QC QCOM Qualcomm Incorporated Loading... : Bullish and Bearish Analyst Opinions

Buy QCOM at $166 retest; author calls it a "perfect bottom" and expresses long-term conviction in the company alongside the broader AI plays bottoming thesis.

Author agrees with parent that several semiconductor names are approaching good buying opportunities, treating them as watchlist entries rather than explicit positions.

Buy QCOM as part of Other Bets basket; author deploys fresh capital into semiconductor names citing AI buildout acceleration and sentiment-driven dip as entry catalyst.

Micron dropped 5.37% after announcing memory LTAs with Qualcomm, but the author attributes the move to deleveraging/margin cascades rather than company-specific issues.

Losing Apple modem business, but automotive division scaled from $500M to $6B; humanoid robot partnerships provide free option at 20x earnings. Market overreacts to Apple loss while ignoring diversification into auto and robotics; current valuation does not price new growth. Contrarian play on hidden growth vectors with a reasonable valuation. Apple modem loss deeper than expected, robot monetization slow, cyclical downturn.

The author identifies five large AI stocks with specific buy prices as long-term buying opportunities but frames them as price targets for accumulation rather than stating an existing position or explicit forward call.

Buy QCOM as author discloses it as a current long position, citing forward positioning across mobile, auto, PC, and AI inference as a multi-layered growth stack still underpriced by the market.

Buy QCOM as a diversified Physical AI play with exposure to automotive, industrial edge, robotics silicon, and data center — author frames it as a multi-quarter/multi-year position with institutional-grade Physical AI tailwinds beyond core mobile.

Buy QCOM at $168-165 based on technical support level, anticipating a bounce from that zone.

Buy QCOM as the market underestimates its data center inference opportunity, with 200MW AI rack deployments for Humain and Meta's 2028 CPU commitment.

Buy QCOM into H2 2026 as the June Investor Day guidance reset (FY29 non-handset $40B vs prior $22B, EPS >$18 vs $15.26 consensus) is underpriced at 16x forward P/E; near-term catalysts include AI200 inference accelerator commercial launch H2 2026 with Humain as anchor customer (200MW deployment), Alphawave SerDes acquisition enabling competitive data center connectivity, and Meta commitment to Dragonfly C1000 CPU — all diversifying away from the Apple modem headwind the market is already pricing

Buy Qualcomm for AI edge device shift.

The author is publicly building a Physical AI portfolio with over 50% cash, taking nine positions across these tickers for a multi-quarter/multi-year timeframe, signaling high conviction in the theme.

Buy QCOM as an indirect robotics exposure play on the Hyundai strike theme; connection is loosely stated with minimal reasoning from the author.

Physical AI supercycle thesis mentioned as context; ticker listed in a watchlist without directional commitment.

Buy QCOM as a large-cap edge compute semiconductor beneficiary of humanoid robotics growth; chips' share of humanoid BoM projected to triple per Morgan Stanley, directly benefiting edge compute chip suppliers.

The author gives a vague affirmative reply to a question about liking QCOM, which lacks explicit position language or forward conviction.

Qualcomm's HBC (memory-on-logic using LPDDR) is the first disclosed product with a production timeline (mid-2027). The article notes customer interest from Humain and Microsoft, and claims 6x bandwidt

Buy QCOM on the speaker's bullish conviction, inviting counterarguments implies a strong directional view but lacks specific catalyst.

Buy QCOM as its AI200/AI250 inference chips target TCO-sensitive deployments, anchor customer Humain is deploying 200MW of AI200 racks in Saudi Arabia starting 2026, and the $2.4B Alphawave acquisition provides the low-latency SerDes/interconnect IP that is the critical bottleneck in disaggregated LLM inference.

Qualcomm is noted as finally receiving positive attention, but no explicit position or forward call is stated.

QCOM is mentioned only as a chip ecosystem that QNX supports; the post is a BB/QNX research teaser, not a directional QCOM call.

Author expresses a preference for Qualcomm over Nokia in a reply, indicating a bullish view on QCOM as the better pick.

Author highlights QCOM as an under-discussed name he favors, framing it as a contrarian pick relative to more widely discussed semis; no explicit position language per speaker note.

Notes QCOM at 180 as interesting, no directional view or catalyst stated.

The author expresses enthusiasm for a positive development and asks about Qualcomm, but does not state a position or forward-looking call.

The author highlights that several popular stocks are down 18-51% from their all-time highs while the market index sits at records, but does not state a position or forward call.

Buy QCOM; author discloses active long position entered at $170s–$180s, framing the purchase as a deliberate dip-buy into weakness with personal capital committed.

The author shares Fable's scenario analysis suggesting QCOM is the most likely candidate for the Trainium supply chain, with AVGO in second place, but does not state a personal position or trade.

The author shares a scenario analysis suggesting Qualcomm is the most likely candidate for a supply chain role, with Broadcom in second place, but no personal position is stated.