familoveyou
05-05

$Qualcomm(QCOM)$ So many drivers lining up: 1) Ongoing trend shifting to more premium mobile where QCOM dominates. AI will drive massive next upgrade cycle starting now. 2) Very beginning of Chinese economic recovery where QCOM holds significant market share 3) Massive Auto/ADAS pipeline with products hitting that market in 2025. In 5 years plan for $10 billion annual revenue there. 4) iOT starting its recovery where industrial use is still in infancy 5) PC chips look superior in terms of capability and MSFT partnership with massive potential just starting in the coming few months. 6) Apple doesn’t seem to be able to move on from the QCOM modem. At least not for the next few years. Will be a $250 stock in 18 months and $500 in 4-5 years. GLTA!

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