Qualcomm: Smartphone AI Revolution

JHVEPhoto Investment Thesis I believe that Qualcomm's (NASDAQ:QCOM) recent advancements in on-device AI chip functionality are a game changer. With their deep integration into the supply chains of major smartphone manufacturers and a growing demand for AI-capable devices, the company is poised to capitalize extensively on upcoming tech trends. In particular, smartphones with AI capabilities will change personalization, efficiency, and utility, and will drive consumer demand for upgrades and new purchase ...