QCOM
Qualcomm$198.27live · 9h agoTotal predictions
4
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
0
Bull / Bear
4 / 0
direction split
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1
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Predictions (4)
Michael Tyler4 callsBullish
The speaker is bullish on Qualcomm as a potential winner among AI hardware companies that can continue to execute despite the broader hardware trade cooling off.
Earlier theses (3)
The presenter is bullish on Qualcomm as part of the AI hardware/custom silicon theme he favors, without giving a specific price target.
The host is bullish on Qualcomm long-term due to its exposure to wearables, though he admits uncertainty on the timing of that trend.
Tyler likes Qualcomm as a longer-term beneficiary of the next AI theme, though he admits uncertainty about timing.
Bull—I'm quite bullish on Qualcomm and Broadcom and Marll.unverifiableAug 12, 2026Bull—I'm quite bullish on Qualcomm here.unverifiableAug 12, 2026Bull—I'm bullish on Qualcomm for wearables over time.unverifiableAug 11, 2026Bull—It's eventually going to be a big theme for Qualcomm.unverifiableAug 8, 2026