$Qualcomm(QCOM)$ $QCOM still l

$Qualcomm(QCOM)$ $QCOM still looks like one of the more underappreciated AI names to me.

A lot of the market still frames Qualcomm as a smartphone story first, but edge AI, auto and infrastructure are becoming a much bigger part of the longer-term case.

If that second growth leg keeps building, I think the rerating may still have room. Is the market fully pricing that in yet?

Qualcomm All-Time High! AI Mobile Chip Supercycle Just Begins?

Qualcomm surged 8.4% to an all-time high today as exploding demand for on-device AI inference chips prompted multiple research firms to raise their price targets simultaneously. The broader chip sector rallied against headwinds from oil price pressure and geopolitical uncertainty. The next validation window is the quarterly earnings report — whether the company continues to deliver on the AI smartphone shipment narrative will determine if valuation expansion can continue. After hitting an all-time high, can you still bring yourself to chase it?

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