�� Qualcomm (QCOM) — The Silent Giant of U.S. Chips ����

While everyone’s watching Nvidia and AMD, Qualcomm (QCOM) quietly powers the world’s phones, cars, and connected devices.

�� What they do:
Design AI-driven processors (Snapdragon), 5G modems, and automotive chips — used by Samsung, Xiaomi, and now automakers like BMW and GM.

�� Numbers & Forecasts:

Q3 EPS: $2.77, revenue up ~10% YoY

FY2026 EPS forecast: $2.28–$2.35 per quarter

Analysts’ average target: $185 (range $165–$205)

Consensus: Strong Buy (24 Buys / 7 Holds / 1 Sell)

�� Short interest: ~1.3% — relatively low, showing steady institutional confidence.
�� Hedge funds increasing exposure on AI-on-mobile narrative.

�� Outlook:
As Qualcomm expands Snapdragon into AI laptops and automotive platforms, analysts expect margin growth and new licensing deals to drive 2025–26 upside.

The market sleeps on Qualcomm — but every AI-powered device in your pocket runs on its silicon.

���� $QCOM | U.S. semiconductor | AI + 5G core

@Market