Traded Value$Qualcomm(QCOM.US)
The moat is too shallow, and there are too many short-term negatives.
MediaTek is eyeing the mobile chip market aggressively. The x elite was like throwing a stone into the water—no splash but brought an ARM lawsuit. Apple also stopped using your modem. Revenue heavily relies on China, making it vulnerable to Trump's tariff policies. The big promises at Investor Day didn’t even fool Wall Street.
Let’s see if it can rebound next year.
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