@gaetano2026 · Long QCOM

Gaetano@Gaetano2026

I think the next few years could change how people value $QCOM. Automotive revenue grew 61% last quarter. Qualcomm is taking more of that computing expertise into robotics, while its CFO expects a wave of personal AI devices over the next 6–9 months. I own it in my Physical

Michael Sikand@michaelsikand

$QCOM CFO: THE NEXT BIG DEVICE IS COMING "Over the next 6-9 months there's a whole series of devices that are going to come out... one of these devices will hit the consumer sweet spot and then it takes off."

1:08

gaetanoresearch.substack.comCOM: Why I’m Excited About What Comes NextA thesis refresh and updated financial model

Read asLong QCOM

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