QCOM Qualcomm Incorporated Loading... : Bullish and Bearish Analyst Opinions
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00:48
Jun 04
Jun 04
Author is neutral on Qualcomm due to China exposure but notes upside from photonics acquisitions, while being more bullish on Mediatek without stating a position.
LOW
22:01
Jun 02
Jun 02
Qualcomm launched Dragonfly data-center AI inference brand; investor day scheduled June 24 for further detail — no directional view from speaker.
MED
18:59
Jun 02
Jun 02
Watch Qualcomm (QCOM) as an Arm licensee facing potential channel tension from Arm’s direct silicon push, but no clear near-term catalyst.
MED
17:18
Jun 02
Jun 02
Microsoft is collaborating with Qualcomm and Mediatek to develop new devices, according to a news report.
14:54
Jun 02
Jun 02
Watch QCOM and ARM as Intel’s x86 AI PC design wins slow Windows-on-Arm adoption.
MED
14:27
Jun 02
Jun 02
Watch Qualcomm as the Nvidia-MediaTek RTX Spark partnership threatens its premium Windows-on-Arm position.
MED
18:56
Jun 01
Jun 01
Notes Qualcomm hiring DRAM and optical test engineers; speculative but no directional view from speaker.
LOW
15:17
Jun 01
Jun 01
The author expresses frustration with Qualcomm's 6G narrative, calling it a grift similar to 5G, but does not state a position.
LOW
13:32
Jun 01
Jun 01
Nvidia shares gain three percent at the open while Arm ADRs rise twelve percent, Qualcomm sinks over seven percent, Intel falls nearly seven percent, and AMD drops almost four percent.
11:58
Jun 01
Jun 01
The author warns that the equity rally is dangerously concentrated in 10 names with collapsed skew and systematic selling pressure, but does not state a personal position or explicit forward call.
11:56
Jun 01
Jun 01
Pre-market movers report highlights Nvidia and Microsoft unveiling AI superchip for PCs, causing chip competitors to fall and partners to gain, along with other corporate news including Berkshire Hathaway's acquisition of TMHC and FedEx completing its spin-off.
11:48
Jun 01
Jun 01
Nvidia enters PC market with new chip boosting its stock and Arm while weighing on Intel, Qualcomm, and AMD, with IBM jumping on Trump praise, Oculis plunging on trial miss, and Taylor Morrison surging on Berkshire acquisition.
21:22
May 29
May 29
The author discusses Nvidia and MediaTek's AI PC collaboration as potentially superior to Qualcomm's, but offers no personal position or forward trade call.
LOW
07:15
May 29
May 29
Article identifies Qualcomm Snapdragon as the brain in phones and mentions NPU TOPS rising from 5 to 50+; as phones become primary Edge AI devices, Qualcomm's SoC content per phone increases.
Article identifies Qualcomm Snapdragon as the brain in phones and mentions NPU TOPS rising from 5 to 50+; as phones become primary Edge AI devices, Qualcomm's SoC content per phone increases.
Risk: Competition from Apple Silicon and potential slowdown in smartphone replacement cycles.
06:13
May 29
May 29
Author expresses skepticism about buying QCOM into edge AI, lacking conviction in the thesis.
LOW
22:02
May 27
May 27
Reported rumor of a second major cloud ASIC project for Qualcomm beyond ByteDance, with speculation pointing to Amazon as the customer.
LOW
22:16
May 26
May 26
Qualcomm AI chip supply deal with ByteDance.
Qualcomm is collaborating with ByteDance to supply AI chips, extending its role beyond mobile into AI-driven custom silicon. This partnership, combined with the broader semiconductor rally, supports Qualcomm's upside as AI chip demand expands to edge and connectivity applications.
MED
22:02
May 26
May 26
New supply deal with ByteDance for AI datacenter chips; market repricing QCOM as broader AI infrastructure supplier beyond handsets. No directional view from speaker.
MED
16:36
May 26
May 26
Long QCOM based on the QCOM/ByteDance deal catalyst, expecting multiple pumps as rumors become news, with personal leveraged position taken last Thursday.
MED
15:08
May 26
May 26
Long QCOM on confirmed ByteDance AI chip deal and data center revenue expansion, adding ~$8.5B or 20% incremental revenue in 24 months.
HIGH
14:53
May 26
May 26
Qualcomm's AI chip deal with ByteDance signals major expansion into AI infrastructure, with ByteDance expected to buy millions of chips and boost capex.
09:05
May 26
May 26
The tweet references Qualcomm in a reply but lacks a forward-looking directional view or explicit trade opinion.
03:20
May 26
May 26
Rotate from NVDA to CPU/server stocks
Investors should reduce NVDA weight and instead increase exposure to AMD, Qualcomm, Dell, and HP because the AI inference era places greater relative importance on CPUs and server OEMs. These companies will benefit more from the shift away from pure GPU dominance.
HIGH
01:28
May 26
May 26
Rotate from Nvidia to CPU stocks.
As AI shifts from training to inference, the relative importance of CPUs versus GPUs will increase. US CPU-related companies like AMD, Intel, Qualcomm, and ARM will benefit more than Nvidia. Nvidia should be reduced to fund these positions. Dell and HP as system integrators also benefit.
HIGH
20:13
May 25
May 25
Buy QCOM for its dual role in edge AI silicon and modem chips essential for 6G agent devices.
MED
02:45
May 25
May 25
The author expresses a bullish outlook on Ambarella and Qualcomm as key players in the AI robotics hardware space.
05:33
May 23
May 23
Qualcomm's datacenter entry strategy with a new LPDDR-based architecture and ASIC/CPU push create a watchlist opportunity, balanced by known risks.
MED
05:16
May 23
May 23
Trader expects the mentioned stock to continue trekking higher next week, comparing its steadier performance to Qualcomm's explosive move.
HIGH
20:48
May 22
May 22
Qualcomm automotive growth accelerating via Stellantis deal
Qualcomm's automotive business has been growing rapidly, with annualized revenue reaching $6 billion and growing 8x over six years. The expanded Stellantis partnership, deploying Snapdragon Digital Chassis across all brands outside China starting model year 2028, will further accelerate growth as automakers embrace AI and self-driving technology. Revenue is growing at 25%+ and similar trajectories are expected to continue.
HIGH
18:52
May 22
May 22
Speaker defends QCOM against bearish FinX commentary, arguing critics are repeating the mistake made with INTC; no specific catalyst or first-person position stated.
MED
About QCOM Analyst Coverage
Buzzberg tracks QCOM (Qualcomm Incorporated) across 40 sources. 58 bullish vs 19 bearish calls from 48 analysts. Sentiment: predominantly bullish (22%). 174 total trade ideas tracked.