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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 137.34+0.8%Feb 6 9:30 AM EST
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From: Bill Wolf7/28/2022 9:14:24 AM
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  • Club holding Qualcomm (QCOM): Mid-single digit percentage point decrease in handsets, which is why it spent so much time on automotive even as automotive isn’t nearly big enough to offset this decline. Sept. 22 automotive investor day. Team says, “Mindful of the challenging economic environment.” But auto and AI mentions can’t save the stock. And the low multiple isn’t low enough. Internet of Things up 31%. Premium and high tier OK.
  • CEO Cristiano Amon says there is no change in guidance. Samsung seven-year extension means nothing too. No Apple (AAPL) guidance. QCOM trades at 11x. The down quarter was better than the down quarter expected; shouldn’t sell stock down $6 in the premarket. Down $6 per share you buy.
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