Qualcomm looks like an overlooked large cap with strong return potential. If it hits its $18 EPS target by 2029, its 18x average P/E implies $324 a share, a 19% CAGR, or $396 and a 27% CAGR at today's 22x, before any upside from major new deals with Amazon and BMW. It is much more than a smartphone chip company: auto is growing 60% year over year and it is moving into data centers. x.com 

Qualcomm's move from $140 to $180 does not make it expensive, because the company is gushing cash flow and the market is only starting to price that this might be sustained and grow. It was a very cheap stock at $140, and $180 merely reflects sustained cash flow. $250 would show confidence in small free cash flow growth, $300 in modest growth, and $500 would approach 10% annual free cash flow growth. x.com 

Apple dropping Qualcomm in favor of its own chips is a warning sign for Qualcomm. When Apple dumped Intel's chips, it marked five years of pain for Intel. Around $150 would be the right level to step in. x.com 

Qualcomm is still priced as a legacy modem stock while it builds a serious AI data center business. At 16x forward earnings it trades far below Broadcom, AMD and Nvidia. Per FundaAI research, it could ship about 1 million custom AI ASICs to a Chinese cloud provider by end-2026 at around $4,000 each, roughly $4 billion from one customer, with about 3 million server CPUs from 2027 and two US cloud providers in the pipeline; those figures remain estimates. x.com 

Qualcomm is shifting from handset supplier to AI infrastructure platform, which should shrink its handset discount. At its June 24 investor day it targeted data center revenue rising from $0.3 billion in fiscal 2026 to over $15 billion by 2029, with the Dragonfly C1000 CPU and AI300 inference accelerator. Micron's results show insatiable AI memory demand that its efficient compute can serve. At about 21x forward earnings versus 30-50x for AI pure plays, a 12-month target of $325 is justified. … Show more

Qualcomm stays a Hold, with the target cut to $186 on handset weakness and limited near-to-mid-term data-center visibility. Fiscal Q4 2026 revenue guidance of $9.7-10.5B fell short of buy-side chatter near $11B; Android faces elevated wafer inventories and Apple modem revenue is falling faster than expected. Data-center targets of $5B in FY27 and $15B+ in FY29 were reaffirmed and AI250 has four major US cloud customers, but high LPDDR5 prices hurt its competitiveness, and CPUs are years off. … Show more

Qualcomm has little downside with Amazon having come in as an investor at around $160 a share. Investors give it almost no credit for AI, wearables, robotics and auto, and those businesses can do the heavy lifting to keep the stock steady next year. x.com 

Qualcomm is a meme play on a squeeze of a consensus short rather than a fundamental story, since its core server CPU team just left. The chart setup looks great after closing a bearish gap from January, some major player appears to be squeezing the shorts, and good news is coming. The target is $180, but a horrible earnings report Wednesday would end the trade. x.com  x.com 

Nvidia's valuation gives too little credit to its expected long-term earnings growth. Its forward P/E-to-growth ratio is 0.28, the lowest since late 2023; the bullish read depends on those growth expectations proving accurate. x.com  x.com 

Qualcomm looks undervalued among tech stocks given its opportunities in physical AI, CPUs and an emerging data-center market. x.com