Qualcomm Incorporated (QCOM): a bull box theory

We encountered a knife thesis Inside the QUALCOMM (QCOM) to invest instead of Intel (QCOM). In this article, we will summarize the theses in Bulls in QCOM. Qualcomm Incorporated (QCOM) ‘s share was commercial about 95.41^th June. The QCOM was 15.86 and 12.96, respectively p / E, Yahoo finance

Creates a powerful calculation system near a lapboard.

The Qualcomm received $ 2.4 billion and the accusation of Alphawavt $ 2.4 billion, the company records a strategic Pivot on a high-performance AI and data center infrastructure that reflects the intention of well expanding them in the smartphone chips.

Both cash and shares and shares and companies are receiving a 96% award for the stock price of Alphawave from March 31, signaling the confidence of the long-term value of Qualcomm’s AI infrastructure. Alphawave’s main technology-high-speed chip interactions – Faster information movements between AI systems, Next-Gen AI workloads are very important to support calculation requirements. If successfully integrated, Alphawave can contribute to high margin, high margin, which helps Alphawave, enterprise silicone and general business quality.

This movement comes as the AI ​​infrastructure has become one of the most competitive and profitable battlefields in the semiconductor sector. For investors, this is less about the Qualim SomPing for urgent gain and a foundation for the sustainable actuality and growth in a fast-growing AI view.

In the meantime, it is resistant to the construction industry automation – it continues to be ai-based. Dutch Startup uses AI-powered bricklaying robots to solve US density problems, the icon in the United States uses 3D printing to build home and even lunar structures in the United States. The built-in robotics are excavated for excavations and energy projects and piloted the fast brick masonry robot in FBR Florida, Australia.

It points to a broader turn with innovations, automation, labor deficiency, cost pressures and space restrictions. If it can be measured, benefits from economic and society can be large, especially in apartment-limited areas.

We have covered a covered knife thesis Christopher from Kirincic from Qualcomm, compelling assessment, continuous licensing money flow and expanding the availability of car and AI external calculation area. On the contrary, the thesis of investment, the AI ​​infrastructure, which includes the Strategic Pivot of the Qualcomom’s strategic Pivot, indicates a longer betting signal to high-performance venture silicone outside the mobile heritage. The stock has been appreciated about 2% since then.