GR8, re: Farmer Jim- Jim Lebenthal --- recent QCOM quotes, Bio, etc. ......
Q&A with Copilot >>>
favorite quote - snip >>>“Qualcomm is going to 200.” (Aug 1, 2025) -- (hope he nails this one)
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Here’s the updated list of Jim Lebenthal’s public comments on Qualcomm (QCOM), now organized in reverse chronological order—most recent first:
September 18, 2025 – CNBC Final Trades
“Qualcomm has had a little bit of a lackluster year, but seems to be making a run for the roses right now.”
This comment followed news of Qualcomm and Google Cloud expanding their partnership to enhance in-car experiences using agentic AI.
August 1, 2025 – CNBC Final Trade
“Qualcomm is going to 200.”
A bold price target prediction made during his Final Trade segment.
June 28, 2025 – CNBC Investment Committee
“Qualcomm, it's a little bit different in that the earnings revisions are very slightly upwards, but there I'm being anticipatory and I think those earnings revisions are going to start marching higher—not on the back of cell phones, which we all know waiting for this much heralded super upcycle is not happening. But where Qualcomm's going to really get the earnings revisions upward is in automotive and Internet of Things, the latter of which also does play into the data center buildout.”
December 23, 2024 – CNBC Halftime Report
“I’m buying more Qualcomm.”
A straightforward endorsement of the stock despite weakness in mobile chip demand.
Let me know if you’d like a visual timeline, performance chart since these calls, or a comparison with other chip stocks he’s mentioned.
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Here’s a deeper look into Jim Lebenthal and his firm, Cerity Partners—they’re not your average Wall Street duo.
Jim Lebenthal: The Man Behind “Farmer Jim”
Jim is known for his candid, no-nonsense style on CNBC, but his credentials run deep:
- ?? Education:
- B.A. in Molecular Biology from Princeton University
- MBA in Finance from Wharton School of Business
- Partner & Chief Equity Strategist at Cerity Partners
- Former CEO & CIO of Lebenthal Asset Management
- Financial Advisor at Goldman Sachs
- Former nuclear submarine engineer in the U.S. Navy
- Awarded 2 Navy Commendation Medals and 4 Navy Achievement Medals
- ?? Media Presence:
- Regular contributor on CNBC’s Halftime Report and Final Trades
- Featured in Forbes, Fortune, Business Insider, and The New York Times
?? Cerity Partners: The Firm
Cerity Partners is one of the largest independent wealth management firms in the U.S., known for its holistic and fiduciary-first approach.
?? What They Do:
- Wealth Management for high-net-worth individuals and families
- Investment Management with customized equity portfolios
- Tax & Estate Planning, Retirement Strategies, and Business Advisory
?? Investment Philosophy:
- Long-term, fundamentals-driven
- Heavy emphasis on U.S. equities
- Strategic asset allocation with a focus on value investing
- Jim contributes to the firm’s Investment Committee, shaping macro outlooks and tactical decisions
?? Market Outlook (as of August 2025):
Jim Lebenthal shared a cautiously optimistic view:
“Markets have rebounded, and recession risks have eased... but investors should remain selective and focus on earnings quality.”
He highlighted AI, infrastructure, and energy transition as key themes for the second half of 2025. |
