Top AI and Auto Chip Stock Qualcomm - Beating the Market and Still A Great Value

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  • Опубликовано: 8 июн 2024
  • Qualcomm (QCOM) stock has been a top semiconductor stock so far in 2024. Helping its outperformance along has been the hot Automotive chip segment. In this episode of Chip Stock Investor, Nick and Kasey discuss the latest earnings update and why Qualcomm’s rebound is poised to get even better.
    Last QCOM Video: • Qualcomm Stock Is Beat...
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    Chapters:
    00:00 Qualcomm's Market Triumph Amidst Automotive Chip Slump
    01:26 Deep Dive into Qualcomm's Automotive Segment Success
    02:15 Qualcomm's Position in the Semiconductor Industry
    04:10 Smartphone Market Stabilization and Qualcomm's Advantage
    06:09 Automotive Revenue Growth: Qualcomm's Winning Streak
    07:51 Comparing Qualcomm with Competitors and Future Projections
    15:02 Qualcomm's Financial Health and Shareholder Value
    16:05 Looking Ahead: Qualcomm's Q3 Guidance and Industry Outlook
    Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
    #qualcomm #qualcommstock #qualcommsnapdragon #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
    Nick and Kasey own shares of Qualcomm

Комментарии • 20

  • @loganlasvegas
    @loganlasvegas Месяц назад +6

    Followed your recommendation 2Q ago @$140 and you were spot on. Love your no fluff, no hype, fact-based content! Also long term holder of AMD and NVDA, but QCOM has been the most stable recently.

  • @shannonoliver7992
    @shannonoliver7992 Месяц назад +3

    Great call, Nick and Kasey! I'm a happy shareholder of Qualcomm. 41K Subscribers! You'll be at 100K in no time!! Congrats on the stellar growth!

  • @user-qf9ec7br6i
    @user-qf9ec7br6i Месяц назад +2

    Qualcom to the moon
    Bought the broadcom dip
    And more arm

  • @FoundingFathersUSA
    @FoundingFathersUSA Месяц назад +1

    Excellent review of Qualcomm’s products.

  • @wm6549
    @wm6549 Месяц назад +1

    Good call! Thanks for the update!

  • @mikev9578
    @mikev9578 Месяц назад +2

    Great content as usual! Will buy more QCOM next time it dips. Also, I love the hats Kasey!

    • @michaelbrown-nz4on
      @michaelbrown-nz4on Месяц назад

      I want to start a position, but between my 2 portfolios I own ASML, NVDA, AVGO, LRCX, AMAT, CDNS, SNPS & SMH. It might be overkill for me to add another Semiconductor stock 🤷🏿‍♂️

  • @user-sm9ms6yw9p
    @user-sm9ms6yw9p Месяц назад +1

    Thanks you!💯

  • @kienphung9084
    @kienphung9084 15 дней назад

    Dear people. Please show me, how to buy the stock of Qualcomm. Thank you.

  • @LOGLISCICRISTIANO
    @LOGLISCICRISTIANO Месяц назад +2

    Can you guys do update about Axcelis earnings report? Thank you

    • @chipstockinvestor
      @chipstockinvestor  Месяц назад

      We'll get to it, some insights coming from our Onsemi update Friday

  • @zebbie09
    @zebbie09 Месяц назад

    Nice report, as usual….Can you describe the process on how you create your thumbnails?

    • @chipstockinvestor
      @chipstockinvestor  Месяц назад +1

      Hi Zebbie, I wish I could say I had a process...😅

  • @user-tt8oh2ob1q
    @user-tt8oh2ob1q Месяц назад +1

    Thanks for the video guys. I have the following questions:
    How Qualcomm will monetize its edge AI capabilities?
    How Qualcomm will monetize its AI hub?

    • @chipstockinvestor
      @chipstockinvestor  Месяц назад +1

      Hi there, thanks for watching.
      Like with its other chips, QCOM monetizes its AI capabilities and software with long-term supply agreements with its customers. The AI fetches a higher price point than older chips, but ultimately revenue is tied to how many chips the customers end up needing.

  • @user-qf9ec7br6i
    @user-qf9ec7br6i Месяц назад

    Do arm holdings pls

    • @chipstockinvestor
      @chipstockinvestor  Месяц назад

      Have you seen our older videos on Arm? Our view remains the same

  • @bensgoodeats1493
    @bensgoodeats1493 13 дней назад +1

    The next Nvidia