How Rational Investing - Cameron Stewart, CFA’s view on $QCOM changed

2026-08-12Bullish
“The Best Tech Stock to Buy Now: Microsoft vs Meta vs Apple!”
QCOM is a solid, fairly cheaply priced business with sustained high ROIC and low leverage; market does not respect its growth rate with a higher multiple.

Let's take a look at Qualcomm. I I I don't know it all that well off the top of my head. Are they due to report? I mean, they're continuing to grow revenue. 44 billion. It seems like they got a spike around CO, though.

So, some of that growth might just be price increase. I don't know how much of the the growth is is unit versus price.