Qualcomm's AI Empire Is Building - And Alphawave Just Handed Them The Keys
Source: SeekingAlpha
2025-06-09 10:50:44 ET
My Thesis Update
My first and so far the only article on Qualcomm Inc. ( QCOM ) came out in December 2024 with a " buy " rating. At the time, I argued that QCOM was poised for "a big jump" because I thought its QCT segment's success in handsets, automotive, and IoT devices would continue, letting the firm's already strong financials and attractive valuation drive the stock's price higher. Since then, the stock didn't go up – it's still down amid the broader market's weakness:
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Qualcomm's AI Empire Is Building - And Alphawave Just Handed Them The Keys
Alphawave IP Gr
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