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Strategies & Market Trends : Technical analysis for shorts & longs

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From: Johnny Canuck	12/13/2025 1:38:42 AM
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Summary of Seeking Alpha Article: "Qualcomm Stock: Undervalued High-Growth Compounder With Premium Margins" Author: The J Thesis Publication Date: December 13, 2025 Overall Thesis and Rating: Strong Buy on Qualcomm (NASDAQ: QCOM), with a $223 price target implying ~23% upside from current levels. The author views QCOM as an undervalued high-growth compounder trading at a significant discount despite strong performance. Key Reasons for Bullish Stance: Qualcomm delivered its 9th consecutive double-beat quarter (beating revenue and EPS estimates) and has outperformed peers. The QCT segment (Qualcomm CDMA Technologies) is robust and diversified, driving growth in non-handset areas. Strong growth in automotive (36% YoY revenue growth) and IoT (combined automotive + IoT up 11% YoY). Strategic partnerships in automotive and AI sectors. Premium margin stability and shareholder-friendly policies, including $3.4B in capital returns. Financial Highlights (Latest Quarter): 10% YoY revenue growth 15% YoY EPS growth Overall stock performance: Up ~16% year-over-year, yet still undervalued. Valuation: Trades at a forward P/E of ~15, described as a "steep discount" relative to growth prospects and peers. Risks: Not explicitly detailed in the article. The article emphasizes Qualcomm's dominant market position, diversification beyond handsets, and long-term growth potential in high-margin areas like automotive and AI, making it an attractive compounder at current valuations.

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