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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: waitwatchwander who wrote (196802)	12/3/2025 12:46:30 AM
From: Jim Mullens	5 Recommendations of 197001

www, re: QCOM financials....................................................................... Qualcomm needs to better reconcile what's really happening with their financials. FWIW, my WAG at revenue / EPS thru F29 tying to the ’24 analyst day target. I’ve backed out AAPL modems starting in F26 and plugged in a data center forecast which only represent the enterprise inference piece (accelerators). I’m working on the Training piece that incorporates the Oryon CPU which should see meaningful revenue beginning in late FY27/28. The 5 year CAGR looks reasonable even considering the modem adjustment. The DC training market with Oryon could add another $5B in F29. Note, to tie to the '29 target, the handset market reflects no growth 25-12-02 r1

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