QCOM Qualcomm Incorporated Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
18:24
Sep 02
Sep 02
AlphaSense reports its semiconductor sentiment index hit a cycle high of 44.
AlphaSense reports its semiconductor sentiment index hit a cycle high of 44, driven by AI infrastructure demand, memory strength, and advanced equipment investment, with the buildout intact despite emerging funding and power constraints.
15:49
Sep 01
Sep 01
Qualcomm is noted as preparing for the 6G era, a forward-looking product development mention.
Qualcomm is noted as preparing for the 6G era, a forward-looking product development mention without an explicit trade position or price call.
LOW
12:10
Sep 01
Sep 01
Lynx Equity grows more bullish on Nvidia following its $3.5 billion investment in MediaTek.
Lynx Equity grows more bullish on Nvidia following its $3.5 billion investment in MediaTek, expecting momentum into 2027 while rivals face supply constraints.
13:07
Aug 31
Aug 31
Goldman names humanoid robot tech enablers
Goldman Sachs identifies humanoid robot technology enablers; names NVDA, TSLA, INTC, QCOM as beneficiaries, factual reference with no directional commitment.
LOW
12:53
Aug 31
Aug 31
Watch ASIC names as pie expands
Watch Marvell, MediaTek, and Qualcomm as ASIC-trend beneficiaries; the author sees the ASIC pie growing but does not disclose positions or explicit new entry calls.
MED
03:05
Aug 30
Aug 30
Rhetorical defense of Qualcomm engineering via partner interest
Skeptical rhetorical defense of Qualcomm's engineering capability in response to bearish claims, noting Samsung and SK hynix partnership interest in HBC development; no explicit position or directional trade stated.
LOW
17:55
Aug 28
Aug 28
QCOM conclusions noted; no direction stated.
Author notes more people reaching "right conclusions" on QCOM, referencing parent's bullish execution-beneficiary datacenter note; no explicit directional commitment from speaker.
LOW
05:49
Aug 28
Aug 28
Long QCOM as DC compute dark horse
Long QCOM as a dark horse data-center compute play; small position and thesis hinges on Qualcomm executing.
MED
00:10
Aug 28
Aug 28
The author jokingly proposes a leveraged stake to overhaul Qualcomm's management.
The author jokingly proposes a leveraged stake to overhaul Qualcomm's management, but the hyperbolic tone makes it a watch, not a real trade idea.
23:02
Aug 27
Aug 27
Author sarcastically predicts Qualcomm's AI chip marketing will face scrutiny on TCO claims.
Author sarcastically predicts Qualcomm's AI chip marketing will face scrutiny on TCO claims against Meta and Microsoft, but no explicit position is stated.
17:50
Aug 27
Aug 27
Buy QCOM on AI inference chip momentum
Buy QCOM because it is gaining positive momentum and has an upcoming AI inference chip designed with Alpha Wave as a product catalyst.
MED
09:22
Aug 27
Aug 27
Qualcomm HBC roadmap detailed, no directional take.
Qualcomm outlines HBC roadmap with Gen 1 commercialization in 2027, Gen 2 in 2028, claiming 6x bandwidth per watt vs HBM and interest from hyperscalers; no directional commitment from speaker.
LOW
06:30
Aug 27
Aug 27
The tweet presents a factual comparison of forward revenue growth expectations and P/E.
The tweet presents a factual comparison of forward revenue growth expectations and P/E valuations across chip designers without expressing a personal position or trade call.
LOW
20:05
Aug 26
Aug 26
Loading QCOM in AI basket
Author loading up on QCOM as part of broad AI stock basket expecting NVDA earnings beat to drive sector higher. Position framed as current holding.
MED
19:06
Aug 25
Aug 25
Custom ASIC demand: QCOM/AMD/INTC/AVGO
Observes high custom ASIC demand in AI infrastructure, citing a MediaTek TPU projection and naming QCOM/AMD/INTC/AVGO as players pursuing custom compute ASIC; no explicit directional view.
MED
06:53
Aug 24
Aug 24
Author highlights Intel's OCI as promising and quotes a research note on fabless winners.
