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Qualcomm: Diversification Helps, But Apple Headwind Still Looms
Seeking Alpha·2025-08-21 12:45

In my first coverage of QUALCOMM Incorporated (NASDAQ: QCOM ) on Seeking Alpha, I explained the dichotomy between the company's diversification efforts vs. losing (at least a part of) the revenue from Apple, which has been planning to build I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securi ...