more is Qualcomm."

"Now, the company has been expanding a lot. They recently expanded with Samsung. They supply more than 50% of all the Samsung with their own chips or from Qualcomm and and Samsung has decided to expand uh the partnership for a lot of their new Galaxy lineup across phones, watches, intelligent eyewear."

"So, again, the company is not trying to get into data centers. They're not dreaming of getting in data centers. They're pretty much in data centers."

"This is almost 116% on the upside over the next 3 to 4 years, excluding the 2 and 1/2% annual dividend that you get. In total, maybe that's like about 120, 125% in 3 to 4 years. This is not a bad return at all. And that's assuming that again, it trades at 18 times earnings and it doesn't get an AMD moment where it goes to 40, 50, or 60 times earnings, which is very, very possible."

"So, if you own Qualcomm, you get about a 2% dividend to while you wait for all the headwinds from Apple to go out and the company to start generating data center revenue, you're getting paid about a 2% yield."

"I think 16 times earnings, guys, is very cheap for Qualcomm."

"And this stock is Qualcomm. Qualcomm is down about 4% over the last year."

"As for the rest, we have Microsoft Meta, Robin Hood, ARM, Qualcomm, Lamb Research, all report Wednesday after the market closed."

"Qualcomm,"

"কিন্তু সেই সময়ে ইয়াহু, কোয়ালকম, সিসকো, সান মাইক্রোসিস্টেমস, ওরাকল—সবগুলোর মূল্যায়নই আজকের ম্যাগনিফিসেন্ট সেভেনের বেশিরভাগের চেয়ে অনেক বেশি ছিল।"

"Qualcomm as well."

"Qualcomm, I have, you know, the least certainty on this one, but I think it will be here 10 years from now."

"For me personally, I like and I've been buying Qualcomm stock, which I like to buy hated stocks."

"Meta and Microsoft also just signed supply agreements with Qualcomm. Qualcomm makes the Snapdragon chips most commonly found in flagship Android phones. But at their investor day just over a week ago, Qualcomm nearly doubled the revenue target outside of smartphones to $40 billion by fiscal year 2029. 15 billion of that is specifically aimed at AI data centers thanks to their new Dragonfly C1000 CPU, a processor with over 250 cores built specifically for large-scale AI workloads. Meta Platforms "