Creator sentiment
5 creators · 5 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Qualcomm was already cheap and is even cheaper today, presenting a buying opportunity.
- +Automotive segment growing 89% year-over-year, and the Apple handset drag is a one-time event that will lap within a quarter or two.
- +Expanding data center/AI silicon: custom AI chips for Amazon (10-year deal), ByteDance, and a Meta CPU deal, guiding to a $7B annualized run rate.
- +High-margin (~80%+) licensing cash cow from 3G/4G/5G royalties, renewed through 2030, generating ~$4B/year in profit.
- +Starlink partnership removes the bear case that satellite mobile would disrupt 5G; stock trades cheap at ~17-18x earnings with a 2% dividend and buybacks.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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Qualcomm was already cheap and is even cheaper today, presenting a buying opportunity.
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Qualcomm might be more stable than other semiconductor names.
📹 Stock Market Slumps, Qualcomm & Quick Serve Earnings, and a Robotics IPO
The stock's drop is more about broader market panic and political fears over data center buildout than Qualcomm's own results. · The SpaceX deal is more sizzle than steak and won't meaningfully boost revenue for several years. · Qualcomm's long-term growth driver is data center, but that is being called into question.
