Qualcomm’s Victory Lap On China and Automotive – QCOM A Cheap Stock?

Mobile connectivity chip leader Qualcomm is growing again, thanks in large part to a booming automotive segment and... surprise!... smartphone growth in China. With profit margins on the rise, and QCOM stock getting smashed in July and August, this could be one cheap semiconductor stock right now. Don't miss this important update from Chip Stock Investor on one our favorite picks for 2024!

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Chapters:
00:00 Qualcomm's Earnings Report: Key Points
01:07 Automotive Segment: Qualcomm's Growth Driver
02:11 Qualcomm's Business Model and Revenue Streams
02:44 Automotive Revenue: Record-Breaking Performance
07:09 Qualcomm's Financial Health and Future Outlook
09:58 China and Apple: Debunking Myths
13:41 Investment Insights and Final Thoughts

Nick and Kasey own shares of Qualcomm

[loganlasvegas]

Did well to trust and agree with your research in Jan when nobody else was recommending QCOM. I trust and agree with you now despite the 25% drop from ATH. Thanks for the video.

[ovsvnsl]

Interesting. With such valuation, Qualcomm is at its best. With a longer history of business experience, Qualcomm is another iconic stock. Great opportunity to accumulate.

[leanvo]

Qualcomm will have a great growth opportunity given that a new cycle of AI-integrated and 5G Smartphone and PC. I am adding more into Qualcomm, Nvida and AMD.

[normansteinmetz]

Thank you for the new video. Just in time. I‘m thinking about adding to Qualcomm or to finally buy into NVidia . The valuation with Qualcomm is still more interesting but NVIDIA is a beast :/

[rm]

Thanks for video, appreciate the rational discussion about stocks. There are so many hype videos out there.

[dineshkumarmakarla]

Qualcomm has been working on 6G chips, I think Apple has no choice apart from buying chips
It's a great company to be in, given the 14 forward P/E ratio

[MrYas]

Broadcom at 140 is looking interesting too

[riffsoffov]

Thanks for the video. How much do you think compatibility with X86 matters for Snapdragon X Elite? I've heard that currently, popular games can only run on the chips with X86 emulation, some work, and some crash. I don't know if that's a problem outside of gaming. I expect that in time, there'll be more software that's written for Snapdragon. Also, developers could tweak new software to run better on the processors in emulation mode. Qualcomm showed laptops with their processors playing some games, including Baldur's Gate 3, at Computex, so presumably gaming is either a target market or a useful demonstration of compatibility.

[ashitpatel]

You are unique in YouTube investor company analysis. I love your diagrams, and the company is engaged in the whole ego system of the semiconductor industry, having worked in the past as a semiconductor fab physicist. Please give me a choice so I can pay for a one-year or 6 months subscription to membership. Paying monthly using a UK credit card will cost more in transaction costs.

[Walker]

stop tal, in about sports. nobody cares.

[shannonoliver]

Thanks for another banger! I bought shares based on your recommendation, but I wish I had bought this business earlier. I will add more shares at this level. No one else was talking about Qualcomm, except you two, glad I listened to you earlier this year. Well done!!🐐🐐. Bummed I missed the CSI live, I got pulled into a last-minute meeting 😞