Latest Articles
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Qualcomm Stock: A Bargain Buy?
Despite already rising 2x from its low in March 2020, at the current price of $123 per share, we believe Qualcomm stock (NASDAQ: QCOM) has further upside potential. Qualcomm stock has increased from $61 to $123 off the 2020 bottom, more than th...
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Qualcomm, Jabil: Should Apple’s Suppliers Look Forward To A Strong 2021?
Our theme on Apple Component Supplier Stocks – which includes names such as Qorvo (NASDAQ:QRVO), Qualcomm (NASDAQ: QCOM), and Skyworks Solutions (NASDAQ:SWKS) – returned a solid 59% over 2020, driven by the launch of the iPhones 12...
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What’s The Downside For Qualcomm Stock?
Up almost 2.5x since March, we believe Qualcomm stock (NASDAQ: QCOM) could see significant downside. Qualcomm stock is up almost 70% so far this year. It traded at $91 in February 2020 – just before the outbreak of coronavirus – and is currentl...
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Qualcomm, Skyworks, Qorvo: 5G Stocks Benefit From iPhone 12 Tailwinds
5G has emerged as a hot investment theme this year. While major U.S. carriers have been upgrading to the next-gen technology for over a year now, consumer adoption is also likely to pick up meaningfully as Apple (NASDAQ:AAPL) has embraced the tec...
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Forecast of the Day: Qualcomm’s Mobile Device Chipset Pricing
Qualcomm (NASDAQ: QCOM) has received permission from the U.S. to sell 4G chips to Huawei. The company didn’t specify what 4G products it can sell to Huawei – only that the products were related to mobile devices. Qualcomm still has ...
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Company of the Day: Qualcomm
Qualcomm (NASDAQ: QCOM) has reported upbeat fiscal Q4 results along with an upside forecast for the current quarter. CEO Steve Mollenkopf said that the strong results demonstrate that the company’s investments in 5G are coming to fruition a...
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Skip Apple Stock & Pick Apple Component Suppliers To Ride 5G iPhone Wave?
Last week, Apple unveiled its new iPhone 12 lineup. The new phones are quite likely to drive the biggest upgrade cycle for Apple since the iPhone 6 was launched in 2014, considering that they are available in multiple screen sizes, feature modifi...
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Verizon, Qualcomm, Qorvo: Stocks To Watch As Apple Preps 5G iPhones
Our indicative theme of 5G stocks – which includes semiconductor players, tower infrastructure companies, testing equipment providers, and wireless carriers that stand to gain from the next-generation networks – is up by about 19% ...
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Synopsys’ Stock has Rallied 90%, Should You Enter?
We believe there may be better places for your money than Synopsys’ stock (NASDAQ: SNPS). SNPS trades at $214 currently and it has gained 53% in value so far this year. It traded at a pre-Covid high of $165 in February, and it is much abo...
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Qualcomm Stock Too Expensive At $115?
Qualcomm stock (NASDAQ: QCOM) is up around 32% since the beginning of this year, but at the current price around $115 per share, we believe that Qualcomm stock could see significant downside. Why is that? Our belief stems from the fact that Qu...
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How To Make Sense Of Qualcomm’s 10% Drop?
Amid the broader technology stock sell off, Qualcomm’s (NASDAQ:QCOM) stock has fallen nearly -10% in the last 5 trading days. What could best explain this? Simply – the large disconnect between the performance of the global economy an...
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Qualcomm, Skyworks, Qorvo: Apple Suppliers Poised To Gain As 5G iPhone Launch Nears
Our Theme of Apple Component Supplier Stocks which includes a diverse set of companies that supply components for Apple’s iconic iDevices – is up by about 9% year-to-date, on an equally weighted basis, compared to the S&P 500 w...
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Worth Buying Qualcomm Stock At $91?
Qualcomm stock (NASDAQ: QCOM) is up just 5% since the beginning of this year, and at the current price of around $91 per share, we believe Qualcomm stock has a significant downside. Why is that? Our belief stems from the fact that Qualcomm sto...
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Qualcomm Stock Almost At $90!- Way Too High?
Qualcomm’s stock (NASDAQ: QCOM) is roughly unchanged since the beginning of this year, and at the current price of around $89 per share, we believe Qualcomm has a significant downside. Why is that? The key is Qualcomm’s stock is still abo...
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Qualcomm Stock To Surge Past $90 Post COVID-19 Crisis?
Comparing the trend in Qualcomm stock (NASDAQ: QCOM) over recent months with its trajectory during and after the Great Recession of 2008, we believe that the stock can potentially gain around 20% once fears surrounding the coronavirus outbreak ...