Author highlights Intel's OCI as promising and quotes a research note on fabless winners and ABF substrate benefits, but expresses no personal position or forward call.
LOW
03:45
Aug 24
Aug 24
Author enthusiastically endorses Jeff Pu's bullish ASIC thesis.
Author enthusiastically endorses Jeff Pu's bullish ASIC thesis, explicitly agreeing with positive views on MRVL and Intel while noting broader fabless beneficiaries as watch items.
LOW
00:12
Aug 24
Aug 24
The author agrees 3D DRAM/HBM will become standard and discusses technical trade-offs.
The author agrees 3D DRAM/HBM will become standard and discusses technical trade-offs, but frames it as an industry forecast rather than a personal position.
LOW
20:48
Aug 23
Aug 23
Qualcomm aggressively recruiting AI talent at Hot Chips.
The tweet implies Qualcomm is heavily recruiting poached talent at Hot Chips, suggesting the company is aggressively building an AI chip team and signaling strategic intent to compete in the AI accelerator space, a mildly bullish signal for QCOM.
LOW
14:09
Aug 20
Aug 20
Eyeing chances to climb in SerDes.
Notes the company is eyeing chances to climb in the SerDes market, no directional view.
LOW
13:31
Aug 20
Aug 20
Watch underweight tech for institutional rotation back
Watch these underweight tech names after the AI-led selloff; mutual funds are heavily underweight them and institutional AI exposure remains below pre-July levels, leaving room for flows to rotate back.
MED
18:09
Aug 19
Aug 19
Author updates a prior research thesis on memory disaggregation.
Author updates a prior research thesis on memory disaggregation, highlighting Marvell's Structera and Photonic Fabric as architectural progress, but frames it as analysis rather than a current position or trade call.
LOW
11:44
Aug 19
Aug 19
The author directs the conversation to private messages about Qualcomm without expressing any.
The author directs the conversation to private messages about Qualcomm without expressing any public directional view or position.
LOW
06:30
Aug 19
Aug 19
The author shares a crowd-sourced list of stocks followers would buy on a dip.
The author shares a crowd-sourced list of stocks followers would buy on a dip, but this is a survey result, not their own position or forward call, so all tickers are indexed as watch.
LOW
13:48
Aug 18
Aug 18
A former Oracle employee discusses how hyperscalers are improving hardware value extraction.
A former Oracle employee discusses how hyperscalers are improving hardware value extraction, with custom silicon from Google, Amazon, and Microsoft increasingly competing with Nvidia GPUs while Nvidia remains strong for frontier training.
22:01
Aug 17
Aug 17
The tweet is a factual daily recap of semiconductor sector news and price action.
The tweet is a factual daily recap of semiconductor sector news and price action, listing developments and movers without expressing any personal trade positions or forward-looking calls.
23:11
Aug 13
Aug 13
Qualcomm at 200-week MA discount buy
Buy Qualcomm at its 200-weekly moving average, a long-term support level the author frames as a discounted entry into a quality semiconductor franchise.
MED
15:36
Aug 12
Aug 12
QCOM data center hype retraced, guidance cut
Avoid QCOM — the data center narrative that drove the stock higher was hype-driven with no substance, the move has fully retraced, guidance has been cut, and the stock is underperforming peers YTD, signaling the bull thesis has collapsed.
MED
01:20
Aug 12
Aug 12
The author asks a comparative cost-benefit question between QCOM and GCTS.
The author asks a comparative cost-benefit question between QCOM and GCTS, while the parent context notes GCTS's SpaceX collaboration is speculative, so no directional position is taken.
LOW
01:17
Aug 12
Aug 12
QCOM viewed as dominant smartphone D2D player
Views QCOM as the most likely dominant player in the general smartphone D2D modem market due to its ecosystem and customer base.
MED
About QCOM Analyst Coverage
Buzzberg tracks QCOM (Qualcomm Incorporated) across 79 sources. 119 bullish vs 21 bearish calls from 105 analysts. Sentiment: predominantly bullish (21%). 477 total trade ideas tracked. Past 7 days: 1 bullish, 8 watch. Latest voices: AlphaSense, semicon_player, DeItaone.