I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, AVGO either through stock ownership, options, or other derivatives. I wrote this article ...

On CNBC's “Halftime Report Final Trades,” Jim Lebenthal, partner at Cerity Partners, said Qualcomm Incorporated QCOM has had a little bit of a lackluster year, but seems to be making a “run for the roses right now.”Qualcomm and Google Cloud announced on Sept. 8 that they have expanded their relationship to help automakers deliver enhanced in-car experiences through agentic AI.Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, named Vertiv Holdings Co VRT as his fin ...

Turn the final trades. Jim, you're up first. >> Qualcomm, it's had a little bit of a lackluster year, but it seems to be making a run for the roses right now.>> Weiss verdive. Look, uh, this is high test beta. So, if you get a bad Fed comment, then this will go down a lot.But overall, the trend's still higher with data centers. Liz, >> China. Let's avoid Fed volatility today alto together.And I think that there's still stimulus coming over there. >> Yeah. Hard to believe we didn't mention Nvidia and some of ...

I feel like it doesn't matter which industry I I cover a lot of different industries and what I hear whether it's cruises whether it's uh travel services whether it's gambling whether it's insurance is AI dominating so Nicholas when you are looking at vanex SMH it's been the benchmark ETF for semiconductor space now and you've got a new variant SMHX which has just passed the general industry accepted benchmark of longevity with assets under management of a a little more than hund00 million. So when you're l ...

Qualcomm Inc. (NASDAQ: QCOM ) is a fabless semiconductor designing and licensing company. The point to note is that they do not perform the manufacturing process. The primary operating subsidiary, Qualcomm Technologies Inc., designs power efficient, high performance chips. QualcommEquity investor with focus on long term and medium term value. Focuses on companies with good fundamentals with a long haul for investing and sector agnostic. Have passed CFA Level 1. Looking forward to building a base as an indep ...

Qualcomm Inc. (NASDAQ: QCOM ) is a fabless semiconductor designing and licensing company. The point to note is that they do not perform the manufacturing process. The primary operating subsidiary, Qualcomm Technologies Inc., designs power efficient, high performance chips. QualcommEquity investor with focus on long term and medium term value. Focuses on companies with good fundamentals with a long haul for investing and sector agnostic. Have passed CFA Level 1. Looking forward to building a base as an indep ...

Qualcomm (NASDAQ: QCOM ) has been a central figure in the wireless industry for decades, now being the foundation of 3G and 4G on which we all rely. With the rise of 5G and the continuedAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved ...

Qualcomm (NASDAQ: QCOM ) has been a central figure in the wireless industry for decades, now being the foundation of 3G and 4G on which we all rely. With the rise of 5G and the continuedAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved ...

每一代移动通信技术的演变差不多持续十年，中间会经历多个标准版本的演进。Rel-15到Rel-20标准版 本被归属为5G，再之后的Rel-21开始进入6G时代。当前，移动通信技术标准正处于Rel-18到Rel-19的演 进阶段，Rel-18在2024年6月正式完成，Rel-19标准版本会在今年晚些时候完成。在近日举办的第十四届 中国知识产权年会上，高通公司全球高级副总裁钱堃指出，6G标准化已经在今年正式启动，6G不是5G 的简单升级，而是面向AI时代的通信变革。 在过去几年中，高通已经把6G创新作为新的关注点。对于6G，高通将重点投资早期研发和基础研究， 并优先考虑长期价值。尤其是面向AI时代，高通正在与产业伙伴一道，推动AI深度融入6G系统，以实 现AI原生的6G设计，从根本上支持运营商推出面向AI互联未来的全新服务。 钱堃在演讲中谈到，2025年是高通成立40周年，也是高通深耕中国市场30周年。30年来，高通与中国的 移动生态企业保持紧密合作。未来，高通将携手更广泛的合作伙伴，共同把握AI、5G/6G连接技术带来 的巨大产业机遇。 6G愿景是成为一个全球互操作无线平台，利用人工智能等最新技术，提供最佳用户体 ...

高通在说明中强调，此次命名并未跳过代际，"第五代"的标识旨在简化消费者对产品路线图的理解。该 平台将继续采用自研的Oryon CPU架构，此前该架构已于去年首次搭载于骁龙8至尊版，据悉新一代平 台将在性能和能效方面进一步优化。 高通表示，"至尊版"的命名专用于其最具行业领先性的产品，未来其他移动平台也将采用统一的"第五 代"代际命名方式，以保持产品线的一致性。 凤凰网科技讯 9月15日，高通官方宣布，2025年骁龙峰会即将召开，届时将正式发布下一代旗舰移动平 台——第五代骁龙8至尊版。该平台延续了骁龙8系旗舰产品的代际演进，将成为该系列的第五代产品。 ...