The creator initiated a position in Qualcomm, believing its focus on power efficiency for data centers and automotive, along with strong growth forecasts and a reasonable valuation, makes it a good long-term investment despite current market trends.
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The creator discusses their recent 20% loss on a new position but is not selling, highlighting Qualcomm (QC...
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The creator discusses their recent 20% loss on a new position but is not selling, highlighting Qualcomm (QCOM) as their chosen stock. They argue that despite the perception of mobile chips being cyclical, Qualcomm's focus on power efficiency for data centers and automotive sectors, coupled with strong revenue growth projections and a reasonable valuation, makes it a compelling long-term bet.
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QCOM
buy opened Jul 2, 2026
+5.85%