Calls
1
Cristiano Amon
CEO, Qualcomm
Win Rate
0.0%
return
-20.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 24
$205.07
-20.6%
Qualcomm is diversifying beyond smartphones into data centers with a full-stack solution that includes CPUs, high-bandwidth compute, accelerators, ASICs, and software (Modular acquisition). The company has already won major hyperscaler customers such as Meta, Microsoft, and two additional ones, and is pulling forward its data center revenue expectations from fiscal 2028 to fiscal 2026, signaling faster adoption and a new growth driver.
AI ASIC
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Cristiano Amon has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: QCOM.
