Calls
1
u/Busy-Interest-7872
Reddit r/ValueInvesting
Win Rate
100.0%
return
+13.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 13
$166.18
+13.4%
The author argues Qualcomm is a value play because it trades well below its 52-week high with a fairly low P/E ratio. The thesis rests on continued Apple contracts for 2026 and potentially 2027 if Apple cannot build modems in-house, plus diversification into automotive and IoT chip sectors. The stated risk is implicit in the Apple dependency: the contracts may not extend if Apple succeeds in-house.
AI ASIC
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u/Busy-Interest-7872 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: QCOM.
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