Qualcomm: The Most Underappreciated EPS Upside Story In Semis

Group 1 - Qualcomm is viewed as a quality stock with potential for a rally driven by AI-related handset average selling price (ASP) increases and credible automotive revenue conversion opportunities [1] - The company is positioned to benefit from macroeconomic trends and corporate earnings, indicating a focus on long-term value creation [1] Group 2 - The analysis emphasizes the importance of rigorous risk management and financial modeling in uncovering high-growth investment opportunities [1] - The research approach combines fundamental and technical analysis to provide actionable insights for investors [1]