Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
The Circuit
00:00
Intro
This chapter examines Qualcomm's financial analyst day, highlighting their pivot to markets like IoT and automotive amid smartphone market saturation. The speakers critically evaluate the company's projected revenue growth, questioning the viability of their long-term forecasts in a fast-changing industry.
Transcript
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