Joining the discussion are Kunjan Sabani, a Bloomberg Intelligence analyst focused on NVIDIA and semiconductors, and Lucas Shaw, a Bloomberg reporter covering Comcast's strategic shifts. They delve into Qualcomm's ambitious $22 billion growth plan driven by automotive chips and IoT. The conversation also highlights the crypto landscape's evolution, especially following pro-digital currency candidates' success in elections, and Comcast's cable network spin-off in the face of subscriber decline.