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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 181.03-3.5%9:30 AM EDT
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To: RoseCampion who wrote (196226)10/27/2025 6:42:22 PM
From: matherandlowell5 Recommendations

Recommended By
Jon Koplik
Prophet of Profits
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$300/share for Qualcomm?

Are you serious?

First, I doubt that regulators would allow a large company with a monopoly like NVDA to buy a smaller competitor like QCOM. Qualcomm is trying to undercut NVDA's monopoly.

Second, we have lost perspective on the benefits of having an emerging standard. Today's press release announces:

"The Qualcomm AI250 solution will debut with an innovative memory architecture based on near-memory computing, providing a generational leap in efficiency and performance for AI inference workloads by delivering greater than 10x higher effective memory bandwidth and much lower power consumption. This enables disaggregated AI inferencing for efficient utilization of hardware while meeting customer performance and cost requirements."

This is not modest language coming from a company which is known for its restraint.

Qualcomm is selling for roughly 17x earnings while Nvidia has a PE of 54 and a market cap of $4.6 T. Just for perspective, AVGO is selling for a PE of 92. It has $60B of revenue and $32B in EBITA compared to our $43B of revenue and $13B EBITA. Company is worth a mere $1.7 T.

I agree that NVDA could easily come up with the cash for QCOM but I can't believe that the regulators will allow it and I can't think that we (or management) would be willing to part with a "generational leap" in technology for a market cap of $300 billion or so. Qualcomm is worth roughly $200 B now and could easily triple and still be a great investment. Who knows how far it could fly?

Consider adding to your position.

j.
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