Can Qualcomm’s (QCOM) Automotive Bet Deliver the Next Big Growth Wave?

Group 1 - Qualcomm Inc. is recognized as one of the best value stocks in Goldman Sachs' portfolio, leveraging next-generation mobile communication solutions across various ecosystems [1] - The company is utilizing Adobe's generative AI platform, GenStudio, to enhance its content creation supply chain, allowing for customized content production and measurement of personalized experiences [1] - Qualcomm's automotive revenue is projected to grow significantly, expected to reach $9 billion by 2030, up from $4 billion in 2025, reflecting a strong CAGR of 40% over the last five years [2] Group 2 - Qualcomm is a global leader in wireless technology, known for pioneering 3G, 4G, and 5G connectivity, and designs advanced semiconductor products including Snapdragon mobile processors [2] - The company is focusing on expanding its automotive and IoT businesses, indicating a strategic shift towards these high-growth sectors [2]