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Bloomberg Intelligence
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Qualcomm's Market Performance and Growth Opportunities
The chapter analyzes Qualcomm's strong market performance and upgrades the stock to a buy, highlighting its diversification beyond smartphones. It explores potential growth in AI PCs and Qualcomm's position in the smartphone market cycle, including premium devices and content gains. Geopolitical risks, Apple's AI computer and smartphone cycle, and uncertainties in China's market are also discussed.
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