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Episode 74: Qualcomm: 5G Phase 2, and 1 Of Our Top Semiconductor Stocks Of 2024
Qualcomm (QCOM) is one of our top semiconductor stock picks for 2024. It was a top pick in 2023 as well, and in spite of a total return of over 30%, it actually underperformed chip stocks last year! At any rate, Chip Stock Investors Nick and Kasey think Qualcomm could have another good year in 2024 as the smartphone market recovery takes hold. They talk about 5G networks, the broader outlook for Qualcomm chip demand, new PC chips that include on-device AI, and why profit margins could soar for Qualcomm. Also available is accompanying research notes for this Qualcomm deep dive over on our…
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